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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 | |
|---|---|---|---|---|---|---|
3101
Photronics
PLAB
$1.93B
| $279K | ﹤0.01% |
+8,711
| New | +$225K |
|
3102
M/I Homes
MHO
$3.84B
| $277K | ﹤0.01% |
2,167
+46
| +2% | +$6.08K |
|
|
IBTQ
3103
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$236M
| $277K | ﹤0.01% |
+10,868
| New | +$279K |
|
3104
Oceaneering
OII
$4.77B
| $277K | ﹤0.01% |
11,523
-6,322
| -35% | -$153K |
|
3105
Bentley Systems
BSY
$10.6B
| $277K | ﹤0.01% |
7,254
-100
| -1% | -$4.56K |
|
3106
e.l.f. Beauty
ELF
$5.81B
| $277K | ﹤0.01% |
3,639
-882
| -20% | -$86.8K |
|
3107
First Trust India Nifty 50 Equal Weight ETF
NFTY
$119M
| $276K | ﹤0.01% |
4,737
+75
| +2% | +$4.39K |
|
3108
Hartford Multifactor US Equity ETF
ROUS
$726M
| $276K | ﹤0.01% |
4,782
+12
| +0.3% | +$691 |
|
3109
Simmons First National
SFNC
$3.39B
| $276K | ﹤0.01% |
14,621
-1,084
| -7% | -$20.1K |
|
3110
ProShares Ultra Dow30
DDM
$548M
| $275K | ﹤0.01% |
4,842
-322
| -6% | -$17.8K |
|
3111
Rush Enterprises Class A
RUSHA
$6.22B
| $275K | ﹤0.01% |
5,097
-181
| -3% | -$9.4K |
|
3112
Business First Bancshares
BFST
$1.03B
| $275K | ﹤0.01% |
10,517
+24
| +0.2% | +$607 |
|
3113
Stantec
STN
$8.39B
| $275K | ﹤0.01% |
2,910
-53
| -2% | -$5.46K |
|
|
QQQH
3114
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$384M
| $274K | ﹤0.01% |
5,051
+9
| +0.2% | +$492 |
|
|
ALM
3115
Almonty Industries
ALM
$4.02B
| $274K | ﹤0.01% |
31,132
-1,400
| -4% | -$10.3K |
|
3116
Krystal Biotech
KRYS
$9.66B
| $274K | ﹤0.01% |
+1,112
| New | +$234K |
|
|
MIAX
3117
Miami International Holdings
MIAX
$4.28B
| $274K | ﹤0.01% |
6,172
+997
| +19% | +$44.5K |
|
3118
Plug Power
PLUG
$3.04B
| $274K | ﹤0.01% |
138,984
+79,447
| +133% | +$207K |
|
3119
AbCellera Biologics
ABCL
$2.12B
| $273K | ﹤0.01% |
79,963
+49,750
| +165% | +$222K |
|
3120
Invesco Investment Grade Defensive ETF
IIGD
$26.8M
| $273K | ﹤0.01% |
11,002
-10,000
| -48% | -$249K |
|
3121
Banner Corp
BANR
$2.4B
| $273K | ﹤0.01% |
4,360
-67
| -2% | -$4.23K |
|
3122
WaFd
WAFD
$2.75B
| $273K | ﹤0.01% |
+8,509
| New | +$263K |
|
3123
Delek Logistics
DKL
$3.02B
| $272K | ﹤0.01% |
6,100
-100
| -2% | -$4.49K |
|
|
PCH
3124
DELISTED
PotlatchDeltic
PCH
| $272K | ﹤0.01% |
6,841
-127
| -2% | -$5.14K |
|
3125
CarGurus
CARG
$3.47B
| $272K | ﹤0.01% |
7,094
+514
| +8% | +$18.5K |
|
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.