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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 | |
|---|---|---|---|---|---|---|
1451
Albemarle
ALB
$15.5B
| $3.01M | ﹤0.01% |
21,247
-20,349
| -49% | -$2.31M |
|
1452
Broadstone Net Lease
BNL
$4.02B
| $3M | ﹤0.01% |
172,780
+5,263
| +3% | +$94.7K |
|
1453
KraneShares CSI China Internet ETF
KWEB
$5.67B
| $3M | ﹤0.01% |
88,139
+10,799
| +14% | +$415K |
|
|
CPSL
1454
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$130M
| $3M | ﹤0.01% |
110,277
+54,025
| +96% | +$1.46M |
|
1455
NiSource
NI
$20.4B
| $3M | ﹤0.01% |
71,804
-1,013
| -1% | -$43.3K |
|
1456
OR Royalties Inc
OR
$6.2B
| $2.99M | ﹤0.01% |
84,597
+5,079
| +6% | +$178K |
|
1457
CNA Financial
CNA
$14.1B
| $2.99M | ﹤0.01% |
62,678
-951
| -1% | -$43.8K |
|
1458
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.28B
| $2.99M | ﹤0.01% |
133,147
+31,214
| +31% | +$702K |
|
1459
iShares Global 100 ETF
IOO
$9.5B
| $2.99M | ﹤0.01% |
23,617
+132
| +0.6% | +$16.4K |
|
1460
iShares MSCI India ETF
INDA
$6.63B
| $2.98M | ﹤0.01% |
55,088
-55,238
| -50% | -$2.98M |
|
1461
iShares US Treasury Bond ETF
GOVT
$43.8B
| $2.97M | ﹤0.01% |
129,169
-10,988
| -8% | -$254K |
|
1462
ProShares Nasdaq-100 High Income ETF
IQQQ
$410M
| $2.97M | ﹤0.01% |
+66,855
| New | +$2.99M |
|
1463
Invesco Senior Loan ETF
BKLN
$6.74B
| $2.97M | ﹤0.01% |
141,346
+677
| +0.5% | +$14.2K |
|
1464
Innovator US Small Cap Power Buffer ETF January
KJAN
$327M
| $2.97M | ﹤0.01% |
71,652
-387
| -0.5% | -$15.9K |
|
1465
Armstrong World Industries
AWI
$7.84B
| $2.96M | ﹤0.01% |
15,504
-933
| -6% | -$178K |
|
1466
Matsons
MATX
$6.18B
| $2.96M | ﹤0.01% |
23,979
+243
| +1% | +$26.1K |
|
1467
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
| $2.96M | ﹤0.01% |
34,789
-4,289
| -11% | -$364K |
|
1468
Alliant Energy
LNT
$18B
| $2.95M | ﹤0.01% |
45,446
-1,693
| -4% | -$113K |
|
1469
Enovix
ENVX
$1.03B
| $2.95M | ﹤0.01% |
403,754
-63,977
| -14% | -$620K |
|
1470
Keysight
KEYS
$58.3B
| $2.95M | ﹤0.01% |
14,495
+241
| +2% | +$44.7K |
|
1471
Universal Health Services
UHS
$10.5B
| $2.94M | ﹤0.01% |
13,501
+43
| +0.3% | +$9.51K |
|
1472
GraniteShares Gold Shares
BAR
$1.46B
| $2.94M | ﹤0.01% |
69,087
-5,249
| -7% | -$215K |
|
1473
BlackRock Taxable Municipal Bond Trust
BBN
$986M
| $2.93M | ﹤0.01% |
179,747
+27,065
| +18% | +$457K |
|
1474
PGIM Total Return Bond ETF
PTRB
$1.13B
| $2.93M | ﹤0.01% |
69,725
-2,103
| -3% | -$88.9K |
|
1475
Invesco Dividend Achievers ETF
PFM
$808M
| $2.92M | ﹤0.01% |
56,787
+20,354
| +56% | +$1.04M |
|
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.