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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 | |
|---|---|---|---|---|---|---|
1326
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
| $3.45M | ﹤0.01% |
102,338
-12,323
| -11% | -$409K |
|
1327
Zimmer Biomet
ZBH
$18.5B
| $3.44M | ﹤0.01% |
34,958
-15,738
| -31% | -$1.56M |
|
1328
Darden Restaurants
DRI
$24.9B
| $3.44M | ﹤0.01% |
18,063
-736
| -4% | -$151K |
|
1329
EXL Service
EXLS
$5.29B
| $3.43M | ﹤0.01% |
77,919
+10,087
| +15% | +$437K |
|
1330
Lloyds Banking Group
LYG
$88.5B
| $3.43M | ﹤0.01% |
755,405
+70,748
| +10% | +$309K |
|
1331
Trimble
TRMB
$13.5B
| $3.43M | ﹤0.01% |
41,993
+2,149
| +5% | +$175K |
|
1332
KeyCorp
KEY
$24.3B
| $3.43M | ﹤0.01% |
183,375
+13,494
| +8% | +$250K |
|
1333
First Trust Water ETF
FIW
$1.94B
| $3.43M | ﹤0.01% |
30,490
+4,236
| +16% | +$472K |
|
1334
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
| $3.4M | ﹤0.01% |
65,196
-9,754
| -13% | -$491K |
|
1335
Coca-Cola Europacific Partners
CCEP
$47.1B
| $3.4M | ﹤0.01% |
37,568
+390
| +1% | +$36.2K |
|
1336
Pan American Silver
PAAS
$21.8B
| $3.39M | ﹤0.01% |
87,407
+44,514
| +104% | +$1.43M |
|
1337
Carpenter Technology
CRS
$26.7B
| $3.38M | ﹤0.01% |
13,753
-3,501
| -20% | -$895K |
|
1338
Innovator US Equity Buffer ETF June
BJUN
$321M
| $3.38M | ﹤0.01% |
73,922
+2,855
| +4% | +$128K |
|
1339
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
| $3.38M | ﹤0.01% |
18,827
+552
| +3% | +$94K |
|
1340
Norwegian Cruise Line
NCLH
$8.59B
| $3.37M | ﹤0.01% |
136,970
+9,441
| +7% | +$229K |
|
1341
Albemarle
ALB
$15.3B
| $3.37M | ﹤0.01% |
41,596
+10,845
| +35% | +$836K |
|
1342
Criteo S.A. Ordinary Shares
CRTO
$867M
| $3.37M | ﹤0.01% |
149,105
-949
| -0.6% | -$22.2K |
|
1343
SonicShares Global Shipping ETF
BOAT
$81.5M
| $3.35M | ﹤0.01% |
+108,010
| New | +$3.37M |
|
1344
DT Midstream
DTM
$13.7B
| $3.34M | ﹤0.01% |
29,525
+1,802
| +7% | +$188K |
|
1345
CDW
CDW
$16.9B
| $3.33M | ﹤0.01% |
20,886
-816
| -4% | -$139K |
|
1346
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
| $3.32M | ﹤0.01% |
39,078
-1,508
| -4% | -$126K |
|
|
P
1347
Everpure Inc
P
$36.4B
| $3.32M | ﹤0.01% |
39,642
+3,815
| +11% | +$254K |
|
1348
Federal Realty Investment Trust
FRT
$10.1B
| $3.32M | ﹤0.01% |
32,783
+161
| +0.5% | +$15.6K |
|
|
HECA
1349
Hedgeye Capital Allocation ETF
HECA
$291M
| $3.32M | ﹤0.01% |
+121,485
| New | +$3.12M |
|
|
CMA
1350
DELISTED
Comerica
CMA
| $3.32M | ﹤0.01% |
48,439
-1,050
| -2% | -$70.7K |
|
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.