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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 | |
|---|---|---|---|---|---|---|
|
PLG
3401
Platinum Group Metals
PLG
$203M
| $182K | ﹤0.01% |
68,716
+100
| +0.1% | +$170 |
|
|
KIO
3402
KKR Income Opportunities Fund
KIO
$459M
| $181K | ﹤0.01% |
14,388
| – | – |
|
|
PKST
3403
DELISTED
Peakstone Realty Trust
PKST
| $180K | ﹤0.01% |
13,735
-680
| -5% | -$9.06K |
|
|
EVM
3404
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
| $180K | ﹤0.01% |
18,951
| – | – |
|
3405
J. Jill
JILL
$279M
| $179K | ﹤0.01% |
10,458
-124,051
| -92% | -$2.04M |
|
|
NAK
3406
Northern Dynasty Minerals
NAK
$953M
| $179K | ﹤0.01% |
+149,078
| New | +$160K |
|
3407
Tilray
TLRY
$602M
| $179K | ﹤0.01% |
10,319
+1,492
| +17% | +$14.3K |
|
|
MQT
3408
DELISTED
BlackRock MuniYield Quality Fund II
MQT
| $178K | ﹤0.01% |
17,781
-723
| -4% | -$6.99K |
|
|
NCZ
3409
Virtus Convertible & Income Fund II
NCZ
$305M
| $177K | ﹤0.01% |
12,962
-767
| -6% | -$10.2K |
|
3410
Amprius Technologies
AMPX
$1.73B
| $177K | ﹤0.01% |
+16,834
| New | +$132K |
|
3411
Apple Hospitality REIT
APLE
$3.71B
| $177K | ﹤0.01% |
14,725
+1,156
| +9% | +$14.3K |
|
3412
Stellus Capital Investment Corp
SCM
$245M
| $177K | ﹤0.01% |
13,529
+439
| +3% | +$6.33K |
|
3413
Nuveen Select Tax-Free Income Portfolio
NXP
$895M
| $176K | ﹤0.01% |
12,205
+56
| +0.5% | +$788 |
|
3414
NexGen Energy
NXE
$6.91B
| $176K | ﹤0.01% |
19,705
+150
| +0.8% | +$1.11K |
|
3415
Culp Inc
CULP
$42.7M
| $176K | ﹤0.01% |
39,393
+2,347
| +6% | +$10.2K |
|
3416
PUT
Sprouts Farmers Market
SFM
$7.96B
| $175K | ﹤0.01% |
10,600
| – | – |
|
3417
electroCore
ECOR
$80.8M
| $175K | ﹤0.01% |
35,342
| – | – |
|
3418
BlackRock MuniAssets Fund
MUA
$519M
| $175K | ﹤0.01% |
15,721
-1,066
| -6% | -$11.4K |
|
|
MYD
3419
DELISTED
BlackRock MuniYield Fund
MYD
| $174K | ﹤0.01% |
16,496
-800
| -5% | -$8.11K |
|
|
MFA
3420
MFA Financial
MFA
$919M
| $171K | ﹤0.01% |
18,555
+147
| +0.8% | +$1.42K |
|
3421
Goodyear
GT
$1.74B
| $170K | ﹤0.01% |
22,793
+3,498
| +18% | +$32.9K |
|
3422
Crescent Energy
CRGY
$4.03B
| $167K | ﹤0.01% |
18,766
-14,555
| -44% | -$132K |
|
3423
Lineage Cell Therapeutics
LCTX
$286M
| $166K | ﹤0.01% |
98,370
+40,664
| +70% | +$48.1K |
|
3424
PUT
Synchrony
SYF
$25.4B
| $166K | ﹤0.01% |
+125,000
| New | +$9.06M |
|
3425
Hooker Furnishings Corp
HOFT
$159M
| $166K | ﹤0.01% |
16,308
-327
| -2% | -$3.42K |
|
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.