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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
IBTF
1151
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$4.8M 0.01%
205,345
-7,898
-4% -$184K
CTRA
1152
DELISTED
Coterra Energy
CTRA
$4.78M 0.01%
202,191
+93,517
+86% +$2.26M
THEQ
1153
T. Rowe Price Hedged Equity ETF
THEQ
$38.9M
$4.76M 0.01%
+170,963
New +$4.62M
MMYT icon
1154
MakeMyTrip
MMYT
$5.81B
$4.72M 0.01%
50,466
+8,386
+20% +$815K
KYN icon
1155
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
$4.71M 0.01%
380,549
+57,029
+18% +$703K
VTWO icon
1156
Vanguard Russell 2000 ETF
VTWO
$17.4B
$4.69M 0.01%
47,973
+1,378
+3% +$128K
PUSH
1157
PGIM Ultra Short Municipal Bond ETF
PUSH
$115M
$4.69M 0.01%
+92,803
New +$4.68M
WZRD
1158
Opportunistic Trader ETF
WZRD
$276K
$4.69M 0.01%
200,000
– –
FXF icon
1159
Invesco CurrencyShares Swiss Franc Trust
FXF
$397M
$4.68M 0.01%
42,043
+238
+0.6% +$26.3K
ENVX icon
1160
Enovix
ENVX
$1.04B
$4.66M 0.01%
467,731
+47,233
+11% +$523K
FNDA icon
1161
Schwab Fundamental US Small Company Index ETF
FNDA
$9.36B
$4.65M 0.01%
149,221
-2,334
-2% -$70.9K
MCHP icon
1162
Microchip Technology
MCHP
$45.1B
$4.65M 0.01%
72,376
-10,374
-13% -$703K
TOPT
1163
iShares Top 20 U.S. Stocks ETF
TOPT
$678M
$4.64M 0.01%
152,371
-185,749
-55% -$5.34M
GLNG icon
1164
Golar LNG
GLNG
$5.12B
$4.64M 0.01%
114,786
+106,816
+1,340% +$4.41M
XSD icon
1165
State Street SPDR S&P Semiconductor ETF
XSD
$2.88B
$4.63M 0.01%
14,517
-94
-0.6% -$26.6K
MSM icon
1166
MSC Industrial Direct
MSM
$6.94B
$4.63M 0.01%
50,271
+1,041
+2% +$92.9K
SPSB icon
1167
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$4.62M 0.01%
152,690
-46,824
-23% -$1.41M
ETY icon
1168
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
$4.61M 0.01%
289,824
-8,488
-3% -$134K
ETH
1169
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$4.6M 0.01%
117,491
+54,167
+86% +$2M
MGM icon
1170
MGM Resorts International
MGM
$10.9B
$4.6M 0.01%
132,770
-1,317
-1% -$48.3K
NNI icon
1171
Nelnet
NNI
$4.53B
$4.6M 0.01%
36,689
-10,953
-23% -$1.37M
ARWR icon
1172
Arrowhead Research
ARWR
$12.7B
$4.58M 0.01%
132,889
+8,948
+7% +$197K
TTD icon
1173
Trade Desk
TTD
$6.39B
$4.58M 0.01%
93,481
-935
-1% -$59.3K
HDEF icon
1174
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.35B
$4.58M 0.01%
155,517
-4,718
-3% -$139K
IBTO icon
1175
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
$4.56M 0.01%
184,807
+25,398
+16% +$621K
45 46
47
48 49

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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.