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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 | |
|---|---|---|---|---|---|---|
2026
AGCO
AGCO
$7.11B
| $1.11M | ﹤0.01% |
10,375
+607
| +6% | +$67K |
|
2027
PUT
Apple
AAPL
$4.46T
| $1.11M | ﹤0.01% |
247,900
+14,800
| +6% | +$3.34M |
|
|
ETHU
2028
2x Ether ETF
ETHU
$717M
| $1.11M | ﹤0.01% |
8,510
+81
| +1% | +$10.3K |
|
2029
Themes Generative Artificial Intelligence ETF
WISE
$30.4M
| $1.1M | ﹤0.01% |
25,188
+7,775
| +45% | +$308K |
|
2030
Flux Power
FLUX
$12.7M
| $1.1M | ﹤0.01% |
294,312
| – | – |
|
2031
Integer Holdings
ITGR
$4.25B
| $1.1M | ﹤0.01% |
10,639
-51
| -0.5% | -$5.55K |
|
2032
First Trust Expanded Technology ETF
XPND
$40.5M
| $1.1M | ﹤0.01% |
30,292
+576
| +2% | +$19.8K |
|
2033
Nabors Industries
NBR
$1.33B
| $1.1M | ﹤0.01% |
26,885
-355
| -1% | -$12.6K |
|
2034
VanEck Biotech ETF
BBH
$428M
| $1.09M | ﹤0.01% |
6,592
-3,030
| -31% | -$494K |
|
|
SNV
2035
DELISTED
Synovus
SNV
| $1.09M | ﹤0.01% |
22,152
+569
| +3% | +$29.2K |
|
2036
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.28B
| $1.09M | ﹤0.01% |
9,011
-41
| -0.5% | -$4.76K |
|
|
NDAA
2037
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$177M
| $1.09M | ﹤0.01% |
50,089
| – | – |
|
2038
Chewy
CHWY
$9.15B
| $1.08M | ﹤0.01% |
26,799
-7,544
| -22% | -$291K |
|
2039
MidCap Financial Investment
MFIC
$795M
| $1.08M | ﹤0.01% |
89,841
+349
| +0.4% | +$4.45K |
|
2040
Tyson Foods
TSN
$19.8B
| $1.08M | ﹤0.01% |
19,812
-381
| -2% | -$21K |
|
2041
PUT
Alphabet (Google) Class A
GOOGL
$4.24T
| $1.08M | ﹤0.01% |
215,300
+205,300
| +2,053% | +$43M |
|
2042
VeriSign
VRSN
$25.6B
| $1.07M | ﹤0.01% |
3,841
+181
| +5% | +$50.6K |
|
2043
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
| $1.07M | ﹤0.01% |
21,259
-4,587
| -18% | -$226K |
|
2044
Dynatrace
DT
$14.3B
| $1.07M | ﹤0.01% |
22,097
-4,452
| -17% | -$225K |
|
2045
TeraWulf
WULF
$8.14B
| $1.07M | ﹤0.01% |
93,516
+10,741
| +13% | +$82.1K |
|
2046
Icon
ICLR
$12.9B
| $1.07M | ﹤0.01% |
6,102
-2,931
| -32% | -$491K |
|
2047
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $1.07M | ﹤0.01% |
130,059
+981
| +0.8% | +$7.96K |
|
2048
Hanover Insurance
THG
$7.74B
| $1.06M | ﹤0.01% |
5,857
-6,896
| -54% | -$1.18M |
|
2049
Chesapeake Utilities
CPK
$3.25B
| $1.06M | ﹤0.01% |
7,893
+1,965
| +33% | +$244K |
|
2050
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.05B
| $1.06M | ﹤0.01% |
22,762
-1,178
| -5% | -$54.2K |
|
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.