We are live on ! Find out more
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
PAYX icon
651
Paychex
PAYX
$42.7B
$17.6M 0.02%
156,889
+279
+0.2% +$32.7K
SHM icon
652
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$17.6M 0.02%
366,502
+2,795
+0.8% +$134K
BILS icon
653
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$17.6M 0.02%
177,266
+12,928
+8% +$1.28M
VFH icon
654
Vanguard Financials ETF
VFH
$13.6B
$17.6M 0.02%
131,515
-5,960
-4% -$774K
FTSM icon
655
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$17.5M 0.02%
291,736
+856
+0.3% +$51.4K
ADSK icon
656
Autodesk
ADSK
$52.6B
$17.4M 0.02%
58,814
-868
-1% -$263K
NTRA icon
657
Natera
NTRA
$46.4B
$17.4M 0.02%
75,936
+66,896
+740% +$14M
FBCG
658
Fidelity Blue Chip Growth ETF
FBCG
$7.25B
$17.4M 0.02%
316,898
-37,719
-11% -$2.05M
JBND icon
659
JPMorgan Active Bond ETF
JBND
$8.52B
$17.3M 0.02%
319,903
+27,055
+9% +$1.47M
TD icon
660
Toronto Dominion Bank
TD
$200B
$17.3M 0.02%
183,437
-614
-0.3% -$51.8K
PSLV icon
661
Sprott Physical Silver Trust
PSLV
$13.2B
$17.2M 0.02%
726,964
+52,131
+8% +$955K
IVES
662
Dan IVES Wedbush AI Revolution ETF
IVES
$1.07B
$17.2M 0.02%
543,805
+332,426
+157% +$10.9M
PAUG icon
663
Innovator US Equity Power Buffer ETF August
PAUG
$867M
$17.2M 0.02%
396,868
-5,836
-1% -$250K
APP icon
664
Applovin
APP
$116B
$17M 0.02%
25,295
+1,124
+5% +$708K
CLOI icon
665
VanEck CLO ETF
CLOI
$1.51B
$17M 0.02%
321,035
+6,703
+2% +$355K
NET icon
666
Cloudflare
NET
$107B
$16.9M 0.02%
85,892
-165
-0.2% -$34.9K
SKT icon
667
Tanger
SKT
$4.52B
$16.9M 0.02%
505,757
-2,178
-0.4% -$72.6K
FENI icon
668
Fidelity Enhanced International ETF
FENI
$11.2B
$16.8M 0.02%
459,457
+86,171
+23% +$3.08M
BSX icon
669
Boston Scientific
BSX
$71.5B
$16.4M 0.02%
172,495
-10,062
-6% -$986K
DTD icon
670
WisdomTree US Total Dividend Fund
DTD
$1.69B
$16.4M 0.02%
193,597
+94
+0% +$7.92K
RY icon
671
Royal Bank of Canada
RY
$293B
$16.4M 0.02%
96,234
+15,046
+19% +$2.31M
IDMO icon
672
Invesco S&P International Developed Momentum ETF
IDMO
$4.23B
$16.4M 0.02%
294,873
+137,771
+88% +$7.49M
BNDX icon
673
Vanguard Total International Bond ETF
BNDX
$82.2B
$16.4M 0.02%
338,735
+104,598
+45% +$5.17M
CBOE icon
674
Cboe Global Markets
CBOE
$29.9B
$16.4M 0.02%
65,204
-189
-0.3% -$47K
DLN icon
675
WisdomTree US LargeCap Dividend Fund
DLN
$6.39B
$16.3M 0.02%
185,448
+16,069
+9% +$1.4M
25 26
27
28 29

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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.