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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 | |
|---|---|---|---|---|---|---|
626
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.89B
| $18.3M | 0.02% |
409,930
+28,130
| +7% | +$1.18M |
|
627
AES
AES
$10.5B
| $18.2M | 0.02% |
1,385,003
-103,667
| -7% | -$1.35M |
|
628
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$471M
| $18.2M | 0.02% |
712,052
-19,340
| -3% | -$492K |
|
629
Vanguard Financials ETF
VFH
$13.8B
| $18M | 0.02% |
137,475
+10,751
| +8% | +$1.39M |
|
630
State Street Multi-Asset Real Return ETF
RLY
$1.31B
| $17.9M | 0.02% |
579,462
+215,285
| +59% | +$6.46M |
|
631
ARK Innovation ETF
ARKK
$6.34B
| $17.8M | 0.02% |
206,717
+9,714
| +5% | +$743K |
|
632
Innovator US Equity Power Buffer ETF June
PJUN
$975M
| $17.8M | 0.02% |
433,354
+1,659
| +0.4% | +$67.1K |
|
633
Boston Scientific
BSX
$73.4B
| $17.8M | 0.02% |
182,557
+2,685
| +1% | +$278K |
|
634
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.47B
| $17.8M | 0.02% |
692,173
-2,971
| -0.4% | -$73.8K |
|
635
Genuine Parts
GPC
$18.5B
| $17.7M | 0.02% |
127,918
+3,560
| +3% | +$478K |
|
636
Idexx Laboratories
IDXX
$47B
| $17.7M | 0.02% |
27,719
-4,259
| -13% | -$2.59M |
|
637
Fidelity MSCI Information Technology Index ETF
FTEC
$21.2B
| $17.6M | 0.02% |
79,172
+945
| +1% | +$197K |
|
638
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $17.5M | 0.02% |
363,707
+5,513
| +2% | +$265K |
|
639
VanEck Semiconductor ETF
SMH
$70.7B
| $17.5M | 0.02% |
53,708
+19,306
| +56% | +$5.72M |
|
640
Seagate
STX
$184B
| $17.4M | 0.02% |
73,916
-3,156
| -4% | -$539K |
|
641
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
| $17.4M | 0.02% |
290,880
+23,132
| +9% | +$1.39M |
|
642
iShares S&P 100 ETF
OEF
$20.5B
| $17.4M | 0.02% |
52,260
+7,851
| +18% | +$2.5M |
|
643
Applovin
APP
$114B
| $17.4M | 0.02% |
24,171
+7,241
| +43% | +$3.34M |
|
644
Alpha Architect Tail Risk ETF
CAOS
$694M
| $17.4M | 0.02% |
193,963
-30,604
| -14% | -$2.73M |
|
645
Williams-Sonoma
WSM
$29.6B
| $17.3M | 0.02% |
88,331
+1,467
| +2% | +$280K |
|
646
Dollar General
DG
$27.2B
| $17.2M | 0.02% |
166,784
-29,747
| -15% | -$3.26M |
|
647
Vertex Pharmaceuticals
VRTX
$135B
| $17.2M | 0.02% |
44,015
-12,332
| -22% | -$5.15M |
|
|
GMOI
648
GMO International Value ETF
GMOI
$565M
| $17.2M | 0.02% |
554,664
+24,798
| +5% | +$757K |
|
649
NXP Semiconductors
NXPI
$59.3B
| $17.2M | 0.02% |
75,569
-4,039
| -5% | -$908K |
|
650
Tanger
SKT
$4.43B
| $17.2M | 0.02% |
507,935
-3,966
| -0.8% | -$129K |
|
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.