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HighTower Advisors

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
Cap. Flow
+$3.57B
Cap. Flow %
4.06%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$147M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$111M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$168M
2
GM icon
General Motors
GM
+$93.5M
3
SN icon
SharkNinja
SN
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
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
PLTR icon
151
Palantir
PLTR
$413B
$123M 0.14%
672,835
-11,084
-2% -$1.8M
SBUX icon
152
Starbucks
SBUX
$120B
$122M 0.14%
1,445,579
+31,697
+2% +$2.84M
OXY icon
153
Occidental Petroleum
OXY
$55.9B
$122M 0.14%
2,574,341
+16,056
+0.6% +$726K
IWV icon
154
iShares Russell 3000 ETF
IWV
$20.4B
$122M 0.14%
320,850
+16,741
+6% +$6.1M
UBER icon
155
Uber
UBER
$153B
$121M 0.14%
1,231,831
+157,066
+15% +$14.7M
SDVY icon
156
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$119M 0.14%
3,127,052
+528,572
+20% +$19.6M
SRE icon
157
Sempra
SRE
$54.8B
$119M 0.13%
1,318,918
-18,354
-1% -$1.49M
LYB icon
158
LyondellBasell Industries
LYB
$19.2B
$118M 0.13%
2,409,446
+183,445
+8% +$10.3M
MGV icon
159
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
$118M 0.13%
856,285
-25,365
-3% -$3.39M
MCO icon
160
Moody's
MCO
$82.7B
$118M 0.13%
247,347
-15,347
-6% -$7.74M
DFEM icon
161
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.23B
$118M 0.13%
3,674,002
-10,935
-0.3% -$338K
ACN icon
162
Accenture
ACN
$108B
$117M 0.13%
476,409
-24,901
-5% -$6.49M
VGSH icon
163
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$117M 0.13%
1,994,135
+91,429
+5% +$5.36M
ASML icon
164
ASML
ASML
$669B
$114M 0.13%
118,215
+401
+0.3% +$315K
CRM icon
165
Salesforce
CRM
$158B
$111M 0.13%
469,335
+57,910
+14% +$14.6M
DFAT icon
166
Dimensional US Targeted Value ETF
DFAT
$14.7B
$109M 0.12%
1,870,666
-24,537
-1% -$1.4M
KVUE icon
167
Kenvue
KVUE
$36.9B
$108M 0.12%
6,659,603
+1,169,383
+21% +$23.9M
VFLO icon
168
VictoryShares Free Cash Flow ETF
VFLO
$9.64B
$107M 0.12%
2,857,239
+1,193,452
+72% +$43.3M
PSA icon
169
Public Storage
PSA
$61.3B
$107M 0.12%
369,203
+1,699
+0.5% +$488K
WMB icon
170
Williams Companies
WMB
$86.1B
$106M 0.12%
1,681,066
+338,507
+25% +$19.9M
VICI icon
171
VICI Properties
VICI
$29.4B
$106M 0.12%
3,258,010
+1,067,889
+49% +$35.2M
WTV icon
172
WisdomTree US Value Fund
WTV
$3.36B
$105M 0.12%
1,157,184
+490,941
+74% +$43.7M
DE icon
173
Deere & Co
DE
$168B
$105M 0.12%
230,184
+6,831
+3% +$3.37M
GEV icon
174
GE Vernova
GEV
$264B
$105M 0.12%
170,806
+6,645
+4% +$4.03M
COWZ icon
175
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$105M 0.12%
1,826,720
-53,423
-3% -$3.04M
5 6
7
8 9

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National Bank of Canada
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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.