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HighTower Advisors

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
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
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
JNK icon
976
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$7.35M 0.01%
75,016
+39,338
+110% +$3.82M
EWL icon
977
iShares MSCI Switzerland ETF
EWL
$2.24B
$7.35M 0.01%
133,069
+6,959
+6% +$381K
MDB icon
978
MongoDB
MDB
$33.5B
$7.35M 0.01%
23,671
+3,875
+20% +$996K
NVMI
979
Nova
NVMI
$12.2B
$7.33M 0.01%
22,933
+10,992
+92% +$3.04M
FITB
980
Fifth Third Bancorp
FITB
$51.8B
$7.33M 0.01%
164,494
+26,146
+19% +$1.14M
CIFR icon
981
Cipher Digital
CIFR
$6.78B
$7.3M 0.01%
579,489
-766,021
-57% -$5.78M
RSPC icon
982
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$57.3M
$7.3M 0.01%
176,926
-2,826
-2% -$110K
WCC
983
WESCO International
WCC
$17.9B
$7.28M 0.01%
34,404
+1,365
+4% +$287K
PNOV icon
984
Innovator US Equity Power Buffer ETF November
PNOV
$896M
$7.27M 0.01%
177,000
+9,302
+6% +$375K
MAS icon
985
Masco
MAS
$14.7B
$7.26M 0.01%
103,088
+398
+0.4% +$28K
SMMD icon
986
iShares Russell 2500 ETF
SMMD
$3.73B
$7.25M 0.01%
98,396
-15,007
-13% -$1.07M
JAJL
987
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$274M
$7.21M 0.01%
251,822
-7,635
-3% -$217K
ENVA icon
988
Enova International
ENVA
$6.29B
$7.2M 0.01%
62,530
+49,149
+367% +$5.62M
QQQX icon
989
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.5B
$7.17M 0.01%
261,289
+10,991
+4% +$295K
DASH icon
990
DoorDash
DASH
$90.9B
$7.16M 0.01%
26,330
-5,406
-17% -$1.36M
NULV icon
991
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$7.11M 0.01%
162,338
-11,543
-7% -$492K
XCEM icon
992
Columbia EM Core ex-China ETF
XCEM
$1.99B
$7.11M 0.01%
195,784
-1,916
-1% -$66.9K
XLSR icon
993
State Street US Sector Rotation ETF
XLSR
$1.05B
$7.1M 0.01%
119,112
+12,492
+12% +$712K
RSPD icon
994
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$336M
$7.08M 0.01%
122,713
-7,115
-5% -$405K
FISR icon
995
State Street Fixed Income Sector Rotation ETF
FISR
$494M
$7.08M 0.01%
271,744
-52,543
-16% -$1.36M
DLY
996
DoubleLine Yield Opportunities Fund
DLY
$689M
$7.08M 0.01%
469,509
+6,106
+1% +$94.1K
ITB icon
997
iShares US Home Construction ETF
ITB
$2.35B
$7.07M 0.01%
65,932
+44,083
+202% +$4.64M
IXN icon
998
iShares Global Tech ETF
IXN
$9.17B
$7.04M 0.01%
68,252
-1,447
-2% -$140K
CGBL icon
999
Capital Group Core Balanced ETF
CGBL
$7.47B
$7.04M 0.01%
202,746
+18,332
+10% +$625K
SPOK icon
1000
Spok Holdings
SPOK
$237M
$7.04M 0.01%
408,011
-44,798
-10% -$797K
38 39
40
41 42

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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.