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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 | |
|---|---|---|---|---|---|---|
3601
CALL
Global X Russell 2000 Covered Call ETF
RYLD
$1.4B
| $27.5K | ﹤0.01% |
+180,000
| New | +$2.76M |
|
3602
Caribou Biosciences
CRBU
$164M
| $26.9K | ﹤0.01% |
16,934
| – | – |
|
|
BRNS
3603
Barinthus Biotherapeutics
BRNS
$24.5M
| $26.2K | ﹤0.01% |
37,450
| – | – |
|
|
HKD
3604
AMTD Digital
HKD
$534M
| $25.7K | ﹤0.01% |
20,260
| – | – |
|
3605
FingerMotion
FNGR
$18.1M
| $23.1K | ﹤0.01% |
18,805
+6,000
| +47% | +$8.91K |
|
3606
Serina Therapeutics
SER
$36M
| $22.9K | ﹤0.01% |
11,980
-6,231
| -34% | -$25.2K |
|
|
AKTX
3607
Akari Therapeutics
AKTX
$12.3M
| $22.9K | ﹤0.01% |
1,981
| – | – |
|
3608
Editas Medicine
EDIT
$442M
| $22.8K | ﹤0.01% |
11,127
-7,376
| -40% | -$21.3K |
|
3609
CALL
Global X Dow 30 Covered Call ETF
DJIA
$188M
| $22K | ﹤0.01% |
+100,100
| New | +$2.22M |
|
3610
Heron Therapeutics
HRTX
$92.9M
| $21.8K | ﹤0.01% |
16,796
-4,000
| -19% | -$4.94K |
|
3611
AMC Entertainment Holdings
AMC
$2.31B
| $20.4K | ﹤0.01% |
+13,091
| New | +$31.2K |
|
3612
Inovio Pharmaceuticals
INO
$69M
| $19.4K | ﹤0.01% |
+11,149
| New | +$24.6K |
|
3613
Pacific Biosciences
PACB
$370M
| $18.9K | ﹤0.01% |
10,103
-45
| -0.4% | -$86 |
|
3614
Westwater Resources
WWR
$97.5M
| $18.8K | ﹤0.01% |
25,000
+10,000
| +67% | +$12.4K |
|
3615
Lisata Therapeutics
LSTA
$9.55M
| $18.7K | ﹤0.01% |
10,042
| – | – |
|
3616
DocGo
DCGO
$62.6M
| $18.5K | ﹤0.01% |
+21,089
| New | +$22.5K |
|
3617
Humacyte
HUMA
$194M
| $17.6K | ﹤0.01% |
18,303
-500
| -3% | -$708 |
|
3618
RenovoRx
RNXT
$50.5M
| $16.8K | ﹤0.01% |
20,000
-20,000
| -50% | -$20K |
|
3619
MicroSectors Gold -3x Inverse Leveraged ETN
DULL
$207M
| $16.8K | ﹤0.01% |
+200
| New | +$19.5K |
|
3620
Fuel Tech
FTEK
$43.7M
| $16.3K | ﹤0.01% |
10,440
+40
| +0.4% | +$88 |
|
|
ASNS
3621
DELISTED
ACTELIS NETWORKS INC
ASNS
| $15.8K | ﹤0.01% |
32,000
+30,500
| +2,033% | +$113K |
|
|
MAPS
3622
DELISTED
WM TECHNOLOGY INC A
MAPS
| $15.8K | ﹤0.01% |
19,151
| – | – |
|
3623
Alector
ALEC
$199M
| $15.6K | ﹤0.01% |
+10,011
| New | +$17.8K |
|
3624
Microvision
MVIS
$78.9M
| $15.3K | ﹤0.01% |
1,235
+20
| +2% | +$319 |
|
|
FRSX
3625
Foresight Autonomous Holdings
FRSX
$3.64M
| $14.2K | ﹤0.01% |
3,680
| – | – |
|
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.