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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 | |
|---|---|---|---|---|---|---|
801
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
| $11.7M | 0.01% |
83,737
-4,871
| -5% | -$673K |
|
802
Runway Growth Finance
RWAY
$287M
| $11.7M | 0.01% |
1,306,285
-136,060
| -9% | -$1.29M |
|
803
eBay
EBAY
$49.8B
| $11.6M | 0.01% |
133,492
+9,531
| +8% | +$825K |
|
804
Xcel Energy
XEL
$48.8B
| $11.5M | 0.01% |
156,192
+4,413
| +3% | +$348K |
|
805
L3Harris
LHX
$53.4B
| $11.5M | 0.01% |
39,291
+3,957
| +11% | +$1.14M |
|
806
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $11.5M | 0.01% |
252,187
+1,777
| +0.7% | +$81.2K |
|
807
Exelon
EXC
$47B
| $11.5M | 0.01% |
263,719
-9,788
| -4% | -$447K |
|
808
TE Connectivity
TEL
$62.6B
| $11.5M | 0.01% |
50,353
-135
| -0.3% | -$31.2K |
|
809
Jabil
JBL
$35.8B
| $11.5M | 0.01% |
50,231
-4,374
| -8% | -$933K |
|
810
MaxLinear
MXL
$6.8B
| $11.4M | 0.01% |
656,319
+10,948
| +2% | +$178K |
|
811
iShares US Equity Factor ETF
LRGF
$3.71B
| $11.4M | 0.01% |
164,706
-2,257
| -1% | -$156K |
|
812
Joby Aviation
JOBY
$8.55B
| $11.4M | 0.01% |
863,873
+26,224
| +3% | +$402K |
|
|
MBVI
813
M3-Brigade Acquisition VI Corp
MBVI
| $11.3M | 0.01% |
+1,133,688
| New | +$11.4M |
|
814
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.84B
| $11.3M | 0.01% |
254,256
-7,651
| -3% | -$336K |
|
|
APXT
815
Apex Treasury Corp
APXT
$464M
| $11.3M | 0.01% |
+1,139,772
| New | +$11.3M |
|
816
First Trust Long/Short Equity ETF
FTLS
$2.49B
| $11.2M | 0.01% |
157,830
-29,728
| -16% | -$2.1M |
|
817
British American Tobacco
BTI
$128B
| $11.2M | 0.01% |
197,608
+171
| +0.1% | +$9.33K |
|
818
Avantis US Large Cap Value ETF
AVLV
$18.2B
| $11.1M | 0.01% |
147,020
-1,016
| -0.7% | -$74.8K |
|
819
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| $11.1M | 0.01% |
97,649
+6,313
| +7% | +$713K |
|
820
iShares International Equity Factor ETF
INTF
$3.75B
| $11.1M | 0.01% |
294,007
+8,500
| +3% | +$312K |
|
821
NRG Energy
NRG
$24.8B
| $11.1M | 0.01% |
69,603
+8,884
| +15% | +$1.47M |
|
822
Synopsys
SNPS
$79.7B
| $11.1M | 0.01% |
23,594
+3,102
| +15% | +$1.38M |
|
823
First Trust Capital Strength ETF
FTCS
$7.95B
| $11.1M | 0.01% |
119,633
-4,985
| -4% | -$461K |
|
824
MetLife
MET
$62.1B
| $11M | 0.01% |
139,735
-7,228
| -5% | -$572K |
|
825
Innovator US Equity Power Buffer ETF October
POCT
$973M
| $11M | 0.01% |
250,883
+6,613
| +3% | +$287K |
|
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.