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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Philip Morris
PM
$314B
| $156M | 0.17% |
973,696
+34,549
| +4% | +$5.35M |
2013 Q2
50 quarters
|
|
|
127
iShares Morningstar Mid-Cap ETF
IMCB
$1.71B
| $153M | 0.17% |
1,846,327
+1,799,387
| +3,833% | +$149M |
2016 Q1
39 quarters
|
|
128
Starbucks
SBUX
$103B
| $151M | 0.17% |
1,795,943
+350,364
| +24% | +$29.6M |
2013 Q2
50 quarters
|
|
129
Schwab US Dividend Equity ETF
SCHD
$110B
| $148M | 0.16% |
5,411,808
-272,730
| -5% | -$7.42M |
2015 Q4
40 quarters
|
|
130
iShares Russell 2000 ETF
IWM
$77.4B
| $145M | 0.16% |
590,250
-16,142
| -3% | -$3.97M |
2016 Q2
38 quarters
|
|
131
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
| $144M | 0.16% |
2,540,516
+52,900
| +2% | +$2.97M |
2017 Q2
34 quarters
|
|
132
Micron Technology
MU
$1.16T
| $144M | 0.16% |
505,383
-15,786
| -3% | -$3.62M |
2013 Q3
49 quarters
|
|
133
Texas Instruments
TXN
$259B
| $144M | 0.16% |
831,305
-33,796
| -4% | -$5.79M |
2013 Q4
48 quarters
|
|
134
Union Pacific
UNP
$165B
| $143M | 0.16% |
620,285
+92,459
| +18% | +$21.1M |
2013 Q2
50 quarters
|
|
135
T-Mobile US
TMUS
$159B
| $143M | 0.16% |
702,412
-15,382
| -2% | -$3.26M |
2015 Q1
43 quarters
|
|
136
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
| $142M | 0.16% |
236,091
-1,823
| -0.8% | -$1.09M |
2013 Q2
50 quarters
|
|
137
Markel Group
MKL
$21.8B
| $141M | 0.15% |
65,702
-2,891
| -4% | -$5.86M |
2015 Q2
42 quarters
|
|
138
JPMorgan Core Plus Bond ETF
JCPB
$15.3B
| $140M | 0.15% |
2,964,524
-100,416
| -3% | -$4.78M |
2020 Q3
21 quarters
|
|
139
iShares S&P 500 Value ETF
IVE
$49.3B
| $140M | 0.15% |
659,565
+4,997
| +0.8% | +$1.05M |
2013 Q2
50 quarters
|
|
140
Medtronic
MDT
$113B
| $139M | 0.15% |
1,444,921
-15,683
| -1% | -$1.52M |
2013 Q2
50 quarters
|
|
141
GE Aerospace
GE
$320B
| $139M | 0.15% |
449,750
-10,623
| -2% | -$3.2M |
2013 Q2
50 quarters
|
|
142
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
| $138M | 0.15% |
930,170
-29,615
| -3% | -$4.37M |
2013 Q2
50 quarters
|
|
143
Sherwin-Williams
SHW
$77.5B
| $138M | 0.15% |
426,632
-64,797
| -13% | -$21.7M |
2013 Q2
50 quarters
|
|
144
Boeing
BA
$150B
| $138M | 0.15% |
633,411
+33,174
| +6% | +$6.82M |
2020 Q1
23 quarters
|
|
145
Southern Company
SO
$99.1B
| $135M | 0.15% |
1,546,875
+11,121
| +0.7% | +$1.02M |
2013 Q2
50 quarters
|
|
146
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20B
| $135M | 0.15% |
2,726,718
+169,575
| +7% | +$8.48M |
2021 Q1
19 quarters
|
|
147
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $134M | 0.15% |
1,318,014
+41,282
| +3% | +$4.13M |
2020 Q1
23 quarters
|
|
148
Linde
LIN
$223B
| $131M | 0.14% |
306,788
+435
| +0.1% | +$186K |
2018 Q4
28 quarters
|
|
149
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $128M | 0.14% |
2,546,788
+91,139
| +4% | +$4.59M |
2021 Q1
19 quarters
|
|
|
150
VanEck High Yield Muni ETF
HYD
$3.91B
| $128M | 0.14% |
2,499,427
+2,172,057
| +663% | +$111M |
2021 Q1
19 quarters
|
|
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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.