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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 | |
|---|---|---|---|---|---|---|
1401
Brookfield Infrastructure Partners
BIP
$18B
| $3.25M | ﹤0.01% |
93,526
-1,295
| -1% | -$45.1K |
|
1402
On Holding
ONON
$12.5B
| $3.25M | ﹤0.01% |
69,897
+2,380
| +4% | +$103K |
|
1403
Global X Copper Miners ETF NEW
COPX
$8.2B
| $3.25M | ﹤0.01% |
45,235
+37,550
| +489% | +$2.41M |
|
1404
Criteo S.A. Ordinary Shares
CRTO
$923M
| $3.25M | ﹤0.01% |
157,527
+8,422
| +6% | +$174K |
|
1405
MakeMyTrip
MMYT
$5.64B
| $3.24M | ﹤0.01% |
39,510
-10,956
| -22% | -$899K |
|
1406
Urban Outfitters
URBN
$6.59B
| $3.24M | ﹤0.01% |
43,081
+38,700
| +883% | +$2.74M |
|
1407
Darden Restaurants
DRI
$24.4B
| $3.24M | ﹤0.01% |
17,600
-463
| -3% | -$84.4K |
|
1408
Canadian Imperial Bank of Commerce
CM
$108B
| $3.24M | ﹤0.01% |
35,736
+85
| +0.2% | +$7.29K |
|
1409
iShare MSCI Eurozone ETF
EZU
$9.91B
| $3.23M | ﹤0.01% |
50,337
+1,845
| +4% | +$116K |
|
1410
ClearBridge Large Cap Growth Select ETF
LRGE
$380M
| $3.23M | ﹤0.01% |
39,169
+2,038
| +5% | +$169K |
|
1411
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$456M
| $3.22M | ﹤0.01% |
124,969
+14,318
| +13% | +$383K |
|
1412
Plains GP Holdings
PAGP
$4.9B
| $3.21M | ﹤0.01% |
167,968
-4,810
| -3% | -$86.7K |
|
1413
Capital Group Core Bond ETF
CGCB
$5.78B
| $3.21M | ﹤0.01% |
121,015
+75,127
| +164% | +$2M |
|
|
JFLX
1414
JPMorgan Flexible Debt ETF
JFLX
$1.5B
| $3.21M | ﹤0.01% |
63,832
-739
| -1% | -$37.2K |
|
1415
First Trust Water ETF
FIW
$1.95B
| $3.2M | ﹤0.01% |
29,499
-991
| -3% | -$111K |
|
1416
Veeva Systems
VEEV
$37.4B
| $3.19M | ﹤0.01% |
14,309
+78
| +0.5% | +$20.7K |
|
1417
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
| $3.19M | ﹤0.01% |
138,840
+10,522
| +8% | +$243K |
|
1418
W.P. Carey
WPC
$16.4B
| $3.19M | ﹤0.01% |
49,540
+2,720
| +6% | +$181K |
|
1419
ATI
ATI
$31B
| $3.18M | ﹤0.01% |
27,722
+1,154
| +4% | +$112K |
|
|
LDRC
1420
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$88.2M
| $3.16M | ﹤0.01% |
124,707
+4,690
| +4% | +$119K |
|
|
ZSEP
1421
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$123M
| $3.16M | ﹤0.01% |
118,160
-29,184
| -20% | -$777K |
|
1422
Roku
ROKU
$22.7B
| $3.16M | ﹤0.01% |
29,122
-2,618
| -8% | -$266K |
|
1423
iShares MSCI Israel ETF
EIS
$903M
| $3.15M | ﹤0.01% |
28,662
+14,213
| +98% | +$1.48M |
|
1424
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
| $3.14M | ﹤0.01% |
93,939
-8,399
| -8% | -$281K |
|
1425
Raymond James Financial
RJF
$34B
| $3.14M | ﹤0.01% |
19,565
+2,130
| +12% | +$344K |
|
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.