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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
SYF icon
3951
PUT
Synchrony
SYF
$24.1B
– –
-125,000
Closed -$166K –
TECS icon
3952
Direxion Daily Technology Bear 3x ETF
TECS
$82.6M
– –
-1,219
Closed -$236K –
TFC icon
3953
PUT
Truist Financial
TFC
$57.7B
– –
-100
Closed -$164 –
TFSL icon
3954
TFS Financial
TFSL
$4.57B
– –
-22,616
Closed -$298K –
TGT icon
3955
PUT
Target
TGT
$70B
– –
-2,500
Closed -$4.66K –
TJX icon
3956
PUT
TJX Companies
TJX
$162B
– –
-3,000
Closed -$5K –
TLRY icon
3957
Tilray
TLRY
$449M
– –
-10,319
Closed -$179K –
TLT icon
3958
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
– –
-1,000
Closed -$23 –
TNK icon
3959
Teekay Tankers
TNK
$3.37B
– –
-7,806
Closed -$395K –
TOKE icon
3960
DELISTED
Cambria Cannabis ETF
TOKE
– –
-20,655
Closed -$133K –
TQQQ icon
3961
PUT
ProShares UltraPro QQQ
TQQQ
$33.1B
– –
-200
Closed -$275 –
TRIP icon
3962
PUT
TripAdvisor
TRIP
$1.09B
– –
-100
Closed -$3 –
TRML icon
3963
DELISTED
Tourmaline Bio
TRML
– –
-53,418
Closed -$2.55M –
TRN icon
3964
Trinity Industries
TRN
$2.01B
– –
-28,936
Closed -$811K –
TRS icon
3965
TriMas Corp
TRS
$1.38B
– –
-5,500
Closed -$213K –
TSLA icon
3966
PUT
Tesla
TSLA
$1.39T
– –
-14,000
Closed -$534K –
TSM icon
3967
PUT
TSMC
TSM
$2.14T
– –
-92,300
Closed -$372K –
TTD icon
3968
PUT
Trade Desk
TTD
$5.77B
– –
-4,400
Closed -$34.9K –
TTGT icon
3969
TechTarget
TTGT
$271M
– –
-77,659
Closed -$451K –
TUR icon
3970
iShares MSCI Turkey ETF
TUR
$156M
– –
-30,018
Closed -$1.03M –
TXG icon
3971
10x Genomics
TXG
$9.11B
– –
-32,920
Closed -$385K –
TXG icon
3972
PUT
10x Genomics
TXG
$9.11B
– –
-20,000
Closed -$8.5K –
U icon
3973
PUT
Unity
U
$17.7B
– –
-100
Closed -$490 –
UAMY icon
3974
United States Antimony
UAMY
$427M
– –
-12,726
Closed -$78.9K –
UAUG icon
3975
Innovator US Equity Ultra Buffer ETF August
UAUG
$245M
– –
-9,590
Closed -$377K –
157 158
159
160 161

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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.