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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 | |
|---|---|---|---|---|---|---|
751
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
| $13.6M | 0.01% |
185,029
-41
| -0% | -$2.91K |
|
752
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$586M
| $13.5M | 0.01% |
308,705
+847
| +0.3% | +$36.6K |
|
753
Public Service Enterprise Group
PEG
$37.7B
| $13.5M | 0.01% |
167,985
-23,979
| -12% | -$1.96M |
|
|
BTC
754
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $13.5M | 0.01% |
347,474
+29,666
| +9% | +$1.31M |
|
755
Paylocity
PCTY
$7.98B
| $13.4M | 0.01% |
88,093
+11,874
| +16% | +$1.77M |
|
756
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
| $13.4M | 0.01% |
139,715
+1,840
| +1% | +$177K |
|
757
VanEck Mortgage REIT Income ETF
MORT
$385M
| $13.4M | 0.01% |
+1,273,864
| New | +$13.5M |
|
758
Mid-America Apartment Communities
MAA
$15.7B
| $13.4M | 0.01% |
96,301
-6,740
| -7% | -$898K |
|
759
PGIM Ultra Short Bond ETF
PULS
$18.3B
| $13.3M | 0.01% |
267,582
+30,535
| +13% | +$1.52M |
|
760
iShares Global Consumer Discretionary ETF
RXI
$278M
| $13.2M | 0.01% |
64,217
+62,764
| +4,320% | +$12.9M |
|
761
Arthur J. Gallagher & Co
AJG
$63.6B
| $13.2M | 0.01% |
50,929
-15,411
| -23% | -$4.08M |
|
762
iShares MSCI United Kingdom ETF
EWU
$4.16B
| $13.1M | 0.01% |
298,881
+6,040
| +2% | +$259K |
|
763
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.81B
| $13.1M | 0.01% |
364,132
+307,168
| +539% | +$11.2M |
|
764
iShares Global Healthcare ETF
IXJ
$4.18B
| $13.1M | 0.01% |
134,311
-3,249
| -2% | -$307K |
|
765
Box
BOX
$4.6B
| $13M | 0.01% |
435,663
+23,120
| +6% | +$725K |
|
766
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.36B
| $13M | 0.01% |
617,009
+46,011
| +8% | +$980K |
|
767
Barclays
BCS
$94.1B
| $13M | 0.01% |
509,206
+5,015
| +1% | +$111K |
|
768
Corteva
CTVA
$51.3B
| $12.9M | 0.01% |
193,070
+10,427
| +6% | +$674K |
|
769
iShares Global Financials ETF
IXG
$687M
| $12.9M | 0.01% |
106,705
+97,616
| +1,074% | +$11.4M |
|
770
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$22.6M
| $12.9M | 0.01% |
253,077
+14,570
| +6% | +$741K |
|
771
Loews
L
$23.6B
| $12.9M | 0.01% |
122,068
-9,390
| -7% | -$970K |
|
772
Target Hospitality
TH
$1.64B
| $12.8M | 0.01% |
1,603,648
+7
| +0% | +$53 |
|
773
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| $12.7M | 0.01% |
279,493
-24,081
| -8% | -$1.06M |
|
774
APA Corp
APA
$13.2B
| $12.6M | 0.01% |
514,390
+59,641
| +13% | +$1.44M |
|
775
Clough Hedged Equity ETF
CBLS
$56.7M
| $12.5M | 0.01% |
456,108
-80,546
| -15% | -$2.27M |
|
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.