We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
3676
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.51B
| $19.2K | ﹤0.01% |
+19
| New | +$26.2K |
|
|
IMMP
3677
Immutep
IMMP
$56.8M
| $18.9K | ﹤0.01% |
10,800
+2,800
| +35% | +$4.75K |
|
3678
PUT
Diamondback Energy
FANG
$55.5B
| $18.7K | ﹤0.01% |
+900
| New | +$128K |
|
3679
Altimmune
ALT
$583M
| $18.5K | ﹤0.01% |
4,909
+2,456
| +100% | +$9.48K |
|
3680
PUT
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $17.4K | ﹤0.01% |
+6,000
| New | +$431K |
|
|
ASRT
3681
DELISTED
Assertio
ASRT
| $17K | ﹤0.01% |
1,286
+3
| +0.2% | +$35 |
|
3682
PUT
Wrap Technologies
WRAP
$103M
| $16.6K | ﹤0.01% |
+36,000
| New | +$58K |
|
|
3683
PUT
Altimmune
ALT
$583M
| $16.4K | ﹤0.01% |
+20,600
| New | +$79.5K |
|
3684
PUT
Costco
COST
$420B
| $16.4K | ﹤0.01% |
+1,300
| New | +$1.25M |
|
3685
TELA Bio
TELA
$42.1M
| $15.4K | ﹤0.01% |
10,352
-6,000
| -37% | -$10.6K |
|
3686
PUT
Illinois Tool Works
ITW
$84.1B
| $15K | ﹤0.01% |
+3,000
| New | +$782K |
|
3687
Allogene Therapeutics
ALLO
$711M
| $14.6K | ﹤0.01% |
11,740
-410
| -3% | -$489 |
|
3688
Westwater Resources
WWR
$79.9M
| $14.2K | ﹤0.01% |
+15,000
| New | +$11.3K |
|
3689
Rackspace Technology
RXT
$1.24B
| $14.2K | ﹤0.01% |
+10,065
| New | +$13.5K |
|
3690
Pacific Biosciences
PACB
$354M
| $13K | ﹤0.01% |
10,148
| – | – |
|
3691
PUT
Mercado Libre
MELI
$92.3B
| $12.4K | ﹤0.01% |
200
-100
| -33% | -$240K |
|
3692
PUT
ProShares UltraPro Short QQQ
SQQQ
$1.75B
| $12.3K | ﹤0.01% |
+2,580
| New | +$229K |
|
|
HIVE
3693
HIVE Digital Technologies
HIVE
$720M
| $11.7K | ﹤0.01% |
+2,901
| New | +$7.81K |
|
3694
IRIDEX
IRIX
$15.1M
| $11.4K | ﹤0.01% |
10,000
| – | – |
|
3695
PUT
PureCycle Technologies
PCT
$1.43B
| $11.3K | ﹤0.01% |
+6,100
| New | +$84.8K |
|
3696
PUT
ConocoPhillips
COP
$147B
| $11.3K | ﹤0.01% |
+75,000
| New | +$7.09M |
|
3697
PUT
Veeva Systems
VEEV
$38.3B
| $11.2K | ﹤0.01% |
+600
| New | +$169K |
|
|
ETHU
3698
PUT
2x Ether ETF
ETHU
$708M
| $10.7K | ﹤0.01% |
+1,000
| New | +$127K |
|
|
CRON
3699
PUT
Cronos Group
CRON
$1.11B
| $9.9K | ﹤0.01% |
+18,000
| New | +$42.4K |
|
|
CGC
3700
Canopy Growth
CGC
$403M
| $9.54K | ﹤0.01% |
6,533
-1,772
| -21% | -$2.3K |
|
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.