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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 | |
|---|---|---|---|---|---|---|
751
Invesco DB Agriculture Fund
DBA
$1.24B
| $12.6M | 0.01% |
472,601
+1,469
| +0.3% | +$39.1K |
|
752
Digital Realty Trust
DLR
$70.8B
| $12.6M | 0.01% |
72,772
-5,804
| -7% | -$992K |
|
753
Invesco Semiconductors ETF
PSI
$2.43B
| $12.5M | 0.01% |
177,802
+1,691
| +1% | +$107K |
|
754
Brookfield Asset Management
BAM
$84.4B
| $12.5M | 0.01% |
219,485
+32,788
| +18% | +$1.95M |
|
755
Vanguard Extended Market ETF
VXF
$31.8B
| $12.5M | 0.01% |
59,643
-2,162
| -3% | -$437K |
|
756
GSK
GSK
$104B
| $12.5M | 0.01% |
288,902
+7,132
| +3% | +$279K |
|
757
Brixmor Property Group
BRX
$9.15B
| $12.4M | 0.01% |
449,308
-877
| -0.2% | -$23.5K |
|
|
EVAC
758
EQV Ventures Acquisition Corp II
EVAC
$599M
| $12.4M | 0.01% |
+1,248,940
| New | +$12.4M |
|
759
Cambria Shareholder Yield ETF
SYLD
$1.02B
| $12.4M | 0.01% |
180,424
-15,575
| -8% | -$1.05M |
|
760
Corteva
CTVA
$51B
| $12.4M | 0.01% |
182,643
+14,436
| +9% | +$1.05M |
|
761
Exelon
EXC
$45.8B
| $12.3M | 0.01% |
273,507
-1,560
| -0.6% | -$68.5K |
|
762
iShares MSCI United Kingdom ETF
EWU
$4.15B
| $12.3M | 0.01% |
292,841
+12,358
| +4% | +$506K |
|
763
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
| $12.3M | 0.01% |
123,416
-638
| -0.5% | -$61.1K |
|
764
Xcel Energy
XEL
$48B
| $12.2M | 0.01% |
151,779
+4,425
| +3% | +$320K |
|
|
FISV
765
Fiserv Inc
FISV
$27.8B
| $12.2M | 0.01% |
94,579
-4,095
| -4% | -$587K |
|
766
iShares Global Healthcare ETF
IXJ
$4.24B
| $12.2M | 0.01% |
137,560
+6,444
| +5% | +$557K |
|
767
Innovator Equity Managed Floor ETF
SFLR
$2.16B
| $12.2M | 0.01% |
338,160
-86,642
| -20% | -$3.02M |
|
768
Paylocity
PCTY
$7.73B
| $12.1M | 0.01% |
76,219
+3,413
| +5% | +$604K |
|
769
Crown Castle
CCI
$31.3B
| $12.1M | 0.01% |
125,527
-6,002
| -5% | -$607K |
|
770
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$22.6M
| $12.1M | 0.01% |
238,507
+133,090
| +126% | +$6.75M |
|
771
Option Care Health
OPCH
$3.67B
| $12.1M | 0.01% |
436,147
+20,302
| +5% | +$588K |
|
772
MetLife
MET
$61.7B
| $12.1M | 0.01% |
146,963
-24,503
| -14% | -$1.93M |
|
773
Diamondback Energy
FANG
$55.7B
| $12.1M | 0.01% |
84,262
-34,295
| -29% | -$4.88M |
|
774
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.5M
| $12M | 0.01% |
384,793
-5,410
| -1% | -$166K |
|
775
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
| $12M | 0.01% |
88,608
-1,474
| -2% | -$193K |
|
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.