We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
|
LDRC
1401
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$88.1M
| $3.04M | ﹤0.01% |
120,017
+42,516
| +55% | +$1.07M |
|
1402
PGIM Total Return Bond ETF
PTRB
$1.13B
| $3.03M | ﹤0.01% |
71,828
-4,902
| -6% | -$205K |
|
1403
iShares MSCI Spain ETF
EWP
$2.21B
| $3.03M | ﹤0.01% |
61,223
+1,450
| +2% | +$67.9K |
|
1404
Brown-Forman Class B
BF.B
$12.9B
| $3.03M | ﹤0.01% |
111,755
+6,595
| +6% | +$191K |
|
1405
iShares MSCI Sweden ETF
EWD
$589M
| $3.02M | ﹤0.01% |
64,000
+3,249
| +5% | +$150K |
|
1406
Global Payments
GPN
$22.7B
| $3.01M | ﹤0.01% |
36,264
+3,461
| +11% | +$291K |
|
1407
Eastman Chemical
EMN
$8.55B
| $3.01M | ﹤0.01% |
47,788
+14,294
| +43% | +$998K |
|
1408
Raymond James Financial
RJF
$34.6B
| $3.01M | ﹤0.01% |
17,435
+32
| +0.2% | +$5.3K |
|
|
HODO
1409
House of Doge
HODO
$38M
| $3.01M | ﹤0.01% |
237,841
+165,381
| +228% | +$1.6M |
|
1410
iShare MSCI Eurozone ETF
EZU
$9.91B
| $3M | ﹤0.01% |
48,492
-25,330
| -34% | -$1.52M |
|
1411
Sensient Technologies
SXT
$5.61B
| $3M | ﹤0.01% |
31,981
+1,766
| +6% | +$193K |
|
1412
Broadstone Net Lease
BNL
$4.23B
| $2.99M | ﹤0.01% |
167,517
-14,476
| -8% | -$249K |
|
1413
CleanSpark
CLSK
$2.96B
| $2.99M | ﹤0.01% |
206,298
+160,650
| +352% | +$1.81M |
|
1414
iShares MSCI Mexico ETF
EWW
$1.89B
| $2.99M | ﹤0.01% |
43,794
+17,132
| +64% | +$1.07M |
|
1415
NatWest
NWG
$75.8B
| $2.98M | ﹤0.01% |
210,894
+21,387
| +11% | +$302K |
|
1416
Green Brick Partners
GRBK
$3.08B
| $2.98M | ﹤0.01% |
+40,279
| New | +$2.75M |
|
1417
CAVA Group
CAVA
$7.08B
| $2.96M | ﹤0.01% |
49,050
+247
| +0.5% | +$18.7K |
|
1418
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
| $2.96M | ﹤0.01% |
128,318
+7,075
| +6% | +$162K |
|
1419
First Trust Indxx Aerospace & Defense ETF
MISL
$801M
| $2.96M | ﹤0.01% |
71,365
+47,265
| +196% | +$1.84M |
|
1420
CNA Financial
CNA
$13.8B
| $2.96M | ﹤0.01% |
63,629
-76
| -0.1% | -$3.52K |
|
1421
Western Digital
WDC
$151B
| $2.95M | ﹤0.01% |
24,593
-16,925
| -41% | -$1.38M |
|
1422
Ventas
VTR
$44.6B
| $2.95M | ﹤0.01% |
42,092
+182
| +0.4% | +$12.2K |
|
1423
Invesco Senior Loan ETF
BKLN
$6.75B
| $2.94M | ﹤0.01% |
140,669
+12,949
| +10% | +$271K |
|
1424
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
| $2.92M | ﹤0.01% |
110,651
-59,760
| -35% | -$1.57M |
|
1425
nVent Electric
NVT
$27.1B
| $2.92M | ﹤0.01% |
29,592
-3,635
| -11% | -$316K |
|
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.