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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
MRP
2876
Millrose Properties Inc
MRP
$4.94B
$364K ﹤0.01%
10,835
+1,339
+14% +$43.3K
HISF icon
2877
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.8M
$364K ﹤0.01%
8,052
+90
+1% +$4.04K
HLMN icon
2878
Hillman Solutions
HLMN
$1.75B
$364K ﹤0.01%
39,618
-59,549
-60% -$538K
PEGA icon
2879
Pegasystems
PEGA
$5.44B
$363K ﹤0.01%
6,315
+1,057
+20% +$58.2K
RSPN icon
2880
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$363K ﹤0.01%
6,471
-26
-0.4% -$1.44K
VLU icon
2881
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$777M
$363K ﹤0.01%
+1,778
New +$353K
GEM icon
2882
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$362K ﹤0.01%
8,881
-324
-4% -$12.5K
VBND icon
2883
Vident US Bond Strategy ETF
VBND
$525M
$361K ﹤0.01%
8,165
– –
UEC icon
2884
Uranium Energy
UEC
$5.67B
$361K ﹤0.01%
27,055
+5,273
+24% +$52.8K
CRMD icon
2885
CorMedix
CRMD
$573M
$361K ﹤0.01%
31,000
+3,000
+11% +$36.3K
MBND icon
2886
State Street Nuveen Municipal Bond ETF
MBND
$26.9M
$361K ﹤0.01%
+13,179
New +$356K
PEMX icon
2887
Putnam Emerging Markets ex-China ETF
PEMX
$31.2M
$360K ﹤0.01%
5,740
– –
NATL icon
2888
NCR Atleos
NATL
$3.46B
$360K ﹤0.01%
9,157
+502
+6% +$17.5K
PRGO icon
2889
Perrigo
PRGO
$1.78B
$360K ﹤0.01%
16,152
-390
-2% -$9.53K
METC icon
2890
Ramaco Resources Class A
METC
$647M
$360K ﹤0.01%
10,837
-1,458
-12% -$33.9K
SOLT
2891
2x Solana ETF
SOLT
$113M
$360K ﹤0.01%
+781
New +$341K
VHC icon
2892
VirnetX Holding Corp
VHC
$61.4M
$359K ﹤0.01%
19,946
+7,500
+60% +$120K
IONS icon
2893
Ionis Pharmaceuticals
IONS
$9.21B
$357K ﹤0.01%
5,458
+101
+2% +$4.93K
GTES icon
2894
Gates Industrial Corporation Ltd.
GTES
$7.2B
$357K ﹤0.01%
14,379
+458
+3% +$11.4K
SANM icon
2895
Sanmina
SANM
$10.9B
$356K ﹤0.01%
3,096
+548
+22% +$61.6K
MODL icon
2896
VictoryShares WestEnd US Sector ETF
MODL
$1.07B
$356K ﹤0.01%
7,703
-91
-1% -$4.04K
FTXL icon
2897
First Trust Nasdaq Semiconductor ETF
FTXL
$1.33B
$356K ﹤0.01%
3,183
+170
+6% +$17.2K
UVV icon
2898
Universal Corp
UVV
$1.15B
$356K ﹤0.01%
+6,367
New +$352K
ACLS icon
2899
Axcelis
ACLS
$4.18B
$356K ﹤0.01%
3,642
+275
+8% +$22.1K
ADMA icon
2900
ADMA Biologics
ADMA
$2.22B
$353K ﹤0.01%
24,097
-11,059
-31% -$190K
114 115
116
117 118

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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.