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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 | |
|---|---|---|---|---|---|---|
3601
PUT
Netflix
NFLX
$318B
| $57.3K | ﹤0.01% |
+8,000
| New | +$976K |
|
3602
SmartRent
SMRT
$261M
| $56.2K | ﹤0.01% |
39,840
| – | – |
|
3603
Lightwave Logic
LWLG
$1.17B
| $55.6K | ﹤0.01% |
15,000
| – | – |
|
|
GAU
3604
Galiano Gold
GAU
$522M
| $54.8K | ﹤0.01% |
25,010
-490,769
| -95% | -$916K |
|
3605
PUT
Shopify
SHOP
$200B
| $54.6K | ﹤0.01% |
+700
| New | +$94.9K |
|
3606
Gossamer Bio
GOSS
$86.1M
| $51.3K | ﹤0.01% |
+19,501
| New | +$43K |
|
3607
RenovoRx
RNXT
$52.3M
| $50.8K | ﹤0.01% |
40,000
| – | – |
|
|
CMRC
3608
Commerce.com Inc Series 1
CMRC
$175M
| $50.8K | ﹤0.01% |
+10,180
| New | +$48.9K |
|
3609
Expensify
EXFY
$225M
| $50.7K | ﹤0.01% |
27,407
| – | – |
|
3610
ProShares UltraPro Short QQQ
SQQQ
$1.75B
| $50.3K | ﹤0.01% |
+661
| New | +$58.6K |
|
3611
PUT
Enovix
ENVX
$1.01B
| $49.4K | ﹤0.01% |
+11,000
| New | +$122K |
|
|
IHT
3612
InnSuites Hospitality Trust
IHT
$14.8M
| $49.1K | ﹤0.01% |
26,819
| – | – |
|
3613
Riskified
RSKD
$712M
| $49K | ﹤0.01% |
10,460
| – | – |
|
3614
UNIFI
UFI
$129M
| $48.2K | ﹤0.01% |
10,132
-7,661
| -43% | -$35.3K |
|
3615
PUT
Intuitive Machines
LUNR
$2.53B
| $47.2K | ﹤0.01% |
+20,000
| New | +$203K |
|
3616
Fate Therapeutics
FATE
$322M
| $46.9K | ﹤0.01% |
37,200
| – | – |
|
|
BRNS
3617
Barinthus Biotherapeutics
BRNS
$23M
| $46.8K | ﹤0.01% |
37,450
| – | – |
|
3618
Orchestra BioMed
OBIO
$267M
| $45.3K | ﹤0.01% |
18,275
-48,225
| -73% | -$133K |
|
|
KEEL
3619
Keel Infrastructure Corp
KEEL
$2.05B
| $45K | ﹤0.01% |
+15,962
| New | +$24.8K |
|
3620
Holley
HLLY
$382M
| $44.2K | ﹤0.01% |
14,064
-6,865
| -33% | -$20.5K |
|
|
GLDG
3621
GoldMining Inc
GLDG
$221M
| $43.3K | ﹤0.01% |
+35,196
| New | +$32.5K |
|
3622
iQIYI
IQ
$1.31B
| $42.4K | ﹤0.01% |
16,545
+906
| +6% | +$2.01K |
|
|
TBHC
3623
DELISTED
The Brand House Collective
TBHC
| $40.8K | ﹤0.01% |
25,000
-80
| -0.3% | -$121 |
|
3624
PUT
CrowdStrike
CRWD
$229B
| $39.6K | ﹤0.01% |
2,800
+2,400
| +600% | +$273K |
|
3625
Caribou Biosciences
CRBU
$165M
| $39.5K | ﹤0.01% |
16,934
-200
| -1% | -$378 |
|
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.