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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 | |
|---|---|---|---|---|---|---|
1076
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.64B
| $6.01M | 0.01% |
141,359
-83,872
| -37% | -$3.44M |
|
1077
VanEck Uranium + Nuclear Energy ETF
NLR
$4.17B
| $6.01M | 0.01% |
48,365
+29,327
| +154% | +$4.03M |
|
1078
Littelfuse
LFUS
$11.6B
| $6.01M | 0.01% |
23,744
+20,117
| +555% | +$5.12M |
|
1079
Regal Rexnord
RRX
$11.9B
| $5.99M | 0.01% |
42,666
+4,003
| +10% | +$570K |
|
1080
Invesco S&P Global Water Index ETF
CGW
$1.08B
| $5.98M | 0.01% |
94,910
+13,095
| +16% | +$838K |
|
1081
iShares MSCI South Korea ETF
EWY
$25.7B
| $5.97M | 0.01% |
61,403
+1,389
| +2% | +$127K |
|
1082
Workday
WDAY
$44.4B
| $5.94M | 0.01% |
27,653
-8,350
| -23% | -$1.9M |
|
|
JBTM
1083
JBT Marel
JBTM
$6.39B
| $5.93M | 0.01% |
39,348
+33,813
| +611% | +$4.77M |
|
1084
Sony
SONY
$138B
| $5.88M | 0.01% |
229,497
-4,449
| -2% | -$125K |
|
1085
Regions Financial
RF
$26.8B
| $5.87M | 0.01% |
216,701
+14,402
| +7% | +$368K |
|
1086
SL Green Realty
SLG
$3.99B
| $5.87M | 0.01% |
127,870
+124,191
| +3,376% | +$6.13M |
|
|
EA
1087
DELISTED
Electronic Arts
EA
| $5.85M | 0.01% |
28,646
-2,937
| -9% | -$593K |
|
1088
Gotham 1000 Value ETF
GVLU
$295M
| $5.85M | 0.01% |
+237,252
| New | +$6M |
|
1089
J.M. Smucker
SJM
$12.8B
| $5.83M | 0.01% |
59,628
+989
| +2% | +$102K |
|
1090
MACOM Technology Solutions
MTSI
$23.7B
| $5.82M | 0.01% |
33,979
+29,837
| +720% | +$4.74M |
|
1091
iShares Convertible Bond ETF
ICVT
$7.46B
| $5.81M | 0.01% |
58,983
+2,228
| +4% | +$224K |
|
1092
Nuveen Municipal Credit Income Fund
NZF
$2.45B
| $5.8M | 0.01% |
460,769
+6,222
| +1% | +$78.3K |
|
1093
iShares China Large-Cap ETF
FXI
$4.31B
| $5.78M | 0.01% |
151,068
-14,577
| -9% | -$578K |
|
1094
Sprott Physical Gold and Silver Trust
CEF
$8.06B
| $5.78M | 0.01% |
126,218
-9,547
| -7% | -$386K |
|
1095
SiTime
SITM
$21.8B
| $5.74M | 0.01% |
16,266
-14,102
| -46% | -$4.41M |
|
|
TOPT
1096
iShares Top 20 U.S. Stocks ETF
TOPT
$682M
| $5.74M | 0.01% |
183,900
+31,529
| +21% | +$978K |
|
|
VBIL
1097
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
| $5.74M | 0.01% |
76,061
+43,719
| +135% | +$3.3M |
|
1098
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.96B
| $5.73M | 0.01% |
87,447
-956
| -1% | -$60.4K |
|
|
HFGM
1099
Unlimited HFGM Global Macro ETF
HFGM
$157M
| $5.71M | 0.01% |
198,059
+64,444
| +48% | +$2.05M |
|
1100
Main Street Capital
MAIN
$5.48B
| $5.7M | 0.01% |
94,408
+1,150
| +1% | +$67.8K |
|
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.