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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 | |
|---|---|---|---|---|---|---|
2376
Artisan Partners
APAM
$3.03B
| $680K | ﹤0.01% |
15,674
+253
| +2% | +$11.7K |
|
2377
Visteon
VC
$2.86B
| $677K | ﹤0.01% |
+5,648
| New | +$665K |
|
2378
VF Corp
VFC
$5.79B
| $676K | ﹤0.01% |
46,814
+2,342
| +5% | +$31.5K |
|
2379
Copa Holdings
CPA
$6.17B
| $675K | ﹤0.01% |
5,677
+1,063
| +23% | +$122K |
|
2380
Rocket Companies
RKT
$42.6B
| $674K | ﹤0.01% |
34,801
+22,116
| +174% | +$386K |
|
2381
iShares US Pharmaceuticals ETF
IHE
$1.65B
| $673K | ﹤0.01% |
9,278
-4,788
| -34% | -$330K |
|
2382
Panagram AAA CLO ETF
CLOX
$323M
| $671K | ﹤0.01% |
26,253
+7,190
| +38% | +$184K |
|
2383
Flowers Foods
FLO
$1.6B
| $671K | ﹤0.01% |
51,432
-10,632
| -17% | -$161K |
|
2384
GameStop
GME
$8.33B
| $670K | ﹤0.01% |
24,566
+1,412
| +6% | +$33.5K |
|
|
TEM
2385
Tempus AI
TEM
$9.8B
| $670K | ﹤0.01% |
8,301
-10,410
| -56% | -$729K |
|
2386
Shake Shack
SHAK
$2.98B
| $669K | ﹤0.01% |
7,146
-224
| -3% | -$25.7K |
|
2387
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$112M
| $668K | ﹤0.01% |
30,666
+484
| +2% | +$10.5K |
|
|
BBBY
2388
Bed Bath & Beyond
BBBY
$423M
| $667K | ﹤0.01% |
74,950
-10,028
| -12% | -$82.9K |
|
2389
Provident Financial Services
PFS
$3.26B
| $667K | ﹤0.01% |
34,588
+672
| +2% | +$12.8K |
|
2390
Aurora
AUR
$13.4B
| $665K | ﹤0.01% |
123,379
+26,359
| +27% | +$155K |
|
2391
PVH
PVH
$3.77B
| $664K | ﹤0.01% |
7,930
-726
| -8% | -$57K |
|
2392
BNY Mellon High Yield Beta ETF
BKHY
$161M
| $664K | ﹤0.01% |
13,625
+520
| +4% | +$25.1K |
|
2393
Wyndham Hotels & Resorts
WH
$5.51B
| $662K | ﹤0.01% |
8,283
-174
| -2% | -$15K |
|
2394
Knife River
KNF
$3.74B
| $662K | ﹤0.01% |
8,606
-8
| -0.1% | -$653 |
|
2395
EastGroup Properties
EGP
$11B
| $661K | ﹤0.01% |
3,905
+472
| +14% | +$78.3K |
|
2396
iShares Residential and Multisector Real Estate ETF
REZ
$861M
| $661K | ﹤0.01% |
7,777
-246
| -3% | -$20.5K |
|
2397
Ovintiv
OVV
$17.2B
| $660K | ﹤0.01% |
16,352
-315
| -2% | -$12.8K |
|
2398
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$194M
| $660K | ﹤0.01% |
10,133
+2,023
| +25% | +$131K |
|
2399
First Trust Natural Gas ETF
FCG
$639M
| $660K | ﹤0.01% |
28,080
+1,122
| +4% | +$26.3K |
|
|
INVN
2400
Alger Russell Innovation ETF
INVN
$9.31M
| $659K | ﹤0.01% |
31,550
-9,142
| -22% | -$184K |
|
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.