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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
+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
(+3.8%)
Cap. Flow
+$1.71B
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
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 Platforms (Facebook)
META
|
+$396M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$186M |
| 3 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$149M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$113M |
| 5 |
VanEck High Yield Muni ETF
HYD
|
+$111M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$114M |
| 2 |
LyondellBasell Industries
LYB
|
+$104M |
| 3 |
Kenvue
KVUE
|
+$100M |
| 4 |
Occidental Petroleum
OXY
|
+$91.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2626
Acushnet Holdings
GOLF
$5.37B
| $497K | ﹤0.01% |
6,232
-273
| -4% | -$22.2K |
|
2627
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
| $497K | ﹤0.01% |
4,210
-115
| -3% | -$13.4K |
|
2628
Revvity
RVTY
$12.9B
| $497K | ﹤0.01% |
5,141
+129
| +3% | +$12.4K |
|
2629
Freedom Day Dividend ETF
MBOX
$153M
| $497K | ﹤0.01% |
14,205
+81
| +0.6% | +$2.83K |
|
2630
Telus
TU
$15B
| $496K | ﹤0.01% |
37,668
+12,919
| +52% | +$182K |
|
2631
Zeta Global
ZETA
$6.82B
| $496K | ﹤0.01% |
24,354
-1,519
| -6% | -$28.4K |
|
|
MICC
2632
The Magnum Ice Cream Company N.V.
MICC
$11.7B
| $493K | ﹤0.01% |
+31,127
| New | +$488K |
|
2633
Glaukos
GKOS
$10.7B
| $493K | ﹤0.01% |
4,369
+256
| +6% | +$24.5K |
|
|
TBN
2634
Tamboran Resources
TBN
$1.24B
| $493K | ﹤0.01% |
+18,108
| New | +$460K |
|
|
DFSU
2635
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
| $493K | ﹤0.01% |
11,345
+20
| +0.2% | +$858 |
|
2636
Artisan Partners
APAM
$3.02B
| $492K | ﹤0.01% |
12,075
-3,599
| -23% | -$154K |
|
2637
Polaris
PII
$3.98B
| $492K | ﹤0.01% |
7,774
+747
| +11% | +$49.2K |
|
2638
VanEck Video Gaming and eSports ETF
ESPO
$259M
| $491K | ﹤0.01% |
4,737
+404
| +9% | +$45.1K |
|
2639
DNP Select Income Fund
DNP
$4.08B
| $491K | ﹤0.01% |
49,121
+9,001
| +22% | +$90.6K |
|
2640
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$528M
| $491K | ﹤0.01% |
6,560
-1,432
| -18% | -$110K |
|
2641
First Interstate BancSystem
FIBK
$3.56B
| $491K | ﹤0.01% |
14,177
+375
| +3% | +$12.3K |
|
|
XMAG
2642
Defiance Large Cap ex-Mag 7 ETF
XMAG
$175M
| $489K | ﹤0.01% |
+21,683
| New | +$485K |
|
2643
Alamo Group
ALG
$2.06B
| $489K | ﹤0.01% |
2,914
-124
| -4% | -$21.6K |
|
2644
VSE Corp
VSEC
$6.21B
| $489K | ﹤0.01% |
2,829
+139
| +5% | +$23.8K |
|
|
MASI
2645
DELISTED
Masimo
MASI
| $487K | ﹤0.01% |
3,747
-406
| -10% | -$58.1K |
|
2646
AngloGold Ashanti
AU
$48.4B
| $487K | ﹤0.01% |
5,712
-16,632
| -74% | -$1.3M |
|
2647
Grand Canyon Education
LOPE
$3.93B
| $484K | ﹤0.01% |
2,912
-483
| -14% | -$87.4K |
|
|
BLE
2648
DELISTED
BlackRock Municipal Income Trust II
BLE
| $484K | ﹤0.01% |
46,359
+5,815
| +14% | +$60.7K |
|
2649
ESAB
ESAB
$5.35B
| $484K | ﹤0.01% |
4,329
-655
| -13% | -$75K |
|
2650
FirstService
FSV
$6.3B
| $484K | ﹤0.01% |
3,110
-52
| -2% | -$8.46K |
|
Similar funds
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.