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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 | |
|---|---|---|---|---|---|---|
3576
PUT
Uber
UBER
$159B
| $77K | ﹤0.01% |
+1,900
| New | +$178K |
|
|
GUT
3577
Gabelli Utility Trust
GUT
$573M
| $76.4K | ﹤0.01% |
+12,585
| New | +$75.7K |
|
3578
Nuveen Credit Strategies Income Fund
JQC
$712M
| $75.7K | ﹤0.01% |
14,371
+3,957
| +38% | +$21.6K |
|
|
DCH
3579
Dauch Corp
DCH
$1.58B
| $75.7K | ﹤0.01% |
12,598
-31,979
| -72% | -$171K |
|
3580
Nuvation Bio
NUVB
$2.32B
| $75.7K | ﹤0.01% |
20,450
+10,000
| +96% | +$27.3K |
|
3581
Aspen Aerogels
ASPN
$521M
| $75.5K | ﹤0.01% |
+10,847
| New | +$76.5K |
|
3582
Televisa
TV
$1.52B
| $75.4K | ﹤0.01% |
28,036
+6,658
| +31% | +$16.8K |
|
3583
VistaGen Therapeutics
VTGN
$11.7M
| $73.9K | ﹤0.01% |
20,828
| – | – |
|
|
PHK
3584
PIMCO High Income Fund
PHK
$878M
| $73.8K | ﹤0.01% |
14,786
| – | – |
|
3585
Critical Metals Corp
CRML
$1.02B
| $72.8K | ﹤0.01% |
+11,700
| New | +$60K |
|
3586
Cardiff Oncology
CRDF
$80.1M
| $70.5K | ﹤0.01% |
34,206
| – | – |
|
3587
Standard BioTools
LAB
$310M
| $68.6K | ﹤0.01% |
52,791
-171,422
| -76% | -$225K |
|
3588
Replimune Group
REPL
$1.15B
| $67.6K | ﹤0.01% |
+16,129
| New | +$103K |
|
3589
Kodak
KODK
$978M
| $67.1K | ﹤0.01% |
10,475
| – | – |
|
3590
SurgePays
SURG
$7.59M
| $67.1K | ﹤0.01% |
23,875
+433
| +2% | +$1.23K |
|
|
CMPS
3591
Compass Pathways
CMPS
$1.78B
| $66.1K | ﹤0.01% |
11,542
+300
| +3% | +$1.35K |
|
|
MCW
3592
DELISTED
Mister Car Wash
MCW
| $64.5K | ﹤0.01% |
12,100
-8,726
| -42% | -$51.4K |
|
3593
Information Services Group
III
$251M
| $64.5K | ﹤0.01% |
11,212
-77
| -0.7% | -$383 |
|
3594
Editas Medicine
EDIT
$432M
| $64.2K | ﹤0.01% |
18,503
-2,224
| -11% | -$6.21K |
|
3595
Gevo
GEVO
$382M
| $63.3K | ﹤0.01% |
+32,296
| New | +$52.6K |
|
3596
Opko Health
OPK
$1.04B
| $62.6K | ﹤0.01% |
40,407
+1,501
| +4% | +$2.06K |
|
|
LAR
3597
Lithium Argentina AG
LAR
$1.16B
| $61.3K | ﹤0.01% |
18,357
-350
| -2% | -$1.06K |
|
|
CJMB
3598
Callan JMB Inc
CJMB
$11.1M
| $61K | ﹤0.01% |
12,500
| – | – |
|
3599
Solid Power
SLDP
$536M
| $59.6K | ﹤0.01% |
17,186
-1,643
| -9% | -$6.19K |
|
3600
Banco Bradesco
BBD
$36.3B
| $57.8K | ﹤0.01% |
17,111
-12,855
| -43% | -$38.8K |
|
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.