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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 | |
|---|---|---|---|---|---|---|
3501
Superior Group of Companies
SGC
$225M
| $105K | ﹤0.01% |
10,797
-40
| -0.4% | -$391 |
|
3502
Grocery Outlet
GO
$980M
| $104K | ﹤0.01% |
10,304
-3,012
| -23% | -$37.9K |
|
|
DHF
3503
BNY Mellon High Yield Strategies Fund
DHF
$172M
| $102K | ﹤0.01% |
41,319
-7,662
| -16% | -$19.4K |
|
|
LAR
3504
Lithium Argentina AG
LAR
$1.14B
| $102K | ﹤0.01% |
18,338
-19
| -0.1% | -$90 |
|
|
TEF
3505
DELISTED
Telefonica
TEF
| $102K | ﹤0.01% |
25,210
-5,885
| -19% | -$26.5K |
|
3506
Perspective Therapeutics
CATX
$342M
| $101K | ﹤0.01% |
36,882
+7
| +0% | +$20 |
|
|
AIOT
3507
PowerFleet Inc
AIOT
$592M
| $101K | ﹤0.01% |
19,008
+4
| +0% | +$20 |
|
3508
Sharplink Inc
SBET
$1.35B
| $98.3K | ﹤0.01% |
10,996
-2,145
| -16% | -$26.2K |
|
3509
Richtech Robotics
RR
$360M
| $98K | ﹤0.01% |
30,344
+1,804
| +6% | +$7.98K |
|
3510
Calidi Biotherapeutics
CLDI
$3.96M
| $97.7K | ﹤0.01% |
5,220
-90
| -2% | -$2.12K |
|
3511
IHS Holding
IHS
$2.81B
| $96.6K | ﹤0.01% |
12,951
-1,085
| -8% | -$7.47K |
|
3512
Cardiff Oncology
CRDF
$77.2M
| $96.1K | ﹤0.01% |
34,206
| – | – |
|
3513
NextDecade
NEXT
$1.78B
| $95.3K | ﹤0.01% |
18,092
-15,935
| -47% | -$95K |
|
|
FRMI
3514
Fermi Inc
FRMI
$3.94B
| $94.6K | ﹤0.01% |
+11,831
| New | +$231K |
|
3515
Strive Inc
ASST
$1.05B
| $93.4K | ﹤0.01% |
6,329
+4,604
| +267% | +$110K |
|
|
HUYA
3516
Huya Inc
HUYA
$558M
| $93K | ﹤0.01% |
32,276
+157
| +0.5% | +$460 |
|
|
UDMY
3517
DELISTED
Udemy
UDMY
| $92.3K | ﹤0.01% |
15,780
-1,414
| -8% | -$8.25K |
|
|
PCQ
3518
Pimco California Municipal Income Fund
PCQ
$167M
| $92.2K | ﹤0.01% |
10,557
+9
| +0.1% | +$79 |
|
|
CXE
3519
DELISTED
MFS High Income Municipal Trust
CXE
| $91.5K | ﹤0.01% |
24,727
+3,750
| +18% | +$13.9K |
|
3520
ADT
ADT
$5.58B
| $91.4K | ﹤0.01% |
11,326
+322
| +3% | +$2.68K |
|
3521
Elicio Therapeutics
ELTX
$83.8M
| $89K | ﹤0.01% |
+11,186
| New | +$102K |
|
3522
Kodak
KODK
$983M
| $88.9K | ﹤0.01% |
10,510
+35
| +0.3% | +$262 |
|
|
DFNS
3523
T3 Defense Inc
DFNS
$38.3M
| $88.9K | ﹤0.01% |
176
| – | – |
|
3524
CervoMed
CRVO
$26.6M
| $88.8K | ﹤0.01% |
11,244
| – | – |
|
3525
LiqTech
LIQT
$21M
| $88.2K | ﹤0.01% |
60,432
+2,747
| +5% | +$5.95K |
|
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.