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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
AEE icon
1176
Ameren
AEE
$29.8B
$4.52M 0.01%
43,269
+10,995
+34% +$1.1M
LB
1177
LandBridge Co
LB
$2.35B
$4.51M 0.01%
84,612
-12,971
-13% -$715K
FPEI icon
1178
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
$4.51M 0.01%
232,941
+94,670
+68% +$1.81M
JAVA icon
1179
JPMorgan Active Value ETF
JAVA
$7.2B
$4.5M 0.01%
65,242
+1,493
+2% +$100K
IVLU icon
1180
iShares MSCI Intl Value Factor ETF
IVLU
$4.54B
$4.49M 0.01%
126,618
+12,944
+11% +$445K
AVSE icon
1181
Avantis Responsible Emerging Markets Equity ETF
AVSE
$216M
$4.49M 0.01%
70,656
+16,688
+31% +$1.01M
FPX icon
1182
First Trust US Equity Opportunities ETF
FPX
$1.49B
$4.49M 0.01%
27,020
-925
-3% -$141K
NRK icon
1183
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
$4.49M 0.01%
440,119
-5,193
-1% -$50.1K
IYG icon
1184
iShares US Financial Services ETF
IYG
$2.22B
$4.48M 0.01%
49,981
-1,394
-3% -$123K
PMAY icon
1185
Innovator US Equity Power Buffer ETF May
PMAY
$817M
$4.47M 0.01%
115,024
-1,722
-1% -$66K
CDE icon
1186
Coeur Mining
CDE
$18.8B
$4.46M 0.01%
237,866
-52,058
-18% -$637K
JHSC icon
1187
John Hancock Multifactor Small Cap ETF
JHSC
$742M
$4.45M 0.01%
106,448
-1,943
-2% -$79.2K
IYR icon
1188
iShares US Real Estate ETF
IYR
$4.51B
$4.44M 0.01%
45,699
+4,410
+11% +$424K
SMFG icon
1189
Sumitomo Mitsui Financial
SMFG
$160B
$4.43M 0.01%
264,583
+26,964
+11% +$432K
FEZ icon
1190
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$4.42M 0.01%
71,227
+9,226
+15% +$554K
MSGS icon
1191
Madison Square Garden
MSGS
$9.51B
$4.42M 0.01%
19,486
+533
+3% +$109K
VTEL
1192
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$328M
$4.42M 0.01%
+42,965
New +$4.3M
BOTZ icon
1193
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$4.4M 0.01%
124,193
+18,258
+17% +$616K
NVG icon
1194
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$4.4M 0.01%
357,792
-2,419
-0.7% -$28.8K
WIW
1195
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$511M
$4.4M 0.01%
494,445
-3,088
-0.6% -$27.3K
ULS icon
1196
UL Solutions
ULS
$15.6B
$4.39M 0.01%
61,865
+25,146
+68% +$1.71M
ARGX icon
1197
argenx
ARGX
$53.7B
$4.39M 0.01%
5,948
+371
+7% +$245K
FTAI icon
1198
FTAI Aviation
FTAI
$22.6B
$4.39M 0.01%
26,284
-9,999
-28% -$1.42M
HII icon
1199
Huntington Ingalls Industries
HII
$13.1B
$4.37M 0.01%
15,158
-1,756
-10% -$468K
LNW
1200
DELISTED
Light & Wonder
LNW
$4.37M 0.01%
52,013
+2,618
+5% +$240K
46 47
48
49 50

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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.