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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 | |
|---|---|---|---|---|---|---|
1351
Yum China
YUMC
$16.3B
| $3.56M | ﹤0.01% |
74,483
-894
| -1% | -$41K |
|
1352
Watsco Inc
WSO
$13.6B
| $3.54M | ﹤0.01% |
10,516
-1,382
| -12% | -$493K |
|
1353
IonQ
IONQ
$16.6B
| $3.54M | ﹤0.01% |
78,948
+8,761
| +12% | +$491K |
|
1354
iShares Cybersecurity and Tech ETF
IHAK
$1.1B
| $3.54M | ﹤0.01% |
73,609
-59,684
| -45% | -$3.01M |
|
1355
Ally Financial
ALLY
$13.3B
| $3.54M | ﹤0.01% |
78,203
+7,314
| +10% | +$301K |
|
1356
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
| $3.52M | ﹤0.01% |
12,661
-55
| -0.4% | -$15.4K |
|
1357
Sanofi
SNY
$104B
| $3.51M | ﹤0.01% |
72,532
+5,173
| +8% | +$256K |
|
1358
Advanced Energy
AEIS
$13B
| $3.51M | ﹤0.01% |
16,755
-1,253
| -7% | -$255K |
|
1359
Stanley Black & Decker
SWK
$15.7B
| $3.51M | ﹤0.01% |
47,224
-1,751
| -4% | -$123K |
|
1360
Coca-Cola Europacific Partners
CCEP
$47.9B
| $3.47M | ﹤0.01% |
38,252
+684
| +2% | +$61.8K |
|
1361
Invesco Water Resources ETF
PHO
$2.09B
| $3.46M | ﹤0.01% |
49,181
-370,783
| -88% | -$26.7M |
|
1362
Textron
TXT
$15.4B
| $3.46M | ﹤0.01% |
39,696
+1,356
| +4% | +$113K |
|
1363
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$65.8M
| $3.46M | ﹤0.01% |
103,045
+4,585
| +5% | +$152K |
|
1364
nVent Electric
NVT
$26.7B
| $3.46M | ﹤0.01% |
33,892
+4,300
| +15% | +$447K |
|
1365
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.71B
| $3.45M | ﹤0.01% |
79,697
-10,532
| -12% | -$456K |
|
1366
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$439M
| $3.45M | ﹤0.01% |
19,739
-128,611
| -87% | -$22.5M |
|
1367
Portland General Electric
POR
$5.77B
| $3.43M | ﹤0.01% |
71,576
+2,197
| +3% | +$104K |
|
1368
Innovator US Equity Buffer ETF June
BJUN
$322M
| $3.43M | ﹤0.01% |
73,397
-525
| -0.7% | -$24.2K |
|
1369
Citizens Financial Group
CFG
$30.6B
| $3.43M | ﹤0.01% |
58,648
+20,008
| +52% | +$1.07M |
|
1370
State Street SPDR S&P Capital Markets ETF
KCE
$466M
| $3.42M | ﹤0.01% |
22,815
-1,573
| -6% | -$233K |
|
1371
Federal Signal
FSS
$7.83B
| $3.42M | ﹤0.01% |
31,491
+597
| +2% | +$68.3K |
|
1372
WisdomTree Japan Hedged Equity Fund
DXJ
$7.42B
| $3.41M | ﹤0.01% |
23,663
+1,622
| +7% | +$222K |
|
1373
Alpha Tau Medical
DRTS
$1.19B
| $3.4M | ﹤0.01% |
686,554
| – | – |
|
1374
First Trust Managed Municipal ETF
FMB
$2.06B
| $3.4M | ﹤0.01% |
66,408
-5,700
| -8% | -$291K |
|
1375
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.43B
| $3.39M | ﹤0.01% |
26,820
+9,009
| +51% | +$1.17M |
|
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.