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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 | |
|---|---|---|---|---|---|---|
1951
Valaris
VAL
$5.91B
| $1.24M | ﹤0.01% |
25,433
+7,558
| +42% | +$369K |
|
|
EIM
1952
Eaton Vance Municipal Bond Fund
EIM
$500M
| $1.24M | ﹤0.01% |
124,663
-13,358
| -10% | -$130K |
|
1953
Lyft
LYFT
$6.48B
| $1.24M | ﹤0.01% |
56,281
+6,400
| +13% | +$107K |
|
1954
Sixth Street Specialty
TSLX
$1.82B
| $1.24M | ﹤0.01% |
54,179
+6,512
| +14% | +$157K |
|
1955
Evolv Technologies
EVLV
$1.04B
| $1.24M | ﹤0.01% |
163,632
-433
| -0.3% | -$3.16K |
|
|
AIRO
1956
AIRO Group Holdings
AIRO
$337M
| $1.23M | ﹤0.01% |
+64,252
| New | +$1.41M |
|
1957
Barings BDC
BBDC
$987M
| $1.23M | ﹤0.01% |
140,812
+24
| +0% | +$226 |
|
1958
Dollar Tree
DLTR
$24.9B
| $1.23M | ﹤0.01% |
13,069
+7,188
| +122% | +$769K |
|
1959
Donnelley Financial Solutions
DFIN
$1.22B
| $1.23M | ﹤0.01% |
+23,856
| New | +$1.36M |
|
1960
iShares ESG Screened S&P Mid-Cap ETF
XJH
$438M
| $1.22M | ﹤0.01% |
27,916
-1,204
| -4% | -$51.9K |
|
1961
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
| $1.22M | ﹤0.01% |
41,670
+5,998
| +17% | +$174K |
|
|
CIRC
1962
Circle8 Group
CIRC
$61.2M
| $1.22M | ﹤0.01% |
+400,000
| New | +$1.18M |
|
1963
Capital Group Core Bond ETF
CGCB
$5.79B
| $1.22M | ﹤0.01% |
45,888
+7,907
| +21% | +$209K |
|
1964
AerCap
AER
$23.5B
| $1.22M | ﹤0.01% |
10,066
+75
| +0.8% | +$8.76K |
|
1965
Capital Group International Focus Equity ETF
CGXU
$6.63B
| $1.22M | ﹤0.01% |
41,088
-90,286
| -69% | -$2.52M |
|
1966
O-I Glass
OI
$1.05B
| $1.21M | ﹤0.01% |
93,509
+1,700
| +2% | +$23.2K |
|
1967
Chemed
CHE
$7.02B
| $1.21M | ﹤0.01% |
2,708
+371
| +16% | +$168K |
|
1968
California Water Service
CWT
$3.1B
| $1.21M | ﹤0.01% |
26,374
-655
| -2% | -$30.2K |
|
1969
StoneX
SNEX
$8.05B
| $1.21M | ﹤0.01% |
26,953
+20,385
| +310% | +$865K |
|
1970
BlackRock MuniYield Quality Fund
MQY
$816M
| $1.21M | ﹤0.01% |
103,714
-1,596
| -2% | -$17.9K |
|
1971
Alexandria Real Estate Equities
ARE
$8.33B
| $1.21M | ﹤0.01% |
14,483
-23
| -0.2% | -$1.84K |
|
1972
Kontoor Brands
KTB
$4.65B
| $1.21M | ﹤0.01% |
15,131
+10,481
| +225% | +$750K |
|
1973
Bloom Energy
BE
$69.6B
| $1.21M | ﹤0.01% |
14,256
+1,312
| +10% | +$60.9K |
|
1974
Innovator US Equity Ultra Buffer ETF July
UJUL
$298M
| $1.2M | ﹤0.01% |
31,600
| – | – |
|
|
REFI
1975
Chicago Atlantic Real Estate Finance
REFI
$264M
| $1.2M | ﹤0.01% |
93,688
+8,707
| +10% | +$119K |
|
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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.