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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 | |
|---|---|---|---|---|---|---|
2826
iShares MSCI Ireland ETF
EIRL
$77.8M
| $386K | ﹤0.01% |
5,715
| – | – |
|
2827
10x Genomics
TXG
$7.62B
| $385K | ﹤0.01% |
32,920
-1,976
| -6% | -$25.8K |
|
2828
BILL Holdings
BILL
$4.93B
| $385K | ﹤0.01% |
7,263
+910
| +14% | +$42.3K |
|
2829
PUT
Charter Communications
CHTR
$18.8B
| $384K | ﹤0.01% |
+76,000
| New | +$23M |
|
|
LADR
2830
Ladder Capital
LADR
$1.26B
| $384K | ﹤0.01% |
35,215
+1,771
| +5% | +$19.9K |
|
2831
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
| $383K | ﹤0.01% |
17,102
+1,252
| +8% | +$27.9K |
|
2832
Hancock Whitney
HWC
$6.28B
| $382K | ﹤0.01% |
6,107
+773
| +14% | +$47.4K |
|
2833
FT Vest US Equity Moderate Buffer ETF September
GSEP
$345M
| $382K | ﹤0.01% |
10,035
+3,160
| +46% | +$118K |
|
2834
Fomento Económico Mexicano
FMX
$40.3B
| $382K | ﹤0.01% |
3,868
+724
| +23% | +$67.3K |
|
2835
Dorchester Minerals
DMLP
$1.33B
| $381K | ﹤0.01% |
14,732
-10,585
| -42% | -$276K |
|
2836
Roivant Sciences
ROIV
$25.5B
| $381K | ﹤0.01% |
25,187
+7,044
| +39% | +$87.2K |
|
2837
Skywest
SKYW
$4.19B
| $380K | ﹤0.01% |
3,782
+116
| +3% | +$13K |
|
2838
WisdomTree International High Dividend Fund
DTH
$659M
| $380K | ﹤0.01% |
7,739
+1,152
| +17% | +$55.4K |
|
2839
Millicom
TIGO
$15.9B
| $380K | ﹤0.01% |
7,825
+607
| +8% | +$26.6K |
|
2840
IMAX
IMAX
$2.77B
| $380K | ﹤0.01% |
11,596
-4,875
| -30% | -$138K |
|
2841
Kite Realty
KRG
$5.24B
| $379K | ﹤0.01% |
17,015
+421
| +3% | +$9.39K |
|
2842
Roundhill Sports Betting & iGaming ETF
BETZ
$50M
| $379K | ﹤0.01% |
15,885
-1,984
| -11% | -$48.4K |
|
2843
Bentley Systems
BSY
$11B
| $379K | ﹤0.01% |
7,354
-3,241
| -31% | -$178K |
|
2844
Dorman Products
DORM
$3.95B
| $378K | ﹤0.01% |
2,426
+243
| +11% | +$34.9K |
|
2845
C&F Financial
CFFI
$278M
| $377K | ﹤0.01% |
5,610
+6
| +0.1% | +$408 |
|
2846
Innovator US Equity Ultra Buffer ETF August
UAUG
$179M
| $377K | ﹤0.01% |
9,590
-1,800
| -16% | -$69.2K |
|
2847
iShares MSCI Belgium ETF
EWK
$163M
| $376K | ﹤0.01% |
16,193
-40,889
| -72% | -$924K |
|
|
ETG
2848
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.86B
| $376K | ﹤0.01% |
17,792
+1,878
| +12% | +$39.2K |
|
|
FSCO
2849
FS Credit Opportunities Corp
FSCO
$1.02B
| $375K | ﹤0.01% |
54,315
+4,188
| +8% | +$30.7K |
|
2850
Pilgrim's Pride
PPC
$6.4B
| $375K | ﹤0.01% |
9,214
+674
| +8% | +$30.6K |
|
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.