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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 | |
|---|---|---|---|---|---|---|
1276
Lloyds Banking Group
LYG
$91.3B
| $4.05M | ﹤0.01% |
763,810
+8,405
| +1% | +$40.7K |
|
|
FISV
1277
Fiserv Inc
FISV
$27.9B
| $4.02M | ﹤0.01% |
59,821
-34,758
| -37% | -$2.91M |
|
1278
Waters Corp
WAT
$39.9B
| $4.02M | ﹤0.01% |
10,578
-208
| -2% | -$76.5K |
|
1279
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
| $4.01M | ﹤0.01% |
80,156
+7,377
| +10% | +$379K |
|
1280
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
| $4.01M | ﹤0.01% |
323,634
-56,915
| -15% | -$679K |
|
1281
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
| $4M | ﹤0.01% |
33,698
-640
| -2% | -$76.5K |
|
1282
iShares US Financials ETF
IYF
$4.39B
| $3.99M | ﹤0.01% |
30,978
+756
| +3% | +$94.6K |
|
1283
Monolithic Power Systems
MPWR
$68.9B
| $3.98M | ﹤0.01% |
4,394
+616
| +16% | +$593K |
|
|
EXE
1284
Expand Energy Corp
EXE
$21.5B
| $3.97M | ﹤0.01% |
35,997
+21,213
| +143% | +$2.35M |
|
|
ELM
1285
Elm Market Navigator ETF
ELM
$592M
| $3.96M | ﹤0.01% |
145,335
| – | – |
|
1286
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
| $3.95M | ﹤0.01% |
58,024
-2,724
| -4% | -$186K |
|
1287
Advanced Drainage Systems
WMS
$10.9B
| $3.95M | ﹤0.01% |
27,302
+21,906
| +406% | +$3.17M |
|
1288
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
| $3.95M | ﹤0.01% |
147,024
+1,944
| +1% | +$53.1K |
|
1289
AB Tax-Aware Long Municipal ETF
TAFL
$62M
| $3.95M | ﹤0.01% |
+158,127
| New | +$3.97M |
|
1290
CenterPoint Energy
CNP
$26.8B
| $3.95M | ﹤0.01% |
102,988
+2,447
| +2% | +$95.4K |
|
1291
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
| $3.94M | ﹤0.01% |
61,471
-2,620
| -4% | -$169K |
|
1292
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$146M
| $3.94M | ﹤0.01% |
125,694
+2,304
| +2% | +$69.3K |
|
1293
Schwab US REIT ETF
SCHH
$11.4B
| $3.93M | ﹤0.01% |
187,945
+5,998
| +3% | +$127K |
|
1294
Blue Bird Corp
BLBD
$2.18B
| $3.92M | ﹤0.01% |
83,508
+16,501
| +25% | +$863K |
|
1295
Essential Utilities
WTRG
$11.4B
| $3.92M | ﹤0.01% |
102,251
+1,531
| +2% | +$60.2K |
|
1296
DT Midstream
DTM
$13.4B
| $3.9M | ﹤0.01% |
32,601
+3,076
| +10% | +$353K |
|
1297
iShares MSCI Mexico ETF
EWW
$1.92B
| $3.89M | ﹤0.01% |
56,065
+12,271
| +28% | +$829K |
|
1298
Graphic Packaging
GPK
$3.58B
| $3.88M | ﹤0.01% |
257,405
-13,664
| -5% | -$225K |
|
1299
Kimco Realty
KIM
$16.4B
| $3.87M | ﹤0.01% |
190,943
+4,924
| +3% | +$102K |
|
1300
National Grid
NGG
$81.3B
| $3.87M | ﹤0.01% |
50,016
+1,708
| +4% | +$128K |
|
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.