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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 | |
|---|---|---|---|---|---|---|
1276
Wabtec
WAB
$50.3B
| $3.72M | ﹤0.01% |
18,559
+404
| +2% | +$79.7K |
|
1277
iShares International Small Cap Equity Factor ETF
ISCF
$679M
| $3.71M | ﹤0.01% |
90,113
-2,904
| -3% | -$116K |
|
|
ZJUL
1278
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$187M
| $3.71M | ﹤0.01% |
128,962
+33,912
| +36% | +$966K |
|
1279
Federal Signal
FSS
$7.86B
| $3.68M | ﹤0.01% |
30,894
-3,197
| -9% | -$384K |
|
|
SEI
1280
Solaris Energy Infrastructure
SEI
$3.87B
| $3.68M | ﹤0.01% |
+92,007
| New | +$2.88M |
|
1281
Builders FirstSource
BLDR
$8.08B
| $3.67M | ﹤0.01% |
30,273
+2,547
| +9% | +$338K |
|
1282
Reddit
RDDT
$30.1B
| $3.66M | ﹤0.01% |
15,918
-7,805
| -33% | -$1.59M |
|
1283
First Trust Managed Municipal ETF
FMB
$2.06B
| $3.66M | ﹤0.01% |
72,108
-33,526
| -32% | -$1.68M |
|
1284
Stanley Black & Decker
SWK
$15.7B
| $3.64M | ﹤0.01% |
48,975
-754
| -2% | -$55.3K |
|
1285
Healthpeak Properties
DOC
$14.1B
| $3.64M | ﹤0.01% |
189,986
+6,899
| +4% | +$124K |
|
1286
BWX Technologies
BWXT
$15.5B
| $3.63M | ﹤0.01% |
19,691
+2,914
| +17% | +$469K |
|
1287
BrightSpring Health Services
BTSG
$11.5B
| $3.62M | ﹤0.01% |
+122,625
| New | +$2.85M |
|
1288
Teledyne Technologies
TDY
$31.6B
| $3.62M | ﹤0.01% |
6,173
-243
| -4% | -$133K |
|
1289
AB Conservative Buffer ETF
BUFC
$1.06B
| $3.62M | ﹤0.01% |
88,984
-29,857
| -25% | -$1.19M |
|
|
WCN
1290
Waste Connections
WCN
$42B
| $3.61M | ﹤0.01% |
20,549
-20
| -0.1% | -$3.64K |
|
1291
Hims & Hers Health
HIMS
$7.06B
| $3.61M | ﹤0.01% |
63,654
+40,486
| +175% | +$2.07M |
|
1292
Qorvo
QRVO
$8.53B
| $3.61M | ﹤0.01% |
39,607
+384
| +1% | +$34.2K |
|
1293
Vanguard Materials ETF
VAW
$3.1B
| $3.61M | ﹤0.01% |
17,603
+111
| +0.6% | +$22.6K |
|
1294
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
| $3.61M | ﹤0.01% |
32,882
-833
| -2% | -$87.3K |
|
1295
Exelixis
EXEL
$12.7B
| $3.6M | ﹤0.01% |
87,228
+15,846
| +22% | +$637K |
|
1296
Innovator US Equity Buffer ETF February
BFEB
$258M
| $3.6M | ﹤0.01% |
76,226
-190
| -0.2% | -$8.72K |
|
1297
DexCom
DXCM
$33.8B
| $3.6M | ﹤0.01% |
53,446
-21,822
| -29% | -$1.73M |
|
1298
Royal Gold
RGLD
$19.8B
| $3.58M | ﹤0.01% |
17,849
-2,767
| -13% | -$479K |
|
1299
Charter Communications
CHTR
$18.8B
| $3.58M | ﹤0.01% |
13,001
-9,433
| -42% | -$2.85M |
|
1300
Lennar Class A
LEN
$21.1B
| $3.58M | ﹤0.01% |
28,373
+3,883
| +16% | +$482K |
|
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.