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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 | |
|---|---|---|---|---|---|---|
|
TII
3576
Titan Mining Corp
TII
$235M
| $51.3K | ﹤0.01% |
+17,325
| New | +$43.9K |
|
3577
Lightwave Logic
LWLG
$1.25B
| $50.5K | ﹤0.01% |
15,600
+600
| +4% | +$2.66K |
|
3578
Enel Chile
ENIC
$6.28B
| $50.2K | ﹤0.01% |
12,490
-9,446
| -43% | -$36.4K |
|
3579
OraSure Technologies
OSUR
$279M
| $48.7K | ﹤0.01% |
+20,142
| New | +$53K |
|
|
NFGC
3580
New Found Gold
NFGC
$641M
| $47.8K | ﹤0.01% |
16,089
| – | – |
|
3581
Opko Health
OPK
$1.02B
| $47.2K | ﹤0.01% |
37,453
-2,954
| -7% | -$4.11K |
|
3582
PolyPid
PYPD
$92.8M
| $44.5K | ﹤0.01% |
+10,244
| New | +$38.1K |
|
3583
Akebia Therapeutics
AKBA
$252M
| $43.9K | ﹤0.01% |
27,250
-89,850
| -77% | -$188K |
|
|
SVCO
3584
Silvaco Group
SVCO
$256M
| $41.4K | ﹤0.01% |
+10,229
| New | +$50.8K |
|
3585
Expensify
EXFY
$245M
| $41.4K | ﹤0.01% |
27,407
| – | – |
|
3586
Eve Holding
EVEX
$962M
| $39.9K | ﹤0.01% |
10,009
+4
| +0% | +$18 |
|
3587
OmniAb
OABI
$447M
| $39.6K | ﹤0.01% |
21,382
| – | – |
|
|
MIN
3588
Aberdeen Intermediate Income Fund
MIN
$278M
| $36.1K | ﹤0.01% |
13,833
+533
| +4% | +$1.41K |
|
|
IHT
3589
InnSuites Hospitality Trust
IHT
$16M
| $35.9K | ﹤0.01% |
26,819
| – | – |
|
3590
Cibus
CBUS
$138M
| $35.5K | ﹤0.01% |
20,425
+2,569
| +14% | +$3.83K |
|
|
CRON
3591
Cronos Group
CRON
$1.14B
| $34.1K | ﹤0.01% |
12,959
+761
| +6% | +$1.97K |
|
3592
Treace Medical Concepts
TMCI
$309M
| $33.3K | ﹤0.01% |
+13,595
| New | +$59K |
|
|
NXDR
3593
Nextdoor Holdings
NXDR
$986M
| $32.6K | ﹤0.01% |
+15,534
| New | +$30.5K |
|
3594
Cognition Therapeutics
CGTX
$96.7M
| $32.4K | ﹤0.01% |
24,000
-500
| -2% | -$812 |
|
3595
Fate Therapeutics
FATE
$326M
| $31.7K | ﹤0.01% |
32,219
-4,981
| -13% | -$5.98K |
|
|
GLDG
3596
GoldMining Inc
GLDG
$219M
| $31.5K | ﹤0.01% |
25,196
-10,000
| -28% | -$13.9K |
|
3597
Clean Energy Fuels
CLNE
$346M
| $29.9K | ﹤0.01% |
14,229
+925
| +7% | +$2.26K |
|
3598
iQIYI
IQ
$1.28B
| $29.8K | ﹤0.01% |
15,501
-1,044
| -6% | -$2.23K |
|
3599
Wetouch Technology
WETH
$12.6M
| $29.5K | ﹤0.01% |
22,000
| – | – |
|
|
SLMT
3600
Brera Holdings
SLMT
$44.5M
| $28.1K | ﹤0.01% |
+1,500
| New | +$120K |
|
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.