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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
UBER icon
3976
PUT
Uber
UBER
$144B
– –
-1,900
Closed -$77K –
UFI icon
3977
UNIFI
UFI
$105M
– –
-10,132
Closed -$48.2K –
UFO icon
3978
Procure Space ETF
UFO
$497M
– –
-38,132
Closed -$1.36M –
UNG icon
3979
PUT
United States Natural Gas Fund
UNG
$506M
– –
-3,200
Closed -$4.4K –
UNH icon
3980
PUT
UnitedHealth
UNH
$360B
– –
-78,000
Closed -$891K –
UPS icon
3981
PUT
United Parcel Service
UPS
$82.9B
– –
-61,000
Closed -$136K –
URA icon
3982
PUT
Global X Uranium ETF
URA
$5B
– –
-1,000
Closed -$4.79K –
URNJ icon
3983
Sprott Junior Uranium Miners ETF
URNJ
$278M
– –
-11,238
Closed -$328K –
UVXY icon
3984
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$282M
– –
-486
Closed -$25.4K –
UVXY icon
3985
PUT
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$282M
– –
-2,240
Closed -$8.79K –
V icon
3986
PUT
Visa
V
$756B
– –
-100
Closed -$181 –
VAC icon
3987
Marriott Vacations Worldwide
VAC
$3.82B
– –
-4,019
Closed -$268K –
VB icon
3988
PUT
Vanguard Morningstar Small-Cap ETF
VB
$76.9B
– –
-1,000
Closed -$8.7K –
VBTX icon
3989
DELISTED
Veritex Holdings
VBTX
– –
-497,661
Closed -$16.7M –
VC icon
3990
Visteon
VC
$2.33B
– –
-5,648
Closed -$677K –
VEEV icon
3991
PUT
Veeva Systems
VEEV
$50.3B
– –
-600
Closed -$11.2K –
VLY icon
3992
PUT
Valley National Bancorp
VLY
$7B
– –
-8,000
Closed -$4.6K –
VMEO icon
3993
DELISTED
Vimeo
VMEO
– –
-97,008
Closed -$752K –
VNDA icon
3994
Vanda Pharmaceuticals
VNDA
$244M
– –
-7,490
Closed -$37.4K –
VNDA icon
3995
PUT
Vanda Pharmaceuticals
VNDA
$244M
– –
-14,000
Closed -$7.28K –
VNOM icon
3996
PUT
Viper Energy
VNOM
$8.75B
– –
-3,200
Closed -$6.78K –
VO icon
3997
PUT
Vanguard Morningstar Mid-Cap ETF
VO
$106B
– –
-6,000
Closed -$17.4K –
VOD icon
3998
PUT
Vodafone
VOD
$37.3B
– –
-490,000
Closed -$207K –
VST icon
3999
PUT
Vistra
VST
$51B
– –
-125,000
Closed -$290K –
WDC icon
4000
PUT
Western Digital
WDC
$124B
– –
-3,000
Closed -$8.12K –
158 159
160
161 162

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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.