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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 | |
|---|---|---|---|---|---|---|
601
Take-Two Interactive
TTWO
$47.3B
| $19.1M | 0.02% |
74,031
+4,002
| +6% | +$947K |
|
|
FBCG
602
Fidelity Blue Chip Growth ETF
FBCG
$7.26B
| $19M | 0.02% |
354,617
+10,284
| +3% | +$524K |
|
603
Cadence Design Systems
CDNS
$93.3B
| $19M | 0.02% |
54,088
+8,479
| +19% | +$2.92M |
|
604
Vanguard ESG US Stock ETF
ESGV
$13.7B
| $19M | 0.02% |
160,288
+4,869
| +3% | +$554K |
|
605
Autodesk
ADSK
$53.8B
| $19M | 0.02% |
59,682
-1,049
| -2% | -$320K |
|
606
Freedom 100 Emerging Markets ETF
FRDM
$3.32B
| $18.9M | 0.02% |
427,555
+30,760
| +8% | +$1.29M |
|
607
Franco-Nevada
FNV
$45.8B
| $18.9M | 0.02% |
84,809
+727
| +0.9% | +$131K |
|
608
HSBC
HSBC
$354B
| $18.9M | 0.02% |
265,644
+24,000
| +10% | +$1.56M |
|
609
Hershey
HSY
$36.5B
| $18.8M | 0.02% |
100,390
+9,593
| +11% | +$1.74M |
|
610
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
| $18.7M | 0.02% |
370,468
+91,381
| +33% | +$4.62M |
|
611
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
| $18.7M | 0.02% |
181,456
-237,589
| -57% | -$24M |
|
|
GRID
612
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
| $18.7M | 0.02% |
123,623
+41,583
| +51% | +$5.98M |
|
613
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $18.7M | 0.02% |
168,895
+2,400
| +1% | +$265K |
|
614
SouthState Bank Corp
SSB
$10.5B
| $18.7M | 0.02% |
188,644
+26,158
| +16% | +$2.57M |
|
615
Expedia Group
EXPE
$37.1B
| $18.6M | 0.02% |
87,057
+27,890
| +47% | +$5.6M |
|
616
Fidelity MSCI Energy Index ETF
FENY
$2.01B
| $18.6M | 0.02% |
752,617
+6,712
| +0.9% | +$162K |
|
|
IBDQ
617
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $18.6M | 0.02% |
737,476
-10,060
| -1% | -$253K |
|
618
ProShares Ultra S&P500
SSO
$8.42B
| $18.5M | 0.02% |
329,410
-9,868
| -3% | -$515K |
|
619
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
| $18.5M | 0.02% |
870,254
+28,995
| +3% | +$611K |
|
620
Cloudflare
NET
$109B
| $18.5M | 0.02% |
86,057
+761
| +0.9% | +$155K |
|
621
Equinix
EQIX
$103B
| $18.5M | 0.02% |
23,559
+15
| +0.1% | +$11.7K |
|
622
Mercado Libre
MELI
$93.3B
| $18.4M | 0.02% |
7,887
-288
| -4% | -$691K |
|
623
CACI
CACI
$14.2B
| $18.4M | 0.02% |
36,821
+4,239
| +13% | +$2.05M |
|
624
Labcorp
LH
$25.9B
| $18.4M | 0.02% |
63,931
-199
| -0.3% | -$53.3K |
|
625
Motorola Solutions
MSI
$75.8B
| $18.3M | 0.02% |
39,987
+2,328
| +6% | +$1.05M |
|
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.