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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
WMT icon
51
Walmart Inc
WMT
$890B
$326M 0.36%
2,929,072
+68,818
+2% +$7.39M
HD icon
52
Home Depot
HD
$355B
$318M 0.35%
923,920
-24,629
-3% -$9.02M
WFC icon
53
Wells Fargo
WFC
$264B
$318M 0.35%
3,408,993
-22,341
-0.7% -$1.94M
SCHE icon
54
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$316M 0.35%
9,662,625
-782,745
-7% -$26.1M
VGT icon
55
Vanguard Information Technology ETF
VGT
$149B
$312M 0.34%
3,311,688
+91,288
+3% +$8.67M
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$308M 0.34%
4,246,564
+168,272
+4% +$12.2M
MA icon
57
Mastercard
MA
$493B
$306M 0.33%
536,007
-8,275
-2% -$4.63M
ORCL icon
58
Oracle
ORCL
$423B
$305M 0.33%
1,564,008
-89,051
-5% -$21.2M
BND icon
59
Vanguard Total Bond Market
BND
$158B
$302M 0.33%
4,071,280
+80,843
+2% +$6.02M
UMI icon
60
USCF Midstream Energy Income Fund
UMI
$495M
$284M 0.31%
5,778,235
+319,701
+6% +$15.9M
IAU icon
61
iShares Gold Trust
IAU
$67.5B
$275M 0.3%
3,390,805
-118,974
-3% -$9.3M
SCHG icon
62
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$273M 0.3%
8,369,417
+236,668
+3% +$7.7M
VZ icon
63
Verizon
VZ
$196B
$272M 0.3%
6,678,090
+202,150
+3% +$8.2M
VEU icon
64
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$271M 0.3%
3,681,575
-400,649
-10% -$29.1M
RSP icon
65
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$270M 0.3%
1,409,611
+55,250
+4% +$10.5M
MS icon
66
Morgan Stanley
MS
$340B
$269M 0.29%
1,541,454
+14,592
+1% +$2.43M
BX icon
67
Blackstone
BX
$110B
$261M 0.29%
1,692,851
-34,959
-2% -$5.31M
VXUS icon
68
Vanguard Total International Stock ETF
VXUS
$160B
$259M 0.28%
3,427,396
+146,434
+4% +$10.9M
QUAL icon
69
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$258M 0.28%
1,300,753
-37,694
-3% -$7.41M
AMGN icon
70
Amgen
AMGN
$222B
$257M 0.28%
786,624
-2,753
-0.3% -$873K
DGRW icon
71
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$257M 0.28%
2,869,081
-45,551
-2% -$4.06M
DIS icon
72
Walt Disney
DIS
$181B
$254M 0.28%
2,235,974
-79,226
-3% -$8.73M
SPYG icon
73
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$254M 0.28%
2,378,570
+5,487
+0.2% +$582K
IVW icon
74
iShares S&P 500 Growth ETF
IVW
$77.6B
$251M 0.27%
2,035,586
+37,500
+2% +$4.59M
PYLD icon
75
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$247M 0.27%
9,267,689
+751,426
+9% +$20.1M
1 2
3
4 5

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National Bank of Canada
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California State Teachers Retirement System (CalSTRS)
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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.