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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 | |
|---|---|---|---|---|---|---|
1301
iShares MSCI Netherlands ETF
EWN
$713M
| $3.87M | ﹤0.01% |
67,806
+1,989
| +3% | +$115K |
|
1302
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
| $3.86M | ﹤0.01% |
163,159
+119,541
| +274% | +$2.82M |
|
|
CSRE
1303
Cohen & Steers Real Estate Active ETF
CSRE
$541M
| $3.85M | ﹤0.01% |
150,887
+48,030
| +47% | +$1.24M |
|
|
CRWV
1304
CoreWeave
CRWV
$49.5B
| $3.82M | ﹤0.01% |
53,390
-11,381
| -18% | -$1.15M |
|
1305
Tapestry
TPR
$32.8B
| $3.8M | ﹤0.01% |
29,771
+2,879
| +11% | +$329K |
|
|
XYZ
1306
Block Inc
XYZ
$47.5B
| $3.8M | ﹤0.01% |
58,315
-12,982
| -18% | -$896K |
|
|
WCN
1307
Waste Connections
WCN
$42B
| $3.79M | ﹤0.01% |
21,626
+1,077
| +5% | +$186K |
|
1308
AltShares Merger Arbitrage ETF
ARB
$102M
| $3.79M | ﹤0.01% |
130,375
+10,798
| +9% | +$313K |
|
1309
AB Conservative Buffer ETF
BUFC
$1.06B
| $3.78M | ﹤0.01% |
91,407
+2,423
| +3% | +$99.2K |
|
1310
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$348M
| $3.78M | ﹤0.01% |
159,532
+81,610
| +105% | +$1.93M |
|
1311
Virtus Reaves Utilities ETF
UTES
$1.3B
| $3.77M | ﹤0.01% |
47,747
+17,381
| +57% | +$1.43M |
|
1312
Alcoa
AA
$13.2B
| $3.76M | ﹤0.01% |
70,772
-3,904
| -5% | -$160K |
|
1313
Idacorp
IDA
$8.2B
| $3.75M | ﹤0.01% |
29,644
-723
| -2% | -$94.1K |
|
|
ZJUL
1314
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$187M
| $3.75M | ﹤0.01% |
128,962
| – | – |
|
1315
NatWest
NWG
$76.4B
| $3.74M | ﹤0.01% |
213,743
+2,849
| +1% | +$45.2K |
|
1316
Diageo
DEO
$53.6B
| $3.74M | ﹤0.01% |
43,327
-39,498
| -48% | -$3.64M |
|
1317
iShares US Real Estate ETF
IYR
$4.57B
| $3.74M | ﹤0.01% |
39,805
-5,894
| -13% | -$562K |
|
1318
iShares California Muni Bond ETF
CMF
$4.62B
| $3.73M | ﹤0.01% |
64,951
-2,504
| -4% | -$144K |
|
|
SOLS
1319
Solstice Advanced Materials
SOLS
$9.68B
| $3.73M | ﹤0.01% |
+76,770
| New | +$3.61M |
|
1320
Kinetik
KNTK
$7.98B
| $3.71M | ﹤0.01% |
102,906
+25,574
| +33% | +$924K |
|
|
CYBR
1321
DELISTED
CyberArk
CYBR
| $3.69M | ﹤0.01% |
8,279
-247
| -3% | -$119K |
|
1322
Bank of Montreal
BMO
$127B
| $3.69M | ﹤0.01% |
28,428
-411
| -1% | -$52K |
|
1323
Ventas
VTR
$47.9B
| $3.69M | ﹤0.01% |
47,664
+5,572
| +13% | +$420K |
|
|
CSPF
1324
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$301M
| $3.69M | ﹤0.01% |
142,224
+32,578
| +30% | +$847K |
|
1325
EPAM Systems
EPAM
$5.03B
| $3.69M | ﹤0.01% |
17,987
+216
| +1% | +$38.5K |
|
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.