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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
HPS
2976
John Hancock Preferred Income Fund III
HPS
$458M
$327K ﹤0.01%
22,666
+1,433
+7% +$21.5K
QMOM icon
2977
Alpha Architect US Quantitative Momentum ETF
QMOM
$445M
$326K ﹤0.01%
5,000
– –
ORLA
2978
DELISTED
Orla Mining
ORLA
$326K ﹤0.01%
24,234
-13,895
-36% -$169K
ACLS icon
2979
Axcelis
ACLS
$4.33B
$326K ﹤0.01%
4,061
+419
+12% +$35.1K
KMTS
2980
Kestra Medical Technologies
KMTS
$1.55B
$326K ﹤0.01%
+12,286
New +$316K
RAVI icon
2981
FlexShares Ultra-Short Income Fund
RAVI
$1.5B
$325K ﹤0.01%
4,318
– –
BSVO icon
2982
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.49B
$325K ﹤0.01%
13,939
-5,344
-28% -$123K
SHE icon
2983
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$336M
$325K ﹤0.01%
2,457
+3
+0.1% +$390
MHF
2984
Western Asset Municipal High Income Fund
MHF
$153M
$324K ﹤0.01%
47,125
+451
+1% +$3.16K
AVT icon
2985
Avnet
AVT
$7.92B
$324K ﹤0.01%
6,740
-1,100
-14% -$54.1K
LUNR icon
2986
Intuitive Machines
LUNR
$2.63B
$323K ﹤0.01%
19,932
+5,185
+35% +$60.1K
CNH
2987
CNH Industrial
CNH
$17.5B
$323K ﹤0.01%
35,010
-18,179
-34% -$182K
GIB icon
2988
CGI
GIB
$15.5B
$322K ﹤0.01%
3,491
-40
-1% -$3.57K
IHDG icon
2989
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
$322K ﹤0.01%
6,621
+215
+3% +$10.2K
WPP icon
2990
WPP
WPP
$5.94B
$322K ﹤0.01%
14,330
+5,557
+63% +$120K
IRDM icon
2991
Iridium Communications
IRDM
$5.29B
$322K ﹤0.01%
18,516
-472
-2% -$8.34K
WBIY icon
2992
WBI Power Factor High Dividend ETF
WBIY
$62.7M
$322K ﹤0.01%
10,050
– –
AXTA icon
2993
Axalta
AXTA
$8.17B
$321K ﹤0.01%
9,935
+2,444
+33% +$71.7K
TSI
2994
TCW Strategic Income Fund
TSI
$213M
$321K ﹤0.01%
64,953
+2,757
+4% +$13.6K
CNK icon
2995
Cinemark Holdings
CNK
$4.32B
$319K ﹤0.01%
13,741
+5,821
+73% +$153K
CNR
2996
Core Natural Resources Inc
CNR
$4.45B
$319K ﹤0.01%
3,605
+322
+10% +$27.4K
UVV icon
2997
Universal Corp
UVV
$1.27B
$318K ﹤0.01%
6,035
-332
-5% -$17.6K
USAC icon
2998
USA Compression Partners
USAC
$3.74B
$318K ﹤0.01%
13,826
-8,542
-38% -$200K
HTO
2999
H2O America
HTO
$2.62B
$318K ﹤0.01%
6,485
-529
-8% -$25.4K
USTB icon
3000
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.4B
$318K ﹤0.01%
6,247
+93
+2% +$4.73K
118 119
120
121 122

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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.