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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
MSFT icon
3976
CALL
Microsoft
MSFT
$3.93T
– –
-100
Closed -$6.72K –
MSOS icon
3977
CALL
AdvisorShares Pure US Cannabis ETF
MSOS
$734M
– –
-12,000
Closed -$6.84K –
MSTR icon
3978
CALL
Strategy Inc
MSTR
$57.9B
– –
-200,000
Closed -$629K –
MU icon
3979
CALL
Micron Technology
MU
$994B
– –
-1,500
Closed -$5.04K –
NABL icon
3980
N-able
NABL
$846M
– –
-43,369
Closed -$351K –
NET icon
3981
PUT
Cloudflare
NET
$106B
– –
-1,700
Closed -$13.2K –
NETL icon
3982
Colterpoint Net Lease Real Estate ETF
NETL
$47.8M
– –
-37,010
Closed -$904K –
NFLX icon
3983
CALL
Netflix
NFLX
$294B
– –
-950,000
Closed -$246K –
NGS icon
3984
Natural Gas Services Group
NGS
$401M
– –
-14,723
Closed -$380K –
NKE icon
3985
CALL
Nike
NKE
$55.1B
– –
-2,000
Closed -$12.2K –
NOMD icon
3986
Nomad Foods
NOMD
$1.64B
– –
-12,039
Closed -$205K –
NOTV icon
3987
DELISTED
Inotiv
NOTV
– –
-10,040
Closed -$18.3K –
NOVT icon
3988
Novanta
NOVT
$4.87B
– –
-1,606
Closed -$207K –
NVDA icon
3989
CALL
NVIDIA
NVDA
$5.17T
– –
-14,100
Closed -$114K –
NVDY icon
3990
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.31B
– –
-13,819
Closed -$232K –
NVTS icon
3991
CALL
Navitas Semiconductor
NVTS
$2.19B
– –
-3,000
Closed -$2.19K –
NWE icon
3992
NorthWestern Energy
NWE
$4.6B
– –
-4,753
Closed -$244K –
OBT icon
3993
Orange County Bancorp
OBT
$499M
– –
-16,993
Closed -$439K –
ODD icon
3994
ODDITY Tech
ODD
$1.03B
– –
-4,565
Closed -$345K –
OGI icon
3995
Organigram Holdings
OGI
$134M
– –
-14,900
Closed -$20.1K –
OLP icon
3996
One Liberty Properties
OLP
$485M
– –
-8,786
Closed -$210K –
OVB icon
3997
Overlay Shares Core Bond ETF
OVB
$47.3M
– –
-527,393
Closed -$10.8M –
OXLC icon
3998
Oxford Lane Capital
OXLC
$775M
– –
-7,050
Closed -$148K –
PANW icon
3999
CALL
Palo Alto Networks
PANW
$280B
– –
-200
Closed -$2.95K –
PARA icon
4000
CALL
DELISTED
Paramount Global Class B
PARA
– –
-7,200
Closed -$7.42K –
158 159
160
161 162

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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.