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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
QGEN icon
3901
Qiagen
QGEN
$9.53B
– –
-9,763
Closed -$436K –
QQQ icon
3902
PUT
Invesco QQQ Trust
QQQ
$475B
– –
-99,300
Closed -$644K –
QYLD icon
3903
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
– –
-102,499
Closed -$1.78M –
RACE icon
3904
PUT
Ferrari
RACE
$69.7B
– –
-100
Closed -$2K –
RBBN icon
3905
Ribbon Communications
RBBN
$236M
– –
-24,828
Closed -$94.3K –
RCS icon
3906
PIMCO Strategic Income Fund
RCS
$231M
– –
-17,859
Closed -$136K –
RDW icon
3907
PUT
Redwire
RDW
$2.1B
– –
-20,000
Closed -$25.4K –
RDWR icon
3908
Radware
RDWR
$1.14B
– –
-30,474
Closed -$807K –
RETL icon
3909
Direxion Daily Retail Bull 3X ETF
RETL
$32.7M
– –
-10,000
Closed -$101K –
RGEN icon
3910
PUT
Repligen
RGEN
$11.1B
– –
-800
Closed -$26.4K –
RGTI icon
3911
PUT
Rigetti Computing
RGTI
$3.94B
– –
-100
Closed -$488 –
RH icon
3912
PUT
RH
RH
$2.14B
– –
-4,000
Closed -$7K –
RIOT icon
3913
Riot Platforms
RIOT
$5.15B
– –
-219,456
Closed -$4.18M –
RKLB icon
3914
PUT
Rocket Lab Corp
RKLB
$32.5B
– –
-800
Closed -$774 –
RNG icon
3915
RingCentral
RNG
$6.3B
– –
-11,413
Closed -$323K –
HIND icon
3916
Vyome Holdings
HIND
$13.1M
– –
-17,973
Closed -$93.1K –
RSPN icon
3917
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$712M
– –
-6,471
Closed -$363K –
RXST icon
3918
RxSight
RXST
$188M
– –
-22,433
Closed -$202K –
SABR icon
3919
Sabre
SABR
$678M
– –
-52,853
Closed -$96.7K –
SAND icon
3920
DELISTED
Sandstorm Gold
SAND
– –
-21,096
Closed -$264K –
SCM icon
3921
Stellus Capital Investment Corp
SCM
$201M
– –
-13,529
Closed -$177K –
SDRL icon
3922
Seadrill
SDRL
$2.96B
– –
-13,843
Closed -$418K –
SELF icon
3923
Global Self Storage
SELF
$56.1M
– –
-19,836
Closed -$99.8K –
SFM icon
3924
PUT
Sprouts Farmers Market
SFM
$6.08B
– –
-10,600
Closed -$175K –
SGHC icon
3925
SGHC Ltd
SGHC
$5.63B
– –
-22,039
Closed -$291K –
155 156
157
158 159

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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.