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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 | |
|---|---|---|---|---|---|---|
|
ZAUG
876
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$123M
| $9.31M | 0.01% |
351,940
-7,867
| -2% | -$206K |
|
877
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
| $9.3M | 0.01% |
116,977
+800
| +0.7% | +$62.3K |
|
878
Simplify Health Care ETF
PINK
$394M
| $9.26M | 0.01% |
292,125
+118,226
| +68% | +$3.57M |
|
879
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
| $9.25M | 0.01% |
119,074
+81,568
| +217% | +$6.2M |
|
880
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $9.24M | 0.01% |
113,830
-11,966
| -10% | -$964K |
|
881
Ares Management
ARES
$31B
| $9.22M | 0.01% |
57,677
+11,954
| +26% | +$2.16M |
|
882
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
| $9.2M | 0.01% |
73,073
+750
| +1% | +$90.7K |
|
883
SiTime
SITM
$20.7B
| $9.15M | 0.01% |
30,368
+14,859
| +96% | +$3.44M |
|
884
Warner Music
WMG
$13.8B
| $9.15M | 0.01% |
268,601
-3,562
| -1% | -$114K |
|
885
ResMed
RMD
$31.9B
| $9.15M | 0.01% |
33,367
-3,638
| -10% | -$994K |
|
886
Cemex
CX
$16.3B
| $9.14M | 0.01% |
1,016,200
+12,856
| +1% | +$110K |
|
887
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
| $9.12M | 0.01% |
35,570
-10,813
| -23% | -$2.65M |
|
888
Innovator Laddered Allocation Buffer ETF
BUFB
$330M
| $9.07M | 0.01% |
253,806
+14,602
| +6% | +$508K |
|
889
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
| $9.05M | 0.01% |
146,207
-887
| -0.6% | -$54K |
|
|
ARTY
890
iShares Future AI & Tech ETF
ARTY
$3.78B
| $9M | 0.01% |
196,657
+182,726
| +1,312% | +$7.85M |
|
891
Alpha Architect International Quantitative Value ETF
IVAL
$223M
| $8.98M | 0.01% |
297,670
+73,799
| +33% | +$2.15M |
|
892
Stagwell
STGW
$2.22B
| $8.97M | 0.01% |
1,592,476
| – | – |
|
893
Casey's General Stores
CASY
$31.6B
| $8.94M | 0.01% |
15,819
+3,676
| +30% | +$1.92M |
|
894
Curtiss-Wright
CW
$25.6B
| $8.93M | 0.01% |
16,448
+5,029
| +44% | +$2.48M |
|
895
Calix
CALX
$2.4B
| $8.91M | 0.01% |
145,207
-799
| -0.5% | -$46K |
|
896
Evergy
EVRG
$18.9B
| $8.88M | 0.01% |
116,827
-3,210
| -3% | -$229K |
|
|
CRWV
897
CoreWeave
CRWV
$48.1B
| $8.86M | 0.01% |
64,771
+24,663
| +61% | +$2.92M |
|
898
Jacobs Solutions
J
$17.2B
| $8.84M | 0.01% |
59,011
-613
| -1% | -$88.1K |
|
899
Entergy
ETR
$49.3B
| $8.82M | 0.01% |
94,618
-5,765
| -6% | -$507K |
|
900
iShares Expanded Tech Sector ETF
IGM
$10.8B
| $8.75M | 0.01% |
69,476
+32,149
| +86% | +$3.79M |
|
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.