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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 | |
|---|---|---|---|---|---|---|
|
NML
2801
Neuberger Energy Infrastructure and Income Fund Inc
NML
$598M
| $399K | ﹤0.01% |
45,699
+3,501
| +8% | +$30.3K |
|
2802
Herc Holdings
HRI
$5.72B
| $397K | ﹤0.01% |
3,404
+32
| +0.9% | +$4.13K |
|
2803
XPeng
XPEV
$11.4B
| $397K | ﹤0.01% |
16,946
+2,345
| +16% | +$47.1K |
|
2804
Albany International
AIN
$1.79B
| $397K | ﹤0.01% |
7,445
-7,124
| -49% | -$452K |
|
|
LEO
2805
BNY Mellon Strategic Municipals
LEO
$387M
| $396K | ﹤0.01% |
63,365
-2,413
| -4% | -$14.4K |
|
2806
Patrick Industries
PATK
$2.81B
| $396K | ﹤0.01% |
3,829
+604
| +19% | +$63.5K |
|
2807
Teekay Tankers
TNK
$2.69B
| $395K | ﹤0.01% |
7,806
+814
| +12% | +$38.6K |
|
2808
JPMorgan BetaBuilders Europe ETF
BBEU
$9.52B
| $394K | ﹤0.01% |
5,666
-1,096
| -16% | -$74.6K |
|
2809
Laird Superfood
LSF
$51M
| $393K | ﹤0.01% |
70,476
-5,000
| -7% | -$31.4K |
|
|
KDEC
2810
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$73.4M
| $392K | ﹤0.01% |
15,394
+967
| +7% | +$24K |
|
2811
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.94B
| $391K | ﹤0.01% |
6,165
+46
| +0.8% | +$2.84K |
|
2812
PUT
AST SpaceMobile
ASTS
$21.4B
| $391K | ﹤0.01% |
+28,500
| New | +$1.37M |
|
2813
Telus
TU
$15.2B
| $390K | ﹤0.01% |
24,749
+786
| +3% | +$12.7K |
|
2814
Omeros
OMER
$984M
| $390K | ﹤0.01% |
95,184
+26,000
| +38% | +$103K |
|
2815
Voya Financial
VOYA
$8.9B
| $390K | ﹤0.01% |
5,217
+967
| +23% | +$71.3K |
|
2816
EnerSys
ENS
$6.79B
| $390K | ﹤0.01% |
3,449
-10
| -0.3% | -$983 |
|
2817
Southside Bancshares
SBSI
$965M
| $390K | ﹤0.01% |
13,788
+14
| +0.1% | +$423 |
|
2818
Lionsgate Studios
LION
$3.53B
| $389K | ﹤0.01% |
56,320
+24,007
| +74% | +$154K |
|
2819
Element Solutions
ESI
$9.17B
| $389K | ﹤0.01% |
15,438
+2,202
| +17% | +$54.9K |
|
2820
Repligen
RGEN
$9.3B
| $389K | ﹤0.01% |
2,907
-911
| -24% | -$111K |
|
2821
Axos Financial
AX
$5.68B
| $388K | ﹤0.01% |
4,587
-1,940
| -30% | -$169K |
|
2822
Amplitude
AMPL
$1.59B
| $388K | ﹤0.01% |
36,184
+41
| +0.1% | +$486 |
|
2823
Patriot National Bancorp
PNBK
$136M
| $388K | ﹤0.01% |
298,167
+11,500
| +4% | +$17.4K |
|
2824
Insmed
INSM
$29B
| $387K | ﹤0.01% |
2,687
+535
| +25% | +$65.5K |
|
2825
Magna International
MGA
$18.8B
| $387K | ﹤0.01% |
8,159
-68,393
| -89% | -$3.01M |
|
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.