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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
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$127B
$507M 0.58%
7,766,194
+296,329
+4% +$19M
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$114B
$506M 0.57%
2,345,899
+72,180
+3% +$15.2M
V icon
28
Visa
V
$677B
$486M 0.55%
1,422,844
+16,115
+1% +$5.58M
PEP icon
29
PepsiCo
PEP
$190B
$483M 0.55%
3,438,441
+536,099
+18% +$76.6M
SIXH icon
30
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$587M
$473M 0.54%
12,221,580
+263,500
+2% +$10.2M
ORCL icon
31
Oracle
ORCL
$423B
$465M 0.53%
1,653,059
-30,495
-2% -$7.77M
IEFA icon
32
iShares Core MSCI EAFE ETF
IEFA
$196B
$419M 0.48%
4,803,075
-89,338
-2% -$7.59M
TSLA icon
33
Tesla
TSLA
$1.3T
$412M 0.47%
926,332
+25,490
+3% +$8.84M
MCD icon
34
McDonald's
MCD
$195B
$406M 0.46%
1,337,403
+97,363
+8% +$29.6M
COST icon
35
Costco
COST
$420B
$393M 0.45%
424,814
+10,149
+2% +$9.73M
CSCO icon
36
Cisco
CSCO
$479B
$389M 0.44%
5,685,868
+96,203
+2% +$6.56M
LLY icon
37
Eli Lilly
LLY
$1.06T
$386M 0.44%
506,233
+7,392
+1% +$5.5M
IBM icon
38
IBM
IBM
$224B
$386M 0.44%
1,368,186
+89,893
+7% +$23.5M
HD icon
39
Home Depot
HD
$355B
$384M 0.44%
948,549
+25,155
+3% +$9.89M
ABBV icon
40
AbbVie
ABBV
$435B
$380M 0.43%
1,641,784
+51,071
+3% +$10.4M
PG icon
41
Procter & Gamble
PG
$339B
$379M 0.43%
2,464,930
+49,983
+2% +$7.81M
SCHX icon
42
Schwab US Large- Cap ETF
SCHX
$74.6B
$374M 0.42%
14,199,707
-86,994
-0.6% -$2.21M
CVX icon
43
Chevron
CVX
$366B
$370M 0.42%
2,382,701
-16,154
-0.7% -$2.5M
IJR icon
44
iShares Core S&P Small-Cap ETF
IJR
$112B
$354M 0.4%
2,977,717
+128,435
+5% +$14.8M
SIXA icon
45
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$537M
$352M 0.4%
7,090,064
+438,682
+7% +$21.6M
BAC icon
46
Bank of America
BAC
$442B
$350M 0.4%
6,780,890
+414,977
+7% +$20.2M
SCHE icon
47
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$349M 0.4%
10,445,370
+303,891
+3% +$9.57M
RTX icon
48
RTX Corp
RTX
$301B
$339M 0.38%
2,025,185
-219,867
-10% -$34.1M
DGRO icon
49
iShares Core Dividend Growth ETF
DGRO
$43.6B
$338M 0.38%
4,961,939
+673,706
+16% +$44.5M
MRK icon
50
Merck
MRK
$318B
$325M 0.37%
3,869,125
+102,336
+3% +$8.43M
1
2
3 4 5

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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.