We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$1.71B
Cap. Flow %
1.87%
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 icon
Meta Platforms (Facebook)
META
+$396M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$186M
3
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

Rank Stock Value
1
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$114M
2
LYB icon
LyondellBasell Industries
LYB
+$104M
3
KVUE icon
Kenvue
KVUE
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
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
PM icon
126
Philip Morris
PM
$295B
$156M 0.17%
973,696
+34,549
+4% +$5.35M
IMCB icon
127
iShares Morningstar Mid-Cap ETF
IMCB
$1.7B
$153M 0.17%
1,846,327
+1,799,387
+3,833% +$149M
SBUX icon
128
Starbucks
SBUX
$120B
$151M 0.17%
1,795,943
+350,364
+24% +$29.6M
SCHD icon
129
Schwab US Dividend Equity ETF
SCHD
$105B
$148M 0.16%
5,411,808
-272,730
-5% -$7.42M
IWM icon
130
iShares Russell 2000 ETF
IWM
$83B
$145M 0.16%
590,250
-16,142
-3% -$3.97M
SPYV icon
131
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$144M 0.16%
2,540,516
+52,900
+2% +$2.97M
MU icon
132
Micron Technology
MU
$991B
$144M 0.16%
505,383
-15,786
-3% -$3.62M
TXN icon
133
Texas Instruments
TXN
$261B
$144M 0.16%
831,305
-33,796
-4% -$5.79M
UNP icon
134
Union Pacific
UNP
$174B
$143M 0.16%
620,285
+92,459
+18% +$21.1M
TMUS icon
135
T-Mobile US
TMUS
$190B
$143M 0.16%
702,412
-15,382
-2% -$3.26M
MDY icon
136
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$142M 0.16%
236,091
-1,823
-0.8% -$1.09M
MKL icon
137
Markel Group
MKL
$23.2B
$141M 0.15%
65,702
-2,891
-4% -$5.86M
JCPB icon
138
JPMorgan Core Plus Bond ETF
JCPB
$14B
$140M 0.15%
2,964,524
-100,416
-3% -$4.78M
IVE icon
139
iShares S&P 500 Value ETF
IVE
$49.8B
$140M 0.15%
659,565
+4,997
+0.8% +$1.05M
MDT icon
140
Medtronic
MDT
$112B
$139M 0.15%
1,444,921
-15,683
-1% -$1.52M
GE icon
141
GE Aerospace
GE
$384B
$139M 0.15%
449,750
-10,623
-2% -$3.2M
ITOT icon
142
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$138M 0.15%
930,170
-29,615
-3% -$4.37M
SHW icon
143
Sherwin-Williams
SHW
$89.8B
$138M 0.15%
426,632
-64,797
-13% -$21.7M
BA icon
144
Boeing
BA
$185B
$138M 0.15%
633,411
+33,174
+6% +$6.82M
SO icon
145
Southern Company
SO
$107B
$135M 0.15%
1,546,875
+11,121
+0.7% +$1.02M
VTIP icon
146
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$135M 0.15%
2,726,718
+169,575
+7% +$8.48M
AVUV icon
147
Avantis US Small Cap Value ETF
AVUV
$30.9B
$134M 0.15%
1,318,014
+41,282
+3% +$4.13M
LIN icon
148
Linde
LIN
$226B
$131M 0.14%
306,788
+435
+0.1% +$186K
VTEB icon
149
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$128M 0.14%
2,546,788
+91,139
+4% +$4.59M
HYD icon
150
VanEck High Yield Muni ETF
HYD
$4.45B
$128M 0.14%
2,499,427
+2,172,057
+663% +$111M
4 5
6
7 8

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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.