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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
CCC
1126
CCC Intelligent Solutions
CCC
$4.08B
$5.05M 0.01%
554,323
-26,088
-4% -$252K
DKNG icon
1127
DraftKings
DKNG
$12.5B
$5.04M 0.01%
134,792
-36,242
-21% -$1.61M
VIGI icon
1128
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
$5.04M 0.01%
56,239
+1,502
+3% +$134K
PRM icon
1129
Perimeter Solutions
PRM
$5.74B
$5.04M 0.01%
224,924
-40
-0% -$758
NMFC icon
1130
New Mountain Finance
NMFC
$732M
$5.02M 0.01%
520,926
+27,227
+6% +$282K
XAR icon
1131
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.6B
$5.02M 0.01%
21,358
+3,482
+19% +$760K
DBB icon
1132
Invesco DB Base Metals Fund
DBB
$319M
$5.01M 0.01%
244,004
– –
CEF icon
1133
Sprott Physical Gold and Silver Trust
CEF
$8.26B
$4.98M 0.01%
135,765
-18,775
-12% -$603K
CHRW icon
1134
C.H. Robinson
CHRW
$17.1B
$4.98M 0.01%
37,589
-1,541
-4% -$181K
GIGB icon
1135
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$970M
$4.94M 0.01%
105,898
+3,290
+3% +$152K
XBJL icon
1136
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$75.5M
$4.94M 0.01%
132,020
+13,885
+12% +$510K
ZM icon
1137
Zoom
ZM
$31.3B
$4.94M 0.01%
59,854
+807
+1% +$63K
RWO icon
1138
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$4.93M 0.01%
107,702
-5,350
-5% -$240K
QEFA icon
1139
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$4.9M 0.01%
55,736
+461
+0.8% +$39.7K
CWB icon
1140
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$4.9M 0.01%
54,104
-284
-0.5% -$24.4K
ACEL icon
1141
Accel Entertainment
ACEL
$989M
$4.89M 0.01%
442,085
-4,269
-1% -$49.9K
RIG icon
1142
Transocean
RIG
$6.41B
$4.87M 0.01%
1,562,314
+1,505,755
+2,662% +$4.54M
CRCL
1143
Circle Internet Group
CRCL
$18.5B
$4.87M 0.01%
36,703
+32,451
+763% +$5.14M
ICSH icon
1144
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$4.86M 0.01%
95,690
+6,150
+7% +$311K
ENSG icon
1145
The Ensign Group
ENSG
$10.6B
$4.84M 0.01%
28,011
-1,576
-5% -$251K
BFAM icon
1146
Bright Horizons
BFAM
$3.8B
$4.84M 0.01%
44,589
+67
+0.2% +$7.76K
AHR icon
1147
American Healthcare REIT
AHR
$10.1B
$4.83M 0.01%
115,052
+2,178
+2% +$87.5K
QTUM icon
1148
Defiance Quantum ETF
QTUM
$5.65B
$4.81M 0.01%
45,864
+28,438
+163% +$2.72M
WSO icon
1149
Watsco Inc
WSO
$13.6B
$4.81M 0.01%
11,898
-2,513
-17% -$1.07M
EWY icon
1150
iShares MSCI South Korea ETF
EWY
$25.9B
$4.81M 0.01%
60,014
-12,648
-17% -$942K
44 45
46
47 48

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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.