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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
(+3.8%)
Cap. Flow
+$1.71B
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
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 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 | 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 | |
|---|---|---|---|---|---|---|
576
Vistra
VST
$47.4B
| $22.1M | 0.02% |
136,733
-2,552
| -2% | -$465K |
|
577
Omnicom Group
OMC
$23.4B
| $22M | 0.02% |
272,909
+28,490
| +12% | +$2.18M |
|
578
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
| $22M | 0.02% |
216,388
+34,932
| +19% | +$3.6M |
|
579
Eversource Energy
ES
$27.2B
| $21.9M | 0.02% |
325,693
+31,398
| +11% | +$2.2M |
|
580
CVS Health
CVS
$122B
| $21.9M | 0.02% |
276,039
+9,726
| +4% | +$767K |
|
581
iShares MBS ETF
MBB
$39.1B
| $21.8M | 0.02% |
229,365
+10,654
| +5% | +$1.02M |
|
582
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
| $21.6M | 0.02% |
535,219
+17,571
| +3% | +$723K |
|
583
Ameriprise Financial
AMP
$48.8B
| $21.6M | 0.02% |
44,039
-1,615
| -4% | -$766K |
|
584
Vertex Pharmaceuticals
VRTX
$126B
| $21.6M | 0.02% |
47,559
+3,544
| +8% | +$1.53M |
|
585
Invesco Next Gen Connectivity ETF
KNCT
$161M
| $21.5M | 0.02% |
+160,651
| New | +$21.3M |
|
586
Freedom 100 Emerging Markets ETF
FRDM
$3.35B
| $21.5M | 0.02% |
418,448
-9,107
| -2% | -$435K |
|
587
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.72B
| $21.3M | 0.02% |
833,404
+292,360
| +54% | +$7.48M |
|
588
Franco-Nevada
FNV
$46B
| $21.3M | 0.02% |
102,591
+17,782
| +21% | +$3.61M |
|
589
iShares MSCI Japan ETF
EWJ
$23B
| $21.2M | 0.02% |
262,779
-2,750
| -1% | -$226K |
|
590
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $21M | 0.02% |
173,859
+13,571
| +8% | +$1.63M |
|
591
Federated Hermes
FHI
$4.72B
| $21M | 0.02% |
403,839
-26,401
| -6% | -$1.34M |
|
592
HSBC
HSBC
$356B
| $21M | 0.02% |
266,449
+805
| +0.3% | +$57.6K |
|
593
Capital Group Growth ETF
CGGR
$25.3B
| $21M | 0.02% |
471,317
+17,843
| +4% | +$788K |
|
594
T. Rowe Price
TROW
$24.3B
| $20.8M | 0.02% |
203,358
-16,795
| -8% | -$1.73M |
|
595
Shell
SHEL
$245B
| $20.7M | 0.02% |
282,288
-1,325
| -0.5% | -$97.6K |
|
596
Alpha Architect Tail Risk ETF
CAOS
$718M
| $20.5M | 0.02% |
227,826
+33,863
| +17% | +$3.05M |
|
597
iShares Core Universal USD Bond ETF
IUSB
$43.1B
| $20.4M | 0.02% |
438,748
+26,241
| +6% | +$1.23M |
|
598
Americold
COLD
$4.27B
| $20.4M | 0.02% |
+1,587,640
| New | +$19.5M |
|
599
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
| $20.4M | 0.02% |
303,539
+2,303
| +0.8% | +$153K |
|
600
State Street Multi-Asset Real Return ETF
RLY
$1.28B
| $20.4M | 0.02% |
647,836
+68,374
| +12% | +$2.15M |
|
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 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.