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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
IWS icon
476
iShares Russell Mid-Cap Value ETF
IWS
$16B
$30.8M 0.03%
218,545
+2,843
+1% +$397K
PDBC icon
477
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
$30.8M 0.03%
2,326,173
+29,361
+1% +$397K
SLYG icon
478
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$30.8M 0.03%
327,165
-26,719
-8% -$2.52M
EMB icon
479
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$30.8M 0.03%
319,880
+111,333
+53% +$10.7M
AMT icon
480
American Tower
AMT
$80.4B
$30.5M 0.03%
173,535
-11,914
-6% -$2.17M
PYPL icon
481
PayPal
PYPL
$50.5B
$30.4M 0.03%
521,252
+6,149
+1% +$399K
PRF icon
482
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$30.2M 0.03%
643,205
+9,338
+1% +$430K
MUNI icon
483
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.09B
$30.2M 0.03%
575,410
+194,839
+51% +$10.2M
XLP icon
484
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$30.1M 0.03%
387,689
-12,282
-3% -$959K
AIRR icon
485
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$29.9M 0.03%
304,332
-3,877
-1% -$380K
RING icon
486
iShares MSCI Global Gold Miners ETF
RING
$2.56B
$29.9M 0.03%
405,778
-28,713
-7% -$1.94M
NDAQ icon
487
Nasdaq
NDAQ
$52.9B
$29.8M 0.03%
307,185
+43,261
+16% +$3.89M
STWD icon
488
Starwood Property Trust
STWD
$6.09B
$29.8M 0.03%
1,655,008
-687,313
-29% -$12.6M
TFLO icon
489
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$29.8M 0.03%
589,850
+219,382
+59% +$11.1M
XME icon
490
State Street SPDR S&P Metals & Mining ETF
XME
$4.42B
$29.6M 0.03%
285,852
-37,476
-12% -$3.7M
NYF icon
491
iShares New York Muni Bond ETF
NYF
$1.4B
$29.5M 0.03%
551,679
+123,158
+29% +$6.6M
FDN icon
492
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$29.4M 0.03%
109,285
-4,058
-4% -$1.11M
OKE icon
493
Oneok
OKE
$54.5B
$29.4M 0.03%
399,979
-9,004
-2% -$638K
RPG icon
494
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$29.4M 0.03%
629,548
-10,404
-2% -$488K
ENB icon
495
Enbridge
ENB
$112B
$29.3M 0.03%
612,618
+5,429
+0.9% +$259K
DGS icon
496
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$29.2M 0.03%
510,981
+1,215
+0.2% +$69.1K
WCBR
497
WisdomTree Cybersecurity Fund
WCBR
$116M
$29.2M 0.03%
1,049,217
+27,119
+3% +$820K
FBTC icon
498
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$29.1M 0.03%
381,601
+15,479
+4% +$1.35M
DFSV
499
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$29M 0.03%
881,077
+1,126
+0.1% +$36.2K
IEF icon
500
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$28.9M 0.03%
301,057
-59,926
-17% -$5.8M
18 19
20
21 22

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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)
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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.