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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
VIST icon
4076
Vista Energy
VIST
$7.88B
– –
-5,075
Closed -$243K –
VKTX icon
4077
CALL
Viking Therapeutics
VKTX
$3.32B
– –
-2,000
Closed -$10.2K –
VKTX icon
4078
Viking Therapeutics
VKTX
$3.32B
– –
-9,554
Closed -$253K –
VNDA icon
4079
CALL
Vanda Pharmaceuticals
VNDA
$252M
– –
-6,200
Closed -$3.78K –
VOD icon
4080
CALL
Vodafone
VOD
$37.5B
– –
-92,500
Closed -$32.4K –
OPNW
4081
OpenWorld, Inc. Common Stock
OPNW
$37.9M
– –
-30,413
Closed -$229K –
VRNA
4082
DELISTED
Verona Pharma
VRNA
– –
-11,046
Closed -$1.04M –
VRNS icon
4083
CALL
Varonis Systems
VRNS
$5.59B
– –
-37,100
Closed -$66.8K –
VXRT icon
4084
DELISTED
Vaxart
VXRT
– –
-17,051
Closed -$7.71K –
WBA icon
4085
DELISTED
Walgreens Boots Alliance
WBA
– –
-162,046
Closed -$1.86M –
WEAT icon
4086
Teucrium Wheat Fund
WEAT
$269M
– –
-2,020
Closed -$44.8K –
WFC.PRL icon
4087
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.29B
– –
-696
Closed -$817K –
WKC icon
4088
World Kinect Corp
WKC
$1.86B
– –
-7,890
Closed -$224K –
WOLF icon
4089
Wolfspeed
WOLF
$1.3B
– –
-31,929
Closed -$12.7K –
WOR icon
4090
Worthington Enterprises
WOR
$3.19B
– –
-3,396
Closed -$216K –
WRAP icon
4091
CALL
Wrap Technologies
WRAP
$82.8M
– –
-14,400
Closed -$3.17K –
WRLD icon
4092
World Acceptance Corp
WRLD
$816M
– –
-1,379
Closed -$228K –
WULF icon
4093
CALL
TeraWulf
WULF
$6.08B
– –
-4,600
Closed -$4.47K –
XFLT icon
4094
XAI Floating Rate & Alternative Income Trust
XFLT
$279M
– –
-3,516
Closed -$99.3K –
XLK icon
4095
PUT
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-600
Closed -$219 –
XOM icon
4096
CALL
ExxonMobil
XOM
$723B
– –
-1,100
Closed -$22K –
XYLD icon
4097
CALL
Global X S&P 500 Covered Call ETF
XYLD
$3.41B
– –
-410,900
Closed -$160K –
YOU icon
4098
Clear Secure
YOU
$4.61B
– –
-54,347
Closed -$1.51M –
ZBRA icon
4099
CALL
Zebra Technologies
ZBRA
$17.7B
– –
-800
Closed -$39.1K –
LFWD icon
4100
CALL
ReWalk Robotics
LFWD
$17.3M
– –
-1,800
Closed -$3.42K –
162 163
164
165 166

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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.