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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
PARA icon
4001
DELISTED
Paramount Global Class B
PARA
– –
-63,038
Closed -$813K –
PAYO icon
4002
Payoneer
PAYO
$2.42B
– –
-23,883
Closed -$164K –
PCT icon
4003
CALL
PureCycle Technologies
PCT
$641M
– –
-5,000
Closed -$13K –
PINS icon
4004
CALL
Pinterest
PINS
$12.9B
– –
-200
Closed -$388 –
PLNT icon
4005
CALL
Planet Fitness
PLNT
$3.72B
– –
-1,000
Closed -$4.92K –
PLTR icon
4006
CALL
Palantir
PLTR
$482B
– –
-800
Closed -$6.88K –
PLUS icon
4007
ePlus
PLUS
$2.48B
– –
-4,441
Closed -$320K –
POWI icon
4008
Power Integrations
POWI
$2.51B
– –
-4,166
Closed -$233K –
PPBI icon
4009
DELISTED
Pacific Premier Bancorp
PPBI
– –
-19,100
Closed -$403K –
PRCT icon
4010
Procept Biorobotics
PRCT
$1.04B
– –
-4,337
Closed -$250K –
PSEC icon
4011
Prospect Capital
PSEC
$870M
– –
-12,980
Closed -$41.3K –
PSF icon
4012
Cohen & Steers Select Preferred & Income Fund
PSF
$218M
– –
-11,662
Closed -$235K –
PSK icon
4013
State Street SPDR ICE Preferred Securities ETF
PSK
$638M
– –
-6,968
Closed -$221K –
PZZA icon
4014
CALL
Papa John's
PZZA
$644M
– –
-95,000
Closed -$162K –
QBTS icon
4015
CALL
D-Wave Quantum Inc
QBTS
$4.86B
– –
-1,800
Closed -$4.69K –
QYLD icon
4016
CALL
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.54B
– –
-9,561,300
Closed -$1.6M –
RAMP icon
4017
LiveRamp
RAMP
$2.28B
– –
-8,643
Closed -$286K –
RBLX icon
4018
PUT
Roblox
RBLX
$36.5B
– –
-500
Closed -$3.81K –
RES icon
4019
RPC Inc
RES
$1.31B
– –
-37,197
Closed -$176K –
REX icon
4020
REX American Resources
REX
$1.39B
– –
-10,676
Closed -$260K –
RKT icon
4021
CALL
Rocket Companies
RKT
$31.3B
– –
-4,200
Closed -$3.67K –
RL icon
4022
PUT
Ralph Lauren
RL
$23.3B
– –
-25,000
Closed -$70.6K –
RLAY icon
4023
Relay Therapeutics
RLAY
$3.79B
– –
-10,320
Closed -$35.7K –
RMBS icon
4024
CALL
Rambus
RMBS
$10.1B
– –
-200
Closed -$780 –
ROOT icon
4025
Root
ROOT
$783M
– –
-3,237
Closed -$414K –
159 160
161
162 163

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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.