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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 | |
|---|---|---|---|---|---|---|
2126
Align Technology
ALGN
$12.4B
| $959K | ﹤0.01% |
7,658
-556
| -7% | -$87.1K |
|
2127
Alger AI Enablers & Adopters ETF
ALAI
$524M
| $959K | ﹤0.01% |
25,564
| – | – |
|
|
SW
2128
Smurfit Westrock
SW
$26.2B
| $959K | ﹤0.01% |
22,517
+1,147
| +5% | +$51.9K |
|
2129
United Bankshares
UBSI
$6.66B
| $956K | ﹤0.01% |
25,694
+1,705
| +7% | +$63.6K |
|
2130
OneMain Financial
OMF
$7.44B
| $955K | ﹤0.01% |
16,906
+10,636
| +170% | +$628K |
|
2131
Texas Capital Bancshares
TCBI
$4.38B
| $952K | ﹤0.01% |
11,264
+15
| +0.1% | +$1.28K |
|
2132
Moderna
MRNA
$25.4B
| $951K | ﹤0.01% |
36,800
-3,429
| -9% | -$95.7K |
|
2133
Spear Alpha ETF
SPRX
$240M
| $950K | ﹤0.01% |
24,646
+6,566
| +36% | +$223K |
|
2134
NNN REIT
NNN
$8.79B
| $949K | ﹤0.01% |
22,299
+563
| +3% | +$23.9K |
|
|
HOLX
2135
DELISTED
Hologic
HOLX
| $949K | ﹤0.01% |
14,062
-545
| -4% | -$36.2K |
|
2136
VanEck Preferred Securities ex Financials ETF
PFXF
$2.49B
| $948K | ﹤0.01% |
53,359
+16,794
| +46% | +$297K |
|
2137
iShares Global Consumer Staples ETF
KXI
$1.07B
| $948K | ﹤0.01% |
14,722
+3,373
| +30% | +$220K |
|
2138
Capital Group Dividend Growers ETF
CGDG
$5.63B
| $947K | ﹤0.01% |
27,343
-22,939
| -46% | -$781K |
|
2139
Archer Aviation
ACHR
$5.37B
| $947K | ﹤0.01% |
98,863
+9,248
| +10% | +$91.5K |
|
|
TSSI
2140
TSS Inc
TSSI
$336M
| $946K | ﹤0.01% |
52,243
+26,158
| +100% | +$523K |
|
2141
Valley National Bancorp
VLY
$8.25B
| $945K | ﹤0.01% |
89,142
+13,552
| +18% | +$135K |
|
2142
Baxter International
BAX
$13.9B
| $943K | ﹤0.01% |
41,421
-7,602
| -16% | -$193K |
|
2143
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
| $942K | ﹤0.01% |
65,248
+11,901
| +22% | +$168K |
|
|
BLD
2144
DELISTED
TopBuild
BLD
| $941K | ﹤0.01% |
2,407
+385
| +19% | +$154K |
|
2145
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$361M
| $940K | ﹤0.01% |
18,453
| – | – |
|
2146
TRI-Continental Corp
TY
$1.91B
| $940K | ﹤0.01% |
27,646
-20,856
| -43% | -$688K |
|
2147
Astoria US Quality Kings ETF
ROE
$282M
| $940K | ﹤0.01% |
27,181
+3,832
| +16% | +$127K |
|
2148
Littelfuse
LFUS
$11.4B
| $940K | ﹤0.01% |
3,627
+481
| +15% | +$120K |
|
2149
OppFi
OPFI
$608M
| $939K | ﹤0.01% |
82,900
+25,986
| +46% | +$292K |
|
2150
Franklin Bitcoin ETF
EZBC
$375M
| $939K | ﹤0.01% |
14,180
-2,860
| -17% | -$190K |
|
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.