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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+7.77%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
AUM
$88.1B
AUM Growth
+$8.25B
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

Rank Sector Weight
1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.97%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KB icon
2676
KB Financial Group
KB
$41.7B
$473K ﹤0.01%
5,703
+1,127
+25% +$92.4K
BYD icon
2677
Boyd Gaming
BYD
$6.05B
$472K ﹤0.01%
5,464
-35
-0.6% -$2.94K
HGRO
2678
Hedgeye Quality Growth ETF
HGRO
$129M
$470K ﹤0.01%
+17,120
New +$457K
SOC icon
2679
Sable Offshore Corp
SOC
$773M
$469K ﹤0.01%
26,864
+6,841
+34% +$175K
PENN icon
2680
PENN Entertainment
PENN
$2.53B
$469K ﹤0.01%
24,335
+3,037
+14% +$57K
DFEB icon
2681
FT Vest US Equity Deep Buffer ETF February
DFEB
$464M
$469K ﹤0.01%
10,070
-30,300
-75% -$1.38M
ELME
2682
Elme Communities
ELME
$144M
$468K ﹤0.01%
27,774
-2,284
-8% -$37.8K
ASAN icon
2683
Asana
ASAN
$2.28B
$467K ﹤0.01%
34,968
+542
+2% +$7.66K
DFSE
2684
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$639M
$467K ﹤0.01%
11,362
+3,596
+46% +$142K
EJUL icon
2685
Innovator Emerging Markets Power Buffer ETF July
EJUL
$189M
$467K ﹤0.01%
16,122
+6,260
+63% +$176K
TAP icon
2686
Molson Coors Class B
TAP
$7.85B
$466K ﹤0.01%
10,308
+2,308
+29% +$114K
ASX icon
2687
ASE Group
ASX
$103B
$465K ﹤0.01%
41,924
+6,164
+17% +$64.5K
DUOT icon
2688
Duos Technologies
DUOT
$294M
$465K ﹤0.01%
63,143
– –
DFP
2689
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
$464K ﹤0.01%
21,454
-974
-4% -$20.5K
JPUS
2690
JPMorgan Diversified Return US Equity ETF
JPUS
$468M
$464K ﹤0.01%
3,742
+208
+6% +$25.2K
EYPT icon
2691
EyePoint Inc
EYPT
$1.16B
$464K ﹤0.01%
32,567
– –
FMS icon
2692
Fresenius Medical Care
FMS
$12.6B
$463K ﹤0.01%
17,590
+950
+6% +$24.4K
QWLD
2693
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$180M
$463K ﹤0.01%
3,293
-2
-0.1% -$274
SKY icon
2694
Champion Homes
SKY
$5.23B
$462K ﹤0.01%
6,053
+460
+8% +$32.5K
COPX icon
2695
Global X Copper Miners ETF NEW
COPX
$7.97B
$460K ﹤0.01%
7,685
+939
+14% +$45.4K
LBRDA icon
2696
Liberty Broadband Class A
LBRDA
$5.29B
$457K ﹤0.01%
7,213
-170
-2% -$11.8K
BF.A icon
2697
Brown-Forman Class A
BF.A
$13.1B
$456K ﹤0.01%
16,933
+106
+0.6% +$3.08K
ANIP icon
2698
ANI Pharmaceuticals
ANIP
$1.72B
$455K ﹤0.01%
+4,969
New +$405K
CECO icon
2699
Ceco Environmental
CECO
$4.5B
$454K ﹤0.01%
8,864
– –
DRS icon
2700
Leonardo DRS
DRS
$11.9B
$453K ﹤0.01%
9,984
+2,835
+40% +$124K
106 107
108
109 110

Similar funds

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BNP Paribas Asset Management
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Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

HighTower Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HighTower Advisors held 4,142 positions worth $88.1B, up 10% from $79.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $3.57B of net new capital in Q3 2025, opening 390 new positions and adding to 1,957 existing holdings. Its largest new stake was Lineage Inc: 1,133,643 shares worth $43.8M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Truist Financial, an estimated $168M trimmed.

  • HighTower Advisors's largest Q3 2025 buy was Lineage Inc: 1,133,643 shares worth $43.8M.
  • HighTower Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q3 2025, an estimated $147M increase.
  • HighTower Advisors's biggest Q3 2025 reduction was Truist Financial, cutting an estimated $168M.
  • HighTower Advisors fully exited Boeing Co 6.00% Series A Preferred Stock in Q3 2025, selling an estimated $29.1M.
  • HighTower Advisors's ten largest holdings make up 19% of its $88.1B portfolio in Q3 2025.
  • HighTower Advisors opened 390 new positions and closed 336 in Q3 2025.
  • HighTower Advisors's portfolio value rose 10% quarter-over-quarter to $88.1B.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.