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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 | |
|---|---|---|---|---|---|---|
1151
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$973M
| $5.12M | 0.01% |
110,682
+4,784
| +5% | +$223K |
|
1152
argenx
ARGX
$54.1B
| $5.11M | 0.01% |
6,076
+128
| +2% | +$110K |
|
1153
Vanguard International Dividend Appreciation ETF
VIGI
$9.31B
| $5.11M | 0.01% |
55,854
-385
| -0.7% | -$34.8K |
|
1154
Kraft Heinz
KHC
$30B
| $5.1M | 0.01% |
210,187
-23,688
| -10% | -$589K |
|
1155
Carlyle Group
CG
$17.2B
| $5.09M | 0.01% |
86,043
+4,588
| +6% | +$261K |
|
1156
Elbit Systems
ESLT
$40.3B
| $5.08M | 0.01% |
8,807
+4,444
| +102% | +$2.23M |
|
1157
Vale
VALE
$62.6B
| $5.07M | 0.01% |
388,889
+31,988
| +9% | +$389K |
|
1158
lululemon athletica
LULU
$14.6B
| $5.07M | 0.01% |
24,375
-10,149
| -29% | -$1.84M |
|
1159
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
| $5.06M | 0.01% |
160,597
+11,376
| +8% | +$355K |
|
1160
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$75.5M
| $5.05M | 0.01% |
132,020
| – | – |
|
1161
Huntington Ingalls Industries
HII
$12.8B
| $5.05M | 0.01% |
14,849
-309
| -2% | -$95.9K |
|
1162
Perimeter Solutions
PRM
$5.77B
| $5.05M | 0.01% |
183,331
-41,593
| -18% | -$1.05M |
|
1163
Accel Entertainment
ACEL
$987M
| $5.04M | 0.01% |
442,087
+2
| +0% | +$21 |
|
1164
Spok Holdings
SPOK
$241M
| $5.04M | 0.01% |
382,375
-25,636
| -6% | -$363K |
|
1165
Okta
OKTA
$25.8B
| $5.04M | 0.01% |
58,257
-9,644
| -14% | -$842K |
|
1166
PIMCO Dynamic Income Fund
PDI
$7.42B
| $5.03M | 0.01% |
283,893
-38,881
| -12% | -$713K |
|
1167
Antero Resources
AR
$10.7B
| $5.02M | 0.01% |
145,751
+61,766
| +74% | +$2.09M |
|
1168
Willis Towers Watson
WTW
$32B
| $5M | 0.01% |
15,212
-13,286
| -47% | -$4.35M |
|
1169
Bloom Energy
BE
$64.6B
| $4.98M | 0.01% |
57,276
+43,020
| +302% | +$4.52M |
|
1170
JPMorgan Active Value ETF
JAVA
$7.17B
| $4.97M | 0.01% |
69,240
+3,998
| +6% | +$280K |
|
1171
Rio Tinto
RIO
$164B
| $4.96M | 0.01% |
61,957
+940
| +2% | +$67.7K |
|
1172
Maplebear
CART
$11.8B
| $4.95M | 0.01% |
110,114
-40,524
| -27% | -$1.66M |
|
1173
Harbor Long-Short Equity ETF
LSEQ
$14.8M
| $4.94M | 0.01% |
179,124
-11,436
| -6% | -$324K |
|
1174
DuPont de Nemours
DD
$19.2B
| $4.93M | 0.01% |
40,902
-69,561
| -63% | -$7.83M |
|
1175
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
| $4.92M | 0.01% |
55,114
+1,010
| +2% | +$91.8K |
|
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.