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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 | |
|---|---|---|---|---|---|---|
3551
PUT
Oracle
ORCL
$435B
| $92.4K | ﹤0.01% |
1,600
-8,900
| -85% | -$2.27M |
|
|
PCQ
3552
Pimco California Municipal Income Fund
PCQ
$168M
| $92K | ﹤0.01% |
+10,548
| New | +$89K |
|
3553
BRC Inc
BRCC
$216M
| $91.6K | ﹤0.01% |
58,718
+37,788
| +181% | +$60.5K |
|
|
CRWV
3554
PUT
CoreWeave
CRWV
$48.1B
| $91.2K | ﹤0.01% |
+2,000
| New | +$237K |
|
3555
CervoMed
CRVO
$26.5M
| $91K | ﹤0.01% |
11,244
| – | – |
|
3556
BioXcel Therapeutics
BTAI
$28.7M
| $89.6K | ﹤0.01% |
35,000
+10,400
| +42% | +$32.8K |
|
3557
Wave Life Sciences
WVE
$1.2B
| $89K | ﹤0.01% |
+12,164
| New | +$98.4K |
|
|
FUND
3558
Sprott Focus Trust
FUND
$312M
| $87.8K | ﹤0.01% |
10,561
-1,535
| -13% | -$12.2K |
|
3559
Strive Inc
ASST
$1.05B
| $86.3K | ﹤0.01% |
+1,725
| New | +$164K |
|
3560
United-Guardian
UG
$33.4M
| $85.8K | ﹤0.01% |
11,000
| – | – |
|
3561
Enel Chile
ENIC
$6.2B
| $85.3K | ﹤0.01% |
21,936
-393
| -2% | -$1.38K |
|
|
GLO
3562
Clough Global Opportunities Fund
GLO
$257M
| $84.9K | ﹤0.01% |
14,888
-3,116
| -17% | -$17.2K |
|
3563
Patterson-UTI
PTEN
$4.19B
| $84.2K | ﹤0.01% |
16,262
+397
| +3% | +$2.28K |
|
|
PCF
3564
High Income Securities Fund
PCF
$101M
| $82.7K | ﹤0.01% |
13,031
-727
| -5% | -$4.65K |
|
3565
BlackBerry
BB
$5.18B
| $82.7K | ﹤0.01% |
16,938
+2,156
| +15% | +$8.55K |
|
3566
B2Gold
BTG
$6.68B
| $82K | ﹤0.01% |
16,571
+501
| +3% | +$1.97K |
|
3567
Fractyl Health
GUTS
$107M
| $81.8K | ﹤0.01% |
51,442
+521
| +1% | +$676 |
|
|
VZLA
3568
Vizsla Silver
VZLA
$1.36B
| $80.9K | ﹤0.01% |
+18,731
| New | +$64.9K |
|
|
SLI
3569
Standard Lithium
SLI
$623M
| $80.7K | ﹤0.01% |
23,957
| – | – |
|
|
AKTX
3570
Akari Therapeutics
AKTX
$13.2M
| $80K | ﹤0.01% |
1,981
| – | – |
|
3571
United States Antimony
UAMY
$988M
| $78.9K | ﹤0.01% |
+12,726
| New | +$53.2K |
|
3572
Blend Labs
BLND
$357M
| $78.9K | ﹤0.01% |
21,606
-1,498
| -6% | -$5.38K |
|
|
BDN
3573
Brandywine Realty Trust
BDN
$530M
| $78.7K | ﹤0.01% |
18,880
-90,407
| -83% | -$380K |
|
3574
FuelCell Energy
FCEL
$1.59B
| $78.5K | ﹤0.01% |
+10,061
| New | +$54.7K |
|
|
CXE
3575
DELISTED
MFS High Income Municipal Trust
CXE
| $78K | ﹤0.01% |
20,977
-908
| -4% | -$3.25K |
|
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.