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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 | |
|---|---|---|---|---|---|---|---|
3801
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
| $23 | ﹤0.01% |
+1,000
| New | +$87.5K |
2025 Q3
0 quarters
|
|
3802
PUT
MP Materials
MP
$7.15B
| $16 | ﹤0.01% |
+200
| New | +$12.6K |
2025 Q3
0 quarters
|
|
3803
PUT
Eaton
ETN
$152B
| $10 | ﹤0.01% |
200
| – | – |
2025 Q2
1 quarter
|
|
3804
PUT
Plains All American Pipeline
PAA
$17.8B
| $10 | ﹤0.01% |
+200
| New | +$3.58K |
2025 Q3
0 quarters
|
|
3805
PUT
Walt Disney
DIS
$191B
| $3 | ﹤0.01% |
300
+100
| +50% | +$11.8K |
2025 Q2
1 quarter
|
|
3806
PUT
TripAdvisor
TRIP
$1.09B
| $3 | ﹤0.01% |
+100
| New | +$1.75K |
2025 Q3
0 quarters
|
|
3807
CALL
American Airlines Group
AAL
$7.86B
| – | – |
-2,500
| Closed | -$2.13K | – |
|
3808
CALL
Apple
AAPL
$5.01T
| – | – |
-9,200
| Closed | -$138K | – |
|
3809
Acco Brands
ACCO
$417M
| – | – |
-11,127
| Closed | -$39.8K | – |
|
3810
CALL
Archer Aviation
ACHR
$3.13B
| – | – |
-5,000
| Closed | -$5.88K | – |
|
3811
CALL
Albertsons Companies
ACI
$6.35B
| – | – |
-100
| Closed | -$264 | – |
|
3812
ACV Auctions
ACVA
$1.78B
| – | – |
-10,564
| Closed | -$171K | – |
|
3813
CALL
Archer Daniels Midland
ADM
$39.8B
| – | – |
-2,400
| Closed | -$4.32K | – |
|
3814
abrdn Emerging Markets Equity Income Fund
AEF
$350M
| – | – |
-22,874
| Closed | -$136K | – |
|
3815
AH Realty Trust
AHRT
$445M
| – | – |
-17,742
| Closed | -$122K | – |
|
3816
Ashford Hospitality Trust
AHT
$11.8M
| – | – |
-13,040
| Closed | -$78.5K | – |
|
3817
DELISTED
Akoya BioSciences
AKYA
| – | – |
-20,000
| Closed | -$26K | – |
|
3818
CALL
Altimmune
ALT
$428M
| – | – |
-10,800
| Closed | -$10.3K | – |
|
3819
PUT
Applied Materials
AMAT
$325B
| – | – |
-1,900
| Closed | -$4.2K | – |
|
3820
CALL
Advanced Micro Devices
AMD
$863B
| – | – |
-3,400
| Closed | -$76.5K | – |
|
3821
DELISTED
Amedisys
AMED
| – | – |
-3,128
| Closed | -$308K | – |
|
3822
CALL
Arista Networks
ANET
$223B
| – | – |
-1,000
| Closed | -$4.95K | – |
|
3823
DELISTED
Ansys
ANSS
| – | – |
-16,262
| Closed | -$5.71M | – |
|
3824
CALL
APA Corp
APA
$17.2B
| – | – |
-800
| Closed | -$25 | – |
|
3825
CALL
Applied Digital
APLD
$5.46B
| – | – |
-300
| Closed | -$416 | – |
|
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.