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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$88.1B
AUM Growth
+$8.25B
(+10%)
Cap. Flow
+$2.8B
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Avg Time Held Equity + Options
17.1
quarters
Top 10 Avg Time Held Equity + Options
14.8
quarters
Top 20 Avg Time Held Equity + Options
17.2
quarters
Avg Time Held Equity only
17.8
quarters
Top 10 Avg Time Held Equity only
16
quarters
Top 20 Avg Time Held Equity only
17.2
quarters
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 | Miscellaneous | 46.7% |
| 2 | Technology | 13.98% |
| 3 | Financials | 9.69% |
| 4 | Consumer Discretionary | 5.72% |
| 5 | Healthcare | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.91T
| $2.87B | 3.25% |
11,251,676
+316,178
| +3% | +$71.4M |
2020 Q1
22 quarters
|
|
2
Microsoft
MSFT
$3.97T
| $2.6B | 2.96% |
5,026,020
+49,006
| +1% | +$25M |
2024 Q4
3 quarters
|
|
3
iShares Core S&P 500 ETF
IVV
$899B
| $1.75B | 1.99% |
2,615,857
+48,260
| +2% | +$31.1M |
2013 Q2
49 quarters
|
|
4
Vanguard S&P 500 ETF
VOO
$1.06T
| $1.63B | 1.85% |
2,656,702
+99,430
| +4% | +$58.6M |
2021 Q1
18 quarters
|
|
5
NVIDIA
NVDA
$5.54T
| $1.41B | 1.6% |
7,552,277
+232,390
| +3% | +$40.5M |
2014 Q1
46 quarters
|
|
|
6
Berkshire Hathaway Class A
BRK.A
$1.11T
| $1.38B | 1.57% |
1,829
-49
| -3% | -$35.6M |
2020 Q1
22 quarters
|
|
7
State Street SPDR S&P 500 ETF Trust
SPY
$833B
| $1.35B | 1.53% |
2,022,179
+49,634
| +3% | +$31.8M |
2013 Q2
49 quarters
|
|
|
8
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.26B | 1.43% |
2,511,835
+37,289
| +2% | +$18.1M |
2020 Q1
22 quarters
|
|
9
Amazon
AMZN
$2.83T
| $1.21B | 1.37% |
5,488,859
+72,799
| +1% | +$16.5M |
2020 Q1
22 quarters
|
|
10
Alphabet (Google) Class A
GOOGL
$4.3T
| $975M | 1.11% |
4,009,035
+53,825
| +1% | +$11.3M |
2015 Q4
39 quarters
|
|
11
ExxonMobil
XOM
$695B
| $928M | 1.05% |
8,227,390
+185,467
| +2% | +$20.6M |
2013 Q2
49 quarters
|
|
12
JPMorgan Chase
JPM
$885B
| $859M | 0.97% |
2,721,718
+15,041
| +0.6% | +$4.47M |
2017 Q3
32 quarters
|
|
13
Vanguard Morningstar Growth ETF
VUG
$237B
| $766M | 0.87% |
9,580,062
+267,630
| +3% | +$20.5M |
2021 Q1
18 quarters
|
|
14
Johnson & Johnson
JNJ
$630B
| $737M | 0.84% |
3,972,159
-5,270
| -0.1% | -$903K |
2013 Q2
49 quarters
|
|
15
Invesco QQQ Trust
QQQ
$507B
| $722M | 0.82% |
1,201,723
+56,989
| +5% | +$32.6M |
2024 Q2
5 quarters
|
|
|
16
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
| $716M | 0.81% |
2,182,592
+464,864
| +27% | +$147M |
2021 Q1
18 quarters
|
|
17
Broadcom
AVGO
$1.73T
| $713M | 0.81% |
2,160,641
-59,179
| -3% | -$18.2M |
2018 Q2
29 quarters
|
|
|
18
SharkNinja
SN
$26.1B
| $653M | 0.74% |
6,329,649
-717,901
| -10% | -$82M |
2023 Q3
8 quarters
|
|
19
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $651M | 0.74% |
10,863,869
+938,633
| +9% | +$54.7M |
2021 Q1
18 quarters
|
|
20
Vanguard Morningstar Value ETF
VTV
$189B
| $607M | 0.69% |
3,252,212
+118,239
| +4% | +$21.4M |
2021 Q1
18 quarters
|
|
21
iShares Russell 1000 Growth ETF
IWF
$130B
| $604M | 0.69% |
5,161,976
+480,276
| +10% | +$53.5M |
2013 Q2
49 quarters
|
|
22
Meta Platforms (Facebook)
META
$1.83T
| $566M | 0.64% |
770,421
+48,911
| +7% | +$36.4M |
2013 Q2
49 quarters
|
|
|
23
Alphabet (Google) Class C
GOOG
$4.25T
| $535M | 0.61% |
2,194,786
+49,159
| +2% | +$10.3M |
2015 Q4
39 quarters
|
|
24
SPDR Gold Trust
GLD
$142B
| $534M | 0.61% |
1,501,749
+28,848
| +2% | +$9.19M |
2013 Q2
49 quarters
|
|
25
Schwab International Equity ETF
SCHF
$67.6B
| $522M | 0.59% |
22,411,217
+488,836
| +2% | +$11M |
2013 Q2
49 quarters
|
|
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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 $2.8B 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 Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.
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.