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 | |
|---|---|---|---|---|---|---|
1576
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.93B
| $2.19M | ﹤0.01% |
62,343
+15,369
| +33% | +$523K |
|
1577
Best Buy
BBY
$18B
| $2.19M | ﹤0.01% |
28,994
+3,932
| +16% | +$282K |
|
1578
Range Nuclear Renaissance Index ETF
NUKZ
$810M
| $2.19M | ﹤0.01% |
33,689
+17,338
| +106% | +$1.04M |
|
1579
Deutsche Bank
DB
$72.1B
| $2.19M | ﹤0.01% |
61,812
-1,941
| -3% | -$66.2K |
|
1580
Pinterest
PINS
$13.2B
| $2.19M | ﹤0.01% |
68,018
+503
| +0.7% | +$18.2K |
|
1581
Mueller Industries
MLI
$14.7B
| $2.18M | ﹤0.01% |
43,196
+4,280
| +11% | +$196K |
|
1582
Evercore
EVR
$12B
| $2.18M | ﹤0.01% |
6,468
+130
| +2% | +$40.7K |
|
|
IPG
1583
DELISTED
Interpublic Group of Companies
IPG
| $2.18M | ﹤0.01% |
78,155
+15,003
| +24% | +$387K |
|
1584
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
| $2.18M | ﹤0.01% |
34,286
-2,377
| -6% | -$145K |
|
1585
Wintrust Financial
WTFC
$11B
| $2.18M | ﹤0.01% |
16,446
-35
| -0.2% | -$4.62K |
|
1586
Affirm
AFRM
$26.2B
| $2.18M | ﹤0.01% |
29,783
+2,275
| +8% | +$173K |
|
1587
Pacer Trendpilot US Mid Cap ETF
PTMC
$408M
| $2.18M | ﹤0.01% |
60,738
+5,940
| +11% | +$209K |
|
1588
ATI
ATI
$30.9B
| $2.16M | ﹤0.01% |
26,568
+2,456
| +10% | +$199K |
|
|
NAUG
1589
Innovator Growth-100 Power Buffer ETF - August
NAUG
$57.6M
| $2.14M | ﹤0.01% |
74,023
+2,806
| +4% | +$79.2K |
|
|
PR
1590
Permian Resources
PR
$17.7B
| $2.14M | ﹤0.01% |
167,094
-2,124
| -1% | -$29.1K |
|
1591
Globe Life
GL
$14B
| $2.14M | ﹤0.01% |
14,947
+248
| +2% | +$33.6K |
|
1592
Boston Properties
BXP
$11B
| $2.13M | ﹤0.01% |
28,697
-186
| -0.6% | -$13.1K |
|
1593
Encompass Health
EHC
$12.2B
| $2.13M | ﹤0.01% |
16,788
-2
| -0% | -$238 |
|
1594
Synchrony
SYF
$26.1B
| $2.13M | ﹤0.01% |
30,007
-775
| -3% | -$56.1K |
|
1595
FuboTV Inc
FUBO
$296M
| $2.13M | ﹤0.01% |
42,796
+93
| +0.2% | +$4.22K |
|
|
XRLV
1596
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
| $2.13M | ﹤0.01% |
38,296
-929
| -2% | -$51.3K |
|
1597
iShares US Energy ETF
IYE
$1.8B
| $2.13M | ﹤0.01% |
44,795
-1,650
| -4% | -$76.8K |
|
1598
Hormel Foods
HRL
$13.4B
| $2.13M | ﹤0.01% |
86,032
-10,258
| -11% | -$284K |
|
1599
Innovator International Developed Power Buffer ETF October
IOCT
$170M
| $2.13M | ﹤0.01% |
62,237
-1,589
| -2% | -$52.9K |
|
1600
Edison International
EIX
$27.2B
| $2.12M | ﹤0.01% |
38,410
-559
| -1% | -$30.2K |
|
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.