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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 | |
|---|---|---|---|---|---|---|
2801
Precision Optics
POCI
$46.2M
| $404K | ﹤0.01% |
96,565
| – | – |
|
2802
Celanese
CE
$4.82B
| $403K | ﹤0.01% |
9,541
-713
| -7% | -$29.1K |
|
2803
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
| $403K | ﹤0.01% |
34,098
-18,459
| -35% | -$218K |
|
2804
Nuveen ESG Large-Cap ETF
NULC
$72.8M
| $403K | ﹤0.01% |
8,414
+2,178
| +35% | +$113K |
|
2805
QuantumScape Corp
QS
$3.74B
| $403K | ﹤0.01% |
38,630
+2,607
| +7% | +$35.9K |
|
2806
BILL Holdings
BILL
$4.78B
| $402K | ﹤0.01% |
7,370
+107
| +1% | +$5.5K |
|
2807
Zillow
ZG
$7.63B
| $402K | ﹤0.01% |
5,889
-2,279
| -28% | -$160K |
|
2808
iShares MSCI South Africa ETF
EZA
$578M
| $401K | ﹤0.01% |
5,823
+923
| +19% | +$61.2K |
|
2809
Asana
ASAN
$2.13B
| $400K | ﹤0.01% |
29,198
-5,770
| -17% | -$79.3K |
|
2810
Murphy Oil
MUR
$4.78B
| $400K | ﹤0.01% |
+12,805
| New | +$385K |
|
2811
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$640M
| $400K | ﹤0.01% |
12,612
+3,778
| +43% | +$119K |
|
2812
Direxion Daily Technology Bull 3x ETF
TECL
$6.21B
| $399K | ﹤0.01% |
+3,396
| New | +$434K |
|
2813
Calumet Specialty Products
CLMT
$3.44B
| $398K | ﹤0.01% |
+20,037
| New | +$386K |
|
2814
Tencent Music
TME
$15.6B
| $398K | ﹤0.01% |
22,705
+5,026
| +28% | +$102K |
|
2815
Syndax Pharmaceuticals
SNDX
$1.82B
| $398K | ﹤0.01% |
18,940
+1,517
| +9% | +$26.5K |
|
2816
Avient
AVNT
$4.19B
| $398K | ﹤0.01% |
12,733
-828
| -6% | -$25.6K |
|
2817
Boot Barn
BOOT
$4.95B
| $397K | ﹤0.01% |
2,250
-4,455
| -66% | -$831K |
|
|
FITE
2818
State Street SPDR S&P Kensho Future Security ETF
FITE
$155M
| $397K | ﹤0.01% |
4,653
-80
| -2% | -$6.88K |
|
2819
SentinelOne
S
$7.34B
| $395K | ﹤0.01% |
26,316
-5,520
| -17% | -$90.4K |
|
2820
BlackRock Health Sciences Trust II
BMEZ
$998M
| $394K | ﹤0.01% |
+26,151
| New | +$393K |
|
2821
PBF Energy
PBF
$7.31B
| $393K | ﹤0.01% |
14,486
+7,581
| +110% | +$243K |
|
2822
iShares MSCI Belgium ETF
EWK
$165M
| $392K | ﹤0.01% |
16,149
-44
| -0.3% | -$1.05K |
|
|
NNOV
2823
Innovator Growth-100 Power Buffer ETF - November
NNOV
$88.8M
| $391K | ﹤0.01% |
13,638
+2,084
| +18% | +$59.6K |
|
2824
Nuveen ESG Mid-Cap Growth ETF
NUMG
$367M
| $391K | ﹤0.01% |
8,194
-330
| -4% | -$15.8K |
|
|
WCLD
2825
WisdomTree Cloud Computing Fund
WCLD
$297M
| $391K | ﹤0.01% |
11,163
-6,195
| -36% | -$217K |
|
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.