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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
(+10%)
Cap. Flow
+$3.57B
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$147M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$111M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$102M |
| 4 |
PepsiCo
PEP
|
+$76.6M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$72.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Truist Financial
TFC
|
+$168M |
| 2 |
General Motors
GM
|
+$93.5M |
| 3 |
SharkNinja
SN
|
+$82M |
| 4 |
Hartford Municipal Opportunities ETF
HMOP
|
+$38.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2726
United States Copper Index Fund
CPER
$777M
| $434K | ﹤0.01% |
14,475
+5,879
| +68% | +$177K |
|
2727
Resideo Technologies
REZI
$3.58B
| $434K | ﹤0.01% |
10,045
-139
| -1% | -$4.34K |
|
2728
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
| $434K | ﹤0.01% |
17,849
-4,256
| -19% | -$102K |
|
|
AIRJ
2729
Montana Technologies Corp
AIRJ
$458M
| $433K | ﹤0.01% |
92,226
-25,000
| -21% | -$117K |
|
2730
ArcelorMittal
MT
$55.7B
| $432K | ﹤0.01% |
11,951
+1,855
| +18% | +$62.5K |
|
2731
Celanese
CE
$4.76B
| $432K | ﹤0.01% |
10,254
-5,247
| -34% | -$261K |
|
2732
iShares Morningstar Small-Cap Value ETF
ISCV
$704M
| $431K | ﹤0.01% |
6,469
-324
| -5% | -$21K |
|
2733
Itron
ITRI
$4.46B
| $431K | ﹤0.01% |
3,457
-4,305
| -55% | -$547K |
|
2734
Green Dot
GDOT
$768M
| $431K | ﹤0.01% |
32,059
+1,959
| +7% | +$24.2K |
|
2735
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$721M
| $429K | ﹤0.01% |
5,050
| – | – |
|
2736
BigBear.ai
BBAI
$1.56B
| $429K | ﹤0.01% |
65,755
+19,732
| +43% | +$126K |
|
2737
Lantheus
LNTH
$6.58B
| $428K | ﹤0.01% |
8,348
+3,924
| +89% | +$245K |
|
2738
Arbor Realty Trust
ABR
$987M
| $427K | ﹤0.01% |
34,939
+7,239
| +26% | +$84.2K |
|
2739
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.33B
| $426K | ﹤0.01% |
8,903
-884
| -9% | -$40.9K |
|
2740
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
| $426K | ﹤0.01% |
18,525
+5,000
| +37% | +$110K |
|
2741
Casella Waste Systems
CWST
$5.88B
| $425K | ﹤0.01% |
4,484
-387
| -8% | -$39K |
|
2742
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.3B
| $425K | ﹤0.01% |
6,259
-15,313
| -71% | -$1M |
|
2743
BancFirst
BANF
$3.81B
| $425K | ﹤0.01% |
3,363
+114
| +4% | +$14.7K |
|
2744
Mattel
MAT
$4.28B
| $424K | ﹤0.01% |
25,197
-10,551
| -30% | -$192K |
|
|
BLE
2745
DELISTED
BlackRock Municipal Income Trust II
BLE
| $424K | ﹤0.01% |
40,544
-448
| -1% | -$4.49K |
|
|
AAT
2746
American Assets Trust
AAT
$1.38B
| $423K | ﹤0.01% |
20,811
+21
| +0.1% | +$424 |
|
2747
iShares US Oil & Gas Exploration & Production ETF
IEO
$583M
| $423K | ﹤0.01% |
4,564
+543
| +14% | +$49.2K |
|
2748
Kinross Gold
KGC
$32.7B
| $422K | ﹤0.01% |
16,992
+484
| +3% | +$9.31K |
|
2749
LeMaitre Vascular
LMAT
$1.84B
| $422K | ﹤0.01% |
4,820
-1,010
| -17% | -$90.2K |
|
|
VOLT
2750
Tema Electrification ETF
VOLT
$788M
| $420K | ﹤0.01% |
+14,594
| New | +$396K |
|
Similar funds
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.