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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
SPXL icon
3001
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
$316K ﹤0.01%
1,492
+80
+6% +$15.3K
DDIV icon
3002
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$80.3M
$316K ﹤0.01%
7,857
– –
EAT icon
3003
Brinker International
EAT
$9.49B
$315K ﹤0.01%
2,489
+315
+14% +$49.2K
GIB icon
3004
CGI
GIB
$15.5B
$315K ﹤0.01%
3,531
-278
-7% -$26.9K
KBR icon
3005
KBR
KBR
$4.74B
$314K ﹤0.01%
6,650
-196,187
-97% -$9.52M
EZA icon
3006
iShares MSCI South Africa ETF
EZA
$569M
$314K ﹤0.01%
4,900
+1,024
+26% +$58.6K
USTB icon
3007
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.4B
$314K ﹤0.01%
6,154
-325
-5% -$16.5K
URBN icon
3008
Urban Outfitters
URBN
$6.8B
$313K ﹤0.01%
4,381
+590
+16% +$43.4K
SHE icon
3009
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$336M
$313K ﹤0.01%
2,454
+252
+11% +$31.6K
NG icon
3010
NovaGold Resources
NG
$3.37B
$313K ﹤0.01%
35,529
+5,290
+17% +$32.3K
FLIN icon
3011
Franklin FTSE India ETF
FLIN
$2.68B
$312K ﹤0.01%
8,380
+238
+3% +$9.13K
WSBC icon
3012
WesBanco
WSBC
$4.05B
$311K ﹤0.01%
9,752
+156
+2% +$4.97K
TRU icon
3013
TransUnion
TRU
$15.4B
$310K ﹤0.01%
3,705
-2,655
-42% -$241K
WBIY icon
3014
WBI Power Factor High Dividend ETF
WBIY
$62.7M
$310K ﹤0.01%
10,050
– –
AMDL icon
3015
GraniteShares 2x Long AMD Daily ETF
AMDL
$976M
$310K ﹤0.01%
+30,001
New +$319K
DNLI icon
3016
Denali Therapeutics
DNLI
$3.95B
$310K ﹤0.01%
21,322
-1,211
-5% -$17.4K
OUT icon
3017
Outfront Media
OUT
$5.27B
$309K ﹤0.01%
16,868
+620
+4% +$11.3K
FBYD icon
3018
Falcon's Beyond
FBYD
$488M
$308K ﹤0.01%
27,940
– –
HOCT
3019
DELISTED
Innovator Premium Income 9 Buffer ETF October
HOCT
$307K ﹤0.01%
12,895
– –
HST icon
3020
Host Hotels & Resorts
HST
$15.3B
$307K ﹤0.01%
18,049
+2,357
+15% +$39.1K
TWI icon
3021
Titan International
TWI
$461M
$307K ﹤0.01%
40,621
– –
PSCI icon
3022
Invesco S&P SmallCap Industrials ETF
PSCI
$195M
$307K ﹤0.01%
2,054
– –
EPU icon
3023
iShares MSCI Peru and Global Exposure ETF
EPU
$552M
$307K ﹤0.01%
+4,991
New +$264K
ALE
3024
DELISTED
Allete
ALE
$307K ﹤0.01%
4,621
+50
+1% +$3.25K
GNOV icon
3025
FT Vest US Equity Moderate Buffer ETF November
GNOV
$299M
$306K ﹤0.01%
8,052
– –
119 120
121
122 123

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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.