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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 | |
|---|---|---|---|---|---|---|
1251
Amplify Junior Silver Miners ETF
SILJ
$3.85B
| $4.18M | ﹤0.01% |
151,063
+9,969
| +7% | +$246K |
|
|
Q
1252
Qnity Electronics Inc
Q
$28.9B
| $4.18M | ﹤0.01% |
+51,176
| New | +$4.35M |
|
1253
First Trust Financials AlphaDEX Fund
FXO
$1.14B
| $4.17M | ﹤0.01% |
69,178
-842
| -1% | -$49.5K |
|
1254
Innovator US Equity Buffer ETF December
BDEC
$222M
| $4.17M | ﹤0.01% |
84,223
+710
| +0.9% | +$34.6K |
|
1255
Gartner
IT
$11.7B
| $4.17M | ﹤0.01% |
16,543
-3,012
| -15% | -$725K |
|
1256
DraftKings
DKNG
$11.9B
| $4.15M | ﹤0.01% |
120,493
-14,299
| -11% | -$470K |
|
1257
Qualys
QLYS
$6.35B
| $4.14M | ﹤0.01% |
31,178
-168
| -0.5% | -$23.1K |
|
1258
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $4.13M | ﹤0.01% |
136,891
-15,799
| -10% | -$477K |
|
1259
Wabtec
WAB
$49.3B
| $4.13M | ﹤0.01% |
19,366
+807
| +4% | +$166K |
|
1260
Bright Horizons
BFAM
$3.86B
| $4.12M | ﹤0.01% |
40,667
-3,922
| -9% | -$396K |
|
1261
RELX
RELX
$62B
| $4.12M | ﹤0.01% |
102,015
-7,011
| -6% | -$299K |
|
1262
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
| $4.12M | ﹤0.01% |
36,391
-901
| -2% | -$100K |
|
1263
Avantis Responsible International Equity ETF
AVSD
$368M
| $4.11M | ﹤0.01% |
55,343
-2,492
| -4% | -$181K |
|
1264
Ameren
AEE
$30.1B
| $4.09M | ﹤0.01% |
40,975
-2,294
| -5% | -$235K |
|
1265
Innovator Growth Accelerated Plus ETF July
QTJL
$25.2M
| $4.09M | ﹤0.01% |
103,982
-164
| -0.2% | -$6.33K |
|
1266
Lattice Semiconductor
LSCC
$18.5B
| $4.08M | ﹤0.01% |
55,391
+2,905
| +6% | +$207K |
|
1267
Royal Gold
RGLD
$19.5B
| $4.07M | ﹤0.01% |
18,329
+480
| +3% | +$95.2K |
|
1268
First Trust US Equity Opportunities ETF
FPX
$1.49B
| $4.07M | ﹤0.01% |
24,904
-2,116
| -8% | -$348K |
|
|
USEW
1269
Cambria US EW ETF
USEW
$193M
| $4.07M | ﹤0.01% |
+80,220
| New | +$4.1M |
|
1270
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
| $4.07M | ﹤0.01% |
19,709
+882
| +5% | +$176K |
|
1271
Global X Cybersecurity ETF
BUG
$1.46B
| $4.07M | ﹤0.01% |
133,495
-12,072
| -8% | -$399K |
|
1272
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
| $4.07M | ﹤0.01% |
37,877
-68
| -0.2% | -$7.31K |
|
1273
Burlington
BURL
$23.2B
| $4.06M | ﹤0.01% |
14,072
+379
| +3% | +$103K |
|
1274
Ciena
CIEN
$58.4B
| $4.06M | ﹤0.01% |
17,376
-4,719
| -21% | -$915K |
|
1275
PureCycle Technologies
PCT
$1.45B
| $4.06M | ﹤0.01% |
473,039
+83,666
| +21% | +$888K |
|
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.