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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 | |
|---|---|---|---|---|---|---|
1826
Innovator US Equity Buffer ETF November
BNOV
$213M
| $1.48M | ﹤0.01% |
33,957
-100
| -0.3% | -$4.24K |
|
1827
Harbor Long-Term Growers ETF
WINN
$1.2B
| $1.48M | ﹤0.01% |
47,398
+13,402
| +39% | +$403K |
|
1828
Universal Display
OLED
$4.18B
| $1.48M | ﹤0.01% |
10,276
+4,318
| +72% | +$628K |
|
1829
Albertsons Companies
ACI
$6.02B
| $1.47M | ﹤0.01% |
84,020
+39,671
| +89% | +$778K |
|
|
PPLT
1830
abrdn Physical Platinum Shares ETF
PPLT
$2B
| $1.47M | ﹤0.01% |
102,860
-24,670
| -19% | -$312K |
|
1831
American Century US Quality Growth ETF
QGRO
$2.06B
| $1.47M | ﹤0.01% |
12,838
+213
| +2% | +$23.6K |
|
1832
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$188M
| $1.47M | ﹤0.01% |
69,853
+7,217
| +12% | +$150K |
|
1833
Workiva
WK
$4.01B
| $1.47M | ﹤0.01% |
17,024
-1,350
| -7% | -$101K |
|
1834
MGIC Investment
MTG
$6.33B
| $1.46M | ﹤0.01% |
51,622
+2,974
| +6% | +$81.1K |
|
1835
Ryder
R
$10.1B
| $1.46M | ﹤0.01% |
7,754
-4,547
| -37% | -$820K |
|
1836
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$507M
| $1.46M | ﹤0.01% |
30,810
-1,051
| -3% | -$49.7K |
|
1837
NEOS Nasdaq 100 High Income ETF
QQQI
$14.1B
| $1.46M | ﹤0.01% |
26,877
+3,683
| +16% | +$196K |
|
1838
Natera
NTRA
$44.8B
| $1.46M | ﹤0.01% |
9,040
-4,671
| -34% | -$739K |
|
1839
MasTec
MTZ
$23B
| $1.45M | ﹤0.01% |
6,828
+588
| +9% | +$108K |
|
1840
iShares MSCI Israel ETF
EIS
$909M
| $1.45M | ﹤0.01% |
14,449
+7,957
| +123% | +$748K |
|
1841
Amplify CEF High Income ETF
YYY
$746M
| $1.45M | ﹤0.01% |
122,544
+4,444
| +4% | +$52.3K |
|
1842
Takeda Pharmaceutical
TAK
$55.5B
| $1.45M | ﹤0.01% |
98,842
+2,517
| +3% | +$37.4K |
|
|
EDD
1843
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$374M
| $1.45M | ﹤0.01% |
268,955
+2,307
| +0.9% | +$12.2K |
|
1844
AGNC Investment
AGNC
$13B
| $1.45M | ﹤0.01% |
147,693
+24,556
| +20% | +$238K |
|
1845
Principal Financial Group
PFG
$24.6B
| $1.44M | ﹤0.01% |
17,413
+401
| +2% | +$32.1K |
|
1846
Sun Life Financial
SLF
$44.8B
| $1.44M | ﹤0.01% |
24,031
+5,341
| +29% | +$321K |
|
1847
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.31B
| $1.44M | ﹤0.01% |
37,030
+1,657
| +5% | +$64.1K |
|
1848
Timken Company
TKR
$9.1B
| $1.44M | ﹤0.01% |
19,165
+333
| +2% | +$25.7K |
|
1849
Vital Farms
VITL
$498M
| $1.44M | ﹤0.01% |
34,877
+127
| +0.4% | +$5.51K |
|
1850
Constellium
CSTM
$3.95B
| $1.43M | ﹤0.01% |
96,421
+6,316
| +7% | +$90.4K |
|
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.