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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 | |
|---|---|---|---|---|---|---|
|
IBMS
1051
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$327M
| $6.16M | 0.01% |
236,368
+175,958
| +291% | +$4.55M |
|
1052
Innovator US Equity Power Buffer ETF March
PMAR
$768M
| $6.15M | 0.01% |
139,949
+2,053
| +1% | +$88.5K |
|
1053
lululemon athletica
LULU
$14.5B
| $6.14M | 0.01% |
34,524
+4,421
| +15% | +$886K |
|
1054
OneSpaWorld
OSW
$2.62B
| $6.13M | 0.01% |
290,126
-59,940
| -17% | -$1.31M |
|
1055
Toll Brothers
TOL
$14B
| $6.11M | 0.01% |
44,251
+11,624
| +36% | +$1.52M |
|
1056
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $6.09M | 0.01% |
133,022
-474
| -0.4% | -$21.3K |
|
1057
Kraft Heinz
KHC
$29.6B
| $6.09M | 0.01% |
233,875
-105,932
| -31% | -$2.88M |
|
1058
Range Resources
RRC
$9.41B
| $6.06M | 0.01% |
161,020
-26,427
| -14% | -$944K |
|
1059
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
| $6.02M | 0.01% |
125,412
-3,123
| -2% | -$148K |
|
1060
Global X US Preferred ETF
PFFD
$2.16B
| $6M | 0.01% |
308,790
-9,079
| -3% | -$175K |
|
1061
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
| $5.94M | 0.01% |
108,437
+70,924
| +189% | +$3.73M |
|
1062
Main Street Capital
MAIN
$5.47B
| $5.93M | 0.01% |
93,258
-403
| -0.4% | -$26K |
|
1063
Vanguard World Funds Extended Duration ETF
EDV
$3.46B
| $5.89M | 0.01% |
86,111
+16,786
| +24% | +$1.11M |
|
1064
ARK Web x.0 ETF
ARKW
$1.77B
| $5.89M | 0.01% |
33,714
+6,562
| +24% | +$1.04M |
|
1065
Innovator Growth Accelerated ETF Quarterly
XDQQ
$61.3M
| $5.86M | 0.01% |
155,026
-2,239
| -1% | -$81.4K |
|
1066
Archer Daniels Midland
ADM
$38.8B
| $5.85M | 0.01% |
97,893
+909
| +0.9% | +$53.2K |
|
1067
Devon Energy
DVN
$49.9B
| $5.85M | 0.01% |
166,775
-60,248
| -27% | -$2.05M |
|
1068
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
| $5.79M | 0.01% |
121,380
+15,148
| +14% | +$709K |
|
1069
UGI
UGI
$7.29B
| $5.79M | 0.01% |
173,953
+45,252
| +35% | +$1.58M |
|
1070
Davis Select Financial ETF
DFNL
$491M
| $5.78M | 0.01% |
127,849
+3,011
| +2% | +$133K |
|
1071
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $5.76M | 0.01% |
299,243
+27,553
| +10% | +$482K |
|
1072
First Trust Municipal High Income ETF
FMHI
$1.01B
| $5.75M | 0.01% |
121,044
+26,536
| +28% | +$1.24M |
|
1073
iShares MSCI India ETF
INDA
$6.6B
| $5.74M | 0.01% |
110,326
-474,177
| -81% | -$25.4M |
|
1074
ICICI Bank
IBN
$108B
| $5.73M | 0.01% |
189,493
+10,526
| +6% | +$344K |
|
1075
Nuveen Municipal Credit Income Fund
NZF
$2.43B
| $5.71M | 0.01% |
454,547
-7,901
| -2% | -$94.8K |
|
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.