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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 | |
|---|---|---|---|---|---|---|
701
Innovator US Equity Power Buffer ETF September
PSEP
$841M
| $14.8M | 0.02% |
344,017
+91,625
| +36% | +$3.84M |
|
702
Vanguard Health Care ETF
VHT
$19B
| $14.8M | 0.02% |
56,874
-2,603
| -4% | -$653K |
|
703
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $14.7M | 0.02% |
169,379
+3,080
| +2% | +$261K |
|
704
Toronto Dominion Bank
TD
$200B
| $14.7M | 0.02% |
184,051
+544
| +0.3% | +$40.8K |
|
705
HCA Healthcare
HCA
$89.6B
| $14.7M | 0.02% |
34,403
+1,276
| +4% | +$495K |
|
706
Runway Growth Finance
RWAY
$278M
| $14.7M | 0.02% |
1,442,345
+49,685
| +4% | +$533K |
|
707
Nu Holdings
NU
$67B
| $14.6M | 0.02% |
914,611
+15,749
| +2% | +$220K |
|
708
Aon
AON
$75.7B
| $14.6M | 0.02% |
40,965
+2,242
| +6% | +$811K |
|
709
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
| $14.5M | 0.02% |
281,818
+8,040
| +3% | +$416K |
|
710
Mid-America Apartment Communities
MAA
$15.4B
| $14.4M | 0.02% |
103,041
+533
| +0.5% | +$77K |
|
711
RPM International
RPM
$14.8B
| $14.4M | 0.02% |
121,936
+17,478
| +17% | +$2.1M |
|
712
PGIM AAA CLO ETF
PAAA
$11.3B
| $14.4M | 0.02% |
279,067
+131,986
| +90% | +$6.78M |
|
713
Oshkosh
OSK
$9.59B
| $14.3M | 0.02% |
110,346
-16,442
| -13% | -$2.18M |
|
714
Dover
DOV
$28.3B
| $14.3M | 0.02% |
85,461
-3,892
| -4% | -$698K |
|
715
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
| $14.2M | 0.02% |
426,331
+12,155
| +3% | +$396K |
|
|
GRMN
716
Garmin
GRMN
$60.4B
| $14.2M | 0.02% |
57,821
+3,839
| +7% | +$886K |
|
|
BKDV
717
BNY Mellon Dynamic Value ETF
BKDV
$1.92B
| $14.2M | 0.02% |
510,058
+484,715
| +1,913% | +$13.2M |
|
718
Avantis Emerging Markets Value ETF
AVES
$1.49B
| $14.2M | 0.02% |
246,896
+46,634
| +23% | +$2.59M |
|
719
VanEck Junior Gold Miners ETF
GDXJ
$8.54B
| $14.2M | 0.02% |
142,940
+1,825
| +1% | +$140K |
|
720
Vanguard Communication Services ETF
VOX
$5.88B
| $14.1M | 0.02% |
75,189
+2,990
| +4% | +$534K |
|
721
Vanguard Core Bond ETF
VCRB
$7.48B
| $14.1M | 0.02% |
179,758
+2,547
| +1% | +$198K |
|
722
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.13B
| $14.1M | 0.02% |
342,724
+12,339
| +4% | +$498K |
|
723
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.85B
| $14M | 0.02% |
385,547
+29,302
| +8% | +$1.04M |
|
724
Carnival Corporation Ltd
CCL
$38B
| $14M | 0.02% |
485,162
+87,981
| +22% | +$2.66M |
|
725
AB Tax-Aware Intermediate Municipal ETF
TAFM
$721M
| $14M | 0.02% |
550,593
+5,838
| +1% | +$145K |
|
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.