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HighTower Advisors Portfolio holdings
AUM
$104B
Turnover
12.73%
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$88.1B
AUM Growth
+$8.25B
(+10%)
Cap. Flow
+$2.8B
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Avg Time Held Equity + Options
4.3
years
Top 10 Avg Time Held Equity + Options
3.7
years
Top 20 Avg Time Held Equity + Options
4.3
years
Avg Time Held Equity only
4.4
years
Top 10 Avg Time Held Equity only
4
years
Top 20 Avg Time Held Equity only
4.3
years
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 | Miscellaneous | 46.7% |
| 2 | Technology | 13.98% |
| 3 | Financials | 9.69% |
| 4 | Consumer Discretionary | 5.72% |
| 5 | Healthcare | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
3751
PUT
Intuitive Surgical
ISRG
$151B
| $2.56K | ﹤0.01% |
200
-400
| -67% | -$192K |
2025 Q2
1 quarter
|
|
|
IMMP
3752
PUT
Immutep
IMMP
$23.6M
| $2.07K | ﹤0.01% |
+450
| New | +$15.3K |
2025 Q3
0 quarters
|
|
3753
PUT
Wynn Resorts
WYNN
$7.78B
| $2K | ﹤0.01% |
+300
| New | +$34.6K |
2025 Q3
0 quarters
|
|
3754
PUT
Ferrari
RACE
$69.7B
| $2K | ﹤0.01% |
+100
| New | +$47.9K |
2025 Q3
0 quarters
|
|
3755
PUT
Super Micro Computer
SMCI
$20.8B
| $1.86K | ﹤0.01% |
+300
| New | +$14.3K |
2025 Q3
0 quarters
|
|
3756
PUT
Affirm
AFRM
$25B
| $1.85K | ﹤0.01% |
200
-900
| -82% | -$68.5K |
2025 Q2
1 quarter
|
|
3757
PUT
American Tower
AMT
$86.3B
| $1.84K | ﹤0.01% |
+100
| New | +$20.8K |
2025 Q3
0 quarters
|
|
3758
PUT
Cigna
CI
$79.9B
| $1.75K | ﹤0.01% |
1,000
| – | – |
2023 Q3
8 quarters
|
|
3759
PUT
McDonald's
MCD
$172B
| $1.65K | ﹤0.01% |
+500
| New | +$152K |
2025 Q3
0 quarters
|
|
3760
PUT
Citigroup
C
$208B
| $1.58K | ﹤0.01% |
+1,000
| New | +$94.9K |
2025 Q3
0 quarters
|
|
3761
PUT
Apollo Global Management
APO
$65.4B
| $1.51K | ﹤0.01% |
500
| – | – |
2025 Q2
1 quarter
|
|
3762
PUT
FuboTV Inc
FUBO
$242M
| $1.47K | ﹤0.01% |
+250
| New | +$11.3K |
2025 Q3
0 quarters
|
|
3763
PUT
Best Buy
BBY
$19.4B
| $1.41K | ﹤0.01% |
+100
| New | +$7.17K |
2025 Q3
0 quarters
|
|
3764
PUT
QXO Inc
QXO
$11.3B
| $1.27K | ﹤0.01% |
+3,000
| New | +$62.1K |
2025 Q3
0 quarters
|
|
3765
PUT
Marathon Petroleum
MPC
$134B
| $1.26K | ﹤0.01% |
+100
| New | +$17.6K |
2025 Q3
0 quarters
|
|
3766
PUT
Gilead Sciences
GILD
$194B
| $1.26K | ﹤0.01% |
+2,500
| New | +$284K |
2025 Q3
0 quarters
|
|
3767
PUT
Cognizant
CTSH
$29.7B
| $1.12K | ﹤0.01% |
+100
| New | +$7.23K |
2025 Q3
0 quarters
|
|
3768
PUT
Nano Nuclear Energy
NNE
$692M
| $1.04K | ﹤0.01% |
+1,000
| New | +$35.5K |
2025 Q3
0 quarters
|
|
3769
PUT
Walmart Inc
WMT
$943B
| $980 | ﹤0.01% |
1,600
-900
| -36% | -$89.6K |
2024 Q4
3 quarters
|
|
3770
PUT
IBM
IBM
$219B
| $965 | ﹤0.01% |
+500
| New | +$131K |
2025 Q3
0 quarters
|
|
3771
ReWalk Robotics
LFWD
$17M
| $899 | ﹤0.01% |
105
-650
| -86% | -$5.23K |
2024 Q4
3 quarters
|
|
3772
PUT
Carrier Global
CARR
$45.3B
| $840 | ﹤0.01% |
300
| – | – |
2025 Q2
1 quarter
|
|
3773
PUT
Rocket Lab Corp
RKLB
$32.5B
| $774 | ﹤0.01% |
+800
| New | +$36.3K |
2025 Q3
0 quarters
|
|
3774
PUT
Adobe
ADBE
$95.4B
| $725 | ﹤0.01% |
+1,000
| New | +$359K |
2025 Q3
0 quarters
|
|
3775
PUT
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.11B
| $613 | ﹤0.01% |
+100
| New | +$3.37K |
2025 Q3
0 quarters
|
|
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 $2.8B 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 Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.
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.