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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 | |
|---|---|---|---|---|---|---|
926
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
| $8.28M | 0.01% |
81,522
-3,382
| -4% | -$335K |
|
|
LVDS
927
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$113M
| $8.26M | 0.01% |
+160,003
| New | +$8.12M |
|
928
Viper Energy
VNOM
$15.3B
| $8.24M | 0.01% |
215,529
+139,155
| +182% | +$5.3M |
|
929
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.91B
| $8.24M | 0.01% |
318,609
-155,368
| -33% | -$3.98M |
|
930
Equinor
EQNR
$97.4B
| $8.23M | 0.01% |
337,751
+36,891
| +12% | +$925K |
|
931
Weyerhaeuser
WY
$18.2B
| $8.22M | 0.01% |
331,497
-26,658
| -7% | -$682K |
|
932
T. Rowe Price US Equity Research ETF
TSPA
$4.44B
| $8.21M | 0.01% |
195,866
+34,560
| +21% | +$1.39M |
|
933
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
| $8.2M | 0.01% |
312,446
+191,862
| +159% | +$4.98M |
|
|
PDO
934
PIMCO Dynamic Income Opportunities Fund
PDO
$1.87B
| $8.2M | 0.01% |
580,447
+48,957
| +9% | +$671K |
|
935
Flex
FLEX
$44.2B
| $8.15M | 0.01% |
140,629
+6,040
| +4% | +$321K |
|
|
PPL
936
PPL Corp
PPL
$26.3B
| $8.15M | 0.01% |
219,284
+3,445
| +2% | +$124K |
|
937
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$995M
| $8.12M | 0.01% |
173,996
-4,260
| -2% | -$197K |
|
938
State Street SPDR S&P Regional Banking ETF
KRE
$4.56B
| $8.04M | 0.01% |
127,024
-410
| -0.3% | -$25.9K |
|
939
NVR
NVR
$16.8B
| $8.03M | 0.01% |
1,000
+4
| +0.4% | +$31.8K |
|
940
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
| $8.03M | 0.01% |
176,422
+227
| +0.1% | +$9.97K |
|
941
Arcosa
ACA
$7.11B
| $8.01M | 0.01% |
85,446
+1,643
| +2% | +$153K |
|
942
Black Stone Minerals
BSM
$3.06B
| $8M | 0.01% |
608,649
-46,981
| -7% | -$591K |
|
943
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
| $7.97M | 0.01% |
+334,224
| New | +$7.93M |
|
944
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
| $7.96M | 0.01% |
310,304
-19,675
| -6% | -$505K |
|
|
TPH
945
DELISTED
Tri Pointe Homes
TPH
| $7.95M | 0.01% |
234,103
+23,999
| +11% | +$817K |
|
946
iShares MSCI Germany ETF
EWG
$1.67B
| $7.95M | 0.01% |
190,959
-18,798
| -9% | -$787K |
|
947
FirstEnergy
FE
$27.1B
| $7.94M | 0.01% |
173,325
+2,319
| +1% | +$99K |
|
948
Diageo
DEO
$54B
| $7.9M | 0.01% |
82,825
-6,273
| -7% | -$658K |
|
949
iShares US Infrastructure ETF
IFRA
$4.58B
| $7.9M | 0.01% |
149,603
+6,743
| +5% | +$346K |
|
950
Innovator US Equity Buffer ETF October
BOCT
$289M
| $7.84M | 0.01% |
161,921
-4,799
| -3% | -$225K |
|
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.