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HighTower Advisors

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
Cap. Flow
+$2.8B
Cap. Flow %
3.18%
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
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 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
COTY icon
3876
Coty
COTY
$2.82B
– –
-14,044
Closed -$65.3K –
CRBG icon
3877
Corebridge Financial
CRBG
$15.3B
– –
-6,216
Closed -$221K –
CRON icon
3878
CALL
Cronos Group
CRON
$1.18B
– –
-72,000
Closed -$12.8K –
CRSP icon
3879
CALL
CRISPR Therapeutics
CRSP
$4.76B
– –
-15,000
Closed -$6.05K –
CRUS icon
3880
CALL
Cirrus Logic
CRUS
$5.41B
– –
-3,000
Closed -$30.9K –
CRWD icon
3881
CALL
CrowdStrike
CRWD
$233B
– –
-400
Closed -$12.2K –
CSAN icon
3882
DELISTED
Cosan
CSAN
– –
-11,519
Closed -$58.2K –
CSR icon
3883
Centerspace
CSR
$943M
– –
-4,846
Closed -$292K –
DAVE icon
3884
Dave Inc
DAVE
$4.69B
– –
-2,950
Closed -$792K –
DFGP icon
3885
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.65B
– –
-5,533
Closed -$301K –
DFH icon
3886
Dream Finders Homes
DFH
$796M
– –
-10,185
Closed -$256K –
DG icon
3887
CALL
Dollar General
DG
$29.6B
– –
-200
Closed -$583 –
DIV icon
3888
Global X SuperDividend US ETF
DIV
$766M
– –
-14,817
Closed -$260K –
DJIA icon
3889
CALL
Global X Dow 30 Covered Call ETF
DJIA
$193M
– –
-100,100
Closed -$21.7K –
DKNG icon
3890
CALL
DraftKings
DKNG
$9.38B
– –
-700
Closed -$2.1K –
DLB icon
3891
Dolby
DLB
$5.62B
– –
-4,752
Closed -$353K –
DSTL icon
3892
Distillate US Fundamental Stability & Value ETF
DSTL
$2.1B
– –
-13,568
Closed -$751K –
DV icon
3893
DoubleVerify
DV
$2.11B
– –
-21,032
Closed -$315K –
DVN icon
3894
PUT
Devon Energy
DVN
$55.8B
– –
-600
Closed -$296 –
EBTC icon
3895
DELISTED
Enterprise Bancorp
EBTC
– –
-15,696
Closed -$622K –
ECAT icon
3896
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.31B
– –
-15,580
Closed -$250K –
EDOW icon
3897
First Trust Dow 30 Equal Weight ETF
EDOW
$321M
– –
-48,671
Closed -$1.87M –
EEFT icon
3898
Euronet Worldwide
EEFT
$2.43B
– –
-24,294
Closed -$2.46M –
ENOV icon
3899
Enovis
ENOV
$1.13B
– –
-9,720
Closed -$305K –
ENVX icon
3900
CALL
Enovix
ENVX
$546M
– –
-33,143
Closed -$139K –
154 155
156
157 158

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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 $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.