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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
FMAT icon
2651
Fidelity MSCI Materials Index ETF
FMAT
$616M
$483K ﹤0.01%
9,094
-1,013
-10% -$52.3K
LEA icon
2652
Lear
LEA
$8.02B
$483K ﹤0.01%
4,211
+530
+14% +$56.6K
LKFN icon
2653
Lakeland Financial Corp
LKFN
$1.52B
$482K ﹤0.01%
8,450
-124
-1% -$7.37K
SLM icon
2654
SLM Corp
SLM
$5.15B
$482K ﹤0.01%
17,811
-1,433
-7% -$39.3K
CHRD icon
2655
Chord Energy
CHRD
$7.66B
$482K ﹤0.01%
5,197
-196
-4% -$18.2K
AIRJ
2656
Montana Technologies Corp
AIRJ
$439M
$482K ﹤0.01%
122,226
+30,000
+33% +$130K
HNDL icon
2657
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$635M
$480K ﹤0.01%
21,811
+24
+0.1% +$533
JPSE icon
2658
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$603M
$480K ﹤0.01%
9,586
-26
-0.3% -$1.3K
ELME
2659
Elme Communities
ELME
$143M
$480K ﹤0.01%
27,564
-210
-0.8% -$3.56K
FOXA icon
2660
Fox Class A
FOXA
$26.5B
$479K ﹤0.01%
6,553
+50
+0.8% +$3.27K
ARE icon
2661
Alexandria Real Estate Equities
ARE
$8.32B
$479K ﹤0.01%
9,782
-4,701
-32% -$277K
DFE icon
2662
WisdomTree Europe SmallCap Dividend Fund
DFE
$169M
$478K ﹤0.01%
6,661
-3,886
-37% -$271K
CSW
2663
CSW Industrials
CSW
$5.65B
$478K ﹤0.01%
1,629
-81
-5% -$21.6K
DBJP icon
2664
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$709M
$478K ﹤0.01%
5,050
– –
EJUL icon
2665
Innovator Emerging Markets Power Buffer ETF July
EJUL
$186M
$478K ﹤0.01%
16,122
– –
HYBL icon
2666
State Street Blackstone High Income ETF
HYBL
$574M
$478K ﹤0.01%
16,804
+139
+0.8% +$3.95K
IYLD icon
2667
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
$477K ﹤0.01%
22,268
+3
+0% +$64
WQTM
2668
WisdomTree Quantum Computing Fund
WQTM
$318M
$477K ﹤0.01%
+18,424
New +$504K
QWLD
2669
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$179M
$477K ﹤0.01%
3,327
+34
+1% +$4.81K
HPI
2670
John Hancock Preferred Income Fund
HPI
$432M
$476K ﹤0.01%
29,371
-5,745
-16% -$97.6K
NIC icon
2671
Nicolet Bankshares
NIC
$3.6B
$475K ﹤0.01%
3,919
-29
-0.7% -$3.67K
RIGL icon
2672
Rigel Pharmaceuticals
RIGL
$750M
$475K ﹤0.01%
+11,088
New +$418K
BTX
2673
BlackRock Technology and Private Equity Term Trust
BTX
$1.01B
$474K ﹤0.01%
71,896
+146
+0.2% +$982
TIGR
2674
UP Fintech Holding
TIGR
$851M
$473K ﹤0.01%
49,495
-4,717
-9% -$45K
DMLP icon
2675
Dorchester Minerals
DMLP
$1.28B
$473K ﹤0.01%
21,145
+6,413
+44% +$150K
105 106
107
108 109

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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.