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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 | |
|---|---|---|---|---|---|---|
801
eBay
EBAY
$47.9B
| $11.3M | 0.01% |
123,961
+2,738
| +2% | +$242K |
|
802
Broadridge
BR
$19.8B
| $11.1M | 0.01% |
46,797
-3,000
| -6% | -$747K |
|
803
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.83B
| $11.1M | 0.01% |
78,964
+13,744
| +21% | +$1.89M |
|
804
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.71B
| $11.1M | 0.01% |
67,294
+6,340
| +10% | +$928K |
|
805
Direxion Auspice Broad Commodity Strategy ETF
COM
$207M
| $11.1M | 0.01% |
387,032
+13,897
| +4% | +$391K |
|
806
TE Connectivity
TEL
$62B
| $11.1M | 0.01% |
50,488
+1,376
| +3% | +$276K |
|
807
APA Corp
APA
$14.4B
| $11M | 0.01% |
454,749
+259,581
| +133% | +$5.48M |
|
808
iShares MSCI USA Value Factor ETF
VLUE
$9.46B
| $10.9M | 0.01% |
87,520
-2,272
| -3% | -$267K |
|
809
Iron Mountain
IRM
$36.2B
| $10.9M | 0.01% |
106,744
-3,344
| -3% | -$322K |
|
810
DuPont de Nemours
DD
$19.1B
| $10.8M | 0.01% |
110,463
-839
| -0.8% | -$79.1K |
|
811
L3Harris
LHX
$54B
| $10.8M | 0.01% |
35,334
-1,955
| -5% | -$534K |
|
|
BSCP
812
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $10.8M | 0.01% |
521,522
-903
| -0.2% | -$18.7K |
|
|
BGB
813
Blackstone Strategic Credit 2027 Term Fund
BGB
$505M
| $10.8M | 0.01% |
886,020
-2,783
| -0.3% | -$34.5K |
|
814
Carlisle Companies
CSL
$15.3B
| $10.8M | 0.01% |
32,732
+8,952
| +38% | +$3.41M |
|
815
ProShares S&P 500 High Income ETF
ISPY
$1.27B
| $10.8M | 0.01% |
238,616
+9,656
| +4% | +$420K |
|
816
Atmos Energy
ATO
$28.4B
| $10.8M | 0.01% |
63,009
-1,359
| -2% | -$219K |
|
817
Invesco DB US Dollar Index Bearish Fund
UDN
$109M
| $10.7M | 0.01% |
570,849
+144,616
| +34% | +$2.71M |
|
818
Avantis US Large Cap Value ETF
AVLV
$18.3B
| $10.7M | 0.01% |
148,036
-85,776
| -37% | -$6.06M |
|
|
GTM
819
ZoomInfo Technologies
GTM
$1.23B
| $10.7M | 0.01% |
977,339
-477
| -0% | -$5.11K |
|
|
GARP
820
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
| $10.6M | 0.01% |
161,674
+362
| +0.2% | +$22.6K |
|
|
NVO
821
Novo Nordisk
NVO
$211B
| $10.6M | 0.01% |
191,235
-170,461
| -47% | -$9.98M |
|
822
Sprott Physical Silver Trust
PSLV
$13.7B
| $10.6M | 0.01% |
674,833
+94,856
| +16% | +$1.27M |
|
823
Hubbell
HUBB
$26.7B
| $10.5M | 0.01% |
24,510
-929
| -4% | -$400K |
|
824
Innovator US Equity Power Buffer ETF October
POCT
$973M
| $10.5M | 0.01% |
244,270
+15,654
| +7% | +$662K |
|
825
M&T Bank
MTB
$36.3B
| $10.5M | 0.01% |
53,211
+2,743
| +5% | +$538K |
|
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.