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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 | |
|---|---|---|---|---|---|---|
2176
Kratos Defense & Security Solutions
KTOS
$11.8B
| $904K | ﹤0.01% |
9,889
+4,916
| +99% | +$315K |
|
2177
Mine Safety
MSA
$7.32B
| $902K | ﹤0.01% |
5,239
+16
| +0.3% | +$2.77K |
|
2178
iShares Core Moderate Allocation ETF
AOM
$1.78B
| $901K | ﹤0.01% |
18,933
-458
| -2% | -$21.3K |
|
|
VPLS
2179
Vanguard Core Plus Bond ETF
VPLS
$1.77B
| $900K | ﹤0.01% |
11,446
+1,123
| +11% | +$87.4K |
|
2180
UMB Financial
UMBF
$11.4B
| $899K | ﹤0.01% |
7,594
+534
| +8% | +$61.5K |
|
2181
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$82.4M
| $898K | ﹤0.01% |
40,315
+1,161
| +3% | +$25.9K |
|
2182
Carlyle Secured Lending
CGBD
$764M
| $895K | ﹤0.01% |
71,575
+630
| +0.9% | +$8.65K |
|
2183
iShares S&P GSCI Commodity-Indexed Trust
GSG
$932M
| $894K | ﹤0.01% |
38,901
| – | – |
|
2184
Wendy's
WEN
$1.65B
| $893K | ﹤0.01% |
97,534
+33,726
| +53% | +$346K |
|
2185
PUT
Microsoft
MSFT
$3.69T
| $893K | ﹤0.01% |
219,300
+122,100
| +126% | +$62.3M |
|
2186
Skyworks Solutions
SWKS
$10.5B
| $893K | ﹤0.01% |
11,599
+2,333
| +25% | +$174K |
|
2187
VanEck Bitcoin Trust
HODL
$1.06B
| $892K | ﹤0.01% |
27,565
+5,436
| +25% | +$176K |
|
2188
PUT
UnitedHealth
UNH
$358B
| $891K | ﹤0.01% |
+78,000
| New | +$23.6M |
|
2189
Equity Residential
EQR
$24.2B
| $890K | ﹤0.01% |
13,754
+63
| +0.5% | +$4.12K |
|
2190
WEX
WEX
$6.48B
| $888K | ﹤0.01% |
5,635
+354
| +7% | +$58.6K |
|
2191
Aaon
AAON
$7.03B
| $885K | ﹤0.01% |
9,471
-2,435
| -20% | -$199K |
|
|
CBNA
2192
Chain Bridge Bancorp
CBNA
$314M
| $883K | ﹤0.01% |
26,980
| – | – |
|
2193
Gildan
GIL
$10.6B
| $881K | ﹤0.01% |
15,246
-329
| -2% | -$17.6K |
|
2194
Dycom Industries
DY
$12.3B
| $881K | ﹤0.01% |
3,020
+709
| +31% | +$186K |
|
2195
Genworth Financial
GNW
$3.79B
| $881K | ﹤0.01% |
98,981
+71,800
| +264% | +$592K |
|
2196
Pembina Pipeline
PBA
$28.4B
| $880K | ﹤0.01% |
21,755
-3,591
| -14% | -$136K |
|
2197
Avista
AVA
$3.23B
| $878K | ﹤0.01% |
23,232
+327
| +1% | +$12.2K |
|
2198
BOK Financial
BOKF
$8.85B
| $877K | ﹤0.01% |
7,872
-60
| -0.8% | -$6.41K |
|
|
HIMU
2199
iShares High Yield Muni Active ETF
HIMU
$2.44B
| $874K | ﹤0.01% |
17,761
+5,309
| +43% | +$255K |
|
|
CPTL
2200
Global X Funds Global X Morningstar Capital Allocation Leaders ETF
CPTL
$120M
| $870K | ﹤0.01% |
20,155
-331
| -2% | -$13.8K |
|
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.