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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 | |
|---|---|---|---|---|---|---|
1501
Virtus Reaves Utilities ETF
UTES
$1.31B
| $2.53M | ﹤0.01% |
30,366
+332
| +1% | +$26.4K |
|
1502
Infosys
INFY
$49.5B
| $2.53M | ﹤0.01% |
155,367
+35,598
| +30% | +$613K |
|
1503
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
| $2.52M | ﹤0.01% |
45,986
+6,719
| +17% | +$354K |
|
1504
Omega Healthcare
OHI
$14B
| $2.52M | ﹤0.01% |
59,685
+7,913
| +15% | +$319K |
|
1505
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.16B
| $2.52M | ﹤0.01% |
30,459
+1,016
| +3% | +$82.8K |
|
1506
Ubiquiti
UI
$35.1B
| $2.52M | ﹤0.01% |
3,808
+10
| +0.3% | +$4.99K |
|
1507
BrightView Holdings
BV
$1.06B
| $2.52M | ﹤0.01% |
187,721
-428
| -0.2% | -$6.35K |
|
1508
OGE Energy
OGE
$9.67B
| $2.51M | ﹤0.01% |
54,290
+2,974
| +6% | +$133K |
|
1509
Paycom
PAYC
$9.33B
| $2.51M | ﹤0.01% |
12,042
+334
| +3% | +$75.2K |
|
1510
Bio-Rad Laboratories Class A
BIO
$9.56B
| $2.51M | ﹤0.01% |
8,938
+2,460
| +38% | +$669K |
|
1511
NEOS S&P 500 High Income ETF
SPYI
$11.3B
| $2.5M | ﹤0.01% |
47,780
+6,675
| +16% | +$343K |
|
1512
Keysight
KEYS
$60.3B
| $2.49M | ﹤0.01% |
14,254
+507
| +4% | +$84.5K |
|
1513
Rigetti Computing
RGTI
$6.04B
| $2.49M | ﹤0.01% |
83,671
+2,669
| +3% | +$46.8K |
|
1514
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.16B
| $2.49M | ﹤0.01% |
68,846
+17,341
| +34% | +$613K |
|
1515
Avantis Responsible US Equity ETF
AVSU
$489M
| $2.48M | ﹤0.01% |
33,722
-9,801
| -23% | -$698K |
|
1516
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
| $2.48M | ﹤0.01% |
53,926
+1,142
| +2% | +$52.8K |
|
1517
Baidu
BIDU
$35.2B
| $2.48M | ﹤0.01% |
18,820
+10,549
| +128% | +$1.04M |
|
1518
StoneCo
STNE
$2.38B
| $2.48M | ﹤0.01% |
+131,086
| New | +$2.08M |
|
1519
Western Alliance Bancorporation
WAL
$8.94B
| $2.48M | ﹤0.01% |
28,562
+1,355
| +5% | +$115K |
|
1520
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
| $2.47M | ﹤0.01% |
66,678
+3,458
| +5% | +$127K |
|
1521
Alcoa
AA
$13.8B
| $2.46M | ﹤0.01% |
74,676
-7,065
| -9% | -$220K |
|
1522
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.86B
| $2.45M | ﹤0.01% |
40,645
+285
| +0.7% | +$16.8K |
|
1523
White Mountains Insurance
WTM
$5.08B
| $2.45M | ﹤0.01% |
1,465
+1
| +0.1% | +$1.78K |
|
|
VBIL
1524
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
| $2.45M | ﹤0.01% |
32,342
-10,562
| -25% | -$797K |
|
1525
Liberty All-Star Equity Fund
USA
$1.86B
| $2.44M | ﹤0.01% |
384,866
+3,855
| +1% | +$25.5K |
|
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.