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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 | |
|---|---|---|---|---|---|---|
1101
Harbor Long-Short Equity ETF
LSEQ
$15.1M
| $5.37M | 0.01% |
190,560
+3,336
| +2% | +$92.8K |
|
1102
Regions Financial
RF
$26.8B
| $5.33M | 0.01% |
202,299
-193,692
| -49% | -$5.03M |
|
1103
Graphic Packaging
GPK
$3.53B
| $5.3M | 0.01% |
271,069
+54,088
| +25% | +$1.18M |
|
|
DSL
1104
DoubleLine Income Solutions Fund
DSL
$1.23B
| $5.28M | 0.01% |
430,103
+7,086
| +2% | +$87K |
|
1105
EQT Corp
EQT
$33.8B
| $5.26M | 0.01% |
96,580
-25,169
| -21% | -$1.33M |
|
|
EAGL
1106
Eagle Capital Select Equity ETF
EAGL
$4.67B
| $5.26M | 0.01% |
168,137
+35
| +0% | +$1.07K |
|
1107
Invesco S&P Global Water Index ETF
CGW
$1.07B
| $5.26M | 0.01% |
81,815
+24,231
| +42% | +$1.53M |
|
1108
Napco Security Technologies
NSSC
$1.43B
| $5.23M | 0.01% |
121,822
-11,098
| -8% | -$385K |
|
1109
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
| $5.23M | 0.01% |
115,056
+64
| +0.1% | +$2.78K |
|
1110
RELX
RELX
$62.1B
| $5.21M | 0.01% |
109,026
+2,979
| +3% | +$147K |
|
|
BMNR
1111
BitMine Immersion Technologies
BMNR
$10.9B
| $5.2M | 0.01% |
+100,213
| New | +$5.08M |
|
1112
iShares ESG Advanced MSCI EAFE ETF
DMXF
$961M
| $5.2M | 0.01% |
68,659
+681
| +1% | +$50.7K |
|
1113
Innovator US Equity Buffer ETF March
BMAR
$255M
| $5.19M | 0.01% |
100,614
+9,292
| +10% | +$467K |
|
1114
Nice
NICE
$6.01B
| $5.19M | 0.01% |
35,835
+10,947
| +44% | +$1.64M |
|
1115
HP
HPQ
$27.3B
| $5.19M | 0.01% |
190,470
-304
| -0.2% | -$8.1K |
|
1116
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$70.4M
| $5.17M | 0.01% |
146,943
+58,516
| +66% | +$2.03M |
|
|
XYZ
1117
Block Inc
XYZ
$47.5B
| $5.15M | 0.01% |
71,297
+3,459
| +5% | +$259K |
|
1118
TKO Group
TKO
$13.8B
| $5.15M | 0.01% |
25,445
-2,273
| -8% | -$415K |
|
1119
Gartner
IT
$12.2B
| $5.14M | 0.01% |
19,555
-4,561
| -19% | -$1.33M |
|
1120
UBS Group
UBS
$177B
| $5.14M | 0.01% |
125,363
+7,928
| +7% | +$308K |
|
1121
Global X Cybersecurity ETF
BUG
$1.51B
| $5.12M | 0.01% |
145,567
+466
| +0.3% | +$16.1K |
|
1122
PureCycle Technologies
PCT
$1.46B
| $5.12M | 0.01% |
389,373
-61,172
| -14% | -$850K |
|
1123
Rocket Lab Corp
RKLB
$50B
| $5.11M | 0.01% |
106,695
+10,980
| +11% | +$498K |
|
1124
Carlyle Group
CG
$17.2B
| $5.11M | 0.01% |
81,455
+29,249
| +56% | +$1.83M |
|
1125
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$558M
| $5.1M | 0.01% |
220,664
+32,097
| +17% | +$738K |
|
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.