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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+7.77%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
AUM
$88.1B
AUM Growth
+$8.25B
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

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 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.97%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
451
Progressive
PGR
$125B
$32.6M 0.04%
131,882
-26,868
-17% -$6.62M
COIN icon
452
Coinbase
COIN
$40.5B
$32.5M 0.04%
96,396
+71,279
+284% +$24.2M
SYY icon
453
Sysco
SYY
$40.3B
$32.5M 0.04%
395,040
+2,520
+0.6% +$202K
NVS icon
454
Novartis
NVS
$297B
$32.5M 0.04%
253,203
+10,543
+4% +$1.29M
LYV icon
455
Live Nation Entertainment
LYV
$42.1B
$32.3M 0.04%
197,890
+32,641
+20% +$5.16M
BDX icon
456
Becton Dickinson
BDX
$48.2B
$32.2M 0.04%
172,142
-17,941
-9% -$3.33M
SOXX icon
457
iShares Semiconductor ETF
SOXX
$45.9B
$32.1M 0.04%
118,439
-1,932
-2% -$482K
WCBR
458
WisdomTree Cybersecurity Fund
WCBR
$116M
$32.1M 0.04%
1,022,098
+427,609
+72% +$13.2M
XMHQ icon
459
Invesco S&P MidCap Quality ETF
XMHQ
$5.62B
$31.8M 0.04%
302,746
-178,969
-37% -$18.4M
FDN icon
460
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$31.7M 0.04%
113,343
+17,274
+18% +$4.73M
APH icon
461
Amphenol
APH
$209B
$31.7M 0.04%
256,145
+27,718
+12% +$3.04M
D icon
462
Dominion Energy
D
$59.3B
$31.5M 0.04%
514,214
+34,528
+7% +$2.05M
DFAX icon
463
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$31.4M 0.04%
1,001,267
+68,187
+7% +$2.07M
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$31.3M 0.04%
399,971
-27,493
-6% -$2.22M
PHYS icon
465
Sprott Physical Gold
PHYS
$15.7B
$31.3M 0.04%
1,058,006
+86,944
+9% +$2.31M
REET icon
466
iShares Global REIT ETF
REET
$5.11B
$30.9M 0.04%
1,210,390
+45,464
+4% +$1.14M
PDBC icon
467
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.42B
$30.8M 0.04%
2,296,812
+86,849
+4% +$1.15M
VDE icon
468
Vanguard Energy ETF
VDE
$9.84B
$30.8M 0.04%
244,855
-895
-0.4% -$110K
USRT icon
469
iShares Core US REIT ETF
USRT
$4.64B
$30.7M 0.03%
523,132
+93,867
+22% +$5.39M
EFV icon
470
iShares MSCI EAFE Value ETF
EFV
$30.2B
$30.7M 0.03%
452,011
-2,590
-0.6% -$171K
ENB icon
471
Enbridge
ENB
$112B
$30.6M 0.03%
607,189
-29,531
-5% -$1.39M
RPG icon
472
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$30.5M 0.03%
639,952
-21,457
-3% -$1.01M
IBDR icon
473
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$30.4M 0.03%
1,252,219
+171,267
+16% +$4.15M
PHO icon
474
Invesco Water Resources ETF
PHO
$2.09B
$30.3M 0.03%
419,964
+3,308
+0.8% +$237K
TIP icon
475
iShares TIPS Bond ETF
TIP
$14.7B
$30.1M 0.03%
270,922
+92
+0% +$10.2K
17 18
19
20 21

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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 $3.57B 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 Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

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.