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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 | |
|---|---|---|---|---|---|---|
2276
Pearson
PSO
$9.78B
| $789K | ﹤0.01% |
55,738
+1,426
| +3% | +$20.5K |
|
2277
Clarivate
CLVT
$1.25B
| $786K | ﹤0.01% |
205,134
-18,921
| -8% | -$79.5K |
|
2278
Insulet
PODD
$10.2B
| $785K | ﹤0.01% |
2,544
-4,442
| -64% | -$1.39M |
|
2279
WisdomTree International Equity Fund
DWM
$694M
| $785K | ﹤0.01% |
11,856
-283
| -2% | -$18.4K |
|
2280
Glacier Bancorp
GBCI
$6.48B
| $783K | ﹤0.01% |
16,095
+1,552
| +11% | +$72.8K |
|
2281
Atkore
ATKR
$3.17B
| $783K | ﹤0.01% |
12,480
-4
| -0% | -$261 |
|
2282
ALPS Smith Core Plus Bond ETF
SMTH
$2.99B
| $782K | ﹤0.01% |
+29,912
| New | +$776K |
|
2283
Neuberger Small-Mid Cap ETF
NBSM
$119M
| $780K | ﹤0.01% |
+30,794
| New | +$789K |
|
2284
FreightCar America
RAIL
$243M
| $780K | ﹤0.01% |
79,748
+863
| +1% | +$8.24K |
|
2285
KT
KT
$9.03B
| $780K | ﹤0.01% |
39,993
+44
| +0.1% | +$897 |
|
2286
Ericsson
ERIC
$33.6B
| $778K | ﹤0.01% |
94,057
-142
| -0.2% | -$1.11K |
|
|
JBTM
2287
JBT Marel
JBTM
$6.1B
| $777K | ﹤0.01% |
5,535
-7,039
| -56% | -$962K |
|
|
CUK
2288
DELISTED
Carnival PLC
CUK
| $776K | ﹤0.01% |
+29,342
| New | +$809K |
|
|
BSMY
2289
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$140M
| $773K | ﹤0.01% |
31,778
+15,191
| +92% | +$362K |
|
2290
Old Second Bancorp
OSBC
$1.31B
| $773K | ﹤0.01% |
44,728
+422
| +1% | +$7.6K |
|
|
LOUP
2291
Innovator Deepwater Frontier Tech ETF
LOUP
$228M
| $772K | ﹤0.01% |
10,452
+5,780
| +124% | +$382K |
|
2292
Strategas Macro Momentum ETF
SAMM
$30.5M
| $770K | ﹤0.01% |
26,687
+1,585
| +6% | +$43.9K |
|
2293
Landstar System
LSTR
$6.4B
| $770K | ﹤0.01% |
6,279
-3,437
| -35% | -$456K |
|
2294
SoundHound AI
SOUN
$3.32B
| $765K | ﹤0.01% |
47,585
-43,052
| -47% | -$571K |
|
2295
Equity Lifestyle Properties
ELS
$12.6B
| $765K | ﹤0.01% |
12,605
+2,608
| +26% | +$158K |
|
2296
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.78B
| $765K | ﹤0.01% |
18,248
+4,184
| +30% | +$170K |
|
2297
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
| $763K | ﹤0.01% |
17,498
+12,617
| +258% | +$538K |
|
2298
C3.ai
AI
$1.58B
| $763K | ﹤0.01% |
43,977
-5,155
| -10% | -$108K |
|
2299
Camden Property Trust
CPT
$11.1B
| $762K | ﹤0.01% |
7,139
-5,069
| -42% | -$557K |
|
2300
Teleflex
TFX
$5.82B
| $760K | ﹤0.01% |
6,212
+856
| +16% | +$104K |
|
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.