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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
CL icon
276
Colgate-Palmolive
CL
$74.4B
$64.5M 0.07%
816,732
-33,957
-4% -$2.66M
GD icon
277
General Dynamics
GD
$106B
$64.4M 0.07%
191,231
-11
-0% -$3.75K
MCK icon
278
McKesson
MCK
$101B
$64.3M 0.07%
78,367
+2,181
+3% +$1.78M
COP icon
279
ConocoPhillips
COP
$141B
$64.1M 0.07%
685,135
-58,856
-8% -$5.32M
VNQ icon
280
Vanguard Real Estate ETF
VNQ
$39B
$64M 0.07%
723,048
-22,637
-3% -$2.03M
FIXD icon
281
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$63.9M 0.07%
1,440,912
+596,226
+71% +$26.6M
MRSH
282
Marsh
MRSH
$91.5B
$63.8M 0.07%
343,890
+7,041
+2% +$1.32M
HELO icon
283
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$63.8M 0.07%
960,223
+54,812
+6% +$3.6M
PH icon
284
Parker-Hannifin
PH
$135B
$63.2M 0.07%
71,926
+746
+1% +$611K
USMV icon
285
iShares MSCI USA Min Vol Factor ETF
USMV
$24.2B
$63.2M 0.07%
671,199
-2,351
-0.3% -$221K
IGIB icon
286
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$63.1M 0.07%
1,171,950
-2,327
-0.2% -$126K
CWI icon
287
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$63M 0.07%
1,755,275
+34,244
+2% +$1.21M
VTWO icon
288
Vanguard Russell 2000 ETF
VTWO
$17.9B
$63M 0.07%
632,963
+584,990
+1,219% +$58.2M
VMI icon
289
Valmont Industries
VMI
$9.53B
$63M 0.07%
156,488
-4,662
-3% -$1.9M
FYLD icon
290
Cambria Foreign Shareholder Yield ETF
FYLD
$720M
$62.9M 0.07%
1,936,748
+218,123
+13% +$6.92M
NEM icon
291
Newmont
NEM
$119B
$62.8M 0.07%
629,217
-31,065
-5% -$2.81M
BIL icon
292
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$62.3M 0.07%
682,168
+91,591
+16% +$8.39M
CB icon
293
Chubb
CB
$135B
$62.3M 0.07%
199,500
-6,867
-3% -$2.01M
OTIS icon
294
Otis Worldwide
OTIS
$28.2B
$61.4M 0.07%
703,183
-40,526
-5% -$3.63M
ACWI icon
295
iShares MSCI ACWI ETF
ACWI
$33.5B
$61.3M 0.07%
432,964
-30,253
-7% -$4.25M
UBER icon
296
Uber
UBER
$153B
$61M 0.07%
747,057
-484,774
-39% -$43.7M
UCON icon
297
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$60.9M 0.07%
2,420,156
+54,134
+2% +$1.37M
DHI icon
298
D.R. Horton
DHI
$42.3B
$60.9M 0.07%
422,850
-15,189
-3% -$2.31M
BMY icon
299
Bristol-Myers Squibb
BMY
$132B
$60.7M 0.07%
1,125,039
-51,078
-4% -$2.46M
FPE icon
300
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$60.1M 0.07%
3,300,695
+38,814
+1% +$710K
10 11
12
13 14

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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.