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HighTower Advisors Portfolio holdings
AUM
$104B
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
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$396M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$186M |
| 3 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$149M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$113M |
| 5 |
VanEck High Yield Muni ETF
HYD
|
+$111M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$114M |
| 2 |
LyondellBasell Industries
LYB
|
+$104M |
| 3 |
Kenvue
KVUE
|
+$100M |
| 4 |
Occidental Petroleum
OXY
|
+$91.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
26
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $520M | 0.57% |
7,881,074
+114,880
| +1% | +$7.53M |
2013 Q2
50 quarters
|
|
27
Vanguard Dividend Appreciation ETF
VIG
$111B
| $518M | 0.57% |
2,357,937
+12,038
| +0.5% | +$2.63M |
2021 Q1
19 quarters
|
|
28
Schwab International Equity ETF
SCHF
$67.6B
| $496M | 0.54% |
20,621,877
-1,789,340
| -8% | -$42.5M |
2013 Q2
50 quarters
|
|
29
Visa
V
$724B
| $493M | 0.54% |
1,405,738
-17,106
| -1% | -$5.83M |
2021 Q1
19 quarters
|
|
30
PepsiCo
PEP
$172B
| $491M | 0.54% |
3,422,021
-16,420
| -0.5% | -$2.41M |
2013 Q2
50 quarters
|
|
31
iShares Core MSCI EAFE ETF
IEFA
$190B
| $489M | 0.53% |
5,463,367
+660,292
| +14% | +$58.4M |
2014 Q1
47 quarters
|
|
32
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$603M
| $486M | 0.53% |
12,378,415
+156,835
| +1% | +$6.05M |
2022 Q4
12 quarters
|
|
33
Chevron
CVX
$416B
| $455M | 0.5% |
2,988,115
+605,414
| +25% | +$92.2M |
2013 Q2
50 quarters
|
|
34
Cisco
CSCO
$467B
| $435M | 0.48% |
5,642,401
-43,467
| -0.8% | -$3.23M |
2015 Q3
41 quarters
|
|
35
IBM
IBM
$214B
| $420M | 0.46% |
1,419,413
+51,227
| +4% | +$15.3M |
2013 Q2
50 quarters
|
|
36
Tesla
TSLA
$1.51T
| $419M | 0.46% |
931,959
+5,627
| +0.6% | +$2.49M |
2013 Q2
50 quarters
|
|
37
McDonald's
MCD
$166B
| $414M | 0.45% |
1,353,113
+15,710
| +1% | +$4.81M |
2013 Q2
50 quarters
|
|
38
iShares Core S&P Small-Cap ETF
IJR
$104B
| $402M | 0.44% |
3,346,705
+368,988
| +12% | +$44.1M |
2013 Q2
50 quarters
|
|
39
Merck
MRK
$359B
| $402M | 0.44% |
3,818,135
-50,990
| -1% | -$4.79M |
2013 Q2
50 quarters
|
|
40
Schwab US Large- Cap ETF
SCHX
$75.3B
| $381M | 0.42% |
14,141,394
-58,313
| -0.4% | -$1.56M |
2013 Q2
50 quarters
|
|
41
Bank of America
BAC
$380B
| $379M | 0.41% |
6,888,787
+107,897
| +2% | +$5.7M |
2020 Q1
23 quarters
|
|
42
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$542M
| $376M | 0.41% |
7,528,911
+438,847
| +6% | +$21.7M |
2022 Q4
12 quarters
|
|
43
AbbVie
ABBV
$489B
| $372M | 0.41% |
1,628,911
-12,873
| -0.8% | -$2.93M |
2013 Q2
50 quarters
|
|
44
Caterpillar
CAT
$368B
| $363M | 0.4% |
632,814
-29,919
| -5% | -$16.6M |
2013 Q2
50 quarters
|
|
45
Costco
COST
$420B
| $362M | 0.4% |
419,518
-5,296
| -1% | -$4.8M |
2015 Q3
41 quarters
|
|
46
RTX Corp
RTX
$251B
| $358M | 0.39% |
1,949,616
-75,569
| -4% | -$13.1M |
2024 Q2
6 quarters
|
|
47
Procter & Gamble
PG
$351B
| $355M | 0.39% |
2,477,364
+12,434
| +0.5% | +$1.83M |
2013 Q2
50 quarters
|
|
48
iShares Core Dividend Growth ETF
DGRO
$43B
| $347M | 0.38% |
5,001,638
+39,699
| +0.8% | +$2.73M |
2016 Q3
37 quarters
|
|
|
SPYM
49
State Street SPDR Portfolio S&P 500 ETF
SPYM
$177B
| $343M | 0.38% |
4,274,627
+423,754
| +11% | +$33.7M |
2016 Q3
37 quarters
|
|
50
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $342M | 0.37% |
6,356,188
+365,261
| +6% | +$19.8M |
2021 Q1
19 quarters
|
|
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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.