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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
SYY icon
501
Sysco
SYY
$40.3B
$28.9M 0.03%
392,327
-2,713
-0.7% -$206K
MAGS icon
502
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.87B
$28.7M 0.03%
435,118
+4,081
+0.9% +$270K
TPL icon
503
Texas Pacific Land
TPL
$23.5B
$28.6M 0.03%
99,611
+4,718
+5% +$1.44M
PLD icon
504
Prologis
PLD
$133B
$28.3M 0.03%
221,952
-2,017
-0.9% -$251K
SIVR icon
505
abrdn Physical Silver Shares ETF
SIVR
$4.42B
$28.3M 0.03%
418,252
-126,894
-23% -$6.67M
DELL icon
506
Dell
DELL
$293B
$28.2M 0.03%
224,344
+19,148
+9% +$2.7M
VRP icon
507
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$28.2M 0.03%
1,159,648
+11,211
+1% +$275K
HACK icon
508
Amplify Cybersecurity ETF
HACK
$2.9B
$28M 0.03%
348,876
+9,275
+3% +$787K
GAP
509
The Gap Inc
GAP
$7.37B
$27.9M 0.03%
1,091,578
+2,157
+0.2% +$52.3K
CMCSA icon
510
Comcast
CMCSA
$90B
$27.9M 0.03%
932,737
-619,942
-40% -$17.7M
CPRT icon
511
Copart
CPRT
$27.5B
$27.7M 0.03%
706,346
-30,554
-4% -$1.27M
EUSA icon
512
iShares MSCI USA Equal Weighted ETF
EUSA
$1.88B
$27.3M 0.03%
263,723
+77,243
+41% +$7.95M
IWY icon
513
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$26.9M 0.03%
97,164
-9,937
-9% -$2.75M
TOTL icon
514
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$26.9M 0.03%
668,143
+11,587
+2% +$469K
UL icon
515
Unilever
UL
$136B
$26.9M 0.03%
411,199
+17,974
+5% +$1.21M
MDYV icon
516
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.83B
$26.6M 0.03%
313,909
+43,115
+16% +$3.61M
BXSL icon
517
Blackstone Secured Lending
BXSL
$5.72B
$26.5M 0.03%
1,006,504
-36,610
-4% -$983K
MAR icon
518
Marriott International
MAR
$92.3B
$26.5M 0.03%
85,272
+4,333
+5% +$1.24M
SHV icon
519
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$26.4M 0.03%
239,356
+70,461
+42% +$7.77M
SCHP icon
520
Schwab US TIPS ETF
SCHP
$16.3B
$26.3M 0.03%
991,064
+165,360
+20% +$4.44M
PGR icon
521
Progressive
PGR
$125B
$26.2M 0.03%
114,920
-16,962
-13% -$3.83M
XMHQ icon
522
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$26.1M 0.03%
255,238
-47,508
-16% -$4.9M
STIP icon
523
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$26.1M 0.03%
255,185
+668
+0.3% +$68.8K
WEC icon
524
WEC Energy
WEC
$35.1B
$25.8M 0.03%
244,939
+400
+0.2% +$44.3K
LYV icon
525
Live Nation Entertainment
LYV
$42.1B
$25.8M 0.03%
181,061
-16,829
-9% -$2.42M
19 20
21
22 23

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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.