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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 | |
|---|---|---|---|---|---|---|
2351
MKS Inc
MKSI
$20.7B
| $707K | ﹤0.01% |
5,714
+545
| +11% | +$58.1K |
|
2352
Navigator Holdings
NVGS
$1.27B
| $705K | ﹤0.01% |
45,521
-29,602
| -39% | -$473K |
|
2353
Everest Group
EG
$14B
| $705K | ﹤0.01% |
2,011
-2
| -0.1% | -$675 |
|
2354
First Trust Emerging Markets AlphaDEX Fund
FEM
$788M
| $704K | ﹤0.01% |
25,965
+787
| +3% | +$20.4K |
|
2355
Cytokinetics
CYTK
$10.2B
| $703K | ﹤0.01% |
12,800
+2,377
| +23% | +$97.9K |
|
|
PINC
2356
DELISTED
Premier
PINC
| $703K | ﹤0.01% |
25,287
-5,116
| -17% | -$124K |
|
2357
JPMorgan Income ETF
JPIE
$10.3B
| $703K | ﹤0.01% |
15,137
-148
| -1% | -$6.85K |
|
|
TMHC
2358
DELISTED
Taylor Morrison
TMHC
| $701K | ﹤0.01% |
10,619
+870
| +9% | +$57.3K |
|
2359
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
| $701K | ﹤0.01% |
15,095
+10
| +0.1% | +$430 |
|
2360
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.72B
| $700K | ﹤0.01% |
16,359
+5,691
| +53% | +$233K |
|
2361
Reaves Utility Income Fund
UTG
$3.69B
| $699K | ﹤0.01% |
17,642
+435
| +3% | +$16.4K |
|
2362
T. Rowe Price Growth Stock ETF
TGRW
$1.04B
| $699K | ﹤0.01% |
15,340
+3,440
| +29% | +$150K |
|
|
EH
2363
EHang Holdings
EH
$442M
| $698K | ﹤0.01% |
37,609
+10,510
| +39% | +$184K |
|
2364
Tradeweb Markets
TW
$22.3B
| $698K | ﹤0.01% |
6,287
-1,863
| -23% | -$239K |
|
2365
ENI
E
$79.1B
| $697K | ﹤0.01% |
19,945
+3,049
| +18% | +$105K |
|
2366
PTC
PTC
$16.7B
| $697K | ﹤0.01% |
3,432
+103
| +3% | +$21K |
|
2367
HCI Group
HCI
$2.32B
| $696K | ﹤0.01% |
3,625
+181
| +5% | +$28.7K |
|
2368
TD Synnex
SNX
$20.4B
| $695K | ﹤0.01% |
4,247
+626
| +17% | +$92.3K |
|
2369
MGE Energy Inc
MGEE
$3.06B
| $694K | ﹤0.01% |
8,242
+2,665
| +48% | +$227K |
|
2370
Innovator Growth Accelerated Plus ETF January
QTJA
$21.1M
| $693K | ﹤0.01% |
23,997
-2,202
| -8% | -$61.9K |
|
|
PRCS
2371
Parnassus Core Select ETF
PRCS
$181M
| $691K | ﹤0.01% |
26,395
+10,225
| +63% | +$265K |
|
2372
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
| $688K | ﹤0.01% |
15,465
-1,225
| -7% | -$53.2K |
|
2373
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.49B
| $684K | ﹤0.01% |
32,411
+15,630
| +93% | +$212K |
|
|
CWVX
2374
Tradr 2X Long CRWV Daily ETF
CWVX
$155M
| $684K | ﹤0.01% |
+6,700
| New | +$542K |
|
2375
Essent Group
ESNT
$6.23B
| $684K | ﹤0.01% |
10,753
+3,120
| +41% | +$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.