We are live on ! Find out more
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
PDD icon
1726
Pinduoduo
PDD
$120B
$1.71M ﹤0.01%
12,924
-1,665
-11% -$197K
BSTZ icon
1727
BlackRock Science and Technology Term Trust
BSTZ
$2.18B
$1.71M ﹤0.01%
77,079
-925
-1% -$19.9K
MAXJ
1728
iShares Large Cap Max Buffer Jun ETF
MAXJ
$163M
$1.71M ﹤0.01%
60,862
-12,728
-17% -$353K
SHLD icon
1729
Global X Defense Tech ETF
SHLD
$7.76B
$1.7M ﹤0.01%
24,253
+9,642
+66% +$605K
ORI icon
1730
Old Republic International
ORI
$10.3B
$1.69M ﹤0.01%
39,903
+4,069
+11% +$157K
WD icon
1731
Walker & Dunlop
WD
$1.47B
$1.69M ﹤0.01%
20,245
+209
+1% +$16.8K
CBZ icon
1732
CBIZ
CBZ
$2.96B
$1.69M ﹤0.01%
31,887
+64
+0.2% +$4.13K
FLR icon
1733
Fluor
FLR
$7B
$1.69M ﹤0.01%
40,103
-38,241
-49% -$1.76M
FPXI icon
1734
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$305M
$1.69M ﹤0.01%
28,146
-2,337
-8% -$134K
DUSB icon
1735
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$1.68M ﹤0.01%
33,179
+10,562
+47% +$536K
GTLB icon
1736
GitLab
GTLB
$7.32B
$1.68M ﹤0.01%
37,308
+28,866
+342% +$1.32M
EMHC icon
1737
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$291M
$1.68M ﹤0.01%
66,710
+10,403
+18% +$258K
ISHG icon
1738
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$1.68M ﹤0.01%
+22,049
New +$1.67M
COPJ icon
1739
Sprott Junior Copper Miners ETF
COPJ
$161M
$1.68M ﹤0.01%
52,742
– –
ICLN icon
1740
iShares Global Clean Energy ETF
ICLN
$2.11B
$1.68M ﹤0.01%
108,424
+23,217
+27% +$329K
LNC icon
1741
Lincoln National
LNC
$8.67B
$1.68M ﹤0.01%
41,614
+7,308
+21% +$283K
FEOE
1742
First Eagle Overseas Equity ETF
FEOE
$1.63B
$1.68M ﹤0.01%
36,365
+8,286
+30% +$362K
GEL icon
1743
Genesis Energy
GEL
$1.92B
$1.68M ﹤0.01%
100,348
-1,930
-2% -$32.4K
FUTU icon
1744
Futu Holdings
FUTU
$14.7B
$1.68M ﹤0.01%
9,637
-27,769
-74% -$4.61M
DBEF icon
1745
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
$1.67M ﹤0.01%
36,012
-920
-2% -$41.6K
CF icon
1746
CF Industries
CF
$17.7B
$1.67M ﹤0.01%
18,576
+948
+5% +$84.5K
CALI
1747
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$451M
$1.66M ﹤0.01%
32,800
+16,373
+100% +$827K
PCG icon
1748
PG&E
PCG
$38.5B
$1.66M ﹤0.01%
110,191
-118,910
-52% -$1.73M
EQH icon
1749
Equitable Holdings
EQH
$14.4B
$1.66M ﹤0.01%
32,680
+1,248
+4% +$66.1K
THRO
1750
iShares U.S. Thematic Rotation Active ETF
THRO
$6.77B
$1.66M ﹤0.01%
43,782
+3,471
+9% +$127K
68 69
70
71 72

Similar funds

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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.