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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
VGLT icon
1001
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$7.04M 0.01%
123,757
+6,118
+5% +$341K
IHAK icon
1002
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$6.98M 0.01%
133,293
+3,495
+3% +$181K
SLVP icon
1003
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
$6.94M 0.01%
253,692
+16,874
+7% +$355K
HBAN icon
1004
Huntington Bancshares
HBAN
$35.6B
$6.94M 0.01%
401,726
+10,177
+3% +$174K
AXSM icon
1005
Axsome Therapeutics
AXSM
$11.4B
$6.94M 0.01%
57,115
+46,153
+421% +$5.2M
PAA icon
1006
Plains All American Pipeline
PAA
$16.4B
$6.93M 0.01%
406,034
+7,855
+2% +$141K
OACC
1007
Oaktree Acquisition Corp III Life Sciences
OACC
$264M
$6.91M 0.01%
657,628
-29,065
-4% -$304K
FIIG icon
1008
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$646M
$6.9M 0.01%
325,134
+134,233
+70% +$2.83M
PRU icon
1009
Prudential Financial
PRU
$42.1B
$6.9M 0.01%
66,465
-52,875
-44% -$5.57M
EXR icon
1010
Extra Space Storage
EXR
$31B
$6.87M 0.01%
48,776
-489
-1% -$70.2K
NJUL icon
1011
Innovator Growth-100 Power Buffer ETF July
NJUL
$260M
$6.87M 0.01%
96,669
+7,984
+9% +$555K
PTNQ icon
1012
Pacer Trendpilot 100 ETF
PTNQ
$1.25B
$6.87M 0.01%
88,636
+12,371
+16% +$915K
VTWG icon
1013
Vanguard Russell 2000 Growth ETF
VTWG
$1.54B
$6.82M 0.01%
29,189
-847
-3% -$187K
FXI icon
1014
iShares China Large-Cap ETF
FXI
$4.35B
$6.81M 0.01%
165,645
+20,050
+14% +$775K
VLTO icon
1015
Veralto
VLTO
$23.7B
$6.81M 0.01%
63,856
+23,669
+59% +$2.5M
KJUL icon
1016
Innovator US Small Cap Power Buffer ETF July
KJUL
$225M
$6.8M 0.01%
219,673
+2,957
+1% +$89K
IBDZ
1017
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$864M
$6.8M 0.01%
256,720
+182,545
+246% +$4.78M
JUST icon
1018
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$579M
$6.79M 0.01%
72,389
+1,904
+3% +$173K
IVES
1019
Dan IVES Wedbush AI Revolution ETF
IVES
$1.06B
$6.79M 0.01%
211,379
+196,416
+1,313% +$5.65M
CGUS icon
1020
Capital Group Core Equity ETF
CGUS
$11.9B
$6.79M 0.01%
171,662
+32,276
+23% +$1.24M
FIX icon
1021
Comfort Systems
FIX
$58.9B
$6.78M 0.01%
8,175
-174
-2% -$118K
BSCR icon
1022
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$6.75M 0.01%
342,491
+3,487
+1% +$68.6K
SONY icon
1023
Sony
SONY
$140B
$6.74M 0.01%
233,946
+11,154
+5% +$300K
EXPD icon
1024
Expeditors International
EXPD
$23.3B
$6.71M 0.01%
54,730
-41,381
-43% -$4.92M
FDVV icon
1025
Fidelity High Dividend ETF
FDVV
$10.4B
$6.71M 0.01%
120,371
+36,831
+44% +$2M
39 40
41
42 43

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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.