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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 | |
|---|---|---|---|---|---|---|
|
GMOV
1376
GMO US Value ETF
GMOV
$103M
| $3.38M | ﹤0.01% |
123,110
+2,182
| +2% | +$58.4K |
|
1377
Essex Property Trust
ESS
$18.5B
| $3.38M | ﹤0.01% |
12,904
-15
| -0.1% | -$3.88K |
|
1378
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
| $3.37M | ﹤0.01% |
34,295
+22,902
| +201% | +$2.28M |
|
1379
iShares MSCI Spain ETF
EWP
$2.21B
| $3.36M | ﹤0.01% |
62,311
+1,088
| +2% | +$55.6K |
|
1380
Iris Energy
IREN
$14.7B
| $3.36M | ﹤0.01% |
88,838
+34,828
| +64% | +$1.8M |
|
1381
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.36B
| $3.34M | ﹤0.01% |
105,575
+3,953
| +4% | +$125K |
|
1382
Qorvo
QRVO
$8.74B
| $3.34M | ﹤0.01% |
39,570
-37
| -0.1% | -$3.27K |
|
|
ETH
1383
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
| $3.33M | ﹤0.01% |
118,759
+1,268
| +1% | +$41.3K |
|
1384
Northern Trust
NTRS
$33.9B
| $3.33M | ﹤0.01% |
24,361
+570
| +2% | +$74.8K |
|
1385
EXL Service
EXLS
$5.29B
| $3.31M | ﹤0.01% |
77,922
+3
| +0% | +$123 |
|
1386
Global X Silver Miners ETF NEW
SIL
$4.74B
| $3.31M | ﹤0.01% |
39,595
+6,213
| +19% | +$458K |
|
|
JMTG
1387
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.82B
| $3.3M | ﹤0.01% |
64,560
-3,325
| -5% | -$170K |
|
1388
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.23B
| $3.3M | ﹤0.01% |
84,186
+822
| +1% | +$31.9K |
|
1389
Viking Holdings
VIK
$47.2B
| $3.29M | ﹤0.01% |
46,051
+41,246
| +858% | +$2.63M |
|
1390
Gentex
GNTX
$5.07B
| $3.29M | ﹤0.01% |
141,278
-9,980
| -7% | -$241K |
|
|
SLVR
1391
Sprott Silver Miners & Physical Silver ETF
SLVR
$739M
| $3.28M | ﹤0.01% |
+58,827
| New | +$2.8M |
|
1392
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
| $3.28M | ﹤0.01% |
63,035
-2,161
| -3% | -$113K |
|
|
TEI
1393
Templeton Emerging Markets Income Fund
TEI
$321M
| $3.28M | ﹤0.01% |
508,431
-1,859
| -0.4% | -$11.8K |
|
1394
Federal Realty Investment Trust
FRT
$10.3B
| $3.27M | ﹤0.01% |
32,454
-329
| -1% | -$32.4K |
|
1395
Trimble
TRMB
$13.9B
| $3.27M | ﹤0.01% |
41,727
-266
| -0.6% | -$21.2K |
|
1396
State Street SPDR S&P Global Infrastructure ETF
GII
$932M
| $3.27M | ﹤0.01% |
46,840
+7,174
| +18% | +$504K |
|
1397
Alamos Gold
AGI
$13.9B
| $3.27M | ﹤0.01% |
84,694
+1,983
| +2% | +$69.1K |
|
1398
iShares MSCI Sweden ETF
EWD
$595M
| $3.26M | ﹤0.01% |
66,261
+2,261
| +4% | +$109K |
|
1399
State Street SPDR S&P China ETF
GXC
$482M
| $3.25M | ﹤0.01% |
33,606
-14
| -0% | -$1.41K |
|
1400
BWX Technologies
BWXT
$15.6B
| $3.25M | ﹤0.01% |
18,818
-873
| -4% | -$164K |
|
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.