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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 | |
|---|---|---|---|---|---|---|
851
Vanguard ESG International Stock ETF
VSGX
$6.76B
| $10.4M | 0.01% |
145,017
+797
| +0.6% | +$56.2K |
|
|
NJUN
852
Innovator Growth-100 Power Buffer ETF - June
NJUN
$176M
| $10.3M | 0.01% |
327,058
| – | – |
|
853
Royal Caribbean
RCL
$85.6B
| $10.3M | 0.01% |
36,887
+1,217
| +3% | +$344K |
|
854
NetApp
NTAP
$37.2B
| $10.2M | 0.01% |
95,572
-697
| -0.7% | -$79.6K |
|
855
iShares Global Materials ETF
MXI
$362M
| $10.2M | 0.01% |
105,893
+353
| +0.3% | +$32.8K |
|
856
Axsome Therapeutics
AXSM
$10.9B
| $10.2M | 0.01% |
55,972
-1,143
| -2% | -$160K |
|
857
Amplify Blockchain Technology ETF
BLOK
$1.07B
| $10.2M | 0.01% |
179,023
+26,975
| +18% | +$1.74M |
|
858
Zscaler
ZS
$27.3B
| $10.1M | 0.01% |
45,079
-961
| -2% | -$271K |
|
|
KAT
859
Scharf ETF
KAT
$673M
| $10.1M | 0.01% |
184,019
+1,007
| +0.6% | +$55.2K |
|
|
BXMX
860
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| $10.1M | 0.01% |
688,353
-10,352
| -1% | -$149K |
|
861
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
| $10.1M | 0.01% |
199,468
-3,046
| -2% | -$155K |
|
862
Innovator Laddered Allocation Buffer ETF
BUFB
$330M
| $10.1M | 0.01% |
275,965
+22,159
| +9% | +$799K |
|
863
PGIM Short Duration High Yield ETF
PSH
$177M
| $10.1M | 0.01% |
199,857
-4,946
| -2% | -$250K |
|
864
BP
BP
$107B
| $10.1M | 0.01% |
289,523
+3,026
| +1% | +$106K |
|
865
Vanguard Consumer Discretionary ETF
VCR
$6.18B
| $10M | 0.01% |
25,501
-304
| -1% | -$119K |
|
866
iShares Global Infrastructure ETF
IGF
$10.7B
| $10M | 0.01% |
163,624
+7,562
| +5% | +$467K |
|
867
Equifax
EFX
$21.4B
| $10M | 0.01% |
46,218
-13,464
| -23% | -$2.95M |
|
868
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
| $10M | 0.01% |
398,615
+64,308
| +19% | +$1.61M |
|
869
Atmos Energy
ATO
$28.8B
| $9.97M | 0.01% |
59,496
-3,513
| -6% | -$607K |
|
870
Cipher Digital
CIFR
$7.13B
| $9.92M | 0.01% |
671,775
+92,286
| +16% | +$1.63M |
|
871
Bitwise Bitcoin ETF
BITB
$2.49B
| $9.85M | 0.01% |
207,107
+139,165
| +205% | +$7.57M |
|
872
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
| $9.82M | 0.01% |
403,072
+16,071
| +4% | +$392K |
|
873
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $9.8M | 0.01% |
194,734
+322
| +0.2% | +$16.2K |
|
874
Hartford Financial Services
HIG
$39.3B
| $9.79M | 0.01% |
71,076
-16,679
| -19% | -$2.2M |
|
875
Yum! Brands
YUM
$41.1B
| $9.76M | 0.01% |
64,503
-1,736
| -3% | -$257K |
|
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.