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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
USFR icon
176
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$105M 0.12%
2,086,118
+229,026
+12% +$11.5M
BIPC icon
177
Brookfield Infrastructure
BIPC
$4.85B
$104M 0.12%
2,533,525
+1,011,401
+66% +$41M
SPIB icon
178
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$104M 0.12%
3,055,819
+75,371
+3% +$2.54M
SIXS icon
179
ETC 6 Meridian Small Cap Equity ETF
SIXS
$145M
$103M 0.12%
2,076,118
+71,075
+4% +$3.48M
VMC icon
180
Vulcan Materials
VMC
$36.9B
$103M 0.12%
333,779
-52
-0% -$14.8K
BABA icon
181
Alibaba
BABA
$308B
$101M 0.12%
566,981
+23,201
+4% +$3.04M
ADBE icon
182
Adobe
ADBE
$105B
$101M 0.12%
287,086
-35,433
-11% -$12.7M
VBK icon
183
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$101M 0.11%
340,129
+2,025
+0.6% +$585K
GLDM icon
184
SPDR Gold MiniShares Trust
GLDM
$29.7B
$101M 0.11%
1,318,172
+67,611
+5% +$4.63M
CRWD icon
185
CrowdStrike
CRWD
$218B
$100M 0.11%
817,936
+31,668
+4% +$3.6M
BLK icon
186
Blackrock
BLK
$176B
$100M 0.11%
85,781
+3,760
+5% +$4.2M
IQLT icon
187
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$97.5M 0.11%
2,205,863
-31,757
-1% -$1.37M
EPD icon
188
Enterprise Products Partners
EPD
$81.7B
$96.8M 0.11%
3,096,550
-35,966
-1% -$1.13M
DUK icon
189
Duke Energy
DUK
$97.3B
$96.7M 0.11%
781,109
+14,499
+2% +$1.76M
CME icon
190
CME Group
CME
$94.8B
$95.6M 0.11%
353,830
-7,532
-2% -$2.05M
AMAT icon
191
Applied Materials
AMAT
$428B
$94.8M 0.11%
462,820
+31,592
+7% +$5.73M
RDVY icon
192
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$94.7M 0.11%
1,407,827
-8,585
-0.6% -$557K
WHR icon
193
Whirlpool
WHR
$2.82B
$94.2M 0.11%
1,198,422
-31,116
-3% -$2.86M
IUSG icon
194
iShares Core S&P US Growth ETF
IUSG
$33.9B
$93.5M 0.11%
568,434
+1,514
+0.3% +$238K
GPIX icon
195
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.22B
$92.2M 0.1%
1,765,078
+91,726
+5% +$4.66M
VPL icon
196
Vanguard FTSE Pacific ETF
VPL
$8.44B
$92.1M 0.1%
1,048,106
+50,552
+5% +$4.31M
VCIT icon
197
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$91.8M 0.1%
1,091,430
+40,910
+4% +$3.4M
EMR icon
198
Emerson Electric
EMR
$88.3B
$91.2M 0.1%
695,266
+36,111
+5% +$4.92M
GFLW
199
VictoryShares Free Cash Flow Growth ETF
GFLW
$956M
$91.2M 0.1%
3,180,029
+1,516,213
+91% +$41.3M
LAMR icon
200
Lamar Advertising Co
LAMR
$16.3B
$91.1M 0.1%
744,052
+20,518
+3% +$2.55M
6 7
8
9 10

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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.