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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
WMT icon
4001
PUT
Walmart Inc
WMT
$935B
– –
-1,600
Closed -$980 –
WRAP icon
4002
Wrap Technologies
WRAP
$84M
– –
-56,415
Closed -$122K –
WRAP icon
4003
PUT
Wrap Technologies
WRAP
$84M
– –
-36,000
Closed -$16.6K –
WSC icon
4004
WillScot Mobile Mini Holdings
WSC
$2.97B
– –
-26,692
Closed -$564K –
WULF icon
4005
PUT
TeraWulf
WULF
$6.3B
– –
-18,800
Closed -$27.6K –
WYNN icon
4006
PUT
Wynn Resorts
WYNN
$7.93B
– –
-300
Closed -$2K –
XHLF icon
4007
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.01B
– –
-25,701
Closed -$1.3M –
XOM icon
4008
PUT
ExxonMobil
XOM
$718B
– –
-125,100
Closed -$153K –
XPRO icon
4009
Expro Ltd
XPRO
$1.76B
– –
-13,095
Closed -$156K –
XTEN icon
4010
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.34B
– –
-22,762
Closed -$1.06M –
YMM icon
4011
Full Truck Alliance
YMM
$9.15B
– –
-18,011
Closed -$234K –
YUMC icon
4012
PUT
Yum China
YUMC
$15.1B
– –
-100
Closed -$500 –
ZBRA icon
4013
PUT
Zebra Technologies
ZBRA
$17.9B
– –
-800
Closed -$23.2K –
ZROZ icon
4014
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$2.08B
– –
-6,259
Closed -$425K –
LFWD icon
4015
ReWalk Robotics
LFWD
$17.6M
– –
-105
Closed -$899 –
LFWD icon
4016
PUT
ReWalk Robotics
LFWD
$17.6M
– –
-2,350
Closed -$7.05K –
DAY icon
4017
DELISTED
Dayforce
DAY
– –
-4,088
Closed -$281K –
SOC icon
4018
PUT
Sable Offshore Corp
SOC
$637M
– –
-400
Closed -$265 –
MSTY icon
4019
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.06B
– –
-4,639
Closed -$324K –
CRML icon
4020
Critical Metals Corp
CRML
$1.02B
– –
-11,700
Closed -$72.8K –
ULTY icon
4021
YieldMax Ultra Option Income Strategy ETF
ULTY
$663M
– –
-2,510
Closed -$137K –
IRET icon
4022
DELISTED
iREIT MarketVector Quality REIT Index ETF
IRET
– –
-11,500
Closed -$221K –
GEV icon
4023
PUT
GE Vernova
GEV
$247B
– –
-41,400
Closed -$515K –
NNE icon
4024
Nano Nuclear Energy
NNE
$730M
– –
-5,732
Closed -$221K –
NNE icon
4025
PUT
Nano Nuclear Energy
NNE
$730M
– –
-1,000
Closed -$1.04K –
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.