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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 | |
|---|---|---|---|---|---|---|
926
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.7B
| $8.6M | 0.01% |
327,825
+34,534
| +12% | +$894K |
|
927
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
| $8.59M | 0.01% |
384,740
+15,958
| +4% | +$357K |
|
928
Curtiss-Wright
CW
$25.5B
| $8.59M | 0.01% |
15,577
-871
| -5% | -$486K |
|
929
iShares Select U.S. REIT ETF
ICF
$2.11B
| $8.55M | 0.01% |
143,228
-8,834
| -6% | -$536K |
|
930
Lindsay Corp
LNN
$1.18B
| $8.53M | 0.01% |
72,392
+757
| +1% | +$91.1K |
|
931
Innovator US Equity Buffer ETF July
BJUL
$353M
| $8.51M | 0.01% |
167,710
-6,450
| -4% | -$323K |
|
932
NetEase
NTES
$84.7B
| $8.48M | 0.01% |
61,616
-1,428
| -2% | -$203K |
|
933
ResMed
RMD
$30.7B
| $8.37M | 0.01% |
34,744
+1,377
| +4% | +$352K |
|
934
Nuveen ESG Large-Cap Growth ETF
NULG
$2.77B
| $8.36M | 0.01% |
85,460
-487
| -0.6% | -$48.1K |
|
935
State Street SPDR S&P Regional Banking ETF
KRE
$4.57B
| $8.35M | 0.01% |
128,871
+1,847
| +1% | +$116K |
|
936
Unum
UNM
$14.3B
| $8.35M | 0.01% |
107,711
+57,608
| +115% | +$4.41M |
|
|
QXO
937
QXO Inc
QXO
$17.4B
| $8.33M | 0.01% |
431,857
-639,713
| -60% | -$12.3M |
|
938
iShares MSCI Switzerland ETF
EWL
$2.25B
| $8.32M | 0.01% |
138,777
+5,708
| +4% | +$328K |
|
939
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
| $8.31M | 0.01% |
60,802
-26,718
| -31% | -$3.51M |
|
940
Evergy
EVRG
$19.2B
| $8.27M | 0.01% |
114,129
-2,698
| -2% | -$205K |
|
941
State Street US Sector Rotation ETF
XLSR
$1.05B
| $8.27M | 0.01% |
132,688
+13,576
| +11% | +$833K |
|
942
iShares MSCI Germany ETF
EWG
$1.68B
| $8.26M | 0.01% |
194,279
+3,320
| +2% | +$137K |
|
943
Nordson
NDSN
$17.3B
| $8.24M | 0.01% |
34,275
+5
| +0% | +$1.18K |
|
944
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
| $8.24M | 0.01% |
347,848
+13,624
| +4% | +$323K |
|
945
W.W. Grainger
GWW
$60.2B
| $8.24M | 0.01% |
8,161
+92
| +1% | +$89.2K |
|
946
Innovator US Equity Buffer ETF October
BOCT
$289M
| $8.22M | 0.01% |
166,367
+4,446
| +3% | +$217K |
|
947
iShares US Infrastructure ETF
IFRA
$4.6B
| $8.21M | 0.01% |
156,057
+6,454
| +4% | +$341K |
|
948
Datadog
DDOG
$84B
| $8.21M | 0.01% |
60,373
+450
| +0.8% | +$71.1K |
|
|
FITB
949
Fifth Third Bancorp
FITB
$51.8B
| $8.21M | 0.01% |
175,372
+10,878
| +7% | +$479K |
|
950
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
| $8.2M | 0.01% |
180,072
+3,650
| +2% | +$165K |
|
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.