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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
STX icon
601
Seagate
STX
$184B
$20.3M 0.02%
73,728
-188
-0.3% -$48.8K
EXI icon
602
iShares Global Industrials ETF
EXI
$1.48B
$20.3M 0.02%
115,587
+110,749
+2,289% +$19.2M
SMH icon
603
VanEck Semiconductor ETF
SMH
$73.2B
$20.2M 0.02%
56,124
+2,416
+4% +$848K
RDDT icon
604
Reddit
RDDT
$31.1B
$20.2M 0.02%
87,863
+71,945
+452% +$15.1M
LDOS icon
605
Leidos
LDOS
$17.3B
$20.2M 0.02%
111,932
+250
+0.2% +$47.4K
FSLR icon
606
First Solar
FSLR
$26.9B
$20.2M 0.02%
77,280
+126
+0.2% +$31.8K
TUA icon
607
Simplify Short Term Treasury Futures Strategy ETF
TUA
$667M
$20.2M 0.02%
920,206
+841,646
+1,071% +$18.5M
DJCO icon
608
Daily Journal
DJCO
$778M
$20.1M 0.02%
41,337
+1
+0% +$444
CRH icon
609
CRH
CRH
$66.8B
$20.1M 0.02%
161,280
-16,188
-9% -$1.93M
DG icon
610
Dollar General
DG
$27.9B
$20.1M 0.02%
151,399
-15,385
-9% -$1.72M
CACI icon
611
CACI
CACI
$14.2B
$20.1M 0.02%
37,712
+891
+2% +$503K
ILF icon
612
iShares Latin America 40 ETF
ILF
$3.76B
$20M 0.02%
658,396
+130,929
+25% +$3.9M
CI icon
613
Cigna
CI
$74.6B
$20M 0.02%
72,695
-6,176
-8% -$1.73M
TTWO icon
614
Take-Two Interactive
TTWO
$46.1B
$20M 0.02%
78,132
+4,101
+6% +$1.02M
SAP icon
615
SAP
SAP
$238B
$20M 0.02%
82,316
-1,100
-1% -$280K
SSO icon
616
ProShares Ultra S&P500
SSO
$8.36B
$19.9M 0.02%
342,979
+13,569
+4% +$776K
DAL icon
617
Delta Air Lines
DAL
$60.1B
$19.8M 0.02%
285,776
-5,822
-2% -$364K
AES icon
618
AES
AES
$10.5B
$19.8M 0.02%
1,382,176
-2,827
-0.2% -$39.8K
VTHR icon
619
Vanguard Russell 3000 ETF
VTHR
$4.85B
$19.6M 0.02%
65,358
-19,752
-23% -$5.89M
IBMQ icon
620
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
$19.6M 0.02%
766,908
+103,559
+16% +$2.64M
MPLX icon
621
MPLX
MPLX
$59.7B
$19.6M 0.02%
366,713
-190,967
-34% -$9.96M
CHD icon
622
Church & Dwight Co
CHD
$24.5B
$19.4M 0.02%
231,233
-21,526
-9% -$1.84M
BKH icon
623
Black Hills Corp
BKH
$5.69B
$19.3M 0.02%
278,659
+91,120
+49% +$6.14M
HYMB icon
624
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.19B
$19.3M 0.02%
775,551
-674,832
-47% -$16.9M
FDL icon
625
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.82B
$19.2M 0.02%
433,100
-18,413
-4% -$802K
23 24
25
26 27

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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.