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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B Turnover 12.73%
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
Cap. Flow
+$1.53B
Cap. Flow %
1.67%
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
4.5 years
Top 10 Avg Time Held Equity + Options
4 years
Top 20 Avg Time Held Equity + Options
4.5 years
Avg Time Held Equity only
4.5 years
Top 10 Avg Time Held Equity only
4.3 years
Top 20 Avg Time Held Equity only
4.5 years

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$396M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$186M
3
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

Rank Stock Value
1
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$114M
2
LYB icon
LyondellBasell Industries
LYB
+$104M
3
KVUE icon
Kenvue
KVUE
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 47.39%
2 Technology 13.28%
3 Financials 9.68%
4 Consumer Discretionary 5.69%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ONON icon
3876
PUT
On Holding
ONON
$11.6B
– –
-100
Closed -$505 –
OPEN icon
3877
PUT
Opendoor
OPEN
$2.06B
– –
-207
Closed -$97 –
ORCL icon
3878
PUT
Oracle
ORCL
$389B
– –
-1,600
Closed -$92.4K –
OXY icon
3879
PUT
Occidental Petroleum
OXY
$62.4B
– –
-100
Closed -$338 –
PAA icon
3880
PUT
Plains All American Pipeline
PAA
$17.8B
– –
-200
Closed -$10 –
PAWZ icon
3881
ProShares Pet Care ETF
PAWZ
$33.1M
– –
-3,587
Closed -$201K –
PCT icon
3882
PUT
PureCycle Technologies
PCT
$617M
– –
-6,100
Closed -$11.3K –
PFO icon
3883
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$112M
– –
-15,052
Closed -$147K –
PHD
3884
DELISTED
Pioneer Floating Rate Fund
PHD
– –
-13,382
Closed -$133K –
PHM icon
3885
PUT
Pultegroup
PHM
$21.6B
– –
-900
Closed -$4.86K –
IMVP icon
3886
Invesco India ETF
IMVP
$94.1M
– –
-19,479
Closed -$488K –
PINC icon
3887
DELISTED
Premier
PINC
– –
-25,287
Closed -$703K –
PKX icon
3888
POSCO
PKX
$16.6B
– –
-10,450
Closed -$514K –
PLG icon
3889
Platinum Group Metals
PLG
$147M
– –
-68,716
Closed -$182K –
PLTR icon
3890
PUT
Palantir
PLTR
$447B
– –
-27,700
Closed -$28.7K –
PNFP icon
3891
Pinnacle Financial Partners Inc
PNFP
$14.3B
– –
-8,874
Closed -$832K –
PRGS icon
3892
PUT
Progress Software
PRGS
$1.67B
– –
-2,500
Closed -$5.83K –
PRG icon
3893
PROG Holdings
PRG
$1.23B
– –
-6,459
Closed -$209K –
PSCE icon
3894
Invesco S&P SmallCap Energy ETF
PSCE
$104M
– –
-11,424
Closed -$487K –
PSNY icon
3895
Polestar Automotive Holding UK
PSNY
$641M
– –
-811
Closed -$22.9K –
PTMC icon
3896
Pacer Trendpilot US Mid Cap ETF
PTMC
$367M
– –
-60,738
Closed -$2.18M –
PYPL icon
3897
PUT
PayPal
PYPL
$48.5B
– –
-61,000
Closed -$133K –
QBTS icon
3898
PUT
D-Wave Quantum Inc
QBTS
$4.47B
– –
-3,800
Closed -$35.6K –
QDF icon
3899
Northern Trust Quality Dividend ETF
QDF
$2.19B
– –
-2,541
Closed -$202K –
QFIN icon
3900
Qfin Holdings
QFIN
$689M
– –
-17,717
Closed -$510K –
154 155
156
157 158

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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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.

  • 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.