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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
VG icon
4026
Venture Global Inc
VG
$30.2B
– –
-79,920
Closed -$1.13M –
VG icon
4027
PUT
Venture Global Inc
VG
$30.2B
– –
-10,000
Closed -$4.25K –
BWIN icon
4028
Baldwin Insurance Group
BWIN
$4.49B
– –
-20,666
Closed -$583K –
NAKA
4029
Nakamoto Inc
NAKA
$137M
– –
-13,001
Closed -$556K –
ETHU icon
4030
2x Ether ETF
ETHU
$1.06B
– –
-8,510
Closed -$1.11M –
ETHU icon
4031
PUT
2x Ether ETF
ETHU
$1.06B
– –
-1,000
Closed -$10.7K –
LIF icon
4032
Life360
LIF
$3.38B
– –
-14,150
Closed -$1.5M –
QXO icon
4033
PUT
QXO Inc
QXO
$11.6B
– –
-3,000
Closed -$1.27K –
NBIS icon
4034
PUT
Nebius Group N.V.
NBIS
$47.8B
– –
-300
Closed -$4.74K –
MSTU icon
4035
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$710M
– –
-649
Closed -$302K –
CBNA icon
4036
Chain Bridge Bancorp
CBNA
$322M
– –
-26,980
Closed -$883K –
BTGD icon
4037
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$50.2M
– –
-7,374
Closed -$317K –
PSIX icon
4038
Power Solutions International
PSIX
$1.19B
– –
-2,881
Closed -$283K –
ONC icon
4039
BeOne Medicines Ltd
ONC
$41.6B
– –
-668
Closed -$228K –
BZAI icon
4040
Blaize Holdings
BZAI
$38.5M
– –
-39,963
Closed -$138K –
MSIF icon
4041
MSC Income Fund Inc
MSIF
$535M
– –
-11,747
Closed -$154K –
SOLT icon
4042
2x Solana ETF
SOLT
$186M
– –
-781
Closed -$360K –
CRWV icon
4043
PUT
CoreWeave
CRWV
$35.4B
– –
-2,000
Closed -$91.2K –
BMNR icon
4044
PUT
BitMine Immersion Technologies
BMNR
$13.9B
– –
-120,500
Closed -$125K –
CRAQ icon
4045
Cal Redwood Acquisition Corp
CRAQ
$326M
– –
-30,000
Closed -$300K –
SSK icon
4046
REX-Osprey SOL + Staking ETF
SSK
$94.8M
– –
-9,094
Closed -$291K –
CWVX icon
4047
Tradr 2X Long CRWV Daily ETF
CWVX
$42.3M
– –
-6,700
Closed -$684K –
HCMA icon
4048
HCM III Acquisition Corp
HCMA
$347M
– –
-132,517
Closed -$1.34M –
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.