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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 | |
|---|---|---|---|---|---|---|
826
Cardinal Health
CAH
$55.5B
| $10.5M | 0.01% |
66,914
-4,957
| -7% | -$766K |
|
827
British American Tobacco
BTI
$123B
| $10.5M | 0.01% |
197,437
+12,259
| +7% | +$665K |
|
828
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
| $10.5M | 0.01% |
59,128
+16,825
| +40% | +$2.93M |
|
829
WisdomTree US MidCap Fund
EZM
$952M
| $10.4M | 0.01% |
158,435
-16,321
| -9% | -$1.05M |
|
830
Edwards Lifesciences
EW
$53B
| $10.4M | 0.01% |
134,112
+22,977
| +21% | +$1.8M |
|
831
Barclays
BCS
$94.3B
| $10.4M | 0.01% |
504,191
+45,882
| +10% | +$908K |
|
832
PGIM Short Duration High Yield ETF
PSH
$177M
| $10.4M | 0.01% |
204,803
+289
| +0.1% | +$14.6K |
|
833
Innovator US Equity Power Buffer ETF April
PAPR
$960M
| $10.4M | 0.01% |
271,102
+7,698
| +3% | +$291K |
|
834
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
| $10.4M | 0.01% |
141,288
+1,243
| +0.9% | +$90.9K |
|
835
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| $10.4M | 0.01% |
91,336
-11,790
| -11% | -$1.31M |
|
836
MaxLinear
MXL
$6.21B
| $10.4M | 0.01% |
645,371
+237
| +0% | +$3.72K |
|
837
iShares Short Maturity Bond ETF
NEAR
$4.88B
| $10.3M | 0.01% |
201,122
+1,354
| +0.7% | +$69.2K |
|
838
Coupang
CPNG
$29.1B
| $10.3M | 0.01% |
320,162
+2,162
| +0.7% | +$65.4K |
|
|
KAT
839
Scharf ETF
KAT
$676M
| $10.3M | 0.01% |
+183,012
| New | +$10.1M |
|
840
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
| $10.3M | 0.01% |
202,514
-9,852
| -5% | -$499K |
|
841
Avantis US Large Cap Equity ETF
AVLC
$1.43B
| $10.3M | 0.01% |
134,431
+1,708
| +1% | +$126K |
|
842
Fidelity MSCI Utilities Index ETF
FUTY
$2.27B
| $10.3M | 0.01% |
181,677
+19,292
| +12% | +$1.05M |
|
843
iShares International Equity Factor ETF
INTF
$3.74B
| $10.3M | 0.01% |
285,507
+11,784
| +4% | +$413K |
|
844
Nucor
NUE
$62.5B
| $10.2M | 0.01% |
75,618
-2,124
| -3% | -$301K |
|
845
Vanguard Consumer Discretionary ETF
VCR
$6.16B
| $10.2M | 0.01% |
25,805
+13,321
| +107% | +$5.07M |
|
846
Ametek
AME
$58B
| $10.2M | 0.01% |
54,244
+900
| +2% | +$166K |
|
847
Amplify Blockchain Technology ETF
BLOK
$1.05B
| $10.2M | 0.01% |
152,048
+18,625
| +14% | +$1.13M |
|
848
Synopsys
SNPS
$78.8B
| $10.1M | 0.01% |
20,492
+9,792
| +92% | +$5.54M |
|
|
BXMX
849
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| $10.1M | 0.01% |
698,705
+661,371
| +1,771% | +$9.34M |
|
|
NJUN
850
Innovator Growth-100 Power Buffer ETF - June
NJUN
$176M
| $10.1M | 0.01% |
327,058
-11,750
| -3% | -$355K |
|
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.