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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 | |
|---|---|---|---|---|---|---|
676
Public Service Enterprise Group
PEG
$37.2B
| $16M | 0.02% |
191,964
+6,083
| +3% | +$510K |
|
677
Vertiv
VRT
$104B
| $16M | 0.02% |
106,147
+46,709
| +79% | +$6.23M |
|
678
Kroger
KR
$34.6B
| $16M | 0.02% |
236,945
-4,119
| -2% | -$287K |
|
679
VanEck Intermediate Muni ETF
ITM
$2.13B
| $15.9M | 0.02% |
341,892
-2,231
| -0.6% | -$102K |
|
680
Apollo Global Management
APO
$76B
| $15.9M | 0.02% |
119,097
+12,234
| +11% | +$1.73M |
|
681
JPMorgan Active Bond ETF
JBND
$8.54B
| $15.9M | 0.02% |
292,848
+9,662
| +3% | +$518K |
|
682
Simplify Managed Futures Strategy ETF
CTA
$1.56B
| $15.8M | 0.02% |
565,447
+43,149
| +8% | +$1.19M |
|
683
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.4B
| $15.6M | 0.02% |
124,755
-1,136
| -0.9% | -$137K |
|
684
Invesco Short Term Treasury ETF
TBLL
$2.85B
| $15.6M | 0.02% |
147,419
-9,820
| -6% | -$1.04M |
|
|
CEPF
685
Cantor Equity Partners IV
CEPF
$595M
| $15.5M | 0.02% |
+1,524,327
| New | +$15.5M |
|
686
JPMorgan International Bond Opportunities ETF
JPIB
$2.13B
| $15.5M | 0.02% |
316,078
+41,730
| +15% | +$2.03M |
|
687
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
| $15.5M | 0.02% |
356,724
-5,251
| -1% | -$214K |
|
688
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
| $15.4M | 0.02% |
603,009
+21,663
| +4% | +$551K |
|
689
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.29B
| $15.4M | 0.02% |
425,175
+34,077
| +9% | +$1.2M |
|
690
Clough Hedged Equity ETF
CBLS
$56.6M
| $15.4M | 0.02% |
536,654
+20,192
| +4% | +$575K |
|
691
Harbor Commodity All-Weather Strategy ETF
HGER
$3.95B
| $15.4M | 0.02% |
597,302
+390,703
| +189% | +$9.73M |
|
692
Sprott Uranium Miners ETF
URNM
$2B
| $15.4M | 0.02% |
254,818
-426
| -0.2% | -$21.4K |
|
693
Equifax
EFX
$21.3B
| $15.3M | 0.02% |
59,682
+3,776
| +7% | +$949K |
|
694
iShares Latin America 40 ETF
ILF
$3.81B
| $15.2M | 0.02% |
527,467
-27,593
| -5% | -$733K |
|
|
HDV
695
iShares Core High Dividend ETF
HDV
$15B
| $15.1M | 0.02% |
616,470
-30,535
| -5% | -$738K |
|
696
AST SpaceMobile
ASTS
$20.5B
| $15M | 0.02% |
306,273
-9,907
| -3% | -$477K |
|
697
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
| $14.9M | 0.02% |
587,007
+15,612
| +3% | +$381K |
|
698
Xylem
XYL
$28.3B
| $14.9M | 0.02% |
101,038
+849
| +0.8% | +$118K |
|
699
Sprouts Farmers Market
SFM
$7.96B
| $14.9M | 0.02% |
136,575
+108,221
| +382% | +$15.7M |
|
700
Interactive Brokers
IBKR
$41.1B
| $14.8M | 0.02% |
215,419
-20,401
| -9% | -$1.28M |
|
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.