We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1051
Pinnacle West Capital
PNW
$12.2B
| $6.45M | 0.01% |
72,670
+3,146
| +5% | +$282K |
|
1052
Sea Limited
SE
$69.5B
| $6.44M | 0.01% |
50,450
-5,246
| -9% | -$777K |
|
1053
Arch Capital
ACGL
$33.6B
| $6.38M | 0.01% |
66,551
-15,907
| -19% | -$1.46M |
|
1054
Factset
FDS
$10.2B
| $6.37M | 0.01% |
21,950
-53,075
| -71% | -$14.9M |
|
1055
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.53B
| $6.31M | 0.01% |
142,024
+95,792
| +207% | +$4.23M |
|
1056
Toll Brothers
TOL
$14.5B
| $6.3M | 0.01% |
46,596
+2,345
| +5% | +$318K |
|
|
AJUL
1057
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$87.4M
| $6.28M | 0.01% |
215,922
-870
| -0.4% | -$25K |
|
1058
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
| $6.27M | 0.01% |
112,815
+4,378
| +4% | +$243K |
|
1059
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
| $6.26M | 0.01% |
127,302
-68,601
| -35% | -$3.38M |
|
1060
Innovator US Equity Power Buffer ETF March
PMAR
$769M
| $6.25M | 0.01% |
139,156
-793
| -0.6% | -$35.1K |
|
1061
UBS Group
UBS
$176B
| $6.24M | 0.01% |
134,639
+9,276
| +7% | +$375K |
|
1062
Davis Select Financial ETF
DFNL
$491M
| $6.23M | 0.01% |
128,853
+1,004
| +0.8% | +$46.2K |
|
1063
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $6.19M | 0.01% |
131,736
-1,286
| -1% | -$59.5K |
|
1064
First Trust Municipal High Income ETF
FMHI
$1.01B
| $6.19M | 0.01% |
129,117
+8,073
| +7% | +$387K |
|
1065
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
| $6.19M | 0.01% |
268,204
+47,540
| +22% | +$1.1M |
|
1066
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
| $6.19M | 0.01% |
122,306
+26,616
| +28% | +$1.35M |
|
1067
Innovator Growth Accelerated ETF Quarterly
XDQQ
$61.5M
| $6.13M | 0.01% |
155,026
| – | – |
|
1068
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$465M
| $6.12M | 0.01% |
249,279
+64,472
| +35% | +$1.59M |
|
1069
Banco Santander
SAN
$210B
| $6.1M | 0.01% |
519,836
+5,680
| +1% | +$60.3K |
|
1070
Masco
MAS
$15.3B
| $6.09M | 0.01% |
95,936
-7,152
| -7% | -$464K |
|
1071
Western Digital
WDC
$150B
| $6.08M | 0.01% |
35,293
+10,700
| +44% | +$1.62M |
|
1072
KeyCorp
KEY
$24.4B
| $6.07M | 0.01% |
293,969
+110,594
| +60% | +$2.06M |
|
|
SHYM
1073
iShares Short Duration High Yield Muni Active ETF
SHYM
$815M
| $6.03M | 0.01% |
271,230
+132,919
| +96% | +$2.96M |
|
1074
GSK
GSK
$106B
| $6.02M | 0.01% |
122,727
-166,175
| -58% | -$7.75M |
|
1075
OneSpaWorld
OSW
$2.66B
| $6.02M | 0.01% |
290,114
-12
| -0% | -$251 |
|
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.