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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 | |
|---|---|---|---|---|---|---|
|
901
Kenvue
KVUE
$36.9B
| $9.03M | 0.01% |
523,599
-6,136,004
| -92% | -$100M |
|
902
Innovator Laddered Allocation Power Buffer ETF
BUFF
$940M
| $9M | 0.01% |
180,414
+4,198
| +2% | +$207K |
|
903
iShares MSCI France ETF
EWQ
$335M
| $8.99M | 0.01% |
199,919
+6,492
| +3% | +$289K |
|
904
Agnico Eagle Mines
AEM
$90.5B
| $8.96M | 0.01% |
52,877
+6,757
| +15% | +$1.14M |
|
905
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
| $8.95M | 0.01% |
35,775
+205
| +0.6% | +$51.5K |
|
906
Celestica
CLS
$36.5B
| $8.92M | 0.01% |
30,155
-471
| -2% | -$142K |
|
907
MongoDB
MDB
$32.1B
| $8.9M | 0.01% |
21,217
-2,454
| -10% | -$893K |
|
908
iShares MSCI UAE ETF
UAE
$322M
| $8.87M | 0.01% |
+463,898
| New | +$8.95M |
|
|
IBDZ
909
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
| $8.87M | 0.01% |
336,208
+79,488
| +31% | +$2.1M |
|
910
Arrowhead Research
ARWR
$12.4B
| $8.85M | 0.01% |
133,229
+340
| +0.3% | +$16.7K |
|
911
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $8.84M | 0.01% |
72,522
-4,063
| -5% | -$466K |
|
912
First Trust Dorsey Wright Focus 5 ETF
FV
$3.77B
| $8.83M | 0.01% |
140,336
-5,871
| -4% | -$364K |
|
913
W.R. Berkley
WRB
$26.6B
| $8.82M | 0.01% |
125,735
+838
| +0.7% | +$61.8K |
|
914
WisdomTree Japan SmallCap Dividend Fund
DFJ
$400M
| $8.79M | 0.01% |
91,199
-136
| -0.1% | -$12.8K |
|
915
Innovator US Equity Buffer ETF January
BJAN
$348M
| $8.75M | 0.01% |
158,999
-4,937
| -3% | -$265K |
|
916
Iron Mountain
IRM
$36.1B
| $8.74M | 0.01% |
105,361
-1,383
| -1% | -$129K |
|
917
Innovator US Equity Buffer ETF April
BAPR
$411M
| $8.74M | 0.01% |
182,059
-606
| -0.3% | -$28.7K |
|
918
iShares US Industrials ETF
IYJ
$1.95B
| $8.72M | 0.01% |
58,881
+459
| +0.8% | +$67.1K |
|
919
Arcosa
ACA
$7.11B
| $8.72M | 0.01% |
82,014
-3,432
| -4% | -$346K |
|
920
Republic Services
RSG
$65.7B
| $8.71M | 0.01% |
41,112
-723
| -2% | -$156K |
|
|
WCC
921
WESCO International
WCC
$17.7B
| $8.7M | 0.01% |
35,556
+1,152
| +3% | +$283K |
|
922
Franklin FTSE South Korea ETF
FLKR
$1.44B
| $8.64M | 0.01% |
269,574
-18,438
| -6% | -$563K |
|
923
CoStar Group
CSGP
$12.3B
| $8.64M | 0.01% |
128,451
-7,633
| -6% | -$541K |
|
924
Transocean
RIG
$5.82B
| $8.61M | 0.01% |
2,085,842
+523,528
| +34% | +$2.03M |
|
|
STEL
925
DELISTED
Stellar Bancorp
STEL
| $8.61M | 0.01% |
278,330
-771
| -0.3% | -$23.7K |
|
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.