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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 | |
|---|---|---|---|---|---|---|
1126
Vanguard Consumer Staples ETF
VDC
$7.97B
| $5.43M | 0.01% |
25,697
-67
| -0.3% | -$14.3K |
|
1127
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
| $5.42M | 0.01% |
69,734
-13,620
| -16% | -$1.03M |
|
|
LB
1128
LandBridge Co
LB
$2.1B
| $5.42M | 0.01% |
110,626
+26,014
| +31% | +$1.51M |
|
1129
DoorDash
DASH
$93.7B
| $5.41M | 0.01% |
23,907
-2,423
| -9% | -$568K |
|
1130
Zoom
ZM
$30.6B
| $5.39M | 0.01% |
62,511
+2,657
| +4% | +$224K |
|
|
EAGL
1131
Eagle Capital Select Equity ETF
EAGL
$4.62B
| $5.39M | 0.01% |
166,087
-2,050
| -1% | -$65.3K |
|
1132
TKO Group
TKO
$13.6B
| $5.39M | 0.01% |
25,775
+330
| +1% | +$64.1K |
|
1133
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
| $5.38M | 0.01% |
117,188
+2,132
| +2% | +$97.4K |
|
|
CTRA
1134
DELISTED
Coterra Energy
CTRA
| $5.36M | 0.01% |
203,636
+1,445
| +0.7% | +$36.4K |
|
1135
Southern Copper
SCCO
$166B
| $5.33M | 0.01% |
37,854
+3,551
| +10% | +$470K |
|
1136
Innovator US Equity Buffer ETF March
BMAR
$255M
| $5.32M | 0.01% |
100,345
-269
| -0.3% | -$14K |
|
1137
Trip.com Group
TCOM
$29.1B
| $5.32M | 0.01% |
73,983
+1,394
| +2% | +$99.7K |
|
1138
iShares MSCI Singapore ETF
EWS
$1.15B
| $5.31M | 0.01% |
193,044
+1,838
| +1% | +$51.7K |
|
1139
iShares MSCI Intl Value Factor ETF
IVLU
$4.56B
| $5.31M | 0.01% |
139,454
+12,836
| +10% | +$470K |
|
1140
Sumitomo Mitsui Financial
SMFG
$164B
| $5.3M | 0.01% |
274,358
+9,775
| +4% | +$169K |
|
1141
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
| $5.25M | 0.01% |
144,425
+75,579
| +110% | +$2.72M |
|
1142
Illumina
ILMN
$28.4B
| $5.25M | 0.01% |
40,031
-5,234
| -12% | -$614K |
|
1143
Teck Resources
TECK
$32.6B
| $5.24M | 0.01% |
109,434
+20,915
| +24% | +$906K |
|
1144
Clorox
CLX
$12.7B
| $5.24M | 0.01% |
51,948
+625
| +1% | +$67.9K |
|
1145
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $5.24M | 0.01% |
63,475
-5,076
| -7% | -$415K |
|
1146
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
| $5.23M | 0.01% |
21,698
+340
| +2% | +$80.8K |
|
1147
PACCAR
PCAR
$70.1B
| $5.21M | 0.01% |
47,575
-19,392
| -29% | -$1.99M |
|
1148
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $5.17M | 0.01% |
168,354
-34,592
| -17% | -$1.06M |
|
1149
Canadian Natural Resources
CNQ
$93.8B
| $5.14M | 0.01% |
151,806
+56,496
| +59% | +$1.83M |
|
1150
Napco Security Technologies
NSSC
$1.48B
| $5.12M | 0.01% |
122,855
+1,033
| +0.8% | +$43.5K |
|
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.