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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 | |
|---|---|---|---|---|---|---|
1526
Amcor
AMCR
$21.5B
| $2.43M | ﹤0.01% |
59,402
+3,334
| +6% | +$149K |
|
1527
Korn Ferry
KFY
$4.33B
| $2.43M | ﹤0.01% |
34,716
+2,507
| +8% | +$183K |
|
1528
iShares Micro-Cap ETF
IWC
$1.51B
| $2.43M | ﹤0.01% |
16,292
+479
| +3% | +$66.5K |
|
1529
Mizuho Financial
MFG
$134B
| $2.43M | ﹤0.01% |
362,454
+29,222
| +9% | +$182K |
|
1530
Solventum
SOLV
$14.7B
| $2.4M | ﹤0.01% |
32,926
-1,486
| -4% | -$109K |
|
1531
Global X Silver Miners ETF NEW
SIL
$4.74B
| $2.39M | ﹤0.01% |
33,382
+3,236
| +11% | +$181K |
|
|
GHLD
1532
DELISTED
Guild Holdings
GHLD
| $2.39M | ﹤0.01% |
119,651
-4,516
| -4% | -$89.9K |
|
1533
NuScale Power
SMR
$4.16B
| $2.38M | ﹤0.01% |
66,109
+16,629
| +34% | +$663K |
|
1534
CubeSmart
CUBE
$9.42B
| $2.38M | ﹤0.01% |
58,449
+20,163
| +53% | +$822K |
|
1535
Lamb Weston
LW
$7.46B
| $2.38M | ﹤0.01% |
40,908
-5,956
| -13% | -$326K |
|
1536
Doximity
DOCS
$4.68B
| $2.37M | ﹤0.01% |
32,414
-32
| -0.1% | -$2.09K |
|
1537
Guardant Health
GH
$21.7B
| $2.37M | ﹤0.01% |
37,900
-217
| -0.6% | -$11.8K |
|
1538
Aehr Test Systems
AEHR
$4.16B
| $2.36M | ﹤0.01% |
78,340
+64,950
| +485% | +$1.41M |
|
|
JENA
1539
Jena Acquisition Corp II
JENA
$302M
| $2.36M | ﹤0.01% |
+232,152
| New | +$2.35M |
|
1540
Reinsurance Group of America
RGA
$16.2B
| $2.36M | ﹤0.01% |
12,261
+1,043
| +9% | +$200K |
|
1541
Henry Schein
HSIC
$9.97B
| $2.35M | ﹤0.01% |
35,477
-2,160
| -6% | -$150K |
|
1542
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.68B
| $2.35M | ﹤0.01% |
17,811
+187
| +1% | +$24.1K |
|
1543
Innovator International Developed Power Buffer ETF July
IJUL
$258M
| $2.35M | ﹤0.01% |
72,023
+15,648
| +28% | +$504K |
|
1544
Commercial Metals
CMC
$7.99B
| $2.35M | ﹤0.01% |
41,028
-11,143
| -21% | -$616K |
|
|
UDEC
1545
Innovator US Equity Ultra Buffer ETF December
UDEC
$250M
| $2.34M | ﹤0.01% |
61,060
-95,086
| -61% | -$3.55M |
|
1546
Matsons
MATX
$6.45B
| $2.34M | ﹤0.01% |
23,736
-5,457
| -19% | -$583K |
|
1547
MP Materials
MP
$9.93B
| $2.34M | ﹤0.01% |
34,826
-17,957
| -34% | -$1.13M |
|
1548
Merit Medical Systems
MMSI
$5.43B
| $2.33M | ﹤0.01% |
27,953
-4,394
| -14% | -$383K |
|
1549
Travel + Leisure Co
TNL
$4.56B
| $2.32M | ﹤0.01% |
38,994
-1,187
| -3% | -$71.3K |
|
1550
Globus Medical
GMED
$11.5B
| $2.32M | ﹤0.01% |
40,466
+1,782
| +5% | +$103K |
|
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.