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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 | |
|---|---|---|---|---|---|---|
851
Lindsay Corp
LNN
$1.17B
| $10.1M | 0.01% |
71,635
+4,273
| +6% | +$595K |
|
852
Yum! Brands
YUM
$39.7B
| $10.1M | 0.01% |
66,239
+630
| +1% | +$92.8K |
|
|
EVSD
853
Eaton Vance Short Duration Income ETF
EVSD
$1.37B
| $10M | 0.01% |
195,381
+6,783
| +4% | +$348K |
|
854
iShares US Medical Devices ETF
IHI
$3.44B
| $10M | 0.01% |
167,057
+3,195
| +2% | +$195K |
|
855
BHP
BHP
$230B
| $10M | 0.01% |
179,632
+18,986
| +12% | +$1.01M |
|
856
Vanguard ESG International Stock ETF
VSGX
$6.73B
| $10M | 0.01% |
144,220
+62,307
| +76% | +$4.19M |
|
857
Sea Limited
SE
$70.3B
| $9.95M | 0.01% |
55,696
+4,376
| +9% | +$750K |
|
858
BP
BP
$110B
| $9.87M | 0.01% |
286,497
-3,092
| -1% | -$104K |
|
859
FNB Corp
FNB
$6.75B
| $9.85M | 0.01% |
611,603
+2,678
| +0.4% | +$42.6K |
|
860
Willis Towers Watson
WTW
$31.9B
| $9.84M | 0.01% |
28,498
+18,774
| +193% | +$6.08M |
|
861
NRG Energy
NRG
$25B
| $9.83M | 0.01% |
60,719
+4,101
| +7% | +$639K |
|
862
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $9.82M | 0.01% |
194,412
+109,109
| +128% | +$5.5M |
|
863
iShares Global Materials ETF
MXI
$363M
| $9.76M | 0.01% |
105,540
+692
| +0.7% | +$61.3K |
|
864
Check Point Software Technologies
CHKP
$13.4B
| $9.71M | 0.01% |
46,946
-9,214
| -16% | -$1.86M |
|
865
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
| $9.66M | 0.01% |
195,903
+9,874
| +5% | +$485K |
|
866
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$402M
| $9.6M | 0.01% |
138,017
-1,709
| -1% | -$117K |
|
867
Republic Services
RSG
$65.7B
| $9.6M | 0.01% |
41,835
+1,594
| +4% | +$374K |
|
868
NetEase
NTES
$85.4B
| $9.58M | 0.01% |
63,044
+1,118
| +2% | +$154K |
|
869
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.31B
| $9.57M | 0.01% |
253,900
+24,335
| +11% | +$890K |
|
870
W.R. Berkley
WRB
$26.3B
| $9.57M | 0.01% |
124,897
-1,975
| -2% | -$141K |
|
871
iShares Global Infrastructure ETF
IGF
$10.6B
| $9.54M | 0.01% |
156,062
+5,182
| +3% | +$311K |
|
|
VPU
872
Vanguard Utilities ETF
VPU
$8.35B
| $9.5M | 0.01% |
50,179
+4,171
| +9% | +$764K |
|
873
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
| $9.44M | 0.01% |
387,001
+11,427
| +3% | +$278K |
|
874
Steel Dynamics
STLD
$38.5B
| $9.38M | 0.01% |
67,273
-2,519
| -4% | -$331K |
|
875
iShares Select U.S. REIT ETF
ICF
$2.08B
| $9.37M | 0.01% |
152,062
-1,496
| -1% | -$91.4K |
|
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.