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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 | |
|---|---|---|---|---|---|---|---|
426
Teradyne
TER
$50.8B
| $36.3M | 0.04% |
263,427
+187,636
| +248% | +$20.5M |
2016 Q3
36 quarters
|
|
427
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.69B
| $36.2M | 0.04% |
1,450,383
-516,530
| -26% | -$12.6M |
2016 Q3
36 quarters
|
|
428
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$897M
| $36.1M | 0.04% |
815,770
-44,531
| -5% | -$1.95M |
2024 Q1
6 quarters
|
|
429
Graco
GGG
$13.3B
| $36.1M | 0.04% |
424,694
-53,305
| -11% | -$4.56M |
2017 Q3
32 quarters
|
|
430
State Street Blackstone Senior Loan ETF
SRLN
$5.37B
| $36M | 0.04% |
866,124
+119,041
| +16% | +$4.94M |
2013 Q3
48 quarters
|
|
431
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $35.7M | 0.04% |
749,278
+8,008
| +1% | +$369K |
2020 Q4
19 quarters
|
|
432
American Tower
AMT
$86.3B
| $35.7M | 0.04% |
185,449
+2,933
| +2% | +$611K |
2015 Q3
40 quarters
|
|
433
Vanguard Russell 1000 ETF
VONE
$8.95B
| $35.7M | 0.04% |
117,965
+377
| +0.3% | +$110K |
2021 Q1
18 quarters
|
|
434
SLB Ltd
SLB
$73.5B
| $35.4M | 0.04% |
1,029,786
+41,534
| +4% | +$1.45M |
2013 Q2
49 quarters
|
|
435
Kinder Morgan
KMI
$76.2B
| $34.9M | 0.04% |
1,231,845
+46,396
| +4% | +$1.27M |
2013 Q2
49 quarters
|
|
436
iShares 7-10 Year Treasury Bond ETF
IEF
$41.8B
| $34.8M | 0.04% |
360,983
-40,042
| -10% | -$3.83M |
2013 Q2
49 quarters
|
|
437
Golub Capital BDC
GBDC
$3.15B
| $34.6M | 0.04% |
2,529,267
+1,862,632
| +279% | +$27.4M |
2016 Q4
35 quarters
|
|
438
Invesco Leisure and Entertainment ETF
PEJ
$351M
| $34.6M | 0.04% |
571,509
-1,872
| -0.3% | -$111K |
2020 Q4
19 quarters
|
|
439
PayPal
PYPL
$48.5B
| $34.5M | 0.04% |
515,103
-92,594
| -15% | -$6.53M |
2015 Q3
40 quarters
|
|
440
Deckers Outdoor
DECK
$11.7B
| $34M | 0.04% |
335,864
+276,459
| +465% | +$30.2M |
2016 Q3
36 quarters
|
|
441
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$478M
| $34M | 0.04% |
313,601
+18,997
| +6% | +$2.02M |
2022 Q2
13 quarters
|
|
442
Verisk Analytics
VRSK
$24.8B
| $33.9M | 0.04% |
134,966
+3,185
| +2% | +$874K |
2021 Q1
18 quarters
|
|
443
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
| $33.8M | 0.04% |
109,745
-4,557
| -4% | -$1.35M |
2021 Q1
18 quarters
|
|
444
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.7B
| $33.4M | 0.04% |
353,884
-11,209
| -3% | -$1.03M |
2013 Q2
49 quarters
|
|
445
JPMorgan Active Growth ETF
JGRO
$9.73B
| $33.3M | 0.04% |
355,598
+87,489
| +33% | +$7.81M |
2022 Q4
11 quarters
|
|
446
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.1B
| $33.2M | 0.04% |
436,450
+88,210
| +25% | +$6.52M |
2019 Q3
24 quarters
|
|
447
Copart
CPRT
$25.8B
| $33.1M | 0.04% |
736,900
-205,816
| -22% | -$9.7M |
2014 Q4
43 quarters
|
|
448
Global X Artificial Intelligence & Technology ETF
AIQ
$9.92B
| $32.9M | 0.04% |
665,793
+75,356
| +13% | +$3.43M |
2023 Q3
8 quarters
|
|
449
Axon Enterprise
AXON
$31.7B
| $32.7M | 0.04% |
45,601
+1,997
| +5% | +$1.52M |
2017 Q2
33 quarters
|
|
450
Citigroup
C
$208B
| $32.6M | 0.04% |
321,371
-36,764
| -10% | -$3.49M |
2013 Q2
49 quarters
|
|
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.