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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
PFF icon
551
iShares Preferred and Income Securities ETF
PFF
$13.3B
$23.8M 0.03%
769,059
-64,259
-8% -$2M
ASTS icon
552
AST SpaceMobile
ASTS
$21.5B
$23.8M 0.03%
327,665
+21,392
+7% +$1.53M
JMST icon
553
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
$23.8M 0.03%
466,576
+18,221
+4% +$928K
JHMB icon
554
John Hancock Mortgage-Backed Securities ETF
JHMB
$206M
$23.7M 0.03%
1,069,309
+38,986
+4% +$869K
IXN icon
555
iShares Global Tech ETF
IXN
$8.83B
$23.6M 0.03%
224,535
+156,283
+229% +$16.5M
IWO icon
556
iShares Russell 2000 Growth ETF
IWO
$15.1B
$23.5M 0.03%
72,883
+4,090
+6% +$1.33M
TGT icon
557
Target
TGT
$68B
$23.5M 0.03%
240,448
-302,098
-56% -$27.8M
SPHQ icon
558
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$23.4M 0.03%
311,979
-8,975
-3% -$667K
ING icon
559
ING
ING
$102B
$23.4M 0.03%
835,381
-11,289
-1% -$291K
EME icon
560
Emcor
EME
$36B
$23.3M 0.03%
38,161
+596
+2% +$386K
CINF icon
561
Cincinnati Financial
CINF
$27.1B
$23.3M 0.03%
142,684
-2,674
-2% -$433K
IQDG icon
562
WisdomTree International Quality Dividend Growth Fund
IQDG
$734M
$23M 0.03%
554,170
+21,969
+4% +$887K
HAL icon
563
Halliburton
HAL
$26.6B
$22.9M 0.03%
811,003
-4,389
-0.5% -$116K
TDG icon
564
TransDigm Group
TDG
$67.7B
$22.9M 0.03%
17,230
+1,281
+8% +$1.68M
IBIK
565
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$86.5M
$22.8M 0.03%
891,168
+11,527
+1% +$299K
ECL icon
566
Ecolab
ECL
$79.9B
$22.8M 0.03%
86,972
+282
+0.3% +$75.1K
O icon
567
Realty Income
O
$59.1B
$22.8M 0.02%
403,644
+17,526
+5% +$1.01M
A icon
568
Agilent Technologies
A
$41.2B
$22.7M 0.02%
166,642
+4,746
+3% +$682K
VTEI icon
569
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$22.7M 0.02%
224,657
+12,392
+6% +$1.25M
BBHY icon
570
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$618M
$22.6M 0.02%
486,077
+15,562
+3% +$725K
PDEC icon
571
Innovator US Equity Power Buffer ETF December
PDEC
$997M
$22.6M 0.02%
520,988
+18,365
+4% +$784K
EXPE icon
572
Expedia Group
EXPE
$37.3B
$22.6M 0.02%
79,772
-7,285
-8% -$1.8M
VLO icon
573
Valero Energy
VLO
$85.9B
$22.5M 0.02%
138,207
+6,384
+5% +$1.08M
SHYG icon
574
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$22.2M 0.02%
518,964
+20,884
+4% +$896K
EWC icon
575
iShares MSCI Canada ETF
EWC
$6.33B
$22.2M 0.02%
411,763
+4,621
+1% +$239K
21 22
23
24 25

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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.