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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
JHSC icon
1226
John Hancock Multifactor Small Cap ETF
JHSC
$741M
$4.46M ﹤0.01%
106,143
-305
-0.3% -$12.8K
WY icon
1227
Weyerhaeuser
WY
$18.4B
$4.45M ﹤0.01%
187,637
-143,860
-43% -$3.33M
VRSK icon
1228
Verisk Analytics
VRSK
$25B
$4.41M ﹤0.01%
19,695
-115,271
-85% -$26M
SNAP icon
1229
Snap
SNAP
$9.01B
$4.4M ﹤0.01%
544,652
+3,525
+0.7% +$27.9K
CRS icon
1230
Carpenter Technology
CRS
$28.4B
$4.39M ﹤0.01%
13,956
+203
+1% +$61.1K
NRK icon
1231
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$912M
$4.39M ﹤0.01%
434,670
-5,449
-1% -$55.2K
ETY icon
1232
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.33B
$4.38M ﹤0.01%
285,317
-4,507
-2% -$69.9K
BAUG icon
1233
Innovator US Equity Buffer ETF August
BAUG
$204M
$4.37M ﹤0.01%
87,234
+1,793
+2% +$88.5K
PAAS icon
1234
Pan American Silver
PAAS
$21.6B
$4.33M ﹤0.01%
83,482
-3,925
-4% -$164K
FHEQ icon
1235
Fidelity Hedged Equity ETF
FHEQ
$971M
$4.32M ﹤0.01%
+139,843
New +$4.31M
CCC
1236
CCC Intelligent Solutions
CCC
$4.08B
$4.32M ﹤0.01%
542,819
-11,504
-2% -$93.6K
PNR icon
1237
Pentair
PNR
$11B
$4.31M ﹤0.01%
41,389
+2,609
+7% +$279K
ZION icon
1238
Zions Bancorporation
ZION
$10.3B
$4.3M ﹤0.01%
73,516
+6,196
+9% +$337K
PID icon
1239
Invesco International Dividend Achievers ETF
PID
$919M
$4.29M ﹤0.01%
195,195
+219
+0.1% +$4.74K
SCHR
1240
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.29M ﹤0.01%
171,110
+4,622
+3% +$116K
IAUG
1241
Innovator International Developed Power Buffer ETF - August
IAUG
$49.5M
$4.29M ﹤0.01%
150,654
+86,788
+136% +$2.44M
AVSE icon
1242
Avantis Responsible Emerging Markets Equity ETF
AVSE
$217M
$4.29M ﹤0.01%
65,972
-4,684
-7% -$303K
MKC icon
1243
McCormick & Company Non-Voting
MKC
$14.2B
$4.28M ﹤0.01%
62,856
-21,205
-25% -$1.41M
MCHP icon
1244
Microchip Technology
MCHP
$46B
$4.28M ﹤0.01%
67,094
-5,282
-7% -$326K
MSM icon
1245
MSC Industrial Direct
MSM
$6.86B
$4.24M ﹤0.01%
50,418
+147
+0.3% +$12.7K
WIW
1246
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$513M
$4.22M ﹤0.01%
491,551
-2,894
-0.6% -$25.5K
MGC icon
1247
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$4.2M ﹤0.01%
16,723
+3
+0% +$746
SGI
1248
Somnigroup International
SGI
$13.7B
$4.18M ﹤0.01%
46,849
+1,268
+3% +$111K
FLDR icon
1249
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$4.18M ﹤0.01%
83,262
+13,344
+19% +$671K
HL icon
1250
Hecla Mining
HL
$11.3B
$4.18M ﹤0.01%
217,848
+164,251
+306% +$2.51M
48 49
50
51 52

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National Bank of Canada
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California State Teachers Retirement System (CalSTRS)
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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.