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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 | |
|---|---|---|---|---|---|---|
2451
Crocs
CROX
$6.36B
| $612K | ﹤0.01% |
7,322
+1,091
| +18% | +$99.6K |
|
2452
Federated Hermes US Strategic Dividend ETF
FDV
$905M
| $611K | ﹤0.01% |
21,366
+644
| +3% | +$18.3K |
|
2453
Invesco Solar ETF
TAN
$1.38B
| $611K | ﹤0.01% |
14,000
+1,883
| +16% | +$75.2K |
|
|
WCLD
2454
WisdomTree Cloud Computing Fund
WCLD
$319M
| $610K | ﹤0.01% |
17,358
-5,692
| -25% | -$201K |
|
2455
Saia
SAIA
$10.1B
| $609K | ﹤0.01% |
2,036
+47
| +2% | +$14.2K |
|
2456
AppFolio
APPF
$7.22B
| $609K | ﹤0.01% |
2,209
-342
| -13% | -$92.4K |
|
|
HPI
2457
John Hancock Preferred Income Fund
HPI
$433M
| $609K | ﹤0.01% |
35,116
+9,269
| +36% | +$151K |
|
2458
Global X SuperDividend ETF
SDIV
$1.21B
| $609K | ﹤0.01% |
25,388
+141
| +0.6% | +$3.32K |
|
2459
Zillow
ZG
$8.15B
| $608K | ﹤0.01% |
8,168
+58
| +0.7% | +$4.57K |
|
2460
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$933M
| $606K | ﹤0.01% |
28,042
+10,511
| +60% | +$224K |
|
2461
NewMarket
NEU
$8.72B
| $605K | ﹤0.01% |
730
+88
| +14% | +$67.8K |
|
|
ECHO
2462
EchoStar
ECHO
$26.6B
| $605K | ﹤0.01% |
7,924
-2,954
| -27% | -$134K |
|
2463
Brunswick
BC
$5.29B
| $605K | ﹤0.01% |
9,568
+2,026
| +27% | +$126K |
|
2464
Nuveen California Quality Municipal Income Fund
NAC
$1.87B
| $604K | ﹤0.01% |
52,557
+4,067
| +8% | +$45.6K |
|
2465
Nordic American Tanker
NAT
$1.4B
| $603K | ﹤0.01% |
192,047
-6,648
| -3% | -$19.6K |
|
|
STRK
2466
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$489M
| $603K | ﹤0.01% |
6,575
+3,005
| +84% | +$313K |
|
2467
FirstService
FSV
$6.18B
| $602K | ﹤0.01% |
3,162
+126
| +4% | +$24.4K |
|
2468
VanEck Short High Yield Muni ETF
SHYD
$456M
| $602K | ﹤0.01% |
26,292
+4,425
| +20% | +$100K |
|
2469
Badger Meter
BMI
$3.78B
| $601K | ﹤0.01% |
3,366
-2,268
| -40% | -$446K |
|
2470
Trex
TREX
$5.1B
| $601K | ﹤0.01% |
11,633
-68
| -0.6% | -$4.14K |
|
2471
Global X Lithium & Battery Tech ETF
LIT
$1.6B
| $601K | ﹤0.01% |
10,572
-1,469
| -12% | -$67.5K |
|
2472
ProShares Bitcoin Strategy ETF
BITO
$1.43B
| $601K | ﹤0.01% |
30,530
+1,939
| +7% | +$40.4K |
|
2473
e.l.f. Beauty
ELF
$5.43B
| $599K | ﹤0.01% |
4,521
-791
| -15% | -$97.6K |
|
2474
Independence Realty Trust
IRT
$4.01B
| $597K | ﹤0.01% |
36,416
-2,232
| -6% | -$38.7K |
|
2475
Organon & Co
OGN
$3.6B
| $597K | ﹤0.01% |
55,867
-97,979
| -64% | -$962K |
|
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.