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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
FDM icon
2776
First Trust Dow Jones Select MicroCap Index Fund
FDM
$271M
$417K ﹤0.01%
5,232
+848
+19% +$65.2K
TECB icon
2777
iShares US Tech Breakthrough Multisector ETF
TECB
$489M
$416K ﹤0.01%
6,828
+2
+0% +$123
BBEU icon
2778
JPMorgan BetaBuilders Europe ETF
BBEU
$9.54B
$415K ﹤0.01%
5,668
+2
+0% +$142
SOUN icon
2779
SoundHound AI
SOUN
$3.49B
$415K ﹤0.01%
41,667
-5,918
-12% -$85.2K
SCMB icon
2780
Schwab Municipal Bond ETF
SCMB
$3.98B
$415K ﹤0.01%
16,123
-2,782
-15% -$71.7K
DLO icon
2781
dLocal
DLO
$4.24B
$415K ﹤0.01%
29,353
+9,043
+45% +$128K
DJP icon
2782
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$414K ﹤0.01%
11,015
-349
-3% -$12.9K
IEV icon
2783
iShares Europe ETF
IEV
$1.7B
$413K ﹤0.01%
6,014
-1,216
-17% -$81.2K
LGLV icon
2784
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
$412K ﹤0.01%
2,347
– –
CORT icon
2785
Corcept Therapeutics
CORT
$12B
$411K ﹤0.01%
11,811
-35,093
-75% -$2.76M
WRBY icon
2786
Warby Parker
WRBY
$3.27B
$411K ﹤0.01%
18,859
+9,502
+102% +$207K
FMS icon
2787
Fresenius Medical Care
FMS
$12.9B
$411K ﹤0.01%
17,248
-342
-2% -$8.51K
GDOT icon
2788
Green Dot
GDOT
$745M
$411K ﹤0.01%
32,054
-5
-0% -$62
CII icon
2789
BlackRock Enhanced Captial and Income Fund
CII
$1.02B
$410K ﹤0.01%
17,545
-980
-5% -$23.2K
FSMD icon
2790
Fidelity Small-Mid Multifactor ETF
FSMD
$2.6B
$410K ﹤0.01%
9,291
+2,688
+41% +$118K
CDP icon
2791
COPT Defense Properties
CDP
$4.21B
$410K ﹤0.01%
14,745
-3,209
-18% -$92.5K
STXF
2792
Strive 500 ETF
STXF
$1.16B
$409K ﹤0.01%
+9,279
New +$406K
AAT
2793
American Assets Trust
AAT
$1.4B
$408K ﹤0.01%
21,560
+749
+4% +$14.5K
SQM icon
2794
Sociedad Química y Minera de Chile
SQM
$20.6B
$407K ﹤0.01%
+5,912
New +$326K
MOTI icon
2795
VanEck Morningstar International Moat ETF
MOTI
$76.9M
$407K ﹤0.01%
11,084
+1,048
+10% +$39.4K
WSBC icon
2796
WesBanco
WSBC
$4B
$406K ﹤0.01%
12,214
+2,462
+25% +$79.6K
FCPI icon
2797
Fidelity Stocks for Inflation ETF
FCPI
$283M
$406K ﹤0.01%
8,204
+40
+0.5% +$2K
IONS icon
2798
Ionis Pharmaceuticals
IONS
$9.4B
$405K ﹤0.01%
5,122
-336
-6% -$25.3K
LADR
2799
Ladder Capital
LADR
$1.24B
$405K ﹤0.01%
36,826
+1,611
+5% +$17.5K
DFEB icon
2800
FT Vest US Equity Deep Buffer ETF February
DFEB
$463M
$404K ﹤0.01%
8,470
-1,600
-16% -$75.2K
110 111
112
113 114

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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.