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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 | |
|---|---|---|---|---|---|---|
651
Innovator US Equity Power Buffer ETF August
PAUG
$935M
| $17.1M | 0.02% |
402,704
+63,622
| +19% | +$2.64M |
|
652
First Solar
FSLR
$25.6B
| $17M | 0.02% |
77,154
+4,264
| +6% | +$818K |
|
653
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
| $17M | 0.02% |
663,349
+9,773
| +1% | +$250K |
|
654
KKR & Co
KKR
$92.3B
| $16.8M | 0.02% |
129,528
-140,801
| -52% | -$20M |
|
655
iShares US Healthcare ETF
IYH
$3.76B
| $16.8M | 0.02% |
285,917
-9,154
| -3% | -$521K |
|
656
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
| $16.8M | 0.02% |
188,157
-11,250
| -6% | -$949K |
|
657
First Trust Short Duration Managed Municipal ETF
FSMB
$627M
| $16.7M | 0.02% |
833,803
-405
| -0% | -$8.11K |
|
658
Cintas
CTAS
$80.9B
| $16.7M | 0.02% |
81,338
+9,291
| +13% | +$1.98M |
|
659
VanEck CLO ETF
CLOI
$1.53B
| $16.7M | 0.02% |
314,332
+12,619
| +4% | +$668K |
|
|
VBTX
660
DELISTED
Veritex Holdings
VBTX
| $16.7M | 0.02% |
497,661
+211
| +0% | +$6.8K |
|
661
VanEck High Yield Muni ETF
HYD
$4.4B
| $16.7M | 0.02% |
327,370
+205,196
| +168% | +$10.2M |
|
662
Welltower
WELL
$170B
| $16.7M | 0.02% |
93,429
+3,422
| +4% | +$562K |
|
663
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
| $16.6M | 0.02% |
1,461,100
-2,013
| -0.1% | -$22.1K |
|
664
Delta Air Lines
DAL
$59.2B
| $16.5M | 0.02% |
291,598
+31,419
| +12% | +$1.79M |
|
665
Tractor Supply
TSCO
$18B
| $16.5M | 0.02% |
289,610
+24,312
| +9% | +$1.43M |
|
666
iShares Core MSCI Europe ETF
IEUR
$9.14B
| $16.4M | 0.02% |
240,815
+3,217
| +1% | +$214K |
|
667
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
| $16.4M | 0.02% |
164,338
+72,900
| +80% | +$7.24M |
|
668
Snap-on
SNA
$21.3B
| $16.3M | 0.02% |
47,175
+1,460
| +3% | +$478K |
|
669
Consolidated Edison
ED
$39.4B
| $16.3M | 0.02% |
162,359
+23,589
| +17% | +$2.37M |
|
670
Marvell Technology
MRVL
$192B
| $16.3M | 0.02% |
193,384
-51,626
| -21% | -$3.8M |
|
671
WisdomTree US Total Dividend Fund
DTD
$1.69B
| $16.3M | 0.02% |
193,503
-1,839
| -0.9% | -$151K |
|
672
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
| $16.2M | 0.02% |
355,215
+55,869
| +19% | +$2.5M |
|
|
BTC
673
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
| $16.1M | 0.02% |
317,808
+14,838
| +5% | +$753K |
|
674
Rambus
RMBS
$10.7B
| $16M | 0.02% |
154,029
-64,291
| -29% | -$4.96M |
|
675
Cboe Global Markets
CBOE
$30.3B
| $16M | 0.02% |
65,393
-413
| -0.6% | -$99.2K |
|
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.