We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
2701
Natural Resource Partners
NRP
$1.42B
| $454K | ﹤0.01% |
+4,351
| New | +$454K |
|
2702
Four Corners Property Trust
FCPT
$2.75B
| $453K | ﹤0.01% |
19,635
-2,811
| -13% | -$67K |
|
2703
Voya Financial
VOYA
$9.19B
| $452K | ﹤0.01% |
6,066
+849
| +16% | +$61.9K |
|
2704
JPMorgan Inflation Managed Bond ETF
JCPI
$871M
| $451K | ﹤0.01% |
9,362
-16,470
| -64% | -$801K |
|
2705
Mueller Water Products
MWA
$4.16B
| $450K | ﹤0.01% |
18,902
+41
| +0.2% | +$1.02K |
|
2706
Mattel
MAT
$4.23B
| $450K | ﹤0.01% |
22,672
-2,525
| -10% | -$48.8K |
|
|
EMO
2707
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.02B
| $449K | ﹤0.01% |
10,046
+262
| +3% | +$11.5K |
|
2708
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.1B
| $448K | ﹤0.01% |
9,198
+2,488
| +37% | +$120K |
|
|
NBXG
2709
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.2B
| $448K | ﹤0.01% |
31,011
-994
| -3% | -$14.7K |
|
2710
Toro Company
TTC
$9.49B
| $448K | ﹤0.01% |
5,688
-892
| -14% | -$65.9K |
|
2711
Supernus Pharmaceuticals
SUPN
$2.77B
| $447K | ﹤0.01% |
8,995
+2,092
| +30% | +$102K |
|
2712
Invesco Russell 1000 Equal Weight ETF
EQAL
$838M
| $447K | ﹤0.01% |
8,485
+2,643
| +45% | +$138K |
|
2713
CleanSpark
CLSK
$3.16B
| $446K | ﹤0.01% |
44,071
-162,227
| -79% | -$2.43M |
|
2714
Renasant Corp
RNST
$3.91B
| $446K | ﹤0.01% |
12,652
+881
| +7% | +$31.2K |
|
2715
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
| $445K | ﹤0.01% |
4,696
-8,425
| -64% | -$800K |
|
2716
Outfront Media
OUT
$5.5B
| $443K | ﹤0.01% |
18,396
+1,528
| +9% | +$31.8K |
|
2717
The RealReal
REAL
$1.5B
| $442K | ﹤0.01% |
28,042
+6,213
| +28% | +$81.1K |
|
2718
Granite Ridge Resources
GRNT
$644M
| $442K | ﹤0.01% |
94,029
-381
| -0.4% | -$1.97K |
|
|
BTCI
2719
NEOS Bitcoin High Income ETF
BTCI
$1.12B
| $442K | ﹤0.01% |
10,039
+6,135
| +157% | +$316K |
|
2720
iShares Morningstar Small-Cap Value ETF
ISCV
$706M
| $441K | ﹤0.01% |
6,441
-28
| -0.4% | -$1.89K |
|
2721
Schwab High Yield Bond ETF
SCYB
$2.75B
| $441K | ﹤0.01% |
+16,674
| New | +$441K |
|
2722
Enphase Energy
ENPH
$5.53B
| $440K | ﹤0.01% |
13,720
-2,625
| -16% | -$85K |
|
2723
Amplitude
AMPL
$1.41B
| $438K | ﹤0.01% |
37,791
+1,607
| +4% | +$16.9K |
|
2724
T. Rowe Price Value ETF
TVAL
$1.02B
| $437K | ﹤0.01% |
12,416
+1,651
| +15% | +$57.2K |
|
2725
Precigen
PGEN
$2.59B
| $437K | ﹤0.01% |
104,560
+4,249
| +4% | +$16.4K |
|
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.