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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 | |
|---|---|---|---|---|---|---|
|
PPL
976
PPL Corp
PPL
$26.7B
| $7.73M | 0.01% |
220,737
+1,453
| +0.7% | +$52.4K |
|
977
Viper Energy
VNOM
$14.7B
| $7.73M | 0.01% |
199,995
-15,534
| -7% | -$588K |
|
978
Plains All American Pipeline
PAA
$16.1B
| $7.73M | 0.01% |
430,162
+24,128
| +6% | +$410K |
|
979
Jacobs Solutions
J
$17B
| $7.72M | 0.01% |
58,260
-751
| -1% | -$110K |
|
980
Prudential Financial
PRU
$41.8B
| $7.68M | 0.01% |
68,018
+1,553
| +2% | +$167K |
|
981
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
| $7.67M | 0.01% |
137,457
+13,700
| +11% | +$780K |
|
982
Calix
CALX
$2.39B
| $7.67M | 0.01% |
144,836
-371
| -0.3% | -$21.6K |
|
983
Toyota
TM
$225B
| $7.66M | 0.01% |
35,798
+1,505
| +4% | +$305K |
|
984
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$944M
| $7.63M | 0.01% |
222,691
-31,001
| -12% | -$912K |
|
985
NVR
NVR
$17B
| $7.61M | 0.01% |
1,044
+44
| +4% | +$329K |
|
986
Ares Management
ARES
$30.9B
| $7.6M | 0.01% |
47,015
-10,662
| -18% | -$1.66M |
|
987
CMS Energy
CMS
$22.3B
| $7.6M | 0.01% |
108,629
+4,863
| +5% | +$354K |
|
988
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
| $7.56M | 0.01% |
265,131
+3,842
| +1% | +$107K |
|
989
Columbia EM Core ex-China ETF
XCEM
$2B
| $7.55M | 0.01% |
196,912
+1,128
| +0.6% | +$42.7K |
|
990
Defiance Quantum ETF
QTUM
$5.65B
| $7.54M | 0.01% |
68,739
+22,875
| +50% | +$2.52M |
|
991
State Street
STT
$50.7B
| $7.53M | 0.01% |
58,396
+2,821
| +5% | +$338K |
|
992
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
| $7.51M | 0.01% |
383,861
+7,745
| +2% | +$152K |
|
|
LENS
993
Sarmaya Thematic ETF
LENS
$60.1M
| $7.51M | 0.01% |
+194,271
| New | +$7.01M |
|
994
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.95B
| $7.48M | 0.01% |
385,957
+153,016
| +66% | +$2.97M |
|
995
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
| $7.45M | 0.01% |
86,336
-5,207
| -6% | -$445K |
|
996
FirstEnergy
FE
$27.5B
| $7.44M | 0.01% |
166,282
-7,043
| -4% | -$323K |
|
997
Capital Group Core Balanced ETF
CGBL
$7.48B
| $7.43M | 0.01% |
210,402
+7,656
| +4% | +$268K |
|
998
SBA Communications
SBAC
$19.5B
| $7.43M | 0.01% |
38,428
-4,995
| -12% | -$965K |
|
999
Hewlett Packard
HPE
$70.5B
| $7.37M | 0.01% |
306,984
+4,267
| +1% | +$101K |
|
1000
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.82B
| $7.37M | 0.01% |
51,843
-27,121
| -34% | -$3.86M |
|
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.