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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 | |
|---|---|---|---|---|---|---|
|
HUYA
3526
Huya Inc
HUYA
$558M
| $107K | ﹤0.01% |
+32,119
| New | +$106K |
|
3527
Adecoagro
AGRO
$1.39B
| $107K | ﹤0.01% |
13,596
-997
| -7% | -$8.75K |
|
|
VGI
3528
Virtus Global Multi-Sector Income Fund
VGI
$83.5M
| $106K | ﹤0.01% |
13,385
| – | – |
|
3529
FIGS
FIGS
$2.39B
| $106K | ﹤0.01% |
15,820
+200
| +1% | +$1.32K |
|
|
AFCG
3530
AFC Gamma
AFCG
$63.2M
| $105K | ﹤0.01% |
27,529
+76
| +0.3% | +$338 |
|
|
NGD
3531
DELISTED
New Gold Inc
NGD
| $105K | ﹤0.01% |
14,673
+2,020
| +16% | +$10.9K |
|
3532
Bioventus
BVS
$1.17B
| $104K | ﹤0.01% |
15,618
+2,001
| +15% | +$13.9K |
|
3533
PUT
Carlisle Companies
CSL
$15.3B
| $104K | ﹤0.01% |
+3,000
| New | +$1.14M |
|
3534
PUT
Amazon
AMZN
$3T
| $103K | ﹤0.01% |
185,500
+167,500
| +931% | +$37.9M |
|
3535
Direxion Daily Retail Bull 3X ETF
RETL
$29.1M
| $101K | ﹤0.01% |
10,000
| – | – |
|
|
SELF
3536
Global Self Storage
SELF
$59.5M
| $99.8K | ﹤0.01% |
19,836
+16
| +0.1% | +$83 |
|
3537
PUT
Lyft
LYFT
$6.55B
| $99.7K | ﹤0.01% |
+135,000
| New | +$2.26M |
|
|
AIOT
3538
PowerFleet Inc
AIOT
$411M
| $99.6K | ﹤0.01% |
+19,004
| New | +$87.8K |
|
3539
ClearSign Technologies
CLIR
$26.5M
| $97.8K | ﹤0.01% |
12,681
-200
| -2% | -$1.17K |
|
3540
Serina Therapeutics
SER
$40M
| $97.6K | ﹤0.01% |
18,211
+300
| +2% | +$1.6K |
|
|
AGEN
3541
Agenus
AGEN
$291M
| $97.4K | ﹤0.01% |
25,292
+1,290
| +5% | +$6.46K |
|
3542
Sabre
SABR
$835M
| $96.7K | ﹤0.01% |
52,853
-2,387
| -4% | -$5.63K |
|
3543
A2Z Smart Technologies
AZ
$288M
| $96.4K | ﹤0.01% |
+12,063
| New | +$114K |
|
3544
ADT
ADT
$5.49B
| $95.8K | ﹤0.01% |
11,004
+351
| +3% | +$3.01K |
|
3545
IHS Holding
IHS
$2.79B
| $95.7K | ﹤0.01% |
14,036
+855
| +6% | +$5.72K |
|
3546
PUT
Intel
INTC
$492B
| $95.2K | ﹤0.01% |
+10,000
| New | +$242K |
|
3547
Ribbon Communications
RBBN
$367M
| $94.3K | ﹤0.01% |
24,828
-319
| -1% | -$1.25K |
|
3548
Dyadic International
DYAI
$36.3M
| $93.8K | ﹤0.01% |
79,469
| – | – |
|
3549
Ambev
ABEV
$45.4B
| $93.6K | ﹤0.01% |
41,958
+8,129
| +24% | +$18.6K |
|
|
HIND
3550
Vyome Holdings
HIND
$15.5M
| $93.1K | ﹤0.01% |
+17,973
| New | +$166K |
|
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.