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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 | |
|---|---|---|---|---|---|---|
726
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
| $13.9M | 0.02% |
541,044
+95,720
| +21% | +$2.43M |
|
727
VanEck Merk Gold Trust
OUNZ
$2.72B
| $13.8M | 0.02% |
372,140
+23,560
| +7% | +$785K |
|
728
Zscaler
ZS
$28.6B
| $13.8M | 0.02% |
46,040
+1,707
| +4% | +$487K |
|
729
Dick's Sporting Goods
DKS
$19.2B
| $13.8M | 0.02% |
61,990
+33,018
| +114% | +$7.19M |
|
730
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
| $13.8M | 0.02% |
619,333
-40,873
| -6% | -$883K |
|
731
HDFC Bank
HDB
$120B
| $13.7M | 0.02% |
402,013
+11,189
| +3% | +$412K |
|
|
732
Hartford Municipal Opportunities ETF
HMOP
$796M
| $13.7M | 0.02% |
350,901
-1,007,587
| -74% | -$38.7M |
|
733
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
| $13.6M | 0.02% |
303,574
+45,360
| +18% | +$2.05M |
|
734
Target Hospitality
TH
$1.6B
| $13.6M | 0.02% |
1,603,641
| – | – |
|
735
Joby Aviation
JOBY
$8.71B
| $13.5M | 0.02% |
837,649
+36,956
| +5% | +$561K |
|
736
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
| $13.4M | 0.02% |
298,124
+217
| +0.1% | +$9.43K |
|
737
Box
BOX
$4.65B
| $13.3M | 0.02% |
412,543
+28,820
| +8% | +$933K |
|
738
First Trust Long Duration Opportunities ETF
LGOV
$622M
| $13.3M | 0.02% |
611,568
-235,288
| -28% | -$5.05M |
|
739
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
| $13.3M | 0.02% |
137,875
+6,521
| +5% | +$625K |
|
740
Loews
L
$23.3B
| $13.2M | 0.02% |
131,458
-1,217
| -0.9% | -$115K |
|
741
Spotify
SPOT
$105B
| $13.2M | 0.02% |
18,890
+1,140
| +6% | +$797K |
|
742
AGF US Market Neutral Anti-Beta Fund
BTAL
$304M
| $13.2M | 0.02% |
828,111
+423,483
| +105% | +$6.98M |
|
743
Fidelity Enhanced International ETF
FENI
$11.3B
| $13.2M | 0.02% |
373,286
+284,248
| +319% | +$9.68M |
|
744
Fidelity MSCI Communication Services Index ETF
FCOM
$1.79B
| $13.1M | 0.01% |
185,070
+687
| +0.4% | +$46.5K |
|
745
American International
AIG
$40.7B
| $13.1M | 0.01% |
167,157
+61,266
| +58% | +$4.9M |
|
746
First Trust Long/Short Equity ETF
FTLS
$2.49B
| $13.1M | 0.01% |
187,558
+1,072
| +0.6% | +$72.3K |
|
747
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$585M
| $13M | 0.01% |
307,858
+8,653
| +3% | +$354K |
|
748
DTE Energy
DTE
$28.5B
| $12.9M | 0.01% |
91,269
-1,939
| -2% | -$266K |
|
749
JPMorgan Short Duration Core Plus ETF
JSCP
$1.76B
| $12.8M | 0.01% |
269,350
+10,926
| +4% | +$518K |
|
750
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $12.7M | 0.01% |
242,760
+9,575
| +4% | +$500K |
|
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.