We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
676
Dover
DOV
$28.4B
| $16.2M | 0.02% |
83,229
-2,232
| -3% | -$407K |
|
677
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
| $16.2M | 0.02% |
72,262
-6,910
| -9% | -$1.57M |
|
678
NXP Semiconductors
NXPI
$60.4B
| $16.2M | 0.02% |
74,573
-996
| -1% | -$214K |
|
679
Dow Inc
DOW
$21.2B
| $16.1M | 0.02% |
690,601
+171,119
| +33% | +$3.93M |
|
680
WisdomTree US MidCap Dividend Fund
DON
$4.09B
| $16.1M | 0.02% |
312,692
-63,301
| -17% | -$3.26M |
|
681
Labcorp
LH
$25.9B
| $16.1M | 0.02% |
64,181
+250
| +0.4% | +$66.4K |
|
682
Innovator US Equity Power Buffer ETF July
PJUL
$1.27B
| $16.1M | 0.02% |
346,701
-8,514
| -2% | -$391K |
|
683
Invesco S&P SmallCap Momentum ETF
XSMO
$3.1B
| $16.1M | 0.02% |
223,166
+166,427
| +293% | +$12.1M |
|
684
Capital Group Global Growth Equity ETF
CGGO
$11.8B
| $16M | 0.02% |
462,279
+111,748
| +32% | +$3.86M |
|
685
Cadence Design Systems
CDNS
$93.4B
| $15.9M | 0.02% |
50,958
-3,130
| -6% | -$1.02M |
|
|
686
Occidental Petroleum
OXY
$55.9B
| $15.8M | 0.02% |
384,828
-2,189,513
| -85% | -$91.4M |
|
687
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
| $15.8M | 0.02% |
357,711
+987
| +0.3% | +$43.5K |
|
688
iShares Core MSCI Europe ETF
IEUR
$9.16B
| $15.8M | 0.02% |
222,318
-18,497
| -8% | -$1.28M |
|
689
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
| $15.8M | 0.02% |
610,776
+23,769
| +4% | +$613K |
|
690
Vanguard Health Care ETF
VHT
$18.6B
| $15.7M | 0.02% |
54,583
-2,291
| -4% | -$640K |
|
691
KKR & Co
KKR
$92.3B
| $15.7M | 0.02% |
123,091
-6,437
| -5% | -$801K |
|
692
Genuine Parts
GPC
$18.7B
| $15.7M | 0.02% |
127,370
-548
| -0.4% | -$70.9K |
|
693
Harbor Commodity All-Weather Strategy ETF
HGER
$3.73B
| $15.7M | 0.02% |
630,919
+33,617
| +6% | +$876K |
|
694
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
| $15.7M | 0.02% |
124,232
-523
| -0.4% | -$65.5K |
|
695
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
| $15.6M | 0.02% |
363,417
+20,693
| +6% | +$864K |
|
696
FT Vest Fund of Buffer ETFs
BUFR
$10.3B
| $15.6M | 0.02% |
455,213
+28,882
| +7% | +$975K |
|
697
Nu Holdings
NU
$66.9B
| $15.5M | 0.02% |
928,105
+13,494
| +1% | +$217K |
|
698
Marvell Technology
MRVL
$196B
| $15.5M | 0.02% |
182,485
-10,899
| -6% | -$954K |
|
699
VanEck Merk Gold Trust
OUNZ
$2.69B
| $15.5M | 0.02% |
373,482
+1,342
| +0.4% | +$53.6K |
|
|
BPRE
700
Bluerock Private Real Estate Fund
BPRE
| $15.4M | 0.02% |
+1,029,924
| New | +$15.9M |
|
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.