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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
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$127B
$520M 0.57%
7,881,074
+114,880
+1% +$7.53M
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$114B
$518M 0.57%
2,357,937
+12,038
+0.5% +$2.63M
SCHF icon
28
Schwab International Equity ETF
SCHF
$68.7B
$496M 0.54%
20,621,877
-1,789,340
-8% -$42.5M
V icon
29
Visa
V
$677B
$493M 0.54%
1,405,738
-17,106
-1% -$5.83M
PEP icon
30
PepsiCo
PEP
$190B
$491M 0.54%
3,422,021
-16,420
-0.5% -$2.41M
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$196B
$489M 0.53%
5,463,367
+660,292
+14% +$58.4M
SIXH icon
32
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$574M
$486M 0.53%
12,378,415
+156,835
+1% +$6.05M
CVX icon
33
Chevron
CVX
$366B
$455M 0.5%
2,988,115
+605,414
+25% +$92.2M
CSCO icon
34
Cisco
CSCO
$479B
$435M 0.48%
5,642,401
-43,467
-0.8% -$3.23M
IBM icon
35
IBM
IBM
$224B
$420M 0.46%
1,419,413
+51,227
+4% +$15.3M
TSLA icon
36
Tesla
TSLA
$1.3T
$419M 0.46%
931,959
+5,627
+0.6% +$2.49M
MCD icon
37
McDonald's
MCD
$195B
$414M 0.45%
1,353,113
+15,710
+1% +$4.81M
IJR icon
38
iShares Core S&P Small-Cap ETF
IJR
$112B
$402M 0.44%
3,346,705
+368,988
+12% +$44.1M
MRK icon
39
Merck
MRK
$318B
$402M 0.44%
3,818,135
-50,990
-1% -$4.79M
SCHX icon
40
Schwab US Large- Cap ETF
SCHX
$74.5B
$381M 0.42%
14,141,394
-58,313
-0.4% -$1.56M
BAC icon
41
Bank of America
BAC
$442B
$379M 0.41%
6,888,787
+107,897
+2% +$5.7M
SIXA icon
42
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$524M
$376M 0.41%
7,528,911
+438,847
+6% +$21.7M
ABBV icon
43
AbbVie
ABBV
$435B
$372M 0.41%
1,628,911
-12,873
-0.8% -$2.93M
CAT icon
44
Caterpillar
CAT
$387B
$363M 0.4%
632,814
-29,919
-5% -$16.6M
COST icon
45
Costco
COST
$420B
$362M 0.4%
419,518
-5,296
-1% -$4.8M
RTX icon
46
RTX Corp
RTX
$301B
$358M 0.39%
1,949,616
-75,569
-4% -$13.1M
PG icon
47
Procter & Gamble
PG
$339B
$355M 0.39%
2,477,364
+12,434
+0.5% +$1.83M
DGRO icon
48
iShares Core Dividend Growth ETF
DGRO
$43.5B
$347M 0.38%
5,001,638
+39,699
+0.8% +$2.73M
SPYM
49
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$343M 0.38%
4,274,627
+423,754
+11% +$33.7M
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$342M 0.37%
6,356,188
+365,261
+6% +$19.8M
1
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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.