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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 | |
|---|---|---|---|---|---|---|
1776
United Therapeutics
UTHR
$21.5B
| $1.6M | ﹤0.01% |
3,824
+483
| +14% | +$162K |
|
1777
RB Global
RBA
$16B
| $1.6M | ﹤0.01% |
14,772
-874
| -6% | -$98K |
|
1778
Twilio
TWLO
$38.3B
| $1.6M | ﹤0.01% |
15,957
+5,020
| +46% | +$565K |
|
|
CET
1779
Central Securities Corp
CET
$1.63B
| $1.6M | ﹤0.01% |
31,067
-1,182
| -4% | -$58.4K |
|
1780
Neuronetics
STIM
$211M
| $1.58M | ﹤0.01% |
577,069
+417,087
| +261% | +$1.48M |
|
1781
Gabelli Dividend & Income Trust
GDV
$2.7B
| $1.57M | ﹤0.01% |
58,029
-3,698
| -6% | -$98.6K |
|
1782
AngloGold Ashanti
AU
$48.1B
| $1.57M | ﹤0.01% |
22,344
-3,093
| -12% | -$173K |
|
1783
F5
FFIV
$23.6B
| $1.57M | ﹤0.01% |
+4,862
| New | +$1.52M |
|
|
EXE
1784
Expand Energy Corp
EXE
$21.9B
| $1.57M | ﹤0.01% |
14,784
-679
| -4% | -$68.1K |
|
1785
Steris
STE
$23B
| $1.57M | ﹤0.01% |
6,341
-946
| -13% | -$226K |
|
1786
Kirby Corp
KEX
$7.26B
| $1.57M | ﹤0.01% |
18,786
-1,138
| -6% | -$114K |
|
1787
Thomson Reuters
TRI
$46B
| $1.56M | ﹤0.01% |
9,913
-1,109
| -10% | -$207K |
|
1788
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$239M
| $1.56M | ﹤0.01% |
30,186
+197
| +0.7% | +$10.1K |
|
1789
FT Vest US Equity Buffer ETF July
FJUL
$1.27B
| $1.56M | ﹤0.01% |
28,475
+18,761
| +193% | +$1M |
|
1790
US Foods
USFD
$23.8B
| $1.56M | ﹤0.01% |
20,335
-439
| -2% | -$34.9K |
|
1791
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$313M
| $1.56M | ﹤0.01% |
19,997
-253
| -1% | -$19.5K |
|
1792
Robert Half
RHI
$4.48B
| $1.56M | ﹤0.01% |
45,769
+3,998
| +10% | +$150K |
|
1793
Clean Harbors
CLH
$16.9B
| $1.55M | ﹤0.01% |
6,678
+2,051
| +44% | +$486K |
|
1794
Assurant
AIZ
$13.9B
| $1.55M | ﹤0.01% |
7,142
+6,127
| +604% | +$1.24M |
|
1795
BlackRock Science and Technology Trust
BST
$1.75B
| $1.54M | ﹤0.01% |
37,338
+1,925
| +5% | +$75.9K |
|
1796
Kinsale Capital Group
KNSL
$8.59B
| $1.54M | ﹤0.01% |
3,619
-405
| -10% | -$184K |
|
1797
Bilibili
BILI
$7.14B
| $1.54M | ﹤0.01% |
+54,667
| New | +$1.31M |
|
1798
Agree Realty
ADC
$9.34B
| $1.54M | ﹤0.01% |
21,610
+405
| +2% | +$29.3K |
|
1799
InterContinental Hotels
IHG
$23.5B
| $1.53M | ﹤0.01% |
12,639
+1,091
| +9% | +$131K |
|
1800
iShares MSCI Brazil ETF
EWZ
$8.55B
| $1.53M | ﹤0.01% |
49,422
+11,520
| +30% | +$330K |
|
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.