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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 | |
|---|---|---|---|---|---|---|
1076
Gold Fields
GFI
$36.8B
| $5.7M | 0.01% |
135,742
-1,005
| -0.7% | -$31.2K |
|
1077
iShares Convertible Bond ETF
ICVT
$7.42B
| $5.68M | 0.01% |
56,755
+739
| +1% | +$69.5K |
|
1078
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
| $5.66M | 0.01% |
115,955
+7,668
| +7% | +$373K |
|
1079
First Trust Cloud Computing ETF
SKYY
$3.22B
| $5.66M | 0.01% |
42,107
-3,334
| -7% | -$420K |
|
1080
AvalonBay Communities
AVB
$26.3B
| $5.64M | 0.01% |
29,192
-516
| -2% | -$100K |
|
1081
McCormick & Company Non-Voting
MKC
$14.3B
| $5.62M | 0.01% |
84,061
-677
| -0.8% | -$47.4K |
|
1082
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.36B
| $5.62M | 0.01% |
55,790
-1,576
| -3% | -$156K |
|
1083
Nuveen Quality Municipal Income Fund
NAD
$2.77B
| $5.6M | 0.01% |
478,736
+893
| +0.2% | +$10.2K |
|
1084
Corpay
CPAY
$26.3B
| $5.57M | 0.01% |
19,353
+1,359
| +8% | +$433K |
|
1085
Regal Rexnord
RRX
$11.5B
| $5.55M | 0.01% |
38,663
+2,311
| +6% | +$341K |
|
1086
Archrock
AROC
$5.81B
| $5.54M | 0.01% |
210,707
+96,220
| +84% | +$2.32M |
|
1087
Maplebear
CART
$11.7B
| $5.54M | 0.01% |
150,638
-7,995
| -5% | -$368K |
|
1088
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $5.53M | 0.01% |
68,551
+551
| +0.8% | +$42.8K |
|
1089
Manulife Financial
MFC
$73.3B
| $5.52M | 0.01% |
177,244
+8,934
| +5% | +$275K |
|
1090
Warner Bros
WBD
$67.4B
| $5.52M | 0.01% |
282,509
+58,736
| +26% | +$800K |
|
1091
Vanguard Consumer Staples ETF
VDC
$7.94B
| $5.51M | 0.01% |
25,764
+2,738
| +12% | +$600K |
|
1092
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
| $5.5M | 0.01% |
111,543
-2,435
| -2% | -$121K |
|
1093
Trip.com Group
TCOM
$29.7B
| $5.46M | 0.01% |
72,589
+4,479
| +7% | +$299K |
|
1094
iShares MSCI Singapore ETF
EWS
$1.15B
| $5.42M | 0.01% |
191,206
-3,964
| -2% | -$109K |
|
1095
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$654M
| $5.42M | 0.01% |
263,255
+25,361
| +11% | +$519K |
|
1096
Innovator US Equity Power Buffer ETF February
PFEB
$923M
| $5.41M | 0.01% |
136,284
-40,181
| -23% | -$1.56M |
|
1097
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.94B
| $5.41M | 0.01% |
88,403
+4,142
| +5% | +$246K |
|
1098
Simplify Hedged Equity ETF
HEQT
$304M
| $5.4M | 0.01% |
172,719
-93
| -0.1% | -$2.85K |
|
1099
Banco Santander
SAN
$210B
| $5.39M | 0.01% |
514,156
+57,643
| +13% | +$537K |
|
|
BRSL
1100
Brightstar Lottery PLC
BRSL
$2.02B
| $5.37M | 0.01% |
311,574
+296,557
| +1,975% | +$4.75M |
|
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.