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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 | |
|---|---|---|---|---|---|---|
1751
IQ Winslow Large Cap Growth ETF
IWLG
$329M
| $1.65M | ﹤0.01% |
+30,753
| New | +$1.61M |
|
1752
Bank First Corp
BFC
$1.76B
| $1.65M | ﹤0.01% |
13,627
| – | – |
|
1753
IQVIA
IQV
$39.8B
| $1.65M | ﹤0.01% |
8,701
+2,019
| +30% | +$367K |
|
1754
NGL Energy Partners
NGL
$2.13B
| $1.65M | ﹤0.01% |
275,280
| – | – |
|
1755
State Street SPDR S&P International Small Cap ETF
GWX
$928M
| $1.65M | ﹤0.01% |
41,057
+2,604
| +7% | +$101K |
|
|
ETHE
1756
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
| $1.65M | ﹤0.01% |
48,084
+3,773
| +9% | +$122K |
|
1757
Inter&Co
INTR
$2.3B
| $1.64M | ﹤0.01% |
177,966
-3,380
| -2% | -$26.6K |
|
1758
Aegon
AEG
$13.9B
| $1.64M | ﹤0.01% |
205,536
+2,428
| +1% | +$18.1K |
|
1759
VanEck BDC Income ETF
BIZD
$1.71B
| $1.64M | ﹤0.01% |
109,771
+10,138
| +10% | +$162K |
|
1760
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.43B
| $1.64M | ﹤0.01% |
33,112
-2,490
| -7% | -$121K |
|
1761
Cirrus Logic
CRUS
$6.08B
| $1.63M | ﹤0.01% |
13,049
+2,279
| +21% | +$254K |
|
1762
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
| $1.63M | ﹤0.01% |
24,435
-767
| -3% | -$49.6K |
|
1763
Nuveen ESG International Developed Markets Equity ETF
NUDM
$730M
| $1.63M | ﹤0.01% |
43,431
+21
| +0% | +$762 |
|
|
GTLS
1764
DELISTED
Chart Industries
GTLS
| $1.63M | ﹤0.01% |
8,154
+584
| +8% | +$111K |
|
1765
APi Group
APG
$18.8B
| $1.63M | ﹤0.01% |
47,472
+23,562
| +99% | +$822K |
|
1766
Zillow
Z
$8.08B
| $1.63M | ﹤0.01% |
21,106
-77
| -0.4% | -$6.29K |
|
1767
Moog Inc Class A
MOG.A
$13.5B
| $1.62M | ﹤0.01% |
7,816
-119
| -1% | -$23K |
|
|
ALEX
1768
DELISTED
Alexander & Baldwin
ALEX
| $1.62M | ﹤0.01% |
89,154
+6,601
| +8% | +$121K |
|
1769
Independent Bank
INDB
$4.05B
| $1.62M | ﹤0.01% |
23,406
+16,581
| +243% | +$1.13M |
|
1770
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
| $1.61M | ﹤0.01% |
19,912
-228
| -1% | -$17.8K |
|
1771
Fortive
FTV
$18.7B
| $1.61M | ﹤0.01% |
32,938
+22,271
| +209% | +$1.1M |
|
1772
PUT
Alibaba
BABA
$293B
| $1.61M | ﹤0.01% |
244,100
+152,000
| +165% | +$19.9M |
|
1773
Invesco Preferred ETF
PGX
$3.77B
| $1.61M | ﹤0.01% |
138,503
+15,147
| +12% | +$174K |
|
1774
Vestis
VSTS
$1.79B
| $1.61M | ﹤0.01% |
354,642
-277,593
| -44% | -$1.42M |
|
1775
BioNTech
BNTX
$23.1B
| $1.6M | ﹤0.01% |
16,263
+611
| +4% | +$65.3K |
|
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.