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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 | |
|---|---|---|---|---|---|---|
3476
Crescent Energy
CRGY
$3.82B
| $120K | ﹤0.01% |
14,249
-4,517
| -24% | -$39.7K |
|
|
SERV
3477
Serve Robotics
SERV
$432M
| $119K | ﹤0.01% |
+11,508
| New | +$138K |
|
3478
ImmuCell
ICCC
$99.5M
| $119K | ﹤0.01% |
19,354
-2,000
| -9% | -$11.8K |
|
3479
TXO Partners LP
TXO
$760M
| $119K | ﹤0.01% |
11,155
+7
| +0.1% | +$89 |
|
|
FMN
3480
Federated Hermes Premier Municipal Income Fund
FMN
$87.5M
| $119K | ﹤0.01% |
+10,702
| New | +$119K |
|
3481
Fennec Pharmaceuticals
FENC
$402M
| $116K | ﹤0.01% |
15,000
| – | – |
|
|
KTF
3482
DWS Municipal Income Trust
KTF
$352M
| $114K | ﹤0.01% |
12,586
| – | – |
|
3483
Hertz
HTZ
$809M
| $114K | ﹤0.01% |
22,204
-1,890
| -8% | -$10.3K |
|
3484
SITE Centers
SITC
$165M
| $114K | ﹤0.01% |
17,744
-6,612
| -27% | -$50K |
|
3485
Invesco Municipal Trust
VKQ
$551M
| $113K | ﹤0.01% |
11,742
+90
| +0.8% | +$869 |
|
3486
Fractyl Health
GUTS
$111M
| $113K | ﹤0.01% |
51,442
| – | – |
|
|
SBI
3487
Western Asset Intermediate Muni Fund
SBI
$108M
| $113K | ﹤0.01% |
14,653
-4,713
| -24% | -$36.8K |
|
3488
Bioventus
BVS
$1.19B
| $113K | ﹤0.01% |
15,123
-495
| -3% | -$3.56K |
|
3489
Adecoagro
AGRO
$1.36B
| $111K | ﹤0.01% |
13,992
+396
| +3% | +$3.11K |
|
3490
Amprius Technologies
AMPX
$1.73B
| $111K | ﹤0.01% |
14,031
-2,803
| -17% | -$32K |
|
|
VZLA
3491
Vizsla Silver
VZLA
$1.31B
| $111K | ﹤0.01% |
20,219
+1,488
| +8% | +$6.99K |
|
|
WIA
3492
Western Asset Inflation-Linked Income Fund
WIA
$186M
| $110K | ﹤0.01% |
13,310
-2,621
| -16% | -$21.9K |
|
|
SLI
3493
Standard Lithium
SLI
$584M
| $108K | ﹤0.01% |
24,232
+275
| +1% | +$1.17K |
|
|
ASG
3494
Liberty All-Star Growth Fund
ASG
$341M
| $108K | ﹤0.01% |
20,394
| – | – |
|
3495
Ambev
ABEV
$46.4B
| $107K | ﹤0.01% |
43,371
+1,413
| +3% | +$3.37K |
|
3496
Patterson-UTI
PTEN
$3.76B
| $107K | ﹤0.01% |
17,485
+1,223
| +8% | +$7.3K |
|
3497
Recursion Pharmaceuticals
RXRX
$1.73B
| $106K | ﹤0.01% |
26,028
-21,704
| -45% | -$108K |
|
3498
Solid Power
SLDP
$532M
| $106K | ﹤0.01% |
25,044
+7,858
| +46% | +$43.4K |
|
|
XXI
3499
Twenty One Capital Inc
XXI
$1.58B
| $106K | ﹤0.01% |
+12,086
| New | +$126K |
|
|
VGI
3500
Virtus Global Multi-Sector Income Fund
VGI
$83.7M
| $105K | ﹤0.01% |
13,385
| – | – |
|
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.