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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 | |
|---|---|---|---|---|---|---|
776
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
| $12.5M | 0.01% |
334,159
+240,442
| +257% | +$9M |
|
777
Invesco S&P 500 Pure Value ETF
RPV
$1.68B
| $12.4M | 0.01% |
120,399
-3,017
| -2% | -$304K |
|
778
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
| $12.4M | 0.01% |
1,067,586
-393,514
| -27% | -$4.53M |
|
779
RPM International
RPM
$15B
| $12.4M | 0.01% |
119,085
-2,851
| -2% | -$309K |
|
780
Innovator Equity Managed Floor ETF
SFLR
$2.15B
| $12.4M | 0.01% |
335,256
-2,904
| -0.9% | -$106K |
|
781
Brixmor Property Group
BRX
$9.32B
| $12.3M | 0.01% |
469,970
+20,662
| +5% | +$546K |
|
|
ARTY
782
iShares Future AI & Tech ETF
ARTY
$3.81B
| $12.3M | 0.01% |
255,108
+58,451
| +30% | +$2.82M |
|
783
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.5M
| $12.3M | 0.01% |
384,293
-500
| -0.1% | -$15.8K |
|
784
Xylem
XYL
$28.1B
| $12.2M | 0.01% |
89,809
-11,229
| -11% | -$1.62M |
|
785
Schwab International Dividend Equity ETF
SCHY
$2.55B
| $12.2M | 0.01% |
409,414
-19,749
| -5% | -$570K |
|
786
Invesco DB Agriculture Fund
DBA
$1.23B
| $12.2M | 0.01% |
477,287
+4,686
| +1% | +$123K |
|
787
Nucor
NUE
$62.1B
| $12.2M | 0.01% |
74,630
-988
| -1% | -$148K |
|
788
Elevance Health
ELV
$85.5B
| $12.1M | 0.01% |
34,465
-799
| -2% | -$270K |
|
789
Edwards Lifesciences
EW
$51.7B
| $12M | 0.01% |
141,326
+7,214
| +5% | +$592K |
|
790
Cambria Tail Risk ETF
TAIL
$146M
| $12M | 0.01% |
+1,045,832
| New | +$12.4M |
|
|
BCSS
791
Bain Capital GSS Investment Corp
BCSS
$596M
| $12M | 0.01% |
+1,185,749
| New | +$12M |
|
792
iShares Biotechnology ETF
IBB
$9.77B
| $11.9M | 0.01% |
70,519
+18,479
| +36% | +$3M |
|
793
Reliance Steel & Aluminium
RS
$21.6B
| $11.9M | 0.01% |
41,156
+132
| +0.3% | +$37.1K |
|
794
Brookfield Asset Management
BAM
$83.8B
| $11.8M | 0.01% |
226,137
+6,652
| +3% | +$358K |
|
795
iShares Russell Top 200 ETF
IWL
$2.28B
| $11.8M | 0.01% |
69,063
-1,467
| -2% | -$248K |
|
|
EVSD
796
Eaton Vance Short Duration Income ETF
EVSD
$1.36B
| $11.8M | 0.01% |
228,899
+33,518
| +17% | +$1.73M |
|
797
iShares US Medical Devices ETF
IHI
$3.38B
| $11.8M | 0.01% |
189,419
+22,362
| +13% | +$1.38M |
|
798
Motorola Solutions
MSI
$77.4B
| $11.8M | 0.01% |
30,661
-9,326
| -23% | -$3.75M |
|
799
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
| $11.7M | 0.01% |
396,308
+9,276
| +2% | +$272K |
|
800
Cemex
CX
$16.3B
| $11.7M | 0.01% |
1,017,643
+1,443
| +0.1% | +$14.9K |
|
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.