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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 | |
|---|---|---|---|---|---|---|
2826
Kite Realty
KRG
$5.36B
| $389K | ﹤0.01% |
16,221
-794
| -5% | -$18K |
|
|
SEI
2827
Solaris Energy Infrastructure
SEI
$3.82B
| $388K | ﹤0.01% |
8,451
-83,556
| -91% | -$4.04M |
|
2828
Wave Life Sciences
WVE
$1.2B
| $388K | ﹤0.01% |
22,830
+10,666
| +88% | +$108K |
|
2829
iShares MSCI Finland ETF
EFNL
$248M
| $388K | ﹤0.01% |
8,108
+134
| +2% | +$6.06K |
|
|
SYSB
2830
iShares Systematic Bond ETF
SYSB
$1.17B
| $387K | ﹤0.01% |
+4,317
| New | +$389K |
|
2831
Axos Financial
AX
$5.68B
| $387K | ﹤0.01% |
4,492
-95
| -2% | -$7.82K |
|
2832
Home BancShares
HOMB
$6.18B
| $386K | ﹤0.01% |
13,901
-453
| -3% | -$12.6K |
|
2833
SiriusPoint
SPNT
$2.68B
| $386K | ﹤0.01% |
17,627
-173
| -1% | -$3.47K |
|
2834
WisdomTree International High Dividend Fund
DTH
$663M
| $386K | ﹤0.01% |
7,475
-264
| -3% | -$13.1K |
|
2835
C&F Financial
CFFI
$286M
| $384K | ﹤0.01% |
5,296
-314
| -6% | -$21.9K |
|
|
GTEN
2836
Gores Holdings X
GTEN
$476M
| $384K | ﹤0.01% |
37,499
-88,900
| -70% | -$918K |
|
2837
Perdoceo Education
PRDO
$2.12B
| $384K | ﹤0.01% |
13,081
+146
| +1% | +$4.61K |
|
2838
Woori Financial
WF
$17.6B
| $383K | ﹤0.01% |
6,517
-149
| -2% | -$8.3K |
|
2839
Tootsie Roll Industries
TR
$2.98B
| $382K | ﹤0.01% |
10,731
-31,777
| -75% | -$1.2M |
|
2840
Innodata
INOD
$2.04B
| $381K | ﹤0.01% |
7,479
+3,329
| +80% | +$217K |
|
|
ORR
2841
Militia Long/Short Equity ETF
ORR
$360M
| $380K | ﹤0.01% |
+11,138
| New | +$362K |
|
2842
Element Solutions
ESI
$9.23B
| $379K | ﹤0.01% |
15,147
-291
| -2% | -$7.56K |
|
2843
BlackRock Resources & Commodities Strategy Trust
BCX
$923M
| $378K | ﹤0.01% |
34,403
+10,000
| +41% | +$103K |
|
2844
Alkermes
ALKS
$8.25B
| $378K | ﹤0.01% |
13,494
-61
| -0.5% | -$1.83K |
|
2845
Semtech
SMTC
$13B
| $377K | ﹤0.01% |
5,120
+1,164
| +29% | +$82.6K |
|
|
CPSD
2846
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.8M
| $377K | ﹤0.01% |
14,486
| – | – |
|
2847
Establishment Labs
ESTA
$2.28B
| $377K | ﹤0.01% |
5,167
-1,829
| -26% | -$110K |
|
2848
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
| $376K | ﹤0.01% |
11,233
+104
| +0.9% | +$3.51K |
|
|
NODE
2849
VanEck Onchain Economy ETF
NODE
$64.4M
| $375K | ﹤0.01% |
+10,783
| New | +$438K |
|
2850
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$776M
| $375K | ﹤0.01% |
1,779
+1
| +0.1% | +$207 |
|
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.