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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
PLPC icon
101
Preformed Line Products
PLPC
$2.28B
$200M 0.22%
966,185
+100,113
+12% +$21.3M
NEE icon
102
NextEra Energy
NEE
$177B
$198M 0.22%
2,463,821
+19,630
+0.8% +$1.63M
AVDE icon
103
Avantis International Equity ETF
AVDE
$18.7B
$192M 0.21%
2,333,736
-21,854
-0.9% -$1.75M
VGIT icon
104
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$191M 0.21%
3,186,159
+431,569
+16% +$26M
MUB icon
105
iShares National Muni Bond ETF
MUB
$45.5B
$188M 0.21%
1,752,430
-2,026
-0.1% -$217K
AVUS icon
106
Avantis US Equity ETF
AVUS
$14.4B
$187M 0.21%
1,676,917
+17,827
+1% +$1.96M
UNH icon
107
UnitedHealth
UNH
$370B
$180M 0.2%
545,438
-79,927
-13% -$27.1M
IWB icon
108
iShares Russell 1000 ETF
IWB
$50.1B
$179M 0.2%
480,347
+2,975
+0.6% +$1.1M
SIXL icon
109
ETC 6 Meridian Low Beta Equity ETF
SIXL
$198M
$179M 0.2%
4,940,425
-204,966
-4% -$7.53M
DFIC icon
110
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$177M 0.19%
5,125,063
+25,979
+0.5% +$867K
ETN icon
111
Eaton
ETN
$174B
$176M 0.19%
553,720
+35,808
+7% +$12.7M
SPDW icon
112
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$176M 0.19%
3,959,509
+360,479
+10% +$15.8M
LRCX icon
113
Lam Research
LRCX
$390B
$174M 0.19%
1,018,426
-70,768
-6% -$11M
AVEM icon
114
Avantis Emerging Markets Equity ETF
AVEM
$26.3B
$173M 0.19%
2,247,030
-16,551
-0.7% -$1.27M
DFIV icon
115
Dimensional International Value ETF
DFIV
$21.6B
$173M 0.19%
3,461,723
+52,929
+2% +$2.52M
VBR icon
116
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$172M 0.19%
811,935
-3,263
-0.4% -$683K
VGK icon
117
Vanguard FTSE Europe ETF
VGK
$31.4B
$170M 0.19%
2,037,630
+21,664
+1% +$1.76M
LOW icon
118
Lowe's Companies
LOW
$125B
$167M 0.18%
691,666
-30,627
-4% -$7.35M
JEPI icon
119
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$165M 0.18%
2,881,623
-264,427
-8% -$15.1M
NFLX icon
120
Netflix
NFLX
$309B
$165M 0.18%
1,758,882
+13,752
+0.8% +$1.48M
MO icon
121
Altria Group
MO
$114B
$162M 0.18%
2,814,522
+109,662
+4% +$6.62M
AXP icon
122
American Express
AXP
$230B
$160M 0.17%
432,185
-31,787
-7% -$11.4M
EFA icon
123
iShares MSCI EAFE ETF
EFA
$80.2B
$159M 0.17%
1,651,750
+10,510
+0.6% +$997K
IXUS icon
124
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$157M 0.17%
1,860,737
+85,305
+5% +$7.15M
SYK icon
125
Stryker
SYK
$130B
$156M 0.17%
444,544
+441
+0.1% +$161K
3 4
5
6 7

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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.