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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
(+10%)
Cap. Flow
+$3.57B
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
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 | 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 | |
|---|---|---|---|---|---|---|
551
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.86B
| $22.6M | 0.03% |
270,794
-1,165
| -0.4% | -$95.9K |
|
552
Valero Energy
VLO
$89.6B
| $22.4M | 0.03% |
131,823
-15,653
| -11% | -$2.33M |
|
553
Ameriprise Financial
AMP
$49.1B
| $22.4M | 0.03% |
45,654
+4,634
| +11% | +$2.38M |
|
554
Federated Hermes
FHI
$4.71B
| $22.3M | 0.03% |
430,240
-5,581
| -1% | -$283K |
|
555
Wheaton Precious Metals
WPM
$59.5B
| $22.3M | 0.03% |
199,765
-14,393
| -7% | -$1.41M |
|
556
SAP
SAP
$238B
| $22.3M | 0.03% |
83,416
+6,106
| +8% | +$1.72M |
|
557
Schwab US TIPS ETF
SCHP
$16.2B
| $22.3M | 0.03% |
825,704
+21,964
| +3% | +$588K |
|
558
Church & Dwight Co
CHD
$24.3B
| $22.1M | 0.03% |
252,759
-3,193
| -1% | -$299K |
|
559
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$618M
| $22.1M | 0.03% |
470,515
+9,551
| +2% | +$445K |
|
560
ING
ING
$101B
| $22.1M | 0.03% |
846,670
+18,751
| +2% | +$452K |
|
561
iShares Russell 2000 Growth ETF
IWO
$15B
| $22M | 0.03% |
68,793
-999
| -1% | -$301K |
|
562
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
| $21.8M | 0.02% |
517,648
+47,619
| +10% | +$1.99M |
|
563
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
| $21.6M | 0.02% |
498,080
+32,743
| +7% | +$1.41M |
|
564
Factset
FDS
$10.2B
| $21.5M | 0.02% |
75,025
-13,144
| -15% | -$5.02M |
|
565
iShares MSCI Japan ETF
EWJ
$22.7B
| $21.3M | 0.02% |
265,529
+34,170
| +15% | +$2.64M |
|
566
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.54B
| $21.3M | 0.02% |
212,265
+1,494
| +0.7% | +$148K |
|
567
CRH
CRH
$66.6B
| $21.3M | 0.02% |
177,468
+3,521
| +2% | +$372K |
|
568
WisdomTree International Quality Dividend Growth Fund
IQDG
$731M
| $21.2M | 0.02% |
532,201
+32,024
| +6% | +$1.26M |
|
569
Innovator US Equity Power Buffer ETF December
PDEC
$997M
| $21.1M | 0.02% |
502,623
-40,518
| -7% | -$1.66M |
|
570
Leidos
LDOS
$17.4B
| $21.1M | 0.02% |
111,682
-20,768
| -16% | -$3.61M |
|
571
Marriott International
MAR
$90.8B
| $21.1M | 0.02% |
80,939
+2,266
| +3% | +$608K |
|
572
TransDigm Group
TDG
$67.2B
| $21M | 0.02% |
15,949
+560
| +4% | +$801K |
|
573
Eversource Energy
ES
$26.7B
| $20.9M | 0.02% |
294,295
+50,961
| +21% | +$3.34M |
|
574
iShares MBS ETF
MBB
$39B
| $20.8M | 0.02% |
218,711
+1,593
| +0.7% | +$150K |
|
575
Agilent Technologies
A
$41.8B
| $20.8M | 0.02% |
161,896
+104,519
| +182% | +$12.6M |
|
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 $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.