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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
CZR icon
1926
Caesars Entertainment
CZR
$6.04B
$1.28M ﹤0.01%
47,544
+574
+1% +$15.5K
ROL icon
1927
Rollins
ROL
$17.4B
$1.28M ﹤0.01%
21,867
-1,557
-7% -$88.5K
AGX icon
1928
Argan
AGX
$7.84B
$1.28M ﹤0.01%
4,736
+2,766
+140% +$634K
NBIS
1929
Nebius Group N.V.
NBIS
$69.3B
$1.27M ﹤0.01%
11,311
+1,469
+15% +$102K
DAPP icon
1930
VanEck Digital Transformation ETF
DAPP
$231M
$1.27M ﹤0.01%
58,345
-3,197
-5% -$58.6K
EVT icon
1931
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.21B
$1.27M ﹤0.01%
51,841
+1,923
+4% +$46.4K
IYZ icon
1932
iShares US Telecommunications ETF
IYZ
$1.24B
$1.26M ﹤0.01%
39,184
+3
+0% +$92
IGRO icon
1933
iShares International Dividend Growth ETF
IGRO
$1.31B
$1.26M ﹤0.01%
15,838
-35
-0.2% -$2.75K
JCPI icon
1934
JPMorgan Inflation Managed Bond ETF
JCPI
$872M
$1.26M ﹤0.01%
25,832
-60,828
-70% -$2.95M
FULT icon
1935
Fulton Financial
FULT
$4.69B
$1.26M ﹤0.01%
67,609
+163
+0.2% +$3.08K
RIVN icon
1936
Rivian
RIVN
$22.9B
$1.26M ﹤0.01%
85,684
-3,817
-4% -$51.1K
URAN
1937
Themes Uranium & Nuclear ETF
URAN
$31.8M
$1.26M ﹤0.01%
27,319
+13,073
+92% +$520K
TYLD icon
1938
Cambria Tactical Yield ETF
TYLD
$34.3M
$1.26M ﹤0.01%
49,677
+30,380
+157% +$770K
MYI icon
1939
BlackRock MuniYield Quality Fund III
MYI
$723M
$1.26M ﹤0.01%
113,330
-9,095
-7% -$96.4K
HYS icon
1940
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
$1.26M ﹤0.01%
13,121
+8,422
+179% +$800K
AB icon
1941
AllianceBernstein
AB
$3.41B
$1.26M ﹤0.01%
32,841
+273
+0.8% +$10.9K
XT icon
1942
iShares Future Exponential Technologies ETF
XT
$4.01B
$1.25M ﹤0.01%
17,393
+522
+3% +$35.3K
XMPT icon
1943
VanEck CEF Muni Income ETF
XMPT
$221M
$1.25M ﹤0.01%
57,086
-1,562
-3% -$32.9K
MSEX icon
1944
Middlesex Water
MSEX
$1.11B
$1.25M ﹤0.01%
23,086
+3,843
+20% +$206K
ATAT icon
1945
Atour Lifestyle Holdings
ATAT
$4.5B
$1.25M ﹤0.01%
33,176
-5,518
-14% -$202K
GUNR icon
1946
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7B
$1.25M ﹤0.01%
28,441
+18,341
+182% +$769K
HTGC icon
1947
Hercules Capital
HTGC
$3.17B
$1.25M ﹤0.01%
65,842
-6,852
-9% -$131K
LDRT
1948
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$211M
$1.24M ﹤0.01%
49,171
+12,100
+33% +$306K
MDU icon
1949
MDU Resources
MDU
$4.27B
$1.24M ﹤0.01%
69,889
+34,898
+100% +$583K
ARKF icon
1950
ARK Blockchain & Fintech Innovation ETF
ARKF
$782M
$1.24M ﹤0.01%
21,853
+3,225
+17% +$173K
76 77
78
79 80

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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.