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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$88.1B
AUM Growth
+$8.25B
(+10%)
Cap. Flow
+$2.8B
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Avg Time Held Equity + Options
17.1
quarters
Top 10 Avg Time Held Equity + Options
14.8
quarters
Top 20 Avg Time Held Equity + Options
17.2
quarters
Avg Time Held Equity only
17.8
quarters
Top 10 Avg Time Held Equity only
16
quarters
Top 20 Avg Time Held Equity only
17.2
quarters
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 | Miscellaneous | 46.7% |
| 2 | Technology | 13.98% |
| 3 | Financials | 9.69% |
| 4 | Consumer Discretionary | 5.72% |
| 5 | Healthcare | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
151
Palantir
PLTR
$502B
| $123M | 0.14% |
672,835
-11,084
| -2% | -$1.8M |
2020 Q3
20 quarters
|
|
152
Starbucks
SBUX
$103B
| $122M | 0.14% |
1,445,579
+31,697
| +2% | +$2.84M |
2013 Q2
49 quarters
|
|
153
Occidental Petroleum
OXY
$60.1B
| $122M | 0.14% |
2,574,341
+16,056
| +0.6% | +$726K |
2013 Q2
49 quarters
|
|
154
iShares Russell 3000 ETF
IWV
$20.6B
| $122M | 0.14% |
320,850
+16,741
| +6% | +$6.1M |
2013 Q2
49 quarters
|
|
155
Uber
UBER
$146B
| $121M | 0.14% |
1,231,831
+157,066
| +15% | +$14.7M |
2019 Q2
25 quarters
|
|
156
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
| $119M | 0.14% |
3,127,052
+528,572
| +20% | +$19.6M |
2022 Q1
14 quarters
|
|
157
Sempra
SRE
$53.2B
| $119M | 0.13% |
1,318,918
-18,354
| -1% | -$1.49M |
2013 Q2
49 quarters
|
|
158
LyondellBasell Industries
LYB
$19.4B
| $118M | 0.13% |
2,409,446
+183,445
| +8% | +$10.3M |
2013 Q2
49 quarters
|
|
159
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.5B
| $118M | 0.13% |
856,285
-25,365
| -3% | -$3.39M |
2021 Q1
18 quarters
|
|
160
Moody's
MCO
$80.4B
| $118M | 0.13% |
247,347
-15,347
| -6% | -$7.74M |
2015 Q3
40 quarters
|
|
161
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.64B
| $118M | 0.13% |
3,674,002
-10,935
| -0.3% | -$338K |
2022 Q2
13 quarters
|
|
162
Accenture
ACN
$128B
| $117M | 0.13% |
476,409
-24,901
| -5% | -$6.49M |
2013 Q2
49 quarters
|
|
163
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
| $117M | 0.13% |
1,994,135
+91,429
| +5% | +$5.36M |
2021 Q1
18 quarters
|
|
164
ASML
ASML
$684B
| $114M | 0.13% |
118,215
+401
| +0.3% | +$315K |
2014 Q3
44 quarters
|
|
165
Salesforce
CRM
$189B
| $111M | 0.13% |
469,335
+57,910
| +14% | +$14.6M |
2013 Q2
49 quarters
|
|
166
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$13.8B
| $109M | 0.12% |
1,870,666
-24,537
| -1% | -$1.4M |
2021 Q2
17 quarters
|
|
167
Kenvue
KVUE
$34B
| $108M | 0.12% |
6,659,603
+1,169,383
| +21% | +$23.9M |
2023 Q3
8 quarters
|
|
168
VictoryShares Free Cash Flow ETF
VFLO
$11.3B
| $107M | 0.12% |
2,857,239
+1,193,452
| +72% | +$43.3M |
2024 Q2
5 quarters
|
|
169
Public Storage
PSA
$54.2B
| $107M | 0.12% |
369,203
+1,699
| +0.5% | +$488K |
2013 Q2
49 quarters
|
|
170
Williams Companies
WMB
$88.9B
| $106M | 0.12% |
1,681,066
+338,507
| +25% | +$19.9M |
2021 Q1
18 quarters
|
|
171
VICI Properties
VICI
$25.2B
| $106M | 0.12% |
3,258,010
+1,067,889
| +49% | +$35.2M |
2021 Q1
18 quarters
|
|
172
WisdomTree US Value Fund
WTV
$3.22B
| $105M | 0.12% |
1,157,184
+490,941
| +74% | +$43.7M |
2025 Q2
1 quarter
|
|
173
Deere & Co
DE
$167B
| $105M | 0.12% |
230,184
+6,831
| +3% | +$3.37M |
2013 Q2
49 quarters
|
|
174
GE Vernova
GEV
$268B
| $105M | 0.12% |
170,806
+6,645
| +4% | +$4.03M |
2024 Q2
5 quarters
|
|
175
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
| $105M | 0.12% |
1,826,720
-53,423
| -3% | -$3.04M |
2019 Q1
26 quarters
|
|
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 $2.8B 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 Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.
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.