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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 | |
|---|---|---|---|---|---|---|
1326
Innovator US Equity Buffer ETF February
BFEB
$259M
| $3.68M | ﹤0.01% |
75,704
-522
| -0.7% | -$25K |
|
1327
Rubrik
RBRK
$18.5B
| $3.68M | ﹤0.01% |
48,103
+1,715
| +4% | +$132K |
|
1328
National Fuel Gas
NFG
$7.65B
| $3.68M | ﹤0.01% |
45,947
+1,924
| +4% | +$159K |
|
1329
Annaly Capital Management
NLY
$17.4B
| $3.66M | ﹤0.01% |
163,595
+73,870
| +82% | +$1.61M |
|
1330
C.H. Robinson
CHRW
$17.5B
| $3.65M | ﹤0.01% |
22,709
-14,880
| -40% | -$2.2M |
|
|
VOLT
1331
Tema Electrification ETF
VOLT
$774M
| $3.65M | ﹤0.01% |
126,119
+111,525
| +764% | +$3.31M |
|
1332
iShares International Small Cap Equity Factor ETF
ISCF
$681M
| $3.65M | ﹤0.01% |
87,896
-2,217
| -2% | -$90.6K |
|
1333
CBRE Group
CBRE
$42.9B
| $3.64M | ﹤0.01% |
22,635
-3,658
| -14% | -$575K |
|
|
PR
1334
Permian Resources
PR
$16.9B
| $3.64M | ﹤0.01% |
259,403
+92,309
| +55% | +$1.24M |
|
1335
Innovator International Developed Power Buffer ETF January
IJAN
$263M
| $3.64M | ﹤0.01% |
100,614
-316
| -0.3% | -$11.2K |
|
1336
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.02B
| $3.64M | ﹤0.01% |
65,550
-238
| -0.4% | -$13.2K |
|
1337
Ross Stores
ROST
$81.9B
| $3.63M | ﹤0.01% |
20,173
+156
| +0.8% | +$26K |
|
1338
Bunge Global
BG
$20.8B
| $3.63M | ﹤0.01% |
40,763
+433
| +1% | +$39.9K |
|
1339
Enova International
ENVA
$6.29B
| $3.63M | ﹤0.01% |
23,089
-39,441
| -63% | -$5.13M |
|
1340
HP
HPQ
$27.5B
| $3.62M | ﹤0.01% |
162,466
-28,004
| -15% | -$714K |
|
1341
Vert Global Sustainable Real Estate ETF
VGSR
$545M
| $3.62M | ﹤0.01% |
347,861
-55,788
| -14% | -$585K |
|
1342
Vanguard Materials ETF
VAW
$3.08B
| $3.6M | ﹤0.01% |
17,364
-239
| -1% | -$48.2K |
|
1343
Crown Castle
CCI
$32.2B
| $3.59M | ﹤0.01% |
40,395
-85,132
| -68% | -$7.83M |
|
1344
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
| $3.59M | ﹤0.01% |
44,936
+183
| +0.4% | +$14.5K |
|
1345
Innovator US Equity Buffer ETF September
BSEP
$217M
| $3.58M | ﹤0.01% |
72,667
| – | – |
|
|
CMA
1346
DELISTED
Comerica
CMA
| $3.58M | ﹤0.01% |
41,133
-7,306
| -15% | -$588K |
|
|
PPLT
1347
abrdn Physical Platinum Shares ETF
PPLT
$2.04B
| $3.56M | ﹤0.01% |
191,040
+88,180
| +86% | +$1.36M |
|
1348
Globus Medical
GMED
$11.2B
| $3.56M | ﹤0.01% |
40,788
+322
| +0.8% | +$24.4K |
|
1349
Credo Technology Group
CRDO
$46.6B
| $3.56M | ﹤0.01% |
24,735
+608
| +3% | +$93.5K |
|
1350
Dollar Tree
DLTR
$25.2B
| $3.56M | ﹤0.01% |
28,925
+15,856
| +121% | +$1.7M |
|
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.