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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 | |
|---|---|---|---|---|---|---|
1026
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $6.86M | 0.01% |
294,253
-4,990
| -2% | -$104K |
|
1027
Coupang
CPNG
$29.2B
| $6.83M | 0.01% |
289,719
-30,443
| -10% | -$866K |
|
1028
Innovator US Small Cap Power Buffer ETF July
KJUL
$226M
| $6.83M | 0.01% |
215,496
-4,177
| -2% | -$131K |
|
1029
Range Resources
RRC
$8.95B
| $6.81M | 0.01% |
193,142
+32,122
| +20% | +$1.2M |
|
1030
Check Point Software Technologies
CHKP
$13.1B
| $6.81M | 0.01% |
36,696
-10,250
| -22% | -$1.98M |
|
1031
Toast
TOST
$19.9B
| $6.81M | 0.01% |
191,706
+17,707
| +10% | +$638K |
|
1032
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
| $6.8M | 0.01% |
265,090
-45,214
| -15% | -$1.16M |
|
1033
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
| $6.79M | 0.01% |
256,655
+149,908
| +140% | +$4.04M |
|
|
TPH
1034
DELISTED
Tri Pointe Homes
TPH
| $6.78M | 0.01% |
215,515
-18,588
| -8% | -$604K |
|
1035
Best Buy
BBY
$17.3B
| $6.78M | 0.01% |
101,292
+72,298
| +249% | +$5.52M |
|
1036
Expeditors International
EXPD
$23.2B
| $6.73M | 0.01% |
45,135
-9,595
| -18% | -$1.31M |
|
1037
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
| $6.65M | 0.01% |
138,922
+13,510
| +11% | +$649K |
|
1038
iShares MSCI Australia ETF
EWA
$1.48B
| $6.64M | 0.01% |
253,460
-32,570
| -11% | -$862K |
|
|
OACC
1039
Oaktree Acquisition Corp III Life Sciences
OACC
| $6.63M | 0.01% |
627,029
-30,599
| -5% | -$324K |
|
1040
First Trust North American Energy Infrastructure Fund
EMLP
$4.09B
| $6.59M | 0.01% |
174,070
+1,785
| +1% | +$68.1K |
|
1041
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
| $6.59M | 0.01% |
27,920
-1,269
| -4% | -$301K |
|
|
GRMN
1042
Garmin
GRMN
$60B
| $6.58M | 0.01% |
32,421
-25,400
| -44% | -$5.52M |
|
1043
AZZ Inc
AZZ
$4.54B
| $6.57M | 0.01% |
61,311
+1,017
| +2% | +$105K |
|
1044
Veralto
VLTO
$24B
| $6.57M | 0.01% |
65,825
+1,969
| +3% | +$199K |
|
1045
Roper Technologies
ROP
$39.8B
| $6.55M | 0.01% |
14,715
-26,876
| -65% | -$12.4M |
|
1046
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.33B
| $6.54M | 0.01% |
58,935
+19,559
| +50% | +$2.18M |
|
1047
Fidelity High Dividend ETF
FDVV
$10.5B
| $6.5M | 0.01% |
114,727
-5,644
| -5% | -$317K |
|
1048
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
| $6.49M | 0.01% |
274,198
+186,563
| +213% | +$4.42M |
|
1049
Manulife Financial
MFC
$73.5B
| $6.49M | 0.01% |
178,889
+1,645
| +0.9% | +$55.8K |
|
1050
EQT Corp
EQT
$32.3B
| $6.49M | 0.01% |
121,015
+24,435
| +25% | +$1.37M |
|
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.