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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
ANET icon
276
Arista Networks
ANET
$238B
$64.4M 0.07%
441,757
-11,307
-2% -$1.46M
EEM icon
277
iShares MSCI Emerging Markets ETF
EEM
$30B
$64.3M 0.07%
1,204,723
+11,948
+1% +$600K
USMV icon
278
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$64.1M 0.07%
673,550
-5,295
-0.8% -$496K
ACWI icon
279
iShares MSCI ACWI ETF
ACWI
$33.4B
$64M 0.07%
463,217
-2,557
-0.5% -$340K
COF icon
280
Capital One
COF
$134B
$63.7M 0.07%
299,504
+178,441
+147% +$39.1M
IGIB icon
281
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$63.5M 0.07%
1,174,277
+1,020,994
+666% +$54.6M
IUSV icon
282
iShares Core S&P US Value ETF
IUSV
$27.7B
$63.5M 0.07%
635,469
+34,113
+6% +$3.32M
AMD icon
283
Advanced Micro Devices
AMD
$789B
$63.2M 0.07%
390,561
+28,102
+8% +$4.54M
VYMI icon
284
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$63M 0.07%
744,075
+58,014
+8% +$4.81M
VMI icon
285
Valmont Industries
VMI
$9.53B
$62.5M 0.07%
161,150
-1,562
-1% -$568K
SPTS icon
286
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$62.4M 0.07%
2,126,661
-25,459
-1% -$744K
CARR icon
287
Carrier Global
CARR
$52.8B
$61.6M 0.07%
1,031,823
-39,654
-4% -$2.69M
ARCC icon
288
Ares Capital
ARCC
$14.4B
$61.5M 0.07%
3,013,015
+156,680
+5% +$3.48M
XLY icon
289
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$61.2M 0.07%
511,104
-46,188
-8% -$5.29M
CWI icon
290
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$60.1M 0.07%
1,721,031
+68,484
+4% +$2.29M
MOAT icon
291
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$59.9M 0.07%
603,876
-863
-0.1% -$84.2K
UCON icon
292
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$59.6M 0.07%
2,366,022
+75,044
+3% +$1.87M
FPE icon
293
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$59.5M 0.07%
3,261,881
+365,898
+13% +$6.61M
MCK icon
294
McKesson
MCK
$101B
$58.9M 0.07%
76,186
+2,158
+3% +$1.52M
HELO icon
295
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$58.9M 0.07%
905,411
-323,782
-26% -$20.7M
IBIT icon
296
iShares Bitcoin Trust
IBIT
$48.4B
$58.6M 0.07%
901,964
+315,278
+54% +$20.5M
CB icon
297
Chubb
CB
$135B
$58.3M 0.07%
206,367
-44,378
-18% -$12.2M
NKE icon
298
Nike
NKE
$61.9B
$58.1M 0.07%
833,090
+99,967
+14% +$7.45M
HTRB icon
299
Hartford Total Return Bond ETF
HTRB
$2.22B
$57.7M 0.07%
1,682,711
+930
+0.1% +$31.6K
URI icon
300
United Rentals
URI
$72.4B
$57.6M 0.07%
60,268
-187
-0.3% -$167K
10 11
12
13 14

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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.