We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
3551
United-Guardian
UG
$33.5M
| $67.8K | ﹤0.01% |
11,000
| – | – |
|
3552
VTEX
VTEX
$713M
| $67.6K | ﹤0.01% |
17,990
-10,001
| -36% | -$41K |
|
3553
Standard BioTools
LAB
$314M
| $67.6K | ﹤0.01% |
52,791
| – | – |
|
3554
ImmunityBio
IBRX
$8.1B
| $66.4K | ﹤0.01% |
33,512
-13,549
| -29% | -$30.7K |
|
|
MCW
3555
DELISTED
Mister Car Wash
MCW
| $66K | ﹤0.01% |
11,867
-233
| -2% | -$1.23K |
|
|
GGN
3556
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$819M
| $65.9K | ﹤0.01% |
12,776
-23,412
| -65% | -$118K |
|
3557
BioXcel Therapeutics
BTAI
$27.8M
| $65.6K | ﹤0.01% |
41,000
+6,000
| +17% | +$12.4K |
|
3558
Blend Labs
BLND
$386M
| $65.2K | ﹤0.01% |
21,456
-150
| -0.7% | -$478 |
|
3559
BRC Inc
BRCC
$250M
| $65.2K | ﹤0.01% |
58,718
| – | – |
|
|
ZTR
3560
Virtus Total Return Fund
ZTR
$339M
| $65.1K | ﹤0.01% |
10,338
-19,190
| -65% | -$124K |
|
|
PCF
3561
High Income Securities Fund
PCF
$99.9M
| $65.1K | ﹤0.01% |
10,582
-2,449
| -19% | -$15.2K |
|
3562
Turkcell
TKC
$4.79B
| $65.1K | ﹤0.01% |
+11,895
| New | +$69.4K |
|
3563
Information Services Group
III
$251M
| $64.8K | ﹤0.01% |
11,216
+4
| +0% | +$22 |
|
|
GAU
3564
Galiano Gold
GAU
$538M
| $63.3K | ﹤0.01% |
25,010
| – | – |
|
3565
Riskified
RSKD
$716M
| $61.9K | ﹤0.01% |
12,460
+2,000
| +19% | +$9.63K |
|
3566
Kopin
KOPN
$791M
| $60.6K | ﹤0.01% |
+25,900
| New | +$74.8K |
|
|
CYPH
3567
Cypherpunk Technologies Inc
CYPH
$73.3M
| $58.6K | ﹤0.01% |
50,500
-1,054,352
| -95% | -$1.15M |
|
3568
Holley
HLLY
$384M
| $58.1K | ﹤0.01% |
14,058
-6
| -0% | -$22 |
|
3569
Banco Bradesco
BBD
$36.7B
| $57.1K | ﹤0.01% |
17,149
+38
| +0.2% | +$129 |
|
|
CMRC
3570
Commerce.com Inc Series 1
CMRC
$184M
| $57K | ﹤0.01% |
13,841
+3,661
| +36% | +$16.9K |
|
3571
Ironwood Pharmaceuticals
IRWD
$714M
| $54.4K | ﹤0.01% |
16,150
+1,150
| +8% | +$2.99K |
|
|
BDN
3572
Brandywine Realty Trust
BDN
$554M
| $52.7K | ﹤0.01% |
18,062
-818
| -4% | -$2.78K |
|
3573
CEL-SCI Corp
CVM
$30.1M
| $52.6K | ﹤0.01% |
+10,000
| New | +$73.4K |
|
|
INV
3574
Innventure Inc
INV
$289M
| $52.3K | ﹤0.01% |
12,516
-12,216
| -49% | -$51.3K |
|
3575
Iovance Biotherapeutics
IOVA
$2.87B
| $52.1K | ﹤0.01% |
19,089
+7,718
| +68% | +$17.9K |
|
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.