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 | |
|---|---|---|---|---|---|---|
|
UFOX
1426
Defiance Space and Connective Tech ETF
UFOX
$911M
| $2.92M | ﹤0.01% |
47,273
+1,382
| +3% | +$78.7K |
|
1427
Lincoln Electric
LECO
$15.6B
| $2.91M | ﹤0.01% |
12,344
+344
| +3% | +$80.6K |
|
1428
Innovator US Small Cap Power Buffer ETF January
KJAN
$328M
| $2.91M | ﹤0.01% |
72,039
-6,165
| -8% | -$240K |
|
1429
Cal-Maine
CALM
$3.8B
| $2.91M | ﹤0.01% |
30,884
+2,839
| +10% | +$303K |
|
1430
Saic
SAIC
$5.23B
| $2.9M | ﹤0.01% |
29,235
-11,398
| -28% | -$1.27M |
|
1431
Hartford Large Cap Growth ETF
HFGO
$208M
| $2.9M | ﹤0.01% |
107,070
+1,770
| +2% | +$46K |
|
1432
Tetra Tech
TTEK
$8.94B
| $2.9M | ﹤0.01% |
86,835
-2,497
| -3% | -$90.8K |
|
|
CERY
1433
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.03B
| $2.89M | ﹤0.01% |
100,778
+54,688
| +119% | +$1.52M |
|
1434
Alamos Gold
AGI
$14.2B
| $2.88M | ﹤0.01% |
82,711
-1,715
| -2% | -$49K |
|
1435
Commerce Bancshares
CBSH
$8.45B
| $2.88M | ﹤0.01% |
50,647
+413
| +0.8% | +$24.3K |
|
1436
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
| $2.88M | ﹤0.01% |
106,747
-26,362
| -20% | -$696K |
|
1437
iRadimed
IRMD
$1.17B
| $2.87M | ﹤0.01% |
40,361
-20,000
| -33% | -$1.33M |
|
|
DOCU
1438
DocuSign
DOCU
$11.1B
| $2.86M | ﹤0.01% |
39,741
-904
| -2% | -$69.7K |
|
1439
On Holding
ONON
$10.4B
| $2.86M | ﹤0.01% |
67,517
-4,079
| -6% | -$194K |
|
|
CSPF
1440
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$300M
| $2.85M | ﹤0.01% |
109,646
+101,642
| +1,270% | +$2.62M |
|
1441
Brown & Brown
BRO
$23.4B
| $2.85M | ﹤0.01% |
30,364
-8,709
| -22% | -$849K |
|
1442
Canadian Imperial Bank of Commerce
CM
$110B
| $2.85M | ﹤0.01% |
35,651
+11
| +0% | +$828 |
|
1443
Pultegroup
PHM
$24.8B
| $2.85M | ﹤0.01% |
21,552
+2,277
| +12% | +$283K |
|
1444
Atlanta Braves Holdings Series B
BATRK
$3.27B
| $2.84M | ﹤0.01% |
68,169
-906
| -1% | -$40K |
|
1445
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.08B
| $2.83M | ﹤0.01% |
25,371
+10,519
| +71% | +$1.04M |
|
1446
GraniteShares Gold Shares
BAR
$1.49B
| $2.83M | ﹤0.01% |
74,336
+1,530
| +2% | +$52.2K |
|
1447
StepStone Group
STEP
$4.02B
| $2.82M | ﹤0.01% |
43,227
+924
| +2% | +$56.4K |
|
1448
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
| $2.82M | ﹤0.01% |
22,041
+778
| +4% | +$95.5K |
|
1449
Fidelity National Information Services
FIS
$21.5B
| $2.82M | ﹤0.01% |
42,746
-6,497
| -13% | -$474K |
|
1450
Antero Resources
AR
$11.7B
| $2.82M | ﹤0.01% |
83,985
-14,893
| -15% | -$496K |
|
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.