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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
CWCO icon
2851
Consolidated Water Co
CWCO
$518M
$375K ﹤0.01%
10,616
-200
-2% -$6.37K
WF icon
2852
Woori Financial
WF
$17.1B
$374K ﹤0.01%
6,666
+729
+12% +$39.7K
QAI icon
2853
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
$374K ﹤0.01%
11,129
+1,705
+18% +$56.2K
GALT icon
2854
Galectin Therapeutics
GALT
$316M
$374K ﹤0.01%
88,375
+9,615
+12% +$36.2K
ZWS icon
2855
Zurn Elkay Water Solutions
ZWS
$8.6B
$374K ﹤0.01%
7,955
-130
-2% -$5.61K
ENR icon
2856
Energizer
ENR
$1.53B
$373K ﹤0.01%
14,998
-10,615
-41% -$277K
CFA icon
2857
VictoryShares US 500 Volatility Wtd ETF
CFA
$552M
$373K ﹤0.01%
4,097
-168
-4% -$15K
MOTI icon
2858
VanEck Morningstar International Moat ETF
MOTI
$76.3M
$372K ﹤0.01%
10,036
+2,057
+26% +$74.2K
BITX icon
2859
2x Bitcoin ETF
BITX
$866M
$372K ﹤0.01%
6,754
-16,208
-71% -$948K
FSEP icon
2860
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
$372K ﹤0.01%
+7,358
New +$363K
TSM icon
2861
PUT
TSMC
TSM
$2.19T
$372K ﹤0.01%
92,300
-4,000
-4% -$978K
PZZA icon
2862
Papa John's
PZZA
$801M
$371K ﹤0.01%
7,708
-1,357
-15% -$62.8K
LEA icon
2863
Lear
LEA
$8.12B
$370K ﹤0.01%
3,681
+788
+27% +$81.8K
SCIO icon
2864
First Trust Structured Credit Income Opportunities ETF
SCIO
$522M
$370K ﹤0.01%
+17,837
New +$370K
CPSD
2865
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.8M
$370K ﹤0.01%
14,486
– –
EWT icon
2866
iShares MSCI Taiwan ETF
EWT
$11.2B
$370K ﹤0.01%
5,812
+1,912
+49% +$115K
ETSY icon
2867
Etsy
ETSY
$7.29B
$370K ﹤0.01%
5,569
+265
+5% +$15.8K
AMKR icon
2868
Amkor Technology
AMKR
$13.5B
$369K ﹤0.01%
12,992
+631
+5% +$15.2K
ETJ
2869
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$573M
$369K ﹤0.01%
41,000
-7,441
-15% -$66.8K
TVAL icon
2870
T. Rowe Price Value ETF
TVAL
$1.02B
$367K ﹤0.01%
10,765
+1,200
+13% +$40K
IAT icon
2871
iShares US Regional Banks ETF
IAT
$682M
$367K ﹤0.01%
6,988
+16
+0.2% +$834
NSEP
2872
Innovator Growth-100 Power Buffer ETF - September
NSEP
$33.2M
$366K ﹤0.01%
12,773
+4,979
+64% +$139K
ORGN
2873
DELISTED
Origin Materials
ORGN
$366K ﹤0.01%
23,522
-517
-2% -$9.6K
QUBT icon
2874
Quantum Computing Inc
QUBT
$2.03B
$365K ﹤0.01%
19,842
+9,427
+91% +$162K
AKRO
2875
DELISTED
Akero Therapeutics
AKRO
$365K ﹤0.01%
7,684
-766
-9% -$37.1K
113 114
115
116 117

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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.