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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
Cap. Flow %
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 | |
|---|---|---|---|---|---|---|---|
576
Vistra
VST
$51B
| $22.1M | 0.02% |
136,733
-2,552
| -2% | -$465K |
2021 Q1
19 quarters
|
|
577
Omnicom Group
OMC
$22.1B
| $22M | 0.02% |
272,909
+28,490
| +12% | +$2.18M |
2013 Q2
50 quarters
|
|
578
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $22M | 0.02% |
216,388
+34,932
| +19% | +$3.6M |
2019 Q2
26 quarters
|
|
579
Eversource Energy
ES
$25.2B
| $21.9M | 0.02% |
325,693
+31,398
| +11% | +$2.2M |
2013 Q2
50 quarters
|
|
580
CVS Health
CVS
$118B
| $21.9M | 0.02% |
276,039
+9,726
| +4% | +$767K |
2013 Q2
50 quarters
|
|
581
iShares MBS ETF
MBB
$35.9B
| $21.8M | 0.02% |
229,365
+10,654
| +5% | +$1.02M |
2013 Q2
50 quarters
|
|
582
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.91B
| $21.6M | 0.02% |
535,219
+17,571
| +3% | +$723K |
2016 Q3
37 quarters
|
|
583
Ameriprise Financial
AMP
$44.2B
| $21.6M | 0.02% |
44,039
-1,615
| -4% | -$766K |
2015 Q3
41 quarters
|
|
584
Vertex Pharmaceuticals
VRTX
$127B
| $21.6M | 0.02% |
47,559
+3,544
| +8% | +$1.53M |
2021 Q1
19 quarters
|
|
585
Invesco Next Gen Connectivity ETF
KNCT
$149M
| $21.5M | 0.02% |
+160,651
| New | +$21.3M |
2025 Q4
0 quarters
|
|
586
Freedom 100 Emerging Markets ETF
FRDM
$3.3B
| $21.5M | 0.02% |
418,448
-9,107
| -2% | -$435K |
2021 Q3
17 quarters
|
|
587
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.77B
| $21.3M | 0.02% |
833,404
+292,360
| +54% | +$7.48M |
2023 Q3
9 quarters
|
|
588
Franco-Nevada
FNV
$47B
| $21.3M | 0.02% |
102,591
+17,782
| +21% | +$3.61M |
2019 Q4
24 quarters
|
|
589
iShares MSCI Japan ETF
EWJ
$23.1B
| $21.2M | 0.02% |
262,779
-2,750
| -1% | -$226K |
2013 Q2
50 quarters
|
|
590
Vanguard ESG US Stock ETF
ESGV
$13.3B
| $21M | 0.02% |
173,859
+13,571
| +8% | +$1.63M |
2021 Q1
19 quarters
|
|
591
Federated Hermes
FHI
$4.18B
| $21M | 0.02% |
403,839
-26,401
| -6% | -$1.34M |
2013 Q2
50 quarters
|
|
592
HSBC
HSBC
$323B
| $21M | 0.02% |
266,449
+805
| +0.3% | +$57.6K |
2013 Q2
50 quarters
|
|
593
Capital Group Growth ETF
CGGR
$25.7B
| $21M | 0.02% |
471,317
+17,843
| +4% | +$788K |
2023 Q1
11 quarters
|
|
594
T. Rowe Price
TROW
$21.5B
| $20.8M | 0.02% |
203,358
-16,795
| -8% | -$1.73M |
2013 Q2
50 quarters
|
|
595
Shell
SHEL
$303B
| $20.7M | 0.02% |
282,288
-1,325
| -0.5% | -$97.6K |
2022 Q1
15 quarters
|
|
596
Alpha Architect Tail Risk ETF
CAOS
$704M
| $20.5M | 0.02% |
227,826
+33,863
| +17% | +$3.05M |
2025 Q1
3 quarters
|
|
597
iShares Core Universal USD Bond ETF
IUSB
$48.9B
| $20.4M | 0.02% |
438,748
+26,241
| +6% | +$1.23M |
2021 Q1
19 quarters
|
|
598
Americold
COLD
$3.95B
| $20.4M | 0.02% |
+1,587,640
| New | +$19.5M |
2025 Q4
0 quarters
|
|
599
iShares MSCI ACWI ex US ETF
ACWX
$17.4B
| $20.4M | 0.02% |
303,539
+2,303
| +0.8% | +$153K |
2015 Q4
40 quarters
|
|
600
State Street Multi-Asset Real Return ETF
RLY
$1.44B
| $20.4M | 0.02% |
647,836
+68,374
| +12% | +$2.15M |
2021 Q2
18 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.