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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 | |
|---|---|---|---|---|---|---|
1676
AvePoint
AVPT
$2.91B
| $1.85M | ﹤0.01% |
123,394
-20,731
| -14% | -$348K |
|
1677
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
| $1.85M | ﹤0.01% |
36,880
-324
| -0.9% | -$15.8K |
|
1678
Prime Medicine
PRME
$575M
| $1.85M | ﹤0.01% |
333,755
+312,401
| +1,463% | +$1.27M |
|
1679
Invesco Dividend Achievers ETF
PFM
$814M
| $1.85M | ﹤0.01% |
36,433
+132
| +0.4% | +$6.52K |
|
1680
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$347M
| $1.84M | ﹤0.01% |
77,922
+2,535
| +3% | +$59.8K |
|
1681
Ingredion
INGR
$6.63B
| $1.84M | ﹤0.01% |
15,070
+276
| +2% | +$35.6K |
|
1682
Cullen/Frost Bankers
CFR
$10.5B
| $1.83M | ﹤0.01% |
14,462
+1,306
| +10% | +$170K |
|
1683
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.73B
| $1.83M | ﹤0.01% |
15,343
+455
| +3% | +$53.3K |
|
1684
ESCO Technologies
ESE
$7.79B
| $1.83M | ﹤0.01% |
8,680
+222
| +3% | +$43.9K |
|
1685
Pacer Swan SOS Fund of Funds ETF
PSFF
$599M
| $1.83M | ﹤0.01% |
57,961
-2,107
| -4% | -$65.5K |
|
1686
iShares US Healthcare Providers ETF
IHF
$1.26B
| $1.83M | ﹤0.01% |
36,973
-10,251
| -22% | -$468K |
|
1687
Transmedics
TMDX
$3.11B
| $1.82M | ﹤0.01% |
16,237
-2,909
| -15% | -$341K |
|
1688
Annaly Capital Management
NLY
$17.6B
| $1.81M | ﹤0.01% |
89,725
-16,952
| -16% | -$352K |
|
1689
American Financial Group
AFG
$12.1B
| $1.81M | ﹤0.01% |
12,439
-193
| -2% | -$25.6K |
|
1690
Tyler Technologies
TYL
$13.5B
| $1.81M | ﹤0.01% |
3,462
-367
| -10% | -$206K |
|
1691
Webster Financial
WBS
$12.8B
| $1.81M | ﹤0.01% |
30,484
+2,748
| +10% | +$164K |
|
1692
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.18B
| $1.81M | ﹤0.01% |
75,750
+12,591
| +20% | +$293K |
|
1693
Texas Roadhouse
TXRH
$13.6B
| $1.81M | ﹤0.01% |
10,889
+103
| +1% | +$18.2K |
|
1694
Flowserve
FLS
$10.3B
| $1.81M | ﹤0.01% |
34,012
+3,003
| +10% | +$163K |
|
1695
Crown Holdings
CCK
$12.9B
| $1.8M | ﹤0.01% |
18,652
+6,109
| +49% | +$613K |
|
1696
Popular Inc
BPOP
$11.3B
| $1.8M | ﹤0.01% |
14,142
-302
| -2% | -$36.1K |
|
1697
iShares US Utilities ETF
IDU
$1.38B
| $1.79M | ﹤0.01% |
16,177
-289
| -2% | -$31.2K |
|
1698
Franklin FTSE Japan ETF
FLJP
$4.14B
| $1.79M | ﹤0.01% |
51,838
-299
| -0.6% | -$9.96K |
|
1699
AptarGroup
ATR
$8.43B
| $1.78M | ﹤0.01% |
13,351
-1,313
| -9% | -$190K |
|
1700
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
| $1.78M | ﹤0.01% |
27,655
+1,602
| +6% | +$100K |
|
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.