We are live on ! Find out more
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
FNOV icon
3001
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$318K ﹤0.01%
+5,791
New +$312K
NUGT icon
3002
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
$316K ﹤0.01%
1,721
+187
+12% +$29.9K
TWI icon
3003
Titan International
TWI
$475M
$316K ﹤0.01%
40,373
-248
-0.6% -$1.94K
KLIC icon
3004
Kulicke & Soffa
KLIC
$4.78B
$316K ﹤0.01%
6,929
+205
+3% +$8.66K
CHI
3005
Calamos Convertible Opportunities and Income Fund
CHI
$1.05B
$316K ﹤0.01%
30,121
-7,680
-20% -$83.8K
BOIL icon
3006
ProShares Ultra Bloomberg Natural Gas
BOIL
$392M
$316K ﹤0.01%
6,892
-15,386
-69% -$941K
GEM icon
3007
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.72B
$315K ﹤0.01%
7,569
-1,312
-15% -$54.6K
EWT icon
3008
iShares MSCI Taiwan ETF
EWT
$11.1B
$315K ﹤0.01%
4,957
-855
-15% -$55K
LBRDK icon
3009
Liberty Broadband Class C
LBRDK
$5.15B
$314K ﹤0.01%
6,471
-3,290
-34% -$171K
ARI
3010
Apollo Commercial Real Estate
ARI
$885M
$314K ﹤0.01%
32,446
+3,012
+10% +$30.1K
ALNT icon
3011
Allient
ALNT
$1.92B
$314K ﹤0.01%
5,842
-28
-0.5% -$1.46K
AZTA icon
3012
Azenta
AZTA
$1.48B
$313K ﹤0.01%
9,423
-341
-3% -$11.1K
NBB icon
3013
Nuveen Taxable Municipal Income Fund
NBB
$453M
$312K ﹤0.01%
19,735
-1,136
-5% -$18.4K
FWONA icon
3014
Liberty Media Series A
FWONA
$23.6B
$311K ﹤0.01%
+3,485
New +$313K
LCII icon
3015
LCI Industries
LCII
$2.65B
$311K ﹤0.01%
2,564
+312
+14% +$33.2K
PWRD
3016
TCW Transform Systems ETF
PWRD
$1.52B
$311K ﹤0.01%
3,231
+485
+18% +$47.6K
WSFS icon
3017
WSFS Financial
WSFS
$4.15B
$311K ﹤0.01%
5,622
+497
+10% +$27.2K
ENS icon
3018
EnerSys
ENS
$6.99B
$310K ﹤0.01%
2,116
-1,333
-39% -$178K
TECH icon
3019
Bio-Techne
TECH
$11.3B
$310K ﹤0.01%
5,277
+138
+3% +$8.38K
HEEM icon
3020
iShares Currency Hedged MSCI Emerging Markets
HEEM
$288M
$310K ﹤0.01%
8,914
– –
CGMS icon
3021
Capital Group US Multi-Sector Income ETF
CGMS
$5.42B
$310K ﹤0.01%
11,212
-1,292
-10% -$35.8K
IMCV icon
3022
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
$309K ﹤0.01%
3,756
+27
+0.7% +$2.18K
SPRY icon
3023
ARS Pharmaceuticals
SPRY
$612M
$309K ﹤0.01%
26,529
+199
+0.8% +$1.94K
RGR icon
3024
Sturm, Ruger & Co
RGR
$593M
$309K ﹤0.01%
9,462
-145
-2% -$5.37K
PSCI icon
3025
Invesco S&P SmallCap Industrials ETF
PSCI
$196M
$308K ﹤0.01%
2,054
– –
119 120
121
122 123

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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.