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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 | |
|---|---|---|---|---|---|---|
3426
India Internet & Ecommerce ETF
INQQ
$44.6M
| $165K | ﹤0.01% |
+10,608
| New | +$171K |
|
3427
Wipro
WIT
$19.7B
| $164K | ﹤0.01% |
62,451
+4,285
| +7% | +$12.1K |
|
3428
Hertz
HTZ
$756M
| $164K | ﹤0.01% |
24,094
+11,215
| +87% | +$72K |
|
3429
Mach Natural Resources
MNR
$2.2B
| $164K | ﹤0.01% |
12,429
+617
| +5% | +$8.79K |
|
|
SPE
3430
Special Opportunities Fund
SPE
$144M
| $164K | ﹤0.01% |
+11,062
| New | +$164K |
|
3431
Geron
GERN
$949M
| $163K | ﹤0.01% |
119,219
+59,470
| +100% | +$79.2K |
|
3432
BlackRock Multi-Sector Income Trust
BIT
$704M
| $162K | ﹤0.01% |
12,075
-435
| -3% | -$6.16K |
|
|
GBAB
3433
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$389M
| $162K | ﹤0.01% |
10,375
+80
| +0.8% | +$1.22K |
|
3434
Tejon Ranch
TRC
$445M
| $160K | ﹤0.01% |
+10,020
| New | +$175K |
|
|
TGB
3435
Trekor Metals
TGB
$3.21B
| $159K | ﹤0.01% |
37,646
| – | – |
|
|
AVDL
3436
DELISTED
Avadel Pharmaceuticals
AVDL
| $159K | ﹤0.01% |
+10,386
| New | +$135K |
|
|
TEF
3437
DELISTED
Telefonica
TEF
| $158K | ﹤0.01% |
31,095
-1,089
| -3% | -$5.79K |
|
|
PNNT
3438
Pennant Park Investment Corp
PNNT
$242M
| $157K | ﹤0.01% |
23,421
+48
| +0.2% | +$342 |
|
3439
TXO Partners LP
TXO
$774M
| $157K | ﹤0.01% |
11,148
-1,729
| -13% | -$25K |
|
3440
PUT
Las Vegas Sands
LVS
$29.4B
| $156K | ﹤0.01% |
+125,000
| New | +$6.57M |
|
3441
Expro Ltd
XPRO
$2.01B
| $156K | ﹤0.01% |
13,095
+228
| +2% | +$2.48K |
|
3442
PUT
Clorox
CLX
$13B
| $155K | ﹤0.01% |
+129,000
| New | +$16M |
|
3443
Intuitive Machines
LUNR
$2.53B
| $155K | ﹤0.01% |
+14,747
| New | +$150K |
|
|
DFNS
3444
T3 Defense Inc
DFNS
$37.5M
| $154K | ﹤0.01% |
176
+82
| +87% | +$63.9K |
|
|
MSIF
3445
MSC Income Fund Inc
MSIF
$561M
| $154K | ﹤0.01% |
11,747
-3,235
| -22% | -$48.1K |
|
|
SBI
3446
Western Asset Intermediate Muni Fund
SBI
$108M
| $153K | ﹤0.01% |
19,366
-274
| -1% | -$2.11K |
|
3447
PUT
ExxonMobil
XOM
$662B
| $153K | ﹤0.01% |
+125,100
| New | +$13.9M |
|
3448
Arcos Dorados Holdings
ARCO
$1.7B
| $152K | ﹤0.01% |
22,565
+21
| +0.1% | +$149 |
|
3449
AbCellera Biologics
ABCL
$2.85B
| $152K | ﹤0.01% |
30,213
+16,092
| +114% | +$70.9K |
|
3450
LiqTech
LIQT
$23.7M
| $152K | ﹤0.01% |
57,685
-71
| -0.1% | -$151 |
|
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.