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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Preformed Line Products
PLPC
$1.94B
| $200M | 0.22% |
966,185
+100,113
| +12% | +$21.3M |
2019 Q2
26 quarters
|
|
102
NextEra Energy
NEE
$161B
| $198M | 0.22% |
2,463,821
+19,630
| +0.8% | +$1.63M |
2013 Q2
50 quarters
|
|
103
Avantis International Equity ETF
AVDE
$19.1B
| $192M | 0.21% |
2,333,736
-21,854
| -0.9% | -$1.75M |
2020 Q1
23 quarters
|
|
104
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.8B
| $191M | 0.21% |
3,186,159
+431,569
| +16% | +$26M |
2021 Q1
19 quarters
|
|
105
iShares National Muni Bond ETF
MUB
$47.4B
| $188M | 0.21% |
1,752,430
-2,026
| -0.1% | -$217K |
2013 Q2
50 quarters
|
|
106
Avantis US Equity ETF
AVUS
$14.7B
| $187M | 0.21% |
1,676,917
+17,827
| +1% | +$1.96M |
2020 Q1
23 quarters
|
|
107
UnitedHealth
UNH
$340B
| $180M | 0.2% |
545,438
-79,927
| -13% | -$27.1M |
2013 Q2
50 quarters
|
|
108
iShares Russell 1000 ETF
IWB
$49.5B
| $179M | 0.2% |
480,347
+2,975
| +0.6% | +$1.1M |
2013 Q2
50 quarters
|
|
109
ETC 6 Meridian Low Beta Equity ETF
SIXL
$198M
| $179M | 0.2% |
4,940,425
-204,966
| -4% | -$7.53M |
2022 Q4
12 quarters
|
|
110
Dimensional International Core Equity 2 ETF
DFIC
$15B
| $177M | 0.19% |
5,125,063
+25,979
| +0.5% | +$867K |
2022 Q2
14 quarters
|
|
111
Eaton
ETN
$167B
| $176M | 0.19% |
553,720
+35,808
| +7% | +$12.7M |
2013 Q2
50 quarters
|
|
112
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
| $176M | 0.19% |
3,959,509
+360,479
| +10% | +$15.8M |
2016 Q3
37 quarters
|
|
113
Lam Research
LRCX
$399B
| $174M | 0.19% |
1,018,426
-70,768
| -6% | -$11M |
2024 Q4
4 quarters
|
|
114
Avantis Emerging Markets Equity ETF
AVEM
$28.4B
| $173M | 0.19% |
2,247,030
-16,551
| -0.7% | -$1.27M |
2020 Q1
23 quarters
|
|
115
Dimensional International Value ETF
DFIV
$21.5B
| $173M | 0.19% |
3,461,723
+52,929
| +2% | +$2.52M |
2021 Q3
17 quarters
|
|
116
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.6B
| $172M | 0.19% |
811,935
-3,263
| -0.4% | -$683K |
2021 Q1
19 quarters
|
|
117
Vanguard FTSE Europe ETF
VGK
$29.2B
| $170M | 0.19% |
2,037,630
+21,664
| +1% | +$1.76M |
2021 Q1
19 quarters
|
|
118
Lowe's Companies
LOW
$104B
| $167M | 0.18% |
691,666
-30,627
| -4% | -$7.35M |
2013 Q2
50 quarters
|
|
119
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
| $165M | 0.18% |
2,881,623
-264,427
| -8% | -$15.1M |
2021 Q1
19 quarters
|
|
120
Netflix
NFLX
$293B
| $165M | 0.18% |
1,758,882
+13,752
| +0.8% | +$1.48M |
2013 Q3
49 quarters
|
|
121
Altria Group
MO
$120B
| $162M | 0.18% |
2,814,522
+109,662
| +4% | +$6.62M |
2015 Q3
41 quarters
|
|
122
American Express
AXP
$208B
| $160M | 0.17% |
432,185
-31,787
| -7% | -$11.4M |
2020 Q1
23 quarters
|
|
123
iShares MSCI EAFE ETF
EFA
$76.4B
| $159M | 0.17% |
1,651,750
+10,510
| +0.6% | +$997K |
2013 Q2
50 quarters
|
|
124
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
| $157M | 0.17% |
1,860,737
+85,305
| +5% | +$7.15M |
2014 Q4
44 quarters
|
|
125
Stryker
SYK
$106B
| $156M | 0.17% |
444,544
+441
| +0.1% | +$161K |
2013 Q2
50 quarters
|
|
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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.