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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 | |
|---|---|---|---|---|---|---|
|
SFBS
1426
ServisFirst Bancshares
SFBS
$4.86B
| $3.14M | ﹤0.01% |
43,710
-6,171
| -12% | -$453K |
|
1427
International Paper
IP
$22B
| $3.13M | ﹤0.01% |
79,494
-1,857
| -2% | -$76.4K |
|
1428
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
| $3.12M | ﹤0.01% |
157,406
+2,105
| +1% | +$41.9K |
|
1429
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
| $3.12M | ﹤0.01% |
31,255
-278
| -0.9% | -$27.8K |
|
1430
Teledyne Technologies
TDY
$32B
| $3.11M | ﹤0.01% |
6,098
-75
| -1% | -$39.5K |
|
|
ETHA
1431
iShares Ethereum Trust ETF
ETHA
$5.66B
| $3.09M | ﹤0.01% |
137,645
-63,913
| -32% | -$1.67M |
|
1432
First Trust Indxx Aerospace & Defense ETF
MISL
$796M
| $3.09M | ﹤0.01% |
72,100
+735
| +1% | +$30.8K |
|
|
TBIL
1433
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
| $3.08M | ﹤0.01% |
61,767
-4,479
| -7% | -$224K |
|
|
GBFH
1434
GBank Financial Holdings
GBFH
$302M
| $3.07M | ﹤0.01% |
90,651
-7,500
| -8% | -$275K |
|
1435
Builders FirstSource
BLDR
$8.04B
| $3.07M | ﹤0.01% |
29,854
-419
| -1% | -$47.1K |
|
1436
Vanguard Russell 2000 Value ETF
VTWV
$1.37B
| $3.07M | ﹤0.01% |
19,201
-379
| -2% | -$60K |
|
1437
Western Midstream Partners
WES
$19.3B
| $3.07M | ﹤0.01% |
77,729
+8,829
| +13% | +$342K |
|
1438
Medpace
MEDP
$16.5B
| $3.06M | ﹤0.01% |
5,453
+1,476
| +37% | +$838K |
|
1439
Trade Desk
TTD
$6.49B
| $3.05M | ﹤0.01% |
80,370
-13,111
| -14% | -$581K |
|
1440
Archrock
AROC
$5.8B
| $3.04M | ﹤0.01% |
116,804
-93,903
| -45% | -$2.34M |
|
1441
Deckers Outdoor
DECK
$13.3B
| $3.04M | ﹤0.01% |
29,305
-306,559
| -91% | -$28.7M |
|
1442
ARK 21Shares Bitcoin ETF
ARKB
$2.48B
| $3.03M | ﹤0.01% |
104,454
+10,927
| +12% | +$363K |
|
1443
Range Nuclear Renaissance Index ETF
NUKZ
$801M
| $3.03M | ﹤0.01% |
47,640
+13,951
| +41% | +$941K |
|
1444
Rayonier
RYN
$6.55B
| $3.02M | ﹤0.01% |
139,706
+48,858
| +54% | +$1.1M |
|
1445
iShares MSCI Brazil ETF
EWZ
$8.95B
| $3.02M | ﹤0.01% |
95,164
+45,742
| +93% | +$1.45M |
|
1446
Global X Uranium ETF
URA
$6.27B
| $3.02M | ﹤0.01% |
70,664
+4,832
| +7% | +$234K |
|
1447
Lincoln Electric
LECO
$15.4B
| $3.02M | ﹤0.01% |
12,582
+238
| +2% | +$56.4K |
|
1448
Sensient Technologies
SXT
$5.53B
| $3.01M | ﹤0.01% |
32,055
+74
| +0.2% | +$6.98K |
|
1449
White Mountains Insurance
WTM
$5.13B
| $3.01M | ﹤0.01% |
1,447
-18
| -1% | -$35.2K |
|
1450
Campbell Soup
CPB
$6.87B
| $3.01M | ﹤0.01% |
107,861
-2,478
| -2% | -$74.5K |
|
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.