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HighTower Advisors

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
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
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
ONON icon
3776
PUT
On Holding
ONON
$12.8B
$505 ﹤0.01%
+100
New +$4.76K
CCI icon
3777
PUT
Crown Castle
CCI
$31.6B
$501 ﹤0.01%
+100
New +$10.1K
YUMC icon
3778
PUT
Yum China
YUMC
$16.5B
$500 ﹤0.01%
+100
New +$4.55K
U icon
3779
PUT
Unity
U
$18.7B
$490 ﹤0.01%
+100
New +$3.71K
RGTI icon
3780
PUT
Rigetti Computing
RGTI
$5.99B
$488 ﹤0.01%
+100
New +$1.75K
NVO
3781
PUT
Novo Nordisk
NVO
$208B
$418 ﹤0.01%
+100
New +$5.85K
SMMT icon
3782
PUT
Summit Therapeutics
SMMT
$11.6B
$353 ﹤0.01%
+200
New +$4.85K
OXY icon
3783
PUT
Occidental Petroleum
OXY
$57.6B
$338 ﹤0.01%
+100
New +$4.52K
LLY icon
3784
PUT
Eli Lilly
LLY
$1.08T
$299 ﹤0.01%
100
– –
ASHR icon
3785
PUT
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.59B
$292 ﹤0.01%
+500
New +$15K
TQQQ icon
3786
PUT
ProShares UltraPro QQQ
TQQQ
$37.6B
$275 ﹤0.01%
+200
New +$9.12K
FAST icon
3787
PUT
Fastenal
FAST
$59.5B
$270 ﹤0.01%
+100
New +$4.72K
SOC icon
3788
PUT
Sable Offshore Corp
SOC
$966M
$265 ﹤0.01%
+400
New +$10.3K
GRMN
3789
PUT
Garmin
GRMN
$60.3B
$226 ﹤0.01%
3,000
– –
GT icon
3790
PUT
Goodyear
GT
$1.75B
$213 ﹤0.01%
+100
New +$940
EFA icon
3791
PUT
iShares MSCI EAFE ETF
EFA
$80B
$193 ﹤0.01%
700
+200
+40% +$18.2K
V icon
3792
PUT
Visa
V
$675B
$181 ﹤0.01%
100
– –
TFC icon
3793
PUT
Truist Financial
TFC
$63.6B
$164 ﹤0.01%
+100
New +$4.51K
GLD icon
3794
PUT
SPDR Gold Trust
GLD
$142B
$161 ﹤0.01%
2,700
-7,500
-74% -$2.39M
OLLI icon
3795
PUT
Ollie's Bargain Outlet
OLLI
$4.86B
$150 ﹤0.01%
+200
New +$26.5K
LCID icon
3796
PUT
Lucid Motors
LCID
$2.6B
$138 ﹤0.01%
+100
New +$2.26K
OPEN icon
3797
PUT
Opendoor
OPEN
$3.44B
$97 ﹤0.01%
+207
New +$840
GDX icon
3798
PUT
VanEck Gold Miners ETF
GDX
$27.3B
$50 ﹤0.01%
+200
New +$12K
CZR icon
3799
PUT
Caesars Entertainment
CZR
$6.14B
$35 ﹤0.01%
+100
New +$2.71K
ACI icon
3800
PUT
Albertsons Companies
ACI
$5.85B
$28 ﹤0.01%
+100
New +$1.96K
150 151
152
153 154

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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.