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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+3.03%
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
$91.4B
AUM Growth
+$3.36B
Cap. Flow
+$1.71B
Cap. Flow %
1.87%
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$396M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$186M
3
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

Rank Stock Value
1
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$114M
2
LYB icon
LyondellBasell Industries
LYB
+$104M
3
KVUE icon
Kenvue
KVUE
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

Rank Sector Weight
1 Technology 13.28%
2 Financials 9.68%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RQI icon
2501
Cohen & Steers Quality Income Realty Fund
RQI
$1.68B
$580K ﹤0.01%
50,749
-17,463
-26% -$208K
ABG icon
2502
Asbury Automotive
ABG
$3.78B
$579K ﹤0.01%
2,492
-18
-0.7% -$4.26K
IVT icon
2503
InvenTrust Properties
IVT
$2.56B
$579K ﹤0.01%
20,535
-20,040
-49% -$564K
CACC icon
2504
Credit Acceptance
CACC
$6.03B
$579K ﹤0.01%
1,305
+240
+23% +$111K
PAG icon
2505
Penske Automotive Group
PAG
$14.2B
$578K ﹤0.01%
3,649
+106
+3% +$17.4K
UTL icon
2506
Unitil
UTL
$966M
$574K ﹤0.01%
11,844
-55
-0.5% -$2.68K
FSTA icon
2507
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$571K ﹤0.01%
11,613
+84
+0.7% +$4.17K
HEI.A icon
2508
HEICO Corp Class A
HEI.A
$37B
$571K ﹤0.01%
2,262
-268
-11% -$66.2K
ALTO icon
2509
Alto Ingredients
ALTO
$328M
$569K ﹤0.01%
197,727
– –
PBP icon
2510
Invesco S&P 500 BuyWrite ETF
PBP
$362M
$568K ﹤0.01%
24,888
– –
ARMK icon
2511
Aramark
ARMK
$14.6B
$567K ﹤0.01%
15,390
+1,833
+14% +$69.9K
IFF icon
2512
International Flavors & Fragrances
IFF
$21.7B
$567K ﹤0.01%
8,411
-3,114
-27% -$202K
PBE icon
2513
Invesco Biotechnology & Genome ETF
PBE
$358M
$566K ﹤0.01%
6,892
+5
+0.1% +$387
IRT icon
2514
Independence Realty Trust
IRT
$3.94B
$566K ﹤0.01%
32,377
-4,039
-11% -$67K
BDJ icon
2515
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
$566K ﹤0.01%
59,698
+23,752
+66% +$216K
VIOV icon
2516
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
$566K ﹤0.01%
5,787
-258
-4% -$24.9K
CRPT icon
2517
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$82.3M
$564K ﹤0.01%
37,599
-2,716
-7% -$51.6K
RGEN icon
2518
Repligen
RGEN
$9.21B
$563K ﹤0.01%
3,436
+529
+18% +$82.9K
FETH
2519
Fidelity Ethereum Fund
FETH
$1.01B
$563K ﹤0.01%
19,011
+6,149
+48% +$212K
VTES icon
2520
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$560K ﹤0.01%
5,514
+3,367
+157% +$342K
LABU icon
2521
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$637M
$559K ﹤0.01%
3,510
+1,000
+40% +$137K
BLFY
2522
DELISTED
Blue Foundry Bancorp
BLFY
$559K ﹤0.01%
44,982
+8,557
+23% +$85.4K
FR icon
2523
First Industrial Realty Trust
FR
$8.36B
$558K ﹤0.01%
9,737
+1,666
+21% +$93K
FUL icon
2524
H.B. Fuller
FUL
$3.29B
$557K ﹤0.01%
9,373
-1,282
-12% -$75.3K
HCI icon
2525
HCI Group
HCI
$2.36B
$557K ﹤0.01%
2,907
-718
-20% -$135K
99 100
101
102 103

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HighTower Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HighTower Advisors held 4,048 positions worth $91.4B, up 3.8% from $88.1B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q4 2025 filing shows 242 new, 1,657 increased, 1,589 reduced and 404 closed positions. Its largest new stake was Equable Shares Hedged Equity ETF: 2,324,312 shares worth $68.2M. The largest sale was Schwab US Mid-Cap ETF, an estimated $114M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q4 2025 buy was Equable Shares Hedged Equity ETF: 2,324,312 shares worth $68.2M.
  • HighTower Advisors added most to Meta Platforms (Facebook) in Q4 2025, an estimated $396M increase.
  • HighTower Advisors's biggest Q4 2025 reduction was Schwab US Mid-Cap ETF, cutting an estimated $114M.
  • HighTower Advisors fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $18.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $91.4B portfolio in Q4 2025.
  • HighTower Advisors opened 242 new positions and closed 404 in Q4 2025.
  • HighTower Advisors's portfolio value rose 3.8% quarter-over-quarter to $91.4B.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.