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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
NYT icon
1901
New York Times
NYT
$10.3B
$1.33M ﹤0.01%
23,140
+2,585
+13% +$147K
BJ icon
1902
BJs Wholesale Club
BJ
$11.9B
$1.33M ﹤0.01%
14,236
-19,637
-58% -$2.01M
KOCT icon
1903
Innovator US Small Cap Power Buffer ETF October
KOCT
$131M
$1.33M ﹤0.01%
40,195
– –
NBIX icon
1904
Neurocrine Biosciences
NBIX
$15.3B
$1.33M ﹤0.01%
9,449
-214
-2% -$29K
PKB icon
1905
Invesco Building & Construction ETF
PKB
$394M
$1.33M ﹤0.01%
13,864
+8,115
+141% +$721K
TAX
1906
Cambria Tax Aware ETF
TAX
$26.4M
$1.32M ﹤0.01%
47,718
+6,399
+15% +$172K
EMBJ
1907
Embraer S.A. ADS
EMBJ
$13.2B
$1.32M ﹤0.01%
21,773
+579
+3% +$32.7K
LII icon
1908
Lennox International
LII
$14.5B
$1.31M ﹤0.01%
2,480
+376
+18% +$220K
SUSC icon
1909
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.31M ﹤0.01%
55,589
+2,114
+4% +$49.2K
LEU icon
1910
Centrus Energy
LEU
$3.83B
$1.31M ﹤0.01%
4,222
-1,407
-25% -$311K
HYXF icon
1911
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$1.31M ﹤0.01%
27,566
+1,138
+4% +$53.8K
TFPM icon
1912
Triple Flag Precious Metals
TFPM
$6.45B
$1.31M ﹤0.01%
44,689
+9,396
+27% +$243K
IWX icon
1913
iShares Russell Top 200 Value ETF
IWX
$4.04B
$1.31M ﹤0.01%
14,858
-3,836
-21% -$329K
PBR icon
1914
Petrobras
PBR
$115B
$1.3M ﹤0.01%
102,917
+12,367
+14% +$155K
EBND icon
1915
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$1.3M ﹤0.01%
60,982
+5,999
+11% +$128K
PBT
1916
Permian Basin Royalty Trust
PBT
$1.56B
$1.3M ﹤0.01%
71,093
+30,556
+75% +$476K
XHLF icon
1917
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.99B
$1.3M ﹤0.01%
25,701
+3,516
+16% +$177K
FCAL icon
1918
First Trust California Municipal High income ETF
FCAL
$221M
$1.3M ﹤0.01%
26,567
+3,777
+17% +$181K
BCE icon
1919
BCE
BCE
$21.7B
$1.29M ﹤0.01%
55,289
+9,650
+21% +$232K
SPPP
1920
Sprott Physical Platinum and Palladium Trust
SPPP
$602M
$1.29M ﹤0.01%
95,139
+52,529
+123% +$649K
BEP icon
1921
Brookfield Renewable
BEP
$10.6B
$1.29M ﹤0.01%
50,049
-17,501
-26% -$451K
GTEN
1922
Gores Holdings X
GTEN
$1.29M ﹤0.01%
126,399
-44,301
-26% -$453K
FIVE icon
1923
Five Below
FIVE
$13.4B
$1.29M ﹤0.01%
8,342
+3,926
+89% +$555K
FCAP icon
1924
First Capital
FCAP
$219M
$1.29M ﹤0.01%
28,124
– –
FFIN icon
1925
First Financial Bankshares
FFIN
$5.04B
$1.29M ﹤0.01%
38,253
-19,944
-34% -$717K
75 76
77
78 79

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California State Teachers Retirement System (CalSTRS)
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Manulife (Manufacturers Life Insurance)
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Qube Research & Technologies (QRT)
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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.