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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 | |
|---|---|---|---|---|---|---|
826
Fidelity MSCI Utilities Index ETF
FUTY
$2.29B
| $11M | 0.01% |
199,286
+17,609
| +10% | +$1.01M |
|
827
Innovator US Equity Power Buffer ETF November
PNOV
$895M
| $11M | 0.01% |
262,906
+85,906
| +49% | +$3.56M |
|
828
BHP
BHP
$230B
| $10.9M | 0.01% |
181,052
+1,420
| +0.8% | +$80.7K |
|
829
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
| $10.9M | 0.01% |
60,666
+1,538
| +3% | +$270K |
|
830
Rexford Industrial Realty
REXR
$8.19B
| $10.9M | 0.01% |
280,892
+739
| +0.3% | +$30.5K |
|
831
Hubbell
HUBB
$27.2B
| $10.9M | 0.01% |
24,465
-45
| -0.2% | -$19.7K |
|
832
Royalty Pharma
RPRX
$25.3B
| $10.9M | 0.01% |
281,122
+61,166
| +28% | +$2.33M |
|
|
GARP
833
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
| $10.8M | 0.01% |
158,448
-3,226
| -2% | -$217K |
|
834
Brookfield
BN
$108B
| $10.7M | 0.01% |
233,889
-19,340
| -8% | -$882K |
|
835
Steel Dynamics
STLD
$37.6B
| $10.7M | 0.01% |
63,185
-4,088
| -6% | -$649K |
|
|
WCMI
836
First Trust WCM International Equity ETF
WCMI
$1.8B
| $10.7M | 0.01% |
626,719
+110,643
| +21% | +$1.85M |
|
837
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.3B
| $10.6M | 0.01% |
278,571
+24,671
| +10% | +$945K |
|
838
Invesco DB US Dollar Index Bearish Fund
UDN
$109M
| $10.6M | 0.01% |
581,726
+10,877
| +2% | +$202K |
|
839
Cambria Shareholder Yield ETF
SYLD
$1.01B
| $10.6M | 0.01% |
152,521
-27,903
| -15% | -$1.92M |
|
|
BGB
840
Blackstone Strategic Credit 2027 Term Fund
BGB
$503M
| $10.6M | 0.01% |
900,076
+14,056
| +2% | +$166K |
|
841
Avantis US Large Cap Equity ETF
AVLC
$1.43B
| $10.6M | 0.01% |
134,419
-12
| -0% | -$931 |
|
842
Spotify
SPOT
$100B
| $10.5M | 0.01% |
18,104
-786
| -4% | -$491K |
|
843
ProShares S&P 500 High Income ETF
ISPY
$1.27B
| $10.5M | 0.01% |
229,194
-9,422
| -4% | -$428K |
|
844
FNB Corp
FNB
$6.75B
| $10.5M | 0.01% |
611,542
-61
| -0% | -$997 |
|
845
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
| $10.4M | 0.01% |
81,046
+7,973
| +11% | +$1.02M |
|
846
WisdomTree US MidCap Fund
EZM
$956M
| $10.4M | 0.01% |
156,080
-2,355
| -1% | -$156K |
|
847
Innovator US Equity Power Buffer ETF April
PAPR
$960M
| $10.4M | 0.01% |
266,348
-4,754
| -2% | -$184K |
|
848
M&T Bank
MTB
$36.2B
| $10.4M | 0.01% |
51,697
-1,514
| -3% | -$289K |
|
849
iShares Short Maturity Bond ETF
NEAR
$4.88B
| $10.4M | 0.01% |
203,612
+2,490
| +1% | +$127K |
|
850
Diamondback Energy
FANG
$52.7B
| $10.4M | 0.01% |
69,202
-15,060
| -18% | -$2.22M |
|
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.