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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 | |
|---|---|---|---|---|---|---|
2151
Domino's
DPZ
$11.7B
| $938K | ﹤0.01% |
2,174
-6,032
| -74% | -$2.74M |
|
2152
Pacer US Cash Cows Growth ETF
BUL
$138M
| $938K | ﹤0.01% |
17,928
+340
| +2% | +$17.7K |
|
2153
Hexcel
HXL
$7.74B
| $938K | ﹤0.01% |
14,956
-114
| -0.8% | -$7K |
|
2154
Sprott Energy Transition Materials ETF
SETM
$584M
| $938K | ﹤0.01% |
37,286
+21,095
| +130% | +$442K |
|
2155
Quad
QUAD
$507M
| $938K | ﹤0.01% |
149,777
-949
| -0.6% | -$5.85K |
|
2156
Innovator Buffer Step-Up Strategy ETF
BSTP
$61.5M
| $937K | ﹤0.01% |
25,752
+138
| +0.5% | +$4.89K |
|
2157
Innovator International Developed Power Buffer ETF September
ISEP
$63.8M
| $936K | ﹤0.01% |
29,362
+8,059
| +38% | +$252K |
|
2158
Cavco Industries
CVCO
$4.6B
| $931K | ﹤0.01% |
1,604
+36
| +2% | +$17.6K |
|
2159
Schwab 1000 Index ETF
SCHK
$5.98B
| $931K | ﹤0.01% |
28,980
+3,313
| +13% | +$103K |
|
2160
RH
RH
$3.41B
| $929K | ﹤0.01% |
4,574
+631
| +16% | +$137K |
|
2161
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
| $929K | ﹤0.01% |
19,293
+2,030
| +12% | +$98K |
|
2162
Dimensional Emerging Markets High Profitability ETF
DEHP
$453M
| $929K | ﹤0.01% |
30,428
| – | – |
|
2163
Immuneering
IMRX
$328M
| $927K | ﹤0.01% |
132,459
-3,501
| -3% | -$18.2K |
|
2164
Group 1 Automotive
GPI
$3.17B
| $927K | ﹤0.01% |
2,118
+36
| +2% | +$16.1K |
|
|
ECG
2165
Everus Construction Group
ECG
$7.15B
| $927K | ﹤0.01% |
10,810
+264
| +3% | +$19.6K |
|
2166
Enpro
NPO
$7.12B
| $925K | ﹤0.01% |
4,094
+279
| +7% | +$60.2K |
|
2167
Digital Turbine
APPS
$1.5B
| $925K | ﹤0.01% |
144,587
+131,764
| +1,028% | +$654K |
|
2168
Viatris
VTRS
$18.5B
| $923K | ﹤0.01% |
93,272
-1,727
| -2% | -$16.8K |
|
2169
VanEck Low Carbon Energy ETF
SMOG
$135M
| $921K | ﹤0.01% |
7,247
+50
| +0.7% | +$5.89K |
|
2170
Match Group
MTCH
$8.4B
| $919K | ﹤0.01% |
26,023
-129
| -0.5% | -$4.6K |
|
|
PDX
2171
PIMCO Dynamic Income Strategy Fund
PDX
$968M
| $919K | ﹤0.01% |
36,850
-1,718
| -4% | -$42.2K |
|
2172
FT Vest US Equity Buffer ETF February
FFEB
$1.42B
| $918K | ﹤0.01% |
16,656
-763
| -4% | -$41K |
|
2173
State Street SPDR S&P Homebuilders ETF
XHB
$1.6B
| $913K | ﹤0.01% |
8,236
+2,052
| +33% | +$225K |
|
2174
Penumbra
PEN
$12.9B
| $911K | ﹤0.01% |
3,595
-1,772
| -33% | -$447K |
|
2175
Sabesp
SBS
$17.9B
| $909K | ﹤0.01% |
188,280
+27,788
| +17% | +$117K |
|
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.