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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 | |
|---|---|---|---|---|---|---|
1551
RLI Corp
RLI
$5.85B
| $2.31M | ﹤0.01% |
35,395
-8,947
| -20% | -$605K |
|
1552
Calamos Strategic Total Return Fund
CSQ
$3.37B
| $2.31M | ﹤0.01% |
119,666
+860
| +0.7% | +$16K |
|
1553
BioMarin Pharmaceuticals
BMRN
$13.3B
| $2.3M | ﹤0.01% |
42,530
+2,636
| +7% | +$151K |
|
|
ASTX
1554
Tradr 2X Long ASTS Daily ETF
ASTX
$416M
| $2.3M | ﹤0.01% |
+85,900
| New | +$2.49M |
|
1555
Rayonier
RYN
$6.53B
| $2.3M | ﹤0.01% |
90,848
+6,612
| +8% | +$159K |
|
1556
Simpson Manufacturing
SSD
$7.99B
| $2.3M | ﹤0.01% |
13,714
-955
| -7% | -$171K |
|
1557
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
| $2.3M | ﹤0.01% |
101,933
+13,663
| +15% | +$307K |
|
1558
Guidewire Software
GWRE
$15B
| $2.29M | ﹤0.01% |
9,962
+178
| +2% | +$40.5K |
|
1559
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.64B
| $2.28M | ﹤0.01% |
19,508
+1,420
| +8% | +$161K |
|
1560
Astera Labs
ALAB
$56.6B
| $2.28M | ﹤0.01% |
11,633
-330
| -3% | -$54.3K |
|
1561
PUT
Cameco
CCJ
$42.7B
| $2.28M | ﹤0.01% |
+51,000
| New | +$3.95M |
|
1562
Tenet Healthcare
THC
$21.5B
| $2.27M | ﹤0.01% |
11,188
+971
| +10% | +$172K |
|
1563
AB InBev
BUD
$158B
| $2.27M | ﹤0.01% |
37,998
-15,343
| -29% | -$965K |
|
1564
John Hancock Multifactor Mid Cap ETF
JHMM
$6.18B
| $2.27M | ﹤0.01% |
35,015
+14,604
| +72% | +$923K |
|
1565
Tortoise North American Pipeline ETF
TPYP
$874M
| $2.26M | ﹤0.01% |
62,048
+3,650
| +6% | +$129K |
|
1566
United Airlines
UAL
$41.2B
| $2.26M | ﹤0.01% |
23,400
+2,735
| +13% | +$263K |
|
1567
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$440M
| $2.25M | ﹤0.01% |
16,212
-195
| -1% | -$25.7K |
|
1568
ONE Gas
OGS
$5.08B
| $2.25M | ﹤0.01% |
27,837
-710
| -2% | -$53.2K |
|
1569
iShares Dow Jones US ETF
IYY
$3.09B
| $2.24M | ﹤0.01% |
13,808
-80
| -0.6% | -$12.5K |
|
1570
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
| $2.24M | ﹤0.01% |
108,967
-69,510
| -39% | -$1.43M |
|
|
CGMM
1571
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.36B
| $2.23M | ﹤0.01% |
78,570
+46,934
| +148% | +$1.31M |
|
1572
Nuveen New York Quality Municipal Income Fund
NAN
$374M
| $2.23M | ﹤0.01% |
194,813
-990
| -0.5% | -$11.1K |
|
1573
Elbit Systems
ESLT
$36.8B
| $2.22M | ﹤0.01% |
4,363
+734
| +20% | +$344K |
|
|
NQP
1574
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $2.2M | ﹤0.01% |
182,980
-1,842
| -1% | -$20.4K |
|
1575
Invesco China Technology ETF
CQQQ
$3.19B
| $2.19M | ﹤0.01% |
37,180
+3,350
| +10% | +$167K |
|
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.