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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 | |
|---|---|---|---|---|---|---|
2851
Logitech
LOGI
$15.2B
| $375K | ﹤0.01% |
3,737
-78
| -2% | -$8.77K |
|
2852
Grab
GRAB
$14.9B
| $374K | ﹤0.01% |
75,030
-15,903
| -17% | -$87.9K |
|
2853
Opendoor
OPEN
$3.38B
| $374K | ﹤0.01% |
64,137
+1,576
| +3% | +$11.3K |
|
2854
Flux Power
FLUX
$11.4M
| $374K | ﹤0.01% |
294,312
| – | – |
|
2855
iShares MSCI Peru and Global Exposure ETF
EPU
$558M
| $374K | ﹤0.01% |
5,164
+173
| +3% | +$11.2K |
|
|
DDFN
2856
Innovator Equity Dual Directional 15 Buffer ETF - November
DDFN
$75.3M
| $374K | ﹤0.01% |
+19,487
| New | +$371K |
|
2857
Sphere Entertainment
SPHR
$5.73B
| $373K | ﹤0.01% |
3,923
-4,332
| -52% | -$330K |
|
2858
Hamilton Lane
HLNE
$5.57B
| $373K | ﹤0.01% |
2,775
-311
| -10% | -$39.1K |
|
2859
Consolidated Water Co
CWCO
$488M
| $372K | ﹤0.01% |
10,532
-84
| -0.8% | -$2.93K |
|
2860
Camtek
CAMT
$7.25B
| $371K | ﹤0.01% |
3,485
-7,758
| -69% | -$871K |
|
|
AIFD
2861
TCW Artificial Intelligence ETF
AIFD
$134M
| $369K | ﹤0.01% |
9,825
| – | – |
|
2862
Putnam Emerging Markets ex-China ETF
PEMX
$31.2M
| $369K | ﹤0.01% |
5,740
| – | – |
|
|
EARN
2863
Ellington Residential Mortgage REIT
EARN
$165M
| $369K | ﹤0.01% |
+70,000
| New | +$367K |
|
2864
Terreno Realty
TRNO
$7.49B
| $369K | ﹤0.01% |
6,283
+113
| +2% | +$6.8K |
|
2865
Millicom
TIGO
$16.3B
| $369K | ﹤0.01% |
6,652
-1,173
| -15% | -$59.1K |
|
2866
Bitwise Crypto Industry Innovators ETF
BITQ
$384M
| $368K | ﹤0.01% |
+18,468
| New | +$455K |
|
2867
Ituran Location and Control
ITRN
$1.05B
| $368K | ﹤0.01% |
8,549
+83
| +1% | +$3.25K |
|
2868
Galectin Therapeutics
GALT
$348M
| $368K | ﹤0.01% |
88,375
| – | – |
|
2869
VanEck Vietnam ETF
VNM
$504M
| $368K | ﹤0.01% |
19,264
+2,542
| +15% | +$46.2K |
|
2870
Garrett Motion
GTX
$5.57B
| $367K | ﹤0.01% |
21,083
-4,583
| -18% | -$73K |
|
2871
KB Home
KBH
$3.59B
| $367K | ﹤0.01% |
6,503
-1,332
| -17% | -$81.9K |
|
2872
Organon & Co
OGN
$3.57B
| $366K | ﹤0.01% |
51,063
-4,804
| -9% | -$38K |
|
2873
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$85.2M
| $366K | ﹤0.01% |
9,451
+1,169
| +14% | +$45.5K |
|
2874
Hancock Whitney
HWC
$6.24B
| $366K | ﹤0.01% |
5,743
-364
| -6% | -$22.1K |
|
2875
Skywest
SKYW
$4.34B
| $365K | ﹤0.01% |
3,638
-144
| -4% | -$14.4K |
|
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.