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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 | |
|---|---|---|---|---|---|---|
|
WSR
2676
DELISTED
Whitestone REIT
WSR
| $473K | ﹤0.01% |
34,035
+197
| +0.6% | +$2.54K |
|
2677
iShares MSCI Austria ETF
EWO
$186M
| $471K | ﹤0.01% |
13,286
| – | – |
|
2678
Tenaris
TS
$27.2B
| $471K | ﹤0.01% |
12,249
-4,091
| -25% | -$158K |
|
2679
Liberty Energy
LBRT
$3.41B
| $471K | ﹤0.01% |
25,495
+7,454
| +41% | +$125K |
|
2680
Sanmina
SANM
$11.1B
| $470K | ﹤0.01% |
3,135
+39
| +1% | +$5.76K |
|
|
BBBY
2681
Bed Bath & Beyond
BBBY
$441M
| $470K | ﹤0.01% |
85,993
+11,043
| +15% | +$80.1K |
|
2682
Nuveen Credit Strategies Income Fund
JQC
$712M
| $469K | ﹤0.01% |
93,479
+79,108
| +550% | +$402K |
|
2683
Gen Digital
GEN
$17.6B
| $469K | ﹤0.01% |
17,251
-346
| -2% | -$9.31K |
|
2684
ADMA Biologics
ADMA
$2.24B
| $469K | ﹤0.01% |
25,715
+1,618
| +7% | +$27.3K |
|
2685
NMI Holdings
NMIH
$3.32B
| $467K | ﹤0.01% |
11,454
-14
| -0.1% | -$529 |
|
|
JPUS
2686
JPMorgan Diversified Return US Equity ETF
JPUS
$466M
| $467K | ﹤0.01% |
3,768
+26
| +0.7% | +$3.21K |
|
2687
Kinross Gold
KGC
$32.3B
| $467K | ﹤0.01% |
16,569
-423
| -2% | -$11K |
|
2688
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.01B
| $467K | ﹤0.01% |
30,000
-1
| -0% | -$18 |
|
2689
American Homes 4 Rent
AMH
$12.3B
| $466K | ﹤0.01% |
14,527
+135
| +0.9% | +$4.33K |
|
2690
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$668M
| $466K | ﹤0.01% |
8,151
-1,585
| -16% | -$89.2K |
|
2691
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.32B
| $464K | ﹤0.01% |
2,103
+611
| +41% | +$133K |
|
2692
Boyd Gaming
BYD
$5.93B
| $462K | ﹤0.01% |
5,417
-47
| -0.9% | -$3.87K |
|
2693
Knight Transportation
KNX
$11.3B
| $462K | ﹤0.01% |
8,828
+1,973
| +29% | +$92.5K |
|
2694
Louisiana-Pacific
LPX
$5.31B
| $461K | ﹤0.01% |
5,714
-437
| -7% | -$36.9K |
|
2695
Pacer Data & Infrastructure Real Estate ETF
SRVR
$378M
| $461K | ﹤0.01% |
16,088
-2,066
| -11% | -$62.3K |
|
2696
First Trust S&P REIT Index Fund
FRI
$201M
| $460K | ﹤0.01% |
16,854
-2,954
| -15% | -$82K |
|
2697
Assured Guaranty
AGO
$3.38B
| $459K | ﹤0.01% |
5,111
+184
| +4% | +$15.9K |
|
2698
Barfresh Food Group
BRFH
$27.3M
| $458K | ﹤0.01% |
156,255
| – | – |
|
2699
Magna International
MGA
$18.7B
| $454K | ﹤0.01% |
8,527
+368
| +5% | +$18K |
|
2700
Harrow
HROW
$1.5B
| $454K | ﹤0.01% |
9,272
-14,264
| -61% | -$599K |
|
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.