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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
SBSW icon
3276
Sibanye-Stillwater
SBSW
$7.53B
$224K ﹤0.01%
15,749
+2,390
+18% +$28.9K
HWKN icon
3277
Hawkins
HWKN
$2.71B
$224K ﹤0.01%
1,579
-9
-0.6% -$1.32K
NVTS icon
3278
Navitas Semiconductor
NVTS
$3.63B
$224K ﹤0.01%
31,380
+15,325
+95% +$147K
UPRO icon
3279
ProShares UltraPro S&P 500
UPRO
$5.7B
$223K ﹤0.01%
+1,930
New +$221K
VIST icon
3280
Vista Energy
VIST
$7.32B
$223K ﹤0.01%
+4,589
New +$207K
SBH icon
3281
Sally Beauty Holdings
SBH
$1.58B
$223K ﹤0.01%
15,648
+3,088
+25% +$46.5K
PTON icon
3282
Peloton Interactive
PTON
$2.49B
$222K ﹤0.01%
36,082
-2,074
-5% -$14.6K
UAN icon
3283
CVR Partners
UAN
$1.34B
$222K ﹤0.01%
+2,167
New +$206K
NWL icon
3284
Newell Brands
NWL
$2.56B
$222K ﹤0.01%
59,662
+6,355
+12% +$25.7K
AGZD icon
3285
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$135M
$222K ﹤0.01%
9,858
+229
+2% +$5.15K
LIEN
3286
Chicago Atlantic BDC
LIEN
$217M
$221K ﹤0.01%
21,403
+660
+3% +$6.91K
QSR icon
3287
Restaurant Brands International
QSR
$25.8B
$221K ﹤0.01%
3,237
+61
+2% +$4.2K
FXU icon
3288
First Trust Utilities AlphaDEX Fund
FXU
$825M
$221K ﹤0.01%
4,905
+389
+9% +$17.9K
APLE icon
3289
Apple Hospitality REIT
APLE
$3.82B
$220K ﹤0.01%
18,597
+3,872
+26% +$45.4K
ROBT icon
3290
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$774M
$220K ﹤0.01%
4,248
+219
+5% +$11.7K
SGMT icon
3291
Sagimet Biosciences
SGMT
$559M
$220K ﹤0.01%
37,189
+3,408
+10% +$24.5K
HAS icon
3292
Hasbro
HAS
$13.2B
$220K ﹤0.01%
2,683
-3,699
-58% -$290K
TVTX icon
3293
Travere Therapeutics
TVTX
$5.78B
$220K ﹤0.01%
+5,753
New +$187K
AD
3294
Array Digital Infrastructure
AD
$3.05B
$220K ﹤0.01%
4,096
-10,617
-72% -$524K
FTS icon
3295
Fortis
FTS
$28.7B
$219K ﹤0.01%
+4,220
New +$216K
WIT icon
3296
Wipro
WIT
$20B
$219K ﹤0.01%
77,180
+14,729
+24% +$40.2K
DJT icon
3297
Trump Media & Technology Group
DJT
$2.83B
$219K ﹤0.01%
16,540
+2,953
+22% +$40.3K
PMM
3298
Franklin Managed Municipal Income Trust
PMM
$273M
$219K ﹤0.01%
+34,926
New +$214K
RVMD icon
3299
Revolution Medicines
RVMD
$44B
$219K ﹤0.01%
+2,749
New +$180K
QSML icon
3300
WisdomTree US SmallCap Quality Growth Fund
QSML
$12.2M
$218K ﹤0.01%
7,590
– –
130 131
132
133 134

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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.