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HighTower Advisors

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
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
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
IQDF icon
1476
FlexShares International Quality Dividend Index Fund
IQDF
$1.18B
$2.68M ﹤0.01%
93,843
-1,767
-2% -$49.5K
NDMO icon
1477
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$602M
$2.67M ﹤0.01%
257,287
-13,966
-5% -$140K
MLPA icon
1478
Global X MLP ETF
MLPA
$2.29B
$2.67M ﹤0.01%
55,150
-1,957
-3% -$97.3K
PKW icon
1479
Invesco BuyBack Achievers ETF
PKW
$1.77B
$2.67M ﹤0.01%
20,129
-97
-0.5% -$12.5K
PSTL
1480
Postal Realty Trust
PSTL
$696M
$2.66M ﹤0.01%
169,518
– –
EWI icon
1481
iShares MSCI Italy ETF
EWI
$1.08B
$2.66M ﹤0.01%
51,144
+1,609
+3% +$80.6K
IR icon
1482
Ingersoll Rand
IR
$32.9B
$2.65M ﹤0.01%
32,038
-1,076
-3% -$88.2K
AVGO icon
1483
PUT
Broadcom
AVGO
$1.99T
$2.64M ﹤0.01%
182,100
+158,700
+678% +$48.7M
ARLP icon
1484
Alliance Resource Partners
ARLP
$3.23B
$2.63M ﹤0.01%
104,151
-14,443
-12% -$361K
GSAT icon
1485
Globalstar
GSAT
$10.8B
$2.62M ﹤0.01%
71,880
+546
+0.8% +$15.6K
XSW icon
1486
State Street SPDR S&P Software & Services ETF
XSW
$489M
$2.61M ﹤0.01%
13,205
-431
-3% -$82.2K
ARKG icon
1487
ARK Genomic Revolution ETF
ARKG
$1.79B
$2.61M ﹤0.01%
93,991
+4,288
+5% +$108K
SUSB icon
1488
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$2.6M ﹤0.01%
102,540
+4,443
+5% +$112K
TEAM icon
1489
Atlassian
TEAM
$38.8B
$2.59M ﹤0.01%
16,248
-2,797
-15% -$506K
RVT icon
1490
Royce Value Trust
RVT
$2.31B
$2.59M ﹤0.01%
160,802
+2,839
+2% +$44.6K
SPY icon
1491
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$2.59M ﹤0.01%
593,400
+438,000
+282% +$281M
NLR icon
1492
VanEck Uranium + Nuclear Energy ETF
NLR
$4.22B
$2.58M ﹤0.01%
19,038
+4,297
+29% +$512K
TAXF icon
1493
American Century Diversified Municipal Bond ETF
TAXF
$687M
$2.57M ﹤0.01%
51,252
+467
+0.9% +$23K
FTGC icon
1494
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.1B
$2.57M ﹤0.01%
99,294
+382
+0.4% +$9.69K
DHS icon
1495
WisdomTree US High Dividend Fund
DHS
$1.58B
$2.57M ﹤0.01%
25,513
+1,541
+6% +$153K
TRML
1496
DELISTED
Tourmaline Bio
TRML
$2.55M ﹤0.01%
53,418
+11,073
+26% +$307K
KAUG
1497
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$63.7M
$2.55M ﹤0.01%
98,154
-9,982
-9% -$253K
BXMT icon
1498
Blackstone Mortgage Trust
BXMT
$2.44B
$2.55M ﹤0.01%
138,379
+8,057
+6% +$155K
IREN icon
1499
Iris Energy
IREN
$15.3B
$2.53M ﹤0.01%
+54,010
New +$1.31M
BBN icon
1500
BlackRock Taxable Municipal Bond Trust
BBN
$986M
$2.53M ﹤0.01%
152,682
+2,022
+1% +$32.8K
58 59
60
61 62

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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.