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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 | |
|---|---|---|---|---|---|---|
|
BWG
3526
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$131M
| $88.2K | ﹤0.01% |
10,538
-1,956
| -16% | -$16.6K |
|
3527
Entera Bio
ENTX
$141M
| $83.7K | ﹤0.01% |
43,140
+25,000
| +138% | +$58.6K |
|
3528
Under Armour Class C
UA
$2.53B
| $82.7K | ﹤0.01% |
17,226
-100,624
| -85% | -$448K |
|
3529
Televisa
TV
$1.49B
| $82.7K | ﹤0.01% |
28,404
+368
| +1% | +$1K |
|
|
DCH
3530
Dauch Corp
DCH
$1.51B
| $82.1K | ﹤0.01% |
12,806
+208
| +2% | +$1.29K |
|
|
GLO
3531
Clough Global Opportunities Fund
GLO
$257M
| $81.5K | ﹤0.01% |
14,401
-487
| -3% | -$2.77K |
|
3532
Butterfly Network
BFLY
$2.35B
| $81K | ﹤0.01% |
+21,303
| New | +$58K |
|
3533
SmartRent
SMRT
$272M
| $80.5K | ﹤0.01% |
39,840
| – | – |
|
|
GUT
3534
Gabelli Utility Trust
GUT
$559M
| $80.2K | ﹤0.01% |
13,306
+721
| +6% | +$4.34K |
|
|
DGXX
3535
Digi Power X Inc
DGXX
$385M
| $80K | ﹤0.01% |
+31,387
| New | +$118K |
|
|
AGEN
3536
Agenus
AGEN
$290M
| $78.9K | ﹤0.01% |
25,142
-150
| -0.6% | -$597 |
|
|
AFCG
3537
AFC Gamma
AFCG
$63.4M
| $78.9K | ﹤0.01% |
27,691
+162
| +0.6% | +$515 |
|
3538
Westrock Coffee
WEST
$803M
| $78.1K | ﹤0.01% |
19,181
-194,347
| -91% | -$851K |
|
3539
Rockwell Medical
RMTI
$28.2M
| $78K | ﹤0.01% |
9,352
| – | – |
|
|
ABTC
3540
American Bitcoin Corp
ABTC
$471M
| $77.8K | ﹤0.01% |
+3,050
| New | +$191K |
|
|
TTRX
3541
Turn Therapeutics
TTRX
$310M
| $77.6K | ﹤0.01% |
+19,684
| New | +$82.1K |
|
3542
B2Gold
BTG
$6.64B
| $77K | ﹤0.01% |
17,071
+500
| +3% | +$2.33K |
|
3543
Orchestra BioMed
OBIO
$254M
| $75.8K | ﹤0.01% |
18,275
| – | – |
|
3544
Rekor Systems
REKR
$91.7M
| $75.8K | ﹤0.01% |
54,903
-18,786
| -25% | -$38.3K |
|
3545
Algonquin Power & Utilities
AQN
$4.42B
| $75.4K | ﹤0.01% |
12,260
-90,245
| -88% | -$536K |
|
3546
Dyadic International
DYAI
$36.4M
| $74.7K | ﹤0.01% |
79,469
| – | – |
|
|
THM
3547
International Tower Hill Mines
THM
$604M
| $74.4K | ﹤0.01% |
+40,000
| New | +$74.5K |
|
|
PHK
3548
PIMCO High Income Fund
PHK
$880M
| $71.9K | ﹤0.01% |
14,786
| – | – |
|
|
TBI
3549
Trueblue
TBI
$311M
| $71.2K | ﹤0.01% |
15,647
-1,822
| -10% | -$9.35K |
|
3550
ClearSign Technologies
CLIR
$25.5M
| $70.5K | ﹤0.01% |
12,681
| – | – |
|
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.