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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 | |
|---|---|---|---|---|---|---|
1376
Alliant Energy
LNT
$17.8B
| $3.18M | ﹤0.01% |
47,139
+1,966
| +4% | +$127K |
|
|
TEI
1377
Templeton Emerging Markets Income Fund
TEI
$323M
| $3.16M | ﹤0.01% |
510,290
-250
| -0% | -$1.53K |
|
1378
W.P. Carey
WPC
$15.9B
| $3.16M | ﹤0.01% |
46,820
-9
| -0% | -$589 |
|
1379
Invesco KBW Bank ETF
KBWB
$6.77B
| $3.16M | ﹤0.01% |
40,440
+12,439
| +44% | +$938K |
|
1380
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
| $3.16M | ﹤0.01% |
31,533
+143
| +0.5% | +$14.3K |
|
1381
Energy Fuels
UUUU
$3.69B
| $3.16M | ﹤0.01% |
205,562
+68,933
| +50% | +$732K |
|
1382
NiSource
NI
$20.1B
| $3.15M | ﹤0.01% |
72,817
+15,783
| +28% | +$653K |
|
1383
Plains GP Holdings
PAGP
$4.97B
| $3.15M | ﹤0.01% |
172,778
-2,768
| -2% | -$52.9K |
|
1384
Global X Uranium ETF
URA
$6.3B
| $3.14M | ﹤0.01% |
65,832
+13,203
| +25% | +$545K |
|
1385
Brookfield Infrastructure Partners
BIP
$18.1B
| $3.12M | ﹤0.01% |
94,821
-10,895
| -10% | -$343K |
|
1386
Dimensional US Core Equity Market ETF
DFAU
$12.8B
| $3.11M | ﹤0.01% |
67,922
+32,481
| +92% | +$1.43M |
|
|
BAI
1387
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
| $3.11M | ﹤0.01% |
90,911
+72,543
| +395% | +$2.29M |
|
1388
Alpha Tau Medical
DRTS
$1.29B
| $3.1M | ﹤0.01% |
686,554
| – | – |
|
1389
ClearBridge Large Cap Growth Select ETF
LRGE
$382M
| $3.1M | ﹤0.01% |
37,131
+2,519
| +7% | +$203K |
|
|
SHYM
1390
iShares Short Duration High Yield Muni Active ETF
SHYM
$816M
| $3.09M | ﹤0.01% |
138,311
+10,483
| +8% | +$232K |
|
1391
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1,000M
| $3.09M | ﹤0.01% |
155,301
+9,938
| +7% | +$197K |
|
1392
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$283M
| $3.08M | ﹤0.01% |
133,450
+21,649
| +19% | +$496K |
|
1393
Commault Systems
CVLT
$5.78B
| $3.08M | ﹤0.01% |
16,296
-42
| -0.3% | -$7.57K |
|
1394
Advanced Energy
AEIS
$13.1B
| $3.06M | ﹤0.01% |
18,008
+13,498
| +299% | +$2.03M |
|
1395
Portland General Electric
POR
$5.69B
| $3.05M | ﹤0.01% |
69,379
+7,757
| +13% | +$326K |
|
1396
Vanguard Russell 2000 Value ETF
VTWV
$1.36B
| $3.05M | ﹤0.01% |
19,580
-600
| -3% | -$89.3K |
|
1397
Ross Stores
ROST
$80.8B
| $3.05M | ﹤0.01% |
20,017
+917
| +5% | +$131K |
|
1398
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
| $3.05M | ﹤0.01% |
76,923
-15,180
| -16% | -$585K |
|
1399
Canadian Natural Resources
CNQ
$98.1B
| $3.05M | ﹤0.01% |
95,310
-14,440
| -13% | -$452K |
|
1400
Tapestry
TPR
$32.4B
| $3.04M | ﹤0.01% |
26,892
-17,545
| -39% | -$1.84M |
|
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.