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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
(+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
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 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 | |
|---|---|---|---|---|---|---|---|
476
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
| $30.8M | 0.03% |
218,545
+2,843
| +1% | +$397K |
2013 Q2
50 quarters
|
|
477
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$8.07B
| $30.8M | 0.03% |
2,326,173
+29,361
| +1% | +$397K |
2018 Q2
30 quarters
|
|
478
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.7B
| $30.8M | 0.03% |
327,165
-26,719
| -8% | -$2.52M |
2013 Q2
50 quarters
|
|
479
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.1B
| $30.8M | 0.03% |
319,880
+111,333
| +53% | +$10.7M |
2016 Q2
38 quarters
|
|
480
American Tower
AMT
$86.3B
| $30.5M | 0.03% |
173,535
-11,914
| -6% | -$2.17M |
2015 Q3
41 quarters
|
|
481
PayPal
PYPL
$48.5B
| $30.4M | 0.03% |
521,252
+6,149
| +1% | +$399K |
2015 Q3
41 quarters
|
|
482
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
| $30.2M | 0.03% |
643,205
+9,338
| +1% | +$430K |
2013 Q2
50 quarters
|
|
483
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.24B
| $30.2M | 0.03% |
575,410
+194,839
| +51% | +$10.2M |
2013 Q2
50 quarters
|
|
484
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| $30.1M | 0.03% |
387,689
-12,282
| -3% | -$959K |
2013 Q2
50 quarters
|
|
485
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.55B
| $29.9M | 0.03% |
304,332
-3,877
| -1% | -$380K |
2014 Q4
44 quarters
|
|
486
iShares MSCI Global Gold Miners ETF
RING
$2.32B
| $29.9M | 0.03% |
405,778
-28,713
| -7% | -$1.94M |
2018 Q2
30 quarters
|
|
487
Nasdaq
NDAQ
$52.5B
| $29.8M | 0.03% |
307,185
+43,261
| +16% | +$3.89M |
2019 Q2
26 quarters
|
|
488
Starwood Property Trust
STWD
$4.61B
| $29.8M | 0.03% |
1,655,008
-687,313
| -29% | -$12.6M |
2013 Q2
50 quarters
|
|
489
iShares Treasury Floating Rate Bond ETF
TFLO
$7.08B
| $29.8M | 0.03% |
589,850
+219,382
| +59% | +$11.1M |
2022 Q3
13 quarters
|
|
490
State Street SPDR S&P Metals & Mining ETF
XME
$4B
| $29.6M | 0.03% |
285,852
-37,476
| -12% | -$3.7M |
2020 Q2
22 quarters
|
|
491
iShares New York Muni Bond ETF
NYF
$1.6B
| $29.5M | 0.03% |
551,679
+123,158
| +29% | +$6.6M |
2017 Q2
34 quarters
|
|
492
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.17B
| $29.4M | 0.03% |
109,285
-4,058
| -4% | -$1.11M |
2024 Q2
6 quarters
|
|
493
Oneok
OKE
$58.8B
| $29.4M | 0.03% |
399,979
-9,004
| -2% | -$638K |
2013 Q2
50 quarters
|
|
494
Invesco S&P 500 Pure Growth ETF
RPG
$1.79B
| $29.4M | 0.03% |
629,548
-10,404
| -2% | -$488K |
2018 Q2
30 quarters
|
|
495
Enbridge
ENB
$107B
| $29.3M | 0.03% |
612,618
+5,429
| +0.9% | +$259K |
2016 Q1
39 quarters
|
|
496
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $29.2M | 0.03% |
510,981
+1,215
| +0.2% | +$69.1K |
2021 Q1
19 quarters
|
|
497
WisdomTree Cybersecurity Fund
WCBR
$184M
| $29.2M | 0.03% |
1,049,217
+27,119
| +3% | +$820K |
2025 Q2
2 quarters
|
|
498
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.1B
| $29.1M | 0.03% |
381,601
+15,479
| +4% | +$1.35M |
2024 Q1
7 quarters
|
|
499
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.11B
| $29M | 0.03% |
881,077
+1,126
| +0.1% | +$36.2K |
2022 Q2
14 quarters
|
|
500
iShares 7-10 Year Treasury Bond ETF
IEF
$41.7B
| $28.9M | 0.03% |
301,057
-59,926
| -17% | -$5.8M |
2013 Q2
50 quarters
|
|
Similar funds
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.