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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 | |
|---|---|---|---|---|---|---|
2001
monday.com
MNDY
$3.99B
| $1.16M | ﹤0.01% |
5,985
+294
| +5% | +$67.7K |
|
2002
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$135M
| $1.16M | ﹤0.01% |
45,360
+13,087
| +41% | +$328K |
|
|
ESIX
2003
DELISTED
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
| $1.16M | ﹤0.01% |
36,859
-959
| -3% | -$29.5K |
|
|
COLO
2004
Global X MSCI Colombia ETF
COLO
$213M
| $1.16M | ﹤0.01% |
+35,189
| New | +$1.09M |
|
2005
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
| $1.15M | ﹤0.01% |
5,070
| – | – |
|
2006
Core Scientific
CORZ
$6.36B
| $1.15M | ﹤0.01% |
64,088
+11,620
| +22% | +$170K |
|
2007
HF Sinclair
DINO
$16.3B
| $1.15M | ﹤0.01% |
21,961
+5,886
| +37% | +$279K |
|
2008
Applied Industrial Technologies
AIT
$13.2B
| $1.14M | ﹤0.01% |
4,377
+1,043
| +31% | +$274K |
|
2009
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
| $1.14M | ﹤0.01% |
11,393
-13,455
| -54% | -$1.32M |
|
2010
XP
XP
$8.18B
| $1.14M | ﹤0.01% |
60,711
+16,545
| +37% | +$297K |
|
2011
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
| $1.14M | ﹤0.01% |
56,421
+486
| +0.9% | +$9.53K |
|
2012
IDEX
IEX
$17.6B
| $1.14M | ﹤0.01% |
6,995
-1,891
| -21% | -$319K |
|
2013
Antero Midstream
AM
$10.5B
| $1.14M | ﹤0.01% |
58,391
+10,425
| +22% | +$188K |
|
|
VG
2014
Venture Global Inc
VG
$33.9B
| $1.13M | ﹤0.01% |
79,920
+1,295
| +2% | +$18.5K |
|
2015
Harrow
HROW
$1.46B
| $1.13M | ﹤0.01% |
23,536
+7,515
| +47% | +$283K |
|
2016
American Beacon GLG Natural Resources ETF
MGNR
$908M
| $1.13M | ﹤0.01% |
27,939
+5,614
| +25% | +$199K |
|
2017
Innovator US Small Cap Power Buffer ETF April
KAPR
$219M
| $1.13M | ﹤0.01% |
33,029
-325
| -1% | -$10.8K |
|
2018
Invesco S&P SmallCap Quality ETF
XSHQ
$323M
| $1.13M | ﹤0.01% |
26,220
+5,850
| +29% | +$250K |
|
2019
Global X FinTech ETF
FINX
$173M
| $1.13M | ﹤0.01% |
33,644
+931
| +3% | +$31.6K |
|
2020
ROBO Global Artificial Intelligence ETF
THNQ
$465M
| $1.13M | ﹤0.01% |
17,603
+9,849
| +127% | +$573K |
|
2021
Sunoco
SUN
$14B
| $1.12M | ﹤0.01% |
22,409
-2,178
| -9% | -$113K |
|
2022
SS&C Technologies
SSNC
$19.3B
| $1.12M | ﹤0.01% |
12,606
-446
| -3% | -$38.6K |
|
2023
Performance Food Group
PFGC
$16.4B
| $1.12M | ﹤0.01% |
10,717
+1,539
| +17% | +$154K |
|
2024
Kyndryl
KD
$3.04B
| $1.11M | ﹤0.01% |
37,014
-26,839
| -42% | -$922K |
|
2025
Boot Barn
BOOT
$4.92B
| $1.11M | ﹤0.01% |
6,705
+4,636
| +224% | +$799K |
|
Similar funds
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.