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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 | |
|---|---|---|---|---|---|---|
1976
TechnipFMC
FTI
$30.1B
| $1.19M | ﹤0.01% |
30,270
+2,140
| +8% | +$78.3K |
|
1977
iShares Gold Trust Micro
IAUM
$6.88B
| $1.19M | ﹤0.01% |
31,004
+6,820
| +28% | +$235K |
|
1978
Amdocs
DOX
$6.23B
| $1.19M | ﹤0.01% |
14,526
+1,416
| +11% | +$123K |
|
1979
American States Water
AWR
$3.52B
| $1.19M | ﹤0.01% |
16,225
-755
| -4% | -$56.2K |
|
1980
Oscar Health
OSCR
$9.5B
| $1.19M | ﹤0.01% |
+62,820
| New | +$1.04M |
|
1981
Innovator Growth-100 Power Buffer ETF October
NOCT
$230M
| $1.19M | ﹤0.01% |
20,932
-7,283
| -26% | -$406K |
|
1982
Invesco Bloomberg Pricing Power ETF
POWA
$184M
| $1.19M | ﹤0.01% |
13,100
-416
| -3% | -$37K |
|
1983
Owens Corning
OC
$12.3B
| $1.18M | ﹤0.01% |
8,366
-1,810
| -18% | -$266K |
|
1984
Camtek
CAMT
$8.06B
| $1.18M | ﹤0.01% |
11,243
+6,523
| +138% | +$584K |
|
1985
Invesco Total Return Bond ETF
GTO
$2.48B
| $1.18M | ﹤0.01% |
24,840
+1,824
| +8% | +$85.8K |
|
1986
New Jersey Resources
NJR
$5.64B
| $1.18M | ﹤0.01% |
24,508
-1,715
| -7% | -$79.9K |
|
1987
FS Bancorp
FSBW
$326M
| $1.18M | ﹤0.01% |
29,479
| – | – |
|
1988
Xtrackers Russell US Multifactor ETF
DEUS
$307M
| $1.18M | ﹤0.01% |
20,225
+11,485
| +131% | +$658K |
|
1989
Philips
PHG
$26.8B
| $1.17M | ﹤0.01% |
44,672
-1,699
| -4% | -$43.6K |
|
1990
Alphatec Holdings
ATEC
$1.51B
| $1.17M | ﹤0.01% |
80,680
-21,474
| -21% | -$299K |
|
|
ZFEB
1991
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$152M
| $1.17M | ﹤0.01% |
46,940
| – | – |
|
1992
SPX Corp
SPXC
$10.6B
| $1.17M | ﹤0.01% |
6,271
+3
| +0% | +$554 |
|
1993
iShares Global Energy ETF
IXC
$2.74B
| $1.17M | ﹤0.01% |
28,043
-6,331
| -18% | -$258K |
|
1994
FT Vest US Equity Deep Buffer ETF January
DJAN
$483M
| $1.17M | ﹤0.01% |
27,700
| – | – |
|
1995
Watts Water Technologies
WTS
$12.8B
| $1.17M | ﹤0.01% |
4,179
+250
| +6% | +$67K |
|
1996
Ligand Pharmaceuticals
LGND
$5.76B
| $1.17M | ﹤0.01% |
6,587
+1,278
| +24% | +$190K |
|
|
TNGY
1997
Tortoise Energy ETF
TNGY
$570M
| $1.17M | ﹤0.01% |
128,524
-650
| -0.5% | -$5.87K |
|
|
PPLI
1998
People Inc
PPLI
$3.01B
| $1.16M | ﹤0.01% |
34,149
+260
| +0.8% | +$9.7K |
|
|
ZJAN
1999
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$116M
| $1.16M | ﹤0.01% |
43,242
-379
| -0.9% | -$10.1K |
|
2000
InvenTrust Properties
IVT
$2.62B
| $1.16M | ﹤0.01% |
40,575
-1,434
| -3% | -$40.6K |
|
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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.