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 | |
|---|---|---|---|---|---|---|
|
BKDV
701
BNY Mellon Dynamic Value ETF
BKDV
$1.86B
| $15.4M | 0.02% |
532,097
+22,039
| +4% | +$624K |
|
702
VanEck Intermediate Muni ETF
ITM
$2.15B
| $15.4M | 0.02% |
326,019
-15,873
| -5% | -$746K |
|
703
Robinhood
HOOD
$83.9B
| $15.3M | 0.02% |
135,671
-5,630
| -4% | -$732K |
|
704
Williams-Sonoma
WSM
$29.6B
| $15.3M | 0.02% |
85,714
-2,617
| -3% | -$490K |
|
705
ARK Innovation ETF
ARKK
$6.31B
| $15.3M | 0.02% |
198,894
-7,823
| -4% | -$648K |
|
706
HDFC Bank
HDB
$121B
| $15.3M | 0.02% |
418,636
+16,623
| +4% | +$598K |
|
707
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
| $15.2M | 0.02% |
292,636
+10,818
| +4% | +$559K |
|
|
VTEL
708
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$282M
| $15.2M | 0.02% |
146,503
+103,538
| +241% | +$10.7M |
|
709
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.28B
| $15.1M | 0.02% |
429,973
+4,798
| +1% | +$171K |
|
710
Mercado Libre
MELI
$92.3B
| $15.1M | 0.02% |
7,505
-382
| -5% | -$802K |
|
711
JPMorgan Short Duration Core Plus ETF
JSCP
$1.71B
| $15.1M | 0.02% |
317,388
+48,038
| +18% | +$2.29M |
|
712
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $15.1M | 0.02% |
288,137
+45,377
| +19% | +$2.38M |
|
|
HDV
713
iShares Core High Dividend ETF
HDV
$14.9B
| $15.1M | 0.02% |
618,865
+2,395
| +0.4% | +$58.2K |
|
714
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $15M | 0.02% |
164,292
-23,865
| -13% | -$2.17M |
|
715
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.87B
| $15M | 0.02% |
386,600
+1,053
| +0.3% | +$40.1K |
|
716
Invesco Short Term Treasury ETF
TBLL
$2.61B
| $14.9M | 0.02% |
141,063
-6,356
| -4% | -$672K |
|
717
Snap-on
SNA
$21.5B
| $14.9M | 0.02% |
43,116
-4,059
| -9% | -$1.39M |
|
718
Aon
AON
$76B
| $14.8M | 0.02% |
42,030
+1,065
| +3% | +$372K |
|
719
Cardinal Health
CAH
$55.4B
| $14.8M | 0.02% |
72,152
+5,238
| +8% | +$986K |
|
720
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
| $14.8M | 0.02% |
583,373
-19,636
| -3% | -$498K |
|
721
Cintas
CTAS
$81.3B
| $14.7M | 0.02% |
78,322
-3,016
| -4% | -$568K |
|
722
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
| $14.6M | 0.02% |
128,051
-14,889
| -10% | -$1.54M |
|
723
Rambus
RMBS
$11B
| $14.5M | 0.02% |
157,470
+3,441
| +2% | +$339K |
|
724
Avantis Emerging Markets Value ETF
AVES
$1.49B
| $14.5M | 0.02% |
247,836
+940
| +0.4% | +$54.4K |
|
725
Kroger
KR
$34.8B
| $14.4M | 0.02% |
231,212
-5,733
| -2% | -$375K |
|
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.