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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
LNG icon
451
Cheniere Energy
LNG
$52.9B
$34.2M 0.04%
176,121
+7,172
+4% +$1.51M
MPC icon
452
Marathon Petroleum
MPC
$83.7B
$34.2M 0.04%
210,434
-2,033
-1% -$380K
TIP icon
453
iShares TIPS Bond ETF
TIP
$14.5B
$34.1M 0.04%
310,144
+39,222
+14% +$4.35M
IBDR icon
454
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.4B
$33.8M 0.04%
1,396,686
+144,467
+12% +$3.5M
SPMO icon
455
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$33.7M 0.04%
282,662
+39,262
+16% +$4.71M
DFNM icon
456
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$33.6M 0.04%
696,646
+81,158
+13% +$3.91M
SHOP icon
457
Shopify
SHOP
$195B
$33.4M 0.04%
207,714
+7,139
+4% +$1.15M
JGRO icon
458
JPMorgan Active Growth ETF
JGRO
$10B
$33.2M 0.04%
358,263
+2,665
+0.7% +$250K
SRLN icon
459
State Street Blackstone Senior Loan ETF
SRLN
$5.34B
$32.9M 0.04%
797,035
-69,089
-8% -$2.85M
CCJ icon
460
Cameco
CCJ
$42.4B
$32.8M 0.04%
358,084
+10,619
+3% +$956K
APTV icon
461
Aptiv
APTV
$10.3B
$32.5M 0.04%
427,755
+114,396
+37% +$9.18M
GGG icon
462
Graco
GGG
$13.5B
$32.5M 0.04%
396,827
-27,867
-7% -$2.29M
INTC icon
463
Intel
INTC
$513B
$32.3M 0.04%
875,074
+81,938
+10% +$3.09M
IWP icon
464
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$32.2M 0.04%
235,326
-96,879
-29% -$13.5M
USRT icon
465
iShares Core US REIT ETF
USRT
$4.63B
$32.1M 0.04%
564,160
+41,028
+8% +$2.38M
ORLY icon
466
O'Reilly Automotive
ORLY
$76.3B
$32M 0.03%
350,303
+942
+0.3% +$92K
D icon
467
Dominion Energy
D
$59.3B
$31.9M 0.03%
544,347
+30,133
+6% +$1.82M
VWOB icon
468
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
$31.7M 0.03%
470,538
+54,445
+13% +$3.67M
DFEV icon
469
Dimensional Emerging Markets Value ETF
DFEV
$2.02B
$31.5M 0.03%
932,682
-6,144
-0.7% -$203K
BDX icon
470
Becton Dickinson
BDX
$48.2B
$31.3M 0.03%
161,343
-10,799
-6% -$2.06M
AGGY icon
471
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
$31.3M 0.03%
709,752
-106,018
-13% -$4.7M
GBDC icon
472
Golub Capital BDC
GBDC
$3.42B
$31.2M 0.03%
2,298,330
-230,937
-9% -$3.2M
REET icon
473
iShares Global REIT ETF
REET
$5.11B
$31.2M 0.03%
1,249,750
+39,360
+3% +$994K
FLQM icon
474
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$31M 0.03%
550,196
+22,570
+4% +$1.27M
PBD icon
475
Invesco Global Clean Energy ETF
PBD
$192M
$30.8M 0.03%
+1,917,933
New +$31.1M
17 18
19
20 21

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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 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.