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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 | |
|---|---|---|---|---|---|---|
1201
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.32B
| $4.35M | ﹤0.01% |
39,376
-179
| -0.5% | -$19.1K |
|
1202
Arm
ARM
$287B
| $4.32M | ﹤0.01% |
30,528
+1,227
| +4% | +$179K |
|
1203
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $4.32M | ﹤0.01% |
94,169
+1,871
| +2% | +$86.1K |
|
1204
IonQ
IONQ
$17.4B
| $4.32M | ﹤0.01% |
70,187
+14,477
| +26% | +$681K |
|
1205
Vert Global Sustainable Real Estate ETF
VGSR
$538M
| $4.3M | ﹤0.01% |
403,649
-55,488
| -12% | -$585K |
|
1206
Illumina
ILMN
$29.1B
| $4.3M | ﹤0.01% |
45,265
+1,971
| +5% | +$195K |
|
1207
Pentair
PNR
$10.7B
| $4.3M | ﹤0.01% |
38,780
-9,404
| -20% | -$1M |
|
1208
GMO US Quality ETF
QLTY
$5.08B
| $4.29M | ﹤0.01% |
118,603
+3,693
| +3% | +$129K |
|
1209
Gentex
GNTX
$5.07B
| $4.28M | ﹤0.01% |
151,258
-38,530
| -20% | -$1.02M |
|
1210
LPL Financial
LPLA
$29.5B
| $4.28M | ﹤0.01% |
12,863
-156
| -1% | -$56.5K |
|
1211
Veeva Systems
VEEV
$38.6B
| $4.24M | ﹤0.01% |
14,231
+680
| +5% | +$191K |
|
1212
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$234M
| $4.23M | ﹤0.01% |
105,461
+5,543
| +6% | +$226K |
|
1213
Bitwise Bitcoin ETF
BITB
$2.44B
| $4.23M | ﹤0.01% |
67,942
+14,382
| +27% | +$896K |
|
|
HFGM
1214
Unlimited HFGM Global Macro ETF
HFGM
$161M
| $4.22M | ﹤0.01% |
133,615
+7,727
| +6% | +$224K |
|
1215
RBC Bearings
RBC
$17.7B
| $4.22M | ﹤0.01% |
10,808
+3,226
| +43% | +$1.26M |
|
1216
Innovator Emerging Markets Power Buffer ETF October
EOCT
$107M
| $4.22M | ﹤0.01% |
135,674
-1,997
| -1% | -$58.3K |
|
1217
Innovator US Equity Buffer ETF August
BAUG
$203M
| $4.19M | ﹤0.01% |
85,441
+17,835
| +26% | +$849K |
|
|
SCHR
1218
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $4.18M | ﹤0.01% |
166,488
+19,762
| +13% | +$494K |
|
1219
Riot Platforms
RIOT
$7.55B
| $4.18M | ﹤0.01% |
+219,456
| New | +$3.04M |
|
1220
Invesco S&P SmallCap Momentum ETF
XSMO
$3.11B
| $4.17M | ﹤0.01% |
56,739
+49,176
| +650% | +$3.48M |
|
1221
Snap
SNAP
$9.3B
| $4.17M | ﹤0.01% |
541,127
+346,676
| +178% | +$2.88M |
|
1222
First Trust Financials AlphaDEX Fund
FXO
$1.14B
| $4.16M | ﹤0.01% |
70,020
+1,731
| +3% | +$101K |
|
1223
Qualys
QLYS
$6.43B
| $4.15M | ﹤0.01% |
31,346
+27,652
| +749% | +$3.75M |
|
1224
Invesco International Dividend Achievers ETF
PID
$915M
| $4.15M | ﹤0.01% |
194,976
+1,625
| +0.8% | +$34.2K |
|
1225
CBRE Group
CBRE
$42.9B
| $4.14M | ﹤0.01% |
26,293
+60
| +0.2% | +$9.28K |
|
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.