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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 | |
|---|---|---|---|---|---|---|
876
Carlisle Companies
CSL
$15.4B
| $9.73M | 0.01% |
30,411
-2,321
| -7% | -$752K |
|
877
Broadridge
BR
$19B
| $9.73M | 0.01% |
43,577
-3,220
| -7% | -$734K |
|
878
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
| $9.69M | 0.01% |
135,737
-5,551
| -4% | -$399K |
|
879
ProShares Ultra QQQ
QLD
$14.1B
| $9.64M | 0.01% |
136,905
+13,465
| +11% | +$954K |
|
|
VPU
880
Vanguard Utilities ETF
VPU
$8.44B
| $9.63M | 0.01% |
52,028
+1,849
| +4% | +$355K |
|
881
DTE Energy
DTE
$29.1B
| $9.61M | 0.01% |
74,530
-16,739
| -18% | -$2.27M |
|
|
VACI
882
Viking Acquisition Corp I
VACI
$311M
| $9.6M | 0.01% |
+969,531
| New | +$9.62M |
|
883
American International
AIG
$41.3B
| $9.58M | 0.01% |
111,973
-55,184
| -33% | -$4.42M |
|
884
State Street Fixed Income Sector Rotation ETF
FISR
$495M
| $9.56M | 0.01% |
369,093
+97,349
| +36% | +$2.54M |
|
885
Alpha Architect International Quantitative Value ETF
IVAL
$225M
| $9.52M | 0.01% |
302,492
+4,822
| +2% | +$148K |
|
|
HECA
886
Hedgeye Capital Allocation ETF
HECA
$289M
| $9.49M | 0.01% |
343,267
+221,782
| +183% | +$6.25M |
|
887
Airbnb
ABNB
$107B
| $9.47M | 0.01% |
69,768
-1,911
| -3% | -$238K |
|
888
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $9.46M | 0.01% |
117,315
+3,485
| +3% | +$281K |
|
889
Ametek
AME
$58.2B
| $9.4M | 0.01% |
45,767
-8,477
| -16% | -$1.65M |
|
|
CGIB
890
Capital Group International Bond ETF USD-Hedged
CGIB
$318M
| $9.38M | 0.01% |
+369,713
| New | +$9.42M |
|
|
ZAUG
891
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$123M
| $9.33M | 0.01% |
349,385
-2,555
| -0.7% | -$67.8K |
|
892
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
| $9.33M | 0.01% |
115,111
-1,866
| -2% | -$147K |
|
|
NVO
893
Novo Nordisk
NVO
$209B
| $9.32M | 0.01% |
183,201
-8,034
| -4% | -$411K |
|
894
Ferrari
RACE
$72.5B
| $9.28M | 0.01% |
25,068
+12,075
| +93% | +$4.83M |
|
895
PPG Industries
PPG
$26.6B
| $9.25M | 0.01% |
90,256
+18,416
| +26% | +$1.85M |
|
896
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
| $9.24M | 0.01% |
359,020
+40,411
| +13% | +$1.05M |
|
897
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$403M
| $9.24M | 0.01% |
134,268
-3,749
| -3% | -$258K |
|
898
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
| $9.2M | 0.01% |
151,933
+135,593
| +830% | +$8.12M |
|
899
Howmet Aerospace
HWM
$112B
| $9.13M | 0.01% |
44,547
+11,936
| +37% | +$2.38M |
|
900
Entergy
ETR
$50B
| $9.1M | 0.01% |
98,445
+3,827
| +4% | +$363K |
|
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.