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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Walmart Inc
WMT
$883B
| $326M | 0.36% |
2,929,072
+68,818
| +2% | +$7.39M |
2021 Q1
19 quarters
|
|
52
Home Depot
HD
$290B
| $318M | 0.35% |
923,920
-24,629
| -3% | -$9.02M |
2013 Q2
50 quarters
|
|
53
Wells Fargo
WFC
$253B
| $318M | 0.35% |
3,408,993
-22,341
| -0.7% | -$1.94M |
2021 Q1
19 quarters
|
|
54
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $316M | 0.35% |
9,662,625
-782,745
| -7% | -$26.1M |
2015 Q2
42 quarters
|
|
55
Vanguard Information Technology ETF
VGT
$157B
| $312M | 0.34% |
3,311,688
+91,288
| +3% | +$8.67M |
2021 Q1
19 quarters
|
|
56
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $308M | 0.34% |
4,246,564
+168,272
| +4% | +$12.2M |
2021 Q1
19 quarters
|
|
57
Mastercard
MA
$516B
| $306M | 0.33% |
536,007
-8,275
| -2% | -$4.63M |
2013 Q2
50 quarters
|
|
58
Oracle
ORCL
$429B
| $305M | 0.33% |
1,564,008
-89,051
| -5% | -$21.2M |
2013 Q2
50 quarters
|
|
59
Vanguard Total Bond Market
BND
$159B
| $302M | 0.33% |
4,071,280
+80,843
| +2% | +$6.02M |
2021 Q1
19 quarters
|
|
60
USCF Midstream Energy Income Fund
UMI
$516M
| $284M | 0.31% |
5,778,235
+319,701
| +6% | +$15.9M |
2021 Q1
19 quarters
|
|
61
iShares Gold Trust
IAU
$62.2B
| $275M | 0.3% |
3,390,805
-118,974
| -3% | -$9.3M |
2013 Q2
50 quarters
|
|
62
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $273M | 0.3% |
8,369,417
+236,668
| +3% | +$7.7M |
2016 Q2
38 quarters
|
|
63
Verizon
VZ
$173B
| $272M | 0.3% |
6,678,090
+202,150
| +3% | +$8.2M |
2021 Q1
19 quarters
|
|
64
Vanguard FTSE All-World ex-US ETF
VEU
$68.3B
| $271M | 0.3% |
3,681,575
-400,649
| -10% | -$29.1M |
2021 Q1
19 quarters
|
|
65
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
| $270M | 0.3% |
1,409,611
+55,250
| +4% | +$10.5M |
2018 Q2
30 quarters
|
|
66
Morgan Stanley
MS
$298B
| $269M | 0.29% |
1,541,454
+14,592
| +1% | +$2.43M |
2013 Q2
50 quarters
|
|
67
Blackstone
BX
$85.8B
| $261M | 0.29% |
1,692,851
-34,959
| -2% | -$5.31M |
2019 Q3
25 quarters
|
|
68
Vanguard Total International Stock ETF
VXUS
$160B
| $259M | 0.28% |
3,427,396
+146,434
| +4% | +$10.9M |
2021 Q1
19 quarters
|
|
69
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
| $258M | 0.28% |
1,300,753
-37,694
| -3% | -$7.41M |
2014 Q1
47 quarters
|
|
70
Amgen
AMGN
$224B
| $257M | 0.28% |
786,624
-2,753
| -0.3% | -$873K |
2020 Q1
23 quarters
|
|
71
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
| $257M | 0.28% |
2,869,081
-45,551
| -2% | -$4.06M |
2021 Q1
19 quarters
|
|
72
Walt Disney
DIS
$187B
| $254M | 0.28% |
2,235,974
-79,226
| -3% | -$8.73M |
2021 Q1
19 quarters
|
|
73
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.8B
| $254M | 0.28% |
2,378,570
+5,487
| +0.2% | +$582K |
2013 Q2
50 quarters
|
|
74
iShares S&P 500 Growth ETF
IVW
$79.9B
| $251M | 0.27% |
2,035,586
+37,500
| +2% | +$4.59M |
2013 Q2
50 quarters
|
|
75
PIMCO Multi Sector Bond Active ETF
PYLD
$15.9B
| $247M | 0.27% |
9,267,689
+751,426
| +9% | +$20.1M |
2023 Q2
10 quarters
|
|
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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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.