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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 | |
|---|---|---|---|---|---|---|
2751
Precision Optics
POCI
$46.5M
| $420K | ﹤0.01% |
96,565
| – | – |
|
2752
AtaiBeckley Inc
ATAI
$2.68B
| $420K | ﹤0.01% |
79,356
+52,135
| +192% | +$212K |
|
2753
Davis Select Worldwide ETF
DWLD
$611M
| $419K | ﹤0.01% |
9,263
+4,431
| +92% | +$191K |
|
2754
Logitech
LOGI
$14.7B
| $418K | ﹤0.01% |
3,815
+93
| +2% | +$9.35K |
|
2755
Seadrill
SDRL
$2.86B
| $418K | ﹤0.01% |
13,843
+25
| +0.2% | +$761 |
|
2756
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
| $418K | ﹤0.01% |
2,347
-13
| -0.6% | -$2.29K |
|
2757
Sturm, Ruger & Co
RGR
$600M
| $418K | ﹤0.01% |
9,607
+1,100
| +13% | +$39.7K |
|
2758
Spire
SR
$4.89B
| $418K | ﹤0.01% |
5,121
+281
| +6% | +$21.4K |
|
2759
Assured Guaranty
AGO
$3.37B
| $417K | ﹤0.01% |
4,927
-3,448
| -41% | -$287K |
|
2760
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
| $417K | ﹤0.01% |
+7,445
| New | +$408K |
|
2761
Mercury Insurance
MCY
$5.9B
| $416K | ﹤0.01% |
4,912
+1,374
| +39% | +$101K |
|
2762
Hamilton Lane
HLNE
$5.7B
| $416K | ﹤0.01% |
3,086
+139
| +5% | +$21K |
|
|
WSR
2763
DELISTED
Whitestone REIT
WSR
| $416K | ﹤0.01% |
33,838
+14,798
| +78% | +$186K |
|
2764
First Industrial Realty Trust
FR
$8.38B
| $415K | ﹤0.01% |
8,071
-1,667
| -17% | -$83.7K |
|
|
CSW
2765
CSW Industrials
CSW
$5.72B
| $415K | ﹤0.01% |
1,710
-2,273
| -57% | -$610K |
|
2766
Nuveen ESG Mid-Cap Growth ETF
NUMG
$372M
| $415K | ﹤0.01% |
8,524
-457
| -5% | -$22.2K |
|
2767
FT Vest US Equity Deep Buffer ETF September
DSEP
$355M
| $414K | ﹤0.01% |
9,378
+1
| +0% | +$43 |
|
2768
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$177M
| $414K | ﹤0.01% |
+12,117
| New | +$403K |
|
2769
Capri Holdings
CPRI
$1.75B
| $414K | ﹤0.01% |
+20,800
| New | +$417K |
|
2770
Tencent Music
TME
$13.8B
| $413K | ﹤0.01% |
+17,679
| New | +$410K |
|
2771
Hayward Holdings
HAYW
$3.26B
| $412K | ﹤0.01% |
27,266
+771
| +3% | +$11.8K |
|
2772
iShares US Tech Breakthrough Multisector ETF
TECB
$493M
| $412K | ﹤0.01% |
6,826
-689
| -9% | -$40.3K |
|
2773
iShares MSCI Austria ETF
EWO
$186M
| $412K | ﹤0.01% |
13,286
| – | – |
|
|
ORLA
2774
DELISTED
Orla Mining
ORLA
| $412K | ﹤0.01% |
38,129
+14,405
| +61% | +$154K |
|
2775
Strive US Energy ETF
DRLL
$299M
| $411K | ﹤0.01% |
14,309
+3,295
| +30% | +$93K |
|
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.