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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 | |
|---|---|---|---|---|---|---|
2926
Sprott Junior Gold Miners ETF
SGDJ
$338M
| $348K | ﹤0.01% |
4,140
-60
| -1% | -$4.71K |
|
2927
Capital Group Municipal Income ETF
CGMU
$6.57B
| $348K | ﹤0.01% |
12,700
+753
| +6% | +$20.6K |
|
|
UHT
2928
Universal Health Realty Income Trust
UHT
$594M
| $348K | ﹤0.01% |
8,867
-47
| -0.5% | -$1.83K |
|
|
NREF
2929
NexPoint Real Estate Finance
NREF
$342M
| $347K | ﹤0.01% |
24,672
+3
| +0% | +$42 |
|
2930
Kemper
KMPR
$1.68B
| $347K | ﹤0.01% |
8,569
-4,204
| -33% | -$180K |
|
2931
BancFirst
BANF
$3.8B
| $347K | ﹤0.01% |
3,276
-87
| -3% | -$9.84K |
|
2932
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$294M
| $347K | ﹤0.01% |
6,350
-123
| -2% | -$6.65K |
|
2933
XPeng
XPEV
$11.6B
| $347K | ﹤0.01% |
17,089
+143
| +0.8% | +$3.1K |
|
2934
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.92B
| $346K | ﹤0.01% |
3,094
+483
| +18% | +$53.5K |
|
2935
Mercury Insurance
MCY
$6.07B
| $345K | ﹤0.01% |
3,670
-1,242
| -25% | -$108K |
|
2936
Capri Holdings
CPRI
$1.74B
| $345K | ﹤0.01% |
14,120
-6,680
| -32% | -$154K |
|
|
AL
2937
DELISTED
Air Lease Corp
AL
| $344K | ﹤0.01% |
5,361
-34
| -0.6% | -$2.17K |
|
2938
Innovator Emerging Markets Power Buffer ETF January
EJAN
$147M
| $344K | ﹤0.01% |
10,178
-19
| -0.2% | -$636 |
|
2939
LeMaitre Vascular
LMAT
$1.86B
| $343K | ﹤0.01% |
4,234
-586
| -12% | -$50.4K |
|
2940
VirnetX Holding Corp
VHC
$63.1M
| $343K | ﹤0.01% |
20,571
+625
| +3% | +$12.5K |
|
2941
NCR Atleos
NATL
$3.44B
| $342K | ﹤0.01% |
8,980
-177
| -2% | -$6.64K |
|
2942
Associated Banc-Corp
ASB
$5.91B
| $342K | ﹤0.01% |
13,267
-80
| -0.6% | -$2.06K |
|
2943
Leonardo DRS
DRS
$12B
| $342K | ﹤0.01% |
10,025
+41
| +0.4% | +$1.51K |
|
2944
Host Hotels & Resorts
HST
$16B
| $341K | ﹤0.01% |
19,213
+1,164
| +6% | +$20.1K |
|
2945
Franklin FTSE India ETF
FLIN
$2.69B
| $341K | ﹤0.01% |
8,824
+444
| +5% | +$17.1K |
|
2946
Innovator Emerging Markets Power Buffer ETF April
EAPR
$101M
| $339K | ﹤0.01% |
11,426
| – | – |
|
2947
Molina Healthcare
MOH
$10.3B
| $338K | ﹤0.01% |
1,948
-1,002
| -34% | -$165K |
|
2948
NBT Bancorp
NBTB
$2.74B
| $338K | ﹤0.01% |
8,139
+1,069
| +15% | +$44.4K |
|
|
CALY
2949
Callaway Golf Company
CALY
$3.14B
| $338K | ﹤0.01% |
28,959
+5,554
| +24% | +$58.6K |
|
2950
Eos Energy Enterprises
EOSE
$1.51B
| $338K | ﹤0.01% |
29,469
+32
| +0.1% | +$460 |
|
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.