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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 | |
|---|---|---|---|---|---|---|
1876
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$979M
| $1.39M | ﹤0.01% |
16,970
+13,885
| +450% | +$1.1M |
|
1877
Healthcare Realty
HR
$6.58B
| $1.38M | ﹤0.01% |
76,266
+2,040
| +3% | +$34.5K |
|
|
LMUB
1878
iShares Long-Term National Muni Bond ETF
LMUB
$1.61B
| $1.37M | ﹤0.01% |
27,447
+3,770
| +16% | +$183K |
|
|
MDRR
1879
Medalist Diversified Inc
MDRR
$18.7M
| $1.37M | ﹤0.01% |
101,051
+6
| +0% | +$72 |
|
|
K
1880
DELISTED
Kellanova
K
| $1.37M | ﹤0.01% |
16,643
+3,051
| +22% | +$243K |
|
1881
Lumen
LUMN
$6.6B
| $1.36M | ﹤0.01% |
222,381
+9,971
| +5% | +$47.9K |
|
1882
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$316M
| $1.36M | ﹤0.01% |
58,117
+5,055
| +10% | +$118K |
|
1883
Procure Space ETF
UFO
$634M
| $1.36M | ﹤0.01% |
38,132
+26,054
| +216% | +$831K |
|
1884
PUT
NVIDIA
NVDA
$5.46T
| $1.36M | ﹤0.01% |
145,400
+42,800
| +42% | +$7.46M |
|
1885
Ollie's Bargain Outlet
OLLI
$4.7B
| $1.35M | ﹤0.01% |
10,512
-1,766
| -14% | -$234K |
|
1886
Innovator Defined Wealth Shield ETF
BALT
$2.8B
| $1.35M | ﹤0.01% |
41,112
+1,071
| +3% | +$34.8K |
|
1887
iShares US Insurance ETF
IAK
$538M
| $1.35M | ﹤0.01% |
10,060
+995
| +11% | +$130K |
|
1888
Construction Partners
ROAD
$6.73B
| $1.35M | ﹤0.01% |
10,611
-15,399
| -59% | -$1.76M |
|
1889
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$24.8B
| $1.35M | ﹤0.01% |
38,677
+12,319
| +47% | +$343K |
|
1890
DaVita
DVA
$11.4B
| $1.34M | ﹤0.01% |
10,116
-699
| -6% | -$96K |
|
|
LDRI
1891
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$22.5M
| $1.34M | ﹤0.01% |
52,263
+16,503
| +46% | +$421K |
|
1892
InterDigital
IDCC
$8.88B
| $1.34M | ﹤0.01% |
3,880
-1,307
| -25% | -$355K |
|
1893
Esquire Financial Holdings
ESQ
$1.59B
| $1.34M | ﹤0.01% |
13,124
+11
| +0.1% | +$1.08K |
|
|
HCMA
1894
HCM III Acquisition Corp
HCMA
| $1.34M | ﹤0.01% |
+132,517
| New | +$1.34M |
|
1895
Kimbell Royalty Partners
KRP
$1.52B
| $1.34M | ﹤0.01% |
99,260
+10,619
| +12% | +$149K |
|
1896
ProShares Ultra Bloomberg Natural Gas
BOIL
$402M
| $1.34M | ﹤0.01% |
+22,278
| New | +$1.52M |
|
1897
Nuveen ESG Small-Cap ETF
NUSC
$1.35B
| $1.33M | ﹤0.01% |
30,265
-863
| -3% | -$36.7K |
|
1898
Dimensional World Equity ETF
DFAW
$1.65B
| $1.33M | ﹤0.01% |
18,559
-501
| -3% | -$34.9K |
|
1899
XPO
XPO
$24.7B
| $1.33M | ﹤0.01% |
10,288
+376
| +4% | +$48.8K |
|
1900
Wynn Resorts
WYNN
$10.5B
| $1.33M | ﹤0.01% |
10,351
-4,126
| -29% | -$476K |
|
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.