We are live on ! Find out more
HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+3.03%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
AUM
$91.4B
AUM Growth
+$3.36B
Cap. Flow
+$1.71B
Cap. Flow %
1.87%
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404

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 Technology 13.28%
2 Financials 9.68%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAVE icon
426
Global X US Infrastructure Development ETF
PAVE
$15.2B
$37.5M 0.04%
784,502
+35,224
+5% +$1.69M
MLM icon
427
Martin Marietta Materials
MLM
$33B
$37.3M 0.04%
59,965
+574
+1% +$357K
VOT icon
428
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$37.3M 0.04%
133,573
+1,080
+0.8% +$309K
APH icon
429
Amphenol
APH
$209B
$37M 0.04%
273,532
+17,387
+7% +$2.33M
C icon
430
Citigroup
C
$226B
$36.8M 0.04%
315,793
-5,578
-2% -$579K
JPME icon
431
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$473M
$36.8M 0.04%
338,574
+24,973
+8% +$2.7M
VONE icon
432
Vanguard Russell 1000 ETF
VONE
$8.58B
$36.8M 0.04%
118,976
+1,011
+0.9% +$310K
SCHW
433
Charles Schwab
SCHW
$187B
$36.6M 0.04%
366,607
-31,140
-8% -$2.95M
PHYS icon
434
Sprott Physical Gold
PHYS
$15.7B
$36.4M 0.04%
1,101,440
+43,434
+4% +$1.37M
HEI icon
435
HEICO Corp
HEI
$51.4B
$36.3M 0.04%
112,310
-4,339
-4% -$1.37M
DKS icon
436
Dick's Sporting Goods
DKS
$18.7B
$36.1M 0.04%
182,535
+120,545
+194% +$26.3M
VV icon
437
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$35.9M 0.04%
114,009
+4,264
+4% +$1.33M
EOG icon
438
EOG Resources
EOG
$70.7B
$35.6M 0.04%
339,459
+14,517
+4% +$1.56M
TXUE
439
Thornburg International Equity ETF
TXUE
$552M
$35.6M 0.04%
1,135,695
+479,087
+73% +$14.8M
REGN icon
440
Regeneron Pharmaceuticals
REGN
$80.8B
$35.6M 0.04%
46,087
+356
+0.8% +$242K
SNOW icon
441
Snowflake
SNOW
$115B
$35.5M 0.04%
161,763
-15,009
-8% -$3.66M
AMLP icon
442
Alerian MLP ETF
AMLP
$12.8B
$35.4M 0.04%
752,637
-82,411
-10% -$3.86M
HUBG icon
443
HUB Group
HUBG
$2.92B
$35.2M 0.04%
827,262
-2,138
-0.3% -$81.3K
CIBR icon
444
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$35.2M 0.04%
492,718
+56,268
+13% +$4.22M
KMI icon
445
Kinder Morgan
KMI
$68.7B
$34.9M 0.04%
1,271,105
+39,260
+3% +$1.06M
XMMO icon
446
Invesco S&P MidCap Momentum ETF
XMMO
$7.53B
$34.8M 0.04%
251,672
+196,188
+354% +$26.8M
SOXX icon
447
iShares Semiconductor ETF
SOXX
$48.7B
$34.8M 0.04%
115,601
-2,838
-2% -$837K
EFV icon
448
iShares MSCI EAFE Value ETF
EFV
$29.4B
$34.7M 0.04%
486,297
+34,286
+8% +$2.38M
NVS icon
449
Novartis
NVS
$297B
$34.7M 0.04%
251,375
-1,828
-0.7% -$239K
PNQI icon
450
Invesco NASDAQ Internet ETF
PNQI
$551M
$34.5M 0.04%
639,183
-11,145
-2% -$608K
16 17
18
19 20

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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 Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • 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.