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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
NOV icon
2951
NOV
NOV
$7.49B
$333K ﹤0.01%
25,162
+508
+2% +$6.56K
ALTL icon
2952
Pacer Lunt Large Cap Alternator ETF
ALTL
$91.3M
$333K ﹤0.01%
7,845
+2
+0% +$80
EAPR icon
2953
Innovator Emerging Markets Power Buffer ETF April
EAPR
$101M
$333K ﹤0.01%
11,426
– –
IPO icon
2954
Renaissance IPO ETF
IPO
$159M
$333K ﹤0.01%
6,718
+2,177
+48% +$106K
LMND icon
2955
Lemonade
LMND
$4.09B
$333K ﹤0.01%
+6,212
New +$303K
FDM icon
2956
First Trust Dow Jones Select MicroCap Index Fund
FDM
$269M
$332K ﹤0.01%
4,384
-528
-11% -$39K
IRDM icon
2957
Iridium Communications
IRDM
$5.23B
$332K ﹤0.01%
18,988
-2,531
-12% -$62.5K
BLFY
2958
DELISTED
Blue Foundry Bancorp
BLFY
$331K ﹤0.01%
36,425
– –
IPAR icon
2959
Interparfums
IPAR
$3.84B
$331K ﹤0.01%
3,360
+48
+1% +$5.65K
COMT icon
2960
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.23B
$330K ﹤0.01%
12,311
+2,520
+26% +$66.7K
HQH
2961
abrdn Healthcare Investors
HQH
$1.34B
$330K ﹤0.01%
17,887
-117
-0.6% -$1.91K
UHAL icon
2962
U-Haul Holding Co
UHAL
$14.3B
$330K ﹤0.01%
5,786
-1,185
-17% -$69.8K
PGEN icon
2963
Precigen
PGEN
$2.46B
$330K ﹤0.01%
100,311
-98,511
-50% -$278K
HUSV icon
2964
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$84.6M
$330K ﹤0.01%
8,282
+1,011
+14% +$40.2K
SUPN icon
2965
Supernus Pharmaceuticals
SUPN
$2.73B
$330K ﹤0.01%
6,903
-1,053
-13% -$42.4K
DMC
2966
Del Monte Corp
DMC
$1.45B
$330K ﹤0.01%
9,493
-2,644
-22% -$93.6K
SAFT icon
2967
Safety Insurance
SAFT
$1.52B
$330K ﹤0.01%
4,662
+1,904
+69% +$138K
NNOV
2968
Innovator Growth-100 Power Buffer ETF - November
NNOV
$88.6M
$329K ﹤0.01%
11,554
-1,182
-9% -$33K
TRIP icon
2969
TripAdvisor
TRIP
$1.28B
$329K ﹤0.01%
20,216
-170
-0.8% -$2.97K
USMC icon
2970
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.67B
$329K ﹤0.01%
+4,819
New +$312K
FMC icon
2971
FMC
FMC
$1.3B
$328K ﹤0.01%
9,752
+1,562
+19% +$60.9K
HPS
2972
John Hancock Preferred Income Fund III
HPS
$462M
$328K ﹤0.01%
21,233
-3,849
-15% -$56.6K
URNJ icon
2973
Sprott Junior Uranium Miners ETF
URNJ
$366M
$328K ﹤0.01%
11,238
+918
+9% +$21.3K
OIA icon
2974
Invesco Municipal Income Opportunities Trust
OIA
$290M
$327K ﹤0.01%
54,312
+817
+2% +$4.71K
BDJ icon
2975
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.76B
$327K ﹤0.01%
35,946
+21
+0.1% +$188
117 118
119
120 121

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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.