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HighTower Advisors

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
Cap. Flow
+$1.71B
Cap. Flow %
1.87%
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 icon
Meta Platforms (Facebook)
META
+$396M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$186M
3
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

Rank Stock Value
1
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$114M
2
LYB icon
LyondellBasell Industries
LYB
+$104M
3
KVUE icon
Kenvue
KVUE
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
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
NVMI
1101
Nova
NVMI
$12.5B
$5.69M 0.01%
17,330
-5,603
-24% -$1.8M
CMG icon
1102
Chipotle Mexican Grill
CMG
$41.5B
$5.68M 0.01%
153,479
-553,153
-78% -$20M
EUDG icon
1103
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$70.6M
$5.68M 0.01%
151,311
+4,368
+3% +$158K
ISTB icon
1104
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$5.67M 0.01%
116,336
+381
+0.3% +$18.6K
SKYY icon
1105
First Trust Cloud Computing ETF
SKYY
$3.12B
$5.66M 0.01%
43,535
+1,428
+3% +$191K
IBN icon
1106
ICICI Bank
IBN
$108B
$5.66M 0.01%
189,985
+492
+0.3% +$15.1K
DBB icon
1107
Invesco DB Base Metals Fund
DBB
$315M
$5.64M 0.01%
246,042
+2,038
+0.8% +$44.3K
TEVA icon
1108
Teva Pharmaceuticals
TEVA
$41.2B
$5.64M 0.01%
180,824
+8,022
+5% +$198K
FTSL icon
1109
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$5.63M 0.01%
122,646
+28,477
+30% +$1.31M
QEFA icon
1110
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$5.62M 0.01%
61,930
+6,194
+11% +$551K
IVOV icon
1111
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.37B
$5.6M 0.01%
55,488
-302
-0.5% -$30.5K
DVN icon
1112
Devon Energy
DVN
$47.3B
$5.6M 0.01%
152,880
-13,895
-8% -$485K
AHR icon
1113
American Healthcare REIT
AHR
$10.9B
$5.59M 0.01%
118,749
+3,697
+3% +$171K
NAD icon
1114
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$5.58M 0.01%
464,400
-14,336
-3% -$171K
ADM icon
1115
Archer Daniels Midland
ADM
$36.9B
$5.56M 0.01%
96,670
-1,223
-1% -$73.1K
BUR icon
1116
Burford Capital
BUR
$971M
$5.55M 0.01%
622,686
+3,515
+0.6% +$34.4K
RSPS icon
1117
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$247M
$5.53M 0.01%
190,635
-26,518
-12% -$776K
ASTX
1118
Tradr 2X Long ASTS Daily ETF
ASTX
$415M
$5.53M 0.01%
135,208
+49,308
+57% +$2.41M
FEZ icon
1119
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$5.53M 0.01%
85,896
+14,669
+21% +$926K
PFEB icon
1120
Innovator US Equity Power Buffer ETF February
PFEB
$924M
$5.52M 0.01%
135,669
-615
-0.5% -$24.6K
CPAY icon
1121
Corpay
CPAY
$25.7B
$5.52M 0.01%
18,347
-1,006
-5% -$292K
HEQT icon
1122
Simplify Hedged Equity ETF
HEQT
$303M
$5.52M 0.01%
172,180
-539
-0.3% -$17.1K
VNQI icon
1123
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$5.48M 0.01%
119,556
-1,824
-2% -$86.2K
IGM icon
1124
iShares Expanded Tech Sector ETF
IGM
$10.8B
$5.46M 0.01%
42,251
-27,225
-39% -$3.53M
AIRO
1125
AIRO Group Holdings
AIRO
$268M
$5.45M 0.01%
666,176
+601,924
+937% +$7.76M
43 44
45
46 47

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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.