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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 | |
|---|---|---|---|---|---|---|
2101
PJT Partners
PJT
$4.36B
| $992K | ﹤0.01% |
5,583
+174
| +3% | +$31.3K |
|
2102
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
| $990K | ﹤0.01% |
16,440
-97
| -0.6% | -$5.73K |
|
2103
Ascent Industries
ACNT
$133M
| $990K | ﹤0.01% |
76,852
+1,083
| +1% | +$13.7K |
|
2104
Innovator US Equity Ultra Buffer ETF January
UJAN
$273M
| $988K | ﹤0.01% |
23,458
-493
| -2% | -$20.4K |
|
2105
Tidewater
TDW
$4.56B
| $986K | ﹤0.01% |
18,490
+6,370
| +53% | +$349K |
|
2106
Crane Co
CR
$12.9B
| $986K | ﹤0.01% |
5,352
-450
| -8% | -$84.9K |
|
2107
Cooper Companies
COO
$15B
| $984K | ﹤0.01% |
14,349
-1,407
| -9% | -$99.7K |
|
2108
Community Bank
CBU
$3.43B
| $984K | ﹤0.01% |
16,777
-253
| -1% | -$14.6K |
|
2109
SEI Investments
SEIC
$12.7B
| $982K | ﹤0.01% |
11,576
-155
| -1% | -$13.8K |
|
2110
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
| $980K | ﹤0.01% |
24,157
| – | – |
|
2111
ProShares UltraPro QQQ
TQQQ
$38.7B
| $979K | ﹤0.01% |
18,940
+2,748
| +17% | +$125K |
|
|
GTY
2112
Getty Realty Corp
GTY
$2.04B
| $978K | ﹤0.01% |
36,457
-20,385
| -36% | -$568K |
|
2113
ROBO Global Robotics & Automation Index ETF
ROBO
$2.13B
| $976K | ﹤0.01% |
14,883
-560
| -4% | -$35.4K |
|
2114
JPMorgan US Value Factor ETF
JVAL
$876M
| $975K | ﹤0.01% |
20,531
| – | – |
|
2115
AutoNation
AN
$6.9B
| $975K | ﹤0.01% |
4,457
+83
| +2% | +$17.5K |
|
2116
Piper Sandler
PIPR
$5.34B
| $973K | ﹤0.01% |
11,220
+752
| +7% | +$61.3K |
|
2117
Gorman-Rupp
GRC
$2.15B
| $970K | ﹤0.01% |
20,897
+2,333
| +13% | +$96.8K |
|
|
GRAL
2118
GRAIL Inc
GRAL
$3.08B
| $967K | ﹤0.01% |
16,345
+1,500
| +10% | +$57.3K |
|
2119
A.O. Smith
AOS
$8.51B
| $966K | ﹤0.01% |
13,164
+1,272
| +11% | +$90.8K |
|
2120
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
| $966K | ﹤0.01% |
43,009
-2,183
| -5% | -$48.6K |
|
2121
H&R Block
HRB
$6.87B
| $965K | ﹤0.01% |
19,072
+4,109
| +27% | +$217K |
|
2122
Cleveland-Cliffs
CLF
$6.99B
| $960K | ﹤0.01% |
78,666
+6,199
| +9% | +$65.2K |
|
2123
VanEck Morningstar SMID Moat ETF
SMOT
$340M
| $960K | ﹤0.01% |
26,594
+1,846
| +7% | +$66.3K |
|
2124
State Street SPDR S&P Retail ETF
XRT
$643M
| $960K | ﹤0.01% |
11,133
+101
| +0.9% | +$8.42K |
|
2125
Columbia Banking Systems
COLB
$9.12B
| $959K | ﹤0.01% |
37,256
+21,367
| +134% | +$543K |
|
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.