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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 | |
|---|---|---|---|---|---|---|
2976
FlexShares Ultra-Short Income Fund
RAVI
$1.5B
| $327K | ﹤0.01% |
4,318
| – | – |
|
2977
Capital Group Municipal Income ETF
CGMU
$6.58B
| $326K | ﹤0.01% |
11,947
-2,991
| -20% | -$80.4K |
|
|
RAPT
2978
DELISTED
RAPT Therapeutics
RAPT
| $326K | ﹤0.01% |
+12,625
| New | +$165K |
|
2979
Knowles
KN
$3.29B
| $325K | ﹤0.01% |
13,936
+1,040
| +8% | +$21.3K |
|
2980
Nuveen ESG Large-Cap ETF
NULC
$73.1M
| $325K | ﹤0.01% |
6,236
+120
| +2% | +$6.06K |
|
2981
Utz Brands
UTZ
$1.25B
| $324K | ﹤0.01% |
26,678
+2,616
| +11% | +$34.7K |
|
2982
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
| $324K | ﹤0.01% |
6,710
-12,497
| -65% | -$579K |
|
2983
YieldMax MSTR Option Income Strategy ETF
MSTY
$753M
| $324K | ﹤0.01% |
4,639
+1,786
| +63% | +$162K |
|
2984
PUT
McKesson
MCK
$105B
| $324K | ﹤0.01% |
18,500
+1,100
| +6% | +$775K |
|
2985
Global X Cloud Computing ETF
CLOU
$270M
| $323K | ﹤0.01% |
13,906
-70
| -0.5% | -$1.6K |
|
2986
RingCentral
RNG
$5.3B
| $323K | ﹤0.01% |
11,413
+1,044
| +10% | +$30.4K |
|
2987
Stellantis
STLA
$20.5B
| $322K | ﹤0.01% |
34,498
-5,675
| -14% | -$54.3K |
|
2988
Alpha Architect US Quantitative Momentum ETF
QMOM
$443M
| $322K | ﹤0.01% |
+5,000
| New | +$318K |
|
2989
Evertec
EVTC
$1.76B
| $322K | ﹤0.01% |
9,538
-27,202
| -74% | -$948K |
|
2990
SiriusPoint
SPNT
$2.62B
| $322K | ﹤0.01% |
+17,800
| New | +$333K |
|
2991
Magnite
MGNI
$3.49B
| $322K | ﹤0.01% |
14,780
+953
| +7% | +$22.5K |
|
2992
Shift4
FOUR
$3.24B
| $321K | ﹤0.01% |
4,148
-2,715
| -40% | -$252K |
|
2993
Innodata
INOD
$2.05B
| $320K | ﹤0.01% |
+4,150
| New | +$210K |
|
2994
Akebia Therapeutics
AKBA
$240M
| $320K | ﹤0.01% |
117,100
| – | – |
|
|
ZAP
2995
Global X U.S. Electrification ETF
ZAP
$468M
| $320K | ﹤0.01% |
+10,826
| New | +$303K |
|
2996
Stantec
STN
$8.5B
| $319K | ﹤0.01% |
2,963
-6
| -0.2% | -$655 |
|
|
ESPR
2997
DELISTED
Esperion Therapeutics
ESPR
| $318K | ﹤0.01% |
120,011
+1,672
| +1% | +$3.23K |
|
2998
Progyny
PGNY
$2.04B
| $318K | ﹤0.01% |
+14,766
| New | +$336K |
|
2999
NETSCOUT
NTCT
$2.81B
| $318K | ﹤0.01% |
12,301
-43,375
| -78% | -$1.03M |
|
|
BTGD
3000
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$43.9M
| $317K | ﹤0.01% |
7,374
+897
| +14% | +$35.3K |
|
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.