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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 | |
|---|---|---|---|---|---|---|
776
Schwab International Dividend Equity ETF
SCHY
$2.55B
| $12M | 0.01% |
429,163
-87,049
| -17% | -$2.42M |
|
777
Ford
F
$55.8B
| $12M | 0.01% |
1,001,992
+33,982
| +4% | +$392K |
|
778
Capital Group Global Growth Equity ETF
CGGO
$11.9B
| $12M | 0.01% |
350,531
+101,546
| +41% | +$3.33M |
|
779
BridgeBio Pharma
BBIO
$16.6B
| $12M | 0.01% |
230,393
+2,007
| +0.9% | +$97.9K |
|
780
Royal Bank of Canada
RY
$293B
| $12M | 0.01% |
81,188
+8,607
| +12% | +$1.19M |
|
781
Dow Inc
DOW
$22.1B
| $11.9M | 0.01% |
519,482
-394,039
| -43% | -$9.82M |
|
782
Jabil
JBL
$35.3B
| $11.9M | 0.01% |
54,605
+4,464
| +9% | +$972K |
|
783
PGIM Ultra Short Bond ETF
PULS
$18.4B
| $11.8M | 0.01% |
237,047
+38,866
| +20% | +$1.93M |
|
784
iShares Russell Top 200 ETF
IWL
$2.28B
| $11.7M | 0.01% |
70,530
-7,214
| -9% | -$1.15M |
|
785
Hartford Financial Services
HIG
$38.7B
| $11.7M | 0.01% |
87,755
+2,037
| +2% | +$261K |
|
786
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.12B
| $11.7M | 0.01% |
570,998
+85,430
| +18% | +$1.64M |
|
787
First Trust Capital Strength ETF
FTCS
$7.99B
| $11.7M | 0.01% |
124,618
+4,834
| +4% | +$446K |
|
788
Monster Beverage
MNST
$89.6B
| $11.7M | 0.01% |
173,226
+33,359
| +24% | +$2.08M |
|
789
Vanguard Total International Bond ETF
BNDX
$82.8B
| $11.6M | 0.01% |
234,137
-43,717
| -16% | -$2.16M |
|
790
Brookfield
BN
$109B
| $11.6M | 0.01% |
253,229
-3,549
| -1% | -$157K |
|
791
Royal Caribbean
RCL
$82.4B
| $11.6M | 0.01% |
35,670
-4,389
| -11% | -$1.47M |
|
792
Black Hills Corp
BKH
$5.62B
| $11.6M | 0.01% |
187,539
+14,144
| +8% | +$832K |
|
793
iShares US Equity Factor ETF
LRGF
$3.71B
| $11.5M | 0.01% |
166,963
+801
| +0.5% | +$53.2K |
|
794
Reliance Steel & Aluminium
RS
$21.9B
| $11.5M | 0.01% |
41,024
+476
| +1% | +$143K |
|
795
Rexford Industrial Realty
REXR
$8.13B
| $11.5M | 0.01% |
280,153
+7,003
| +3% | +$274K |
|
796
CoStar Group
CSGP
$12.8B
| $11.5M | 0.01% |
136,084
+89,864
| +194% | +$7.94M |
|
797
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.87B
| $11.5M | 0.01% |
261,907
-51,001
| -16% | -$2.15M |
|
798
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $11.4M | 0.01% |
250,410
-16,826
| -6% | -$754K |
|
799
NetApp
NTAP
$39B
| $11.4M | 0.01% |
96,269
+1,261
| +1% | +$141K |
|
800
Elevance Health
ELV
$86.2B
| $11.4M | 0.01% |
35,264
-2,746
| -7% | -$854K |
|
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.