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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 | |
|---|---|---|---|---|---|---|
726
Vanguard Communication Services ETF
VOX
$5.76B
| $14.4M | 0.02% |
74,594
-595
| -0.8% | -$112K |
|
727
Option Care Health
OPCH
$3.56B
| $14.4M | 0.02% |
452,598
+16,451
| +4% | +$483K |
|
728
Vanguard Core Bond ETF
VCRB
$7.19B
| $14.4M | 0.02% |
185,025
+5,267
| +3% | +$413K |
|
729
Simplify Managed Futures Strategy ETF
CTA
$1.47B
| $14.4M | 0.02% |
528,675
-36,772
| -7% | -$1.01M |
|
730
Consolidated Edison
ED
$39.9B
| $14.3M | 0.02% |
144,403
-17,956
| -11% | -$1.78M |
|
731
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
| $14.3M | 0.02% |
280,316
-385,477
| -58% | -$19.6M |
|
732
Oshkosh
OSK
$9.59B
| $14.2M | 0.02% |
113,335
+2,989
| +3% | +$384K |
|
733
T. Rowe Price US Equity Research ETF
TSPA
$4.38B
| $14.2M | 0.02% |
331,383
+135,517
| +69% | +$5.76M |
|
734
Vanguard Extended Market ETF
VXF
$31.7B
| $14.1M | 0.02% |
67,644
+8,001
| +13% | +$1.68M |
|
735
AB Tax-Aware Intermediate Municipal ETF
TAFM
$705M
| $14.1M | 0.02% |
555,602
+5,009
| +0.9% | +$128K |
|
736
Innovator US Equity Power Buffer ETF September
PSEP
$847M
| $14.1M | 0.02% |
322,829
-21,188
| -6% | -$915K |
|
737
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
| $14.1M | 0.02% |
539,173
+226,727
| +73% | +$5.94M |
|
738
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
| $14.1M | 0.02% |
305,646
+7,522
| +3% | +$343K |
|
739
Simplify Health Care ETF
PINK
$388M
| $14M | 0.02% |
383,578
+91,453
| +31% | +$3.2M |
|
740
Sprott Uranium Miners ETF
URNM
$1.98B
| $14M | 0.02% |
255,227
+409
| +0.2% | +$23.6K |
|
741
Ford
F
$55.7B
| $14M | 0.02% |
1,063,751
+61,759
| +6% | +$796K |
|
742
Fastenal
FAST
$59.5B
| $13.9M | 0.02% |
347,386
-68,356
| -16% | -$2.88M |
|
|
AXON
743
Axon Enterprise
AXON
$46.4B
| $13.8M | 0.02% |
24,355
-21,246
| -47% | -$13.2M |
|
744
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.67B
| $13.8M | 0.02% |
67,195
-99
| -0.1% | -$18.2K |
|
745
Tractor Supply
TSCO
$18B
| $13.8M | 0.02% |
276,112
-13,498
| -5% | -$727K |
|
|
EVAC
746
EQV Ventures Acquisition Corp II
EVAC
$599M
| $13.8M | 0.02% |
1,375,075
+126,135
| +10% | +$1.26M |
|
|
CEPF
747
Cantor Equity Partners IV
CEPF
$594M
| $13.8M | 0.02% |
1,339,594
-184,733
| -12% | -$1.92M |
|
748
Monster Beverage
MNST
$88.5B
| $13.6M | 0.01% |
178,013
+4,787
| +3% | +$343K |
|
749
Interactive Brokers
IBKR
$39.8B
| $13.6M | 0.01% |
212,176
-3,243
| -2% | -$217K |
|
750
Kimberly-Clark
KMB
$36.5B
| $13.6M | 0.01% |
134,428
-63,230
| -32% | -$6.92M |
|
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.