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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 | |
|---|---|---|---|---|---|---|
3426
FIGS
FIGS
$2.37B
| $159K | ﹤0.01% |
13,975
-1,845
| -12% | -$17.3K |
|
|
TGB
3427
Trekor Metals
TGB
$3.05B
| $159K | ﹤0.01% |
28,046
-9,600
| -26% | -$45.2K |
|
3428
electroCore
ECOR
$72.9M
| $159K | ﹤0.01% |
35,342
| – | – |
|
3429
Goodyear
GT
$1.85B
| $158K | ﹤0.01% |
18,054
-4,739
| -21% | -$37.3K |
|
3430
Tejon Ranch
TRC
$451M
| $158K | ﹤0.01% |
10,021
+1
| +0% | +$16 |
|
3431
United Microelectronic
UMC
$46.9B
| $158K | ﹤0.01% |
20,101
+2,846
| +16% | +$21.6K |
|
|
SABA
3432
Saba Capital Income & Opportunities Fund II
SABA
$223M
| $158K | ﹤0.01% |
19,135
-3,324
| -15% | -$29K |
|
|
NB
3433
NioCorp Developments
NB
$780M
| $157K | ﹤0.01% |
29,650
+800
| +3% | +$5.5K |
|
|
GBAB
3434
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$389M
| $156K | ﹤0.01% |
10,443
+68
| +0.7% | +$1.04K |
|
|
SPE
3435
Special Opportunities Fund
SPE
$144M
| $156K | ﹤0.01% |
10,598
-464
| -4% | -$6.78K |
|
3436
BlackRock Multi-Sector Income Trust
BIT
$702M
| $155K | ﹤0.01% |
11,880
-195
| -2% | -$2.57K |
|
3437
Embecta
EMBC
$262M
| $155K | ﹤0.01% |
13,043
-148
| -1% | -$1.95K |
|
3438
Geron
GERN
$949M
| $155K | ﹤0.01% |
117,204
-2,015
| -2% | -$2.53K |
|
3439
Hafnia
HAFN
$3.75B
| $153K | ﹤0.01% |
28,743
-13,697
| -32% | -$81.7K |
|
3440
GoodRx Holdings
GDRX
$1.26B
| $152K | ﹤0.01% |
56,129
+141
| +0.3% | +$463 |
|
3441
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$65.4M
| $152K | ﹤0.01% |
10,000
-2,000
| -17% | -$30.4K |
|
|
TDAY
3442
USA Today Co
TDAY
$1.06B
| $151K | ﹤0.01% |
29,343
-2,447
| -8% | -$11.5K |
|
|
AOD
3443
abrdn Total Dynamic Dividend Fund
AOD
$1.12B
| $150K | ﹤0.01% |
15,369
+3,081
| +25% | +$29.6K |
|
3444
Melco Resorts & Entertainment
MLCO
$2.14B
| $150K | ﹤0.01% |
19,766
-3,394
| -15% | -$28.5K |
|
|
ORGN
3445
DELISTED
Origin Materials
ORGN
| $149K | ﹤0.01% |
23,522
| – | – |
|
|
NCZ
3446
Virtus Convertible & Income Fund II
NCZ
$301M
| $149K | ﹤0.01% |
10,824
-2,138
| -16% | -$29.7K |
|
|
ELVA
3447
Electrovaya
ELVA
$481M
| $149K | ﹤0.01% |
+18,807
| New | +$114K |
|
3448
Invesco Quality Municipal Securities
IQI
$534M
| $148K | ﹤0.01% |
14,884
+2,492
| +20% | +$24.9K |
|
|
KIO
3449
KKR Income Opportunities Fund
KIO
$457M
| $148K | ﹤0.01% |
12,742
-1,646
| -11% | -$19.5K |
|
3450
Alight
ALIT
$407M
| $147K | ﹤0.01% |
+3,757
| New | +$187K |
|
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.