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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
CGXU icon
1501
Capital Group International Focus Equity ETF
CGXU
$6.55B
$2.78M ﹤0.01%
94,198
+53,110
+129% +$1.6M
EIX icon
1502
Edison International
EIX
$26.4B
$2.76M ﹤0.01%
46,011
+7,601
+20% +$436K
DOCU
1503
DocuSign
DOCU
$11.5B
$2.76M ﹤0.01%
40,353
+612
+2% +$42.3K
NGL icon
1504
NGL Energy Partners
NGL
$2.11B
$2.75M ﹤0.01%
275,280
– –
BSMS icon
1505
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$316M
$2.75M ﹤0.01%
117,134
+59,017
+102% +$1.38M
PSTL
1506
Postal Realty Trust
PSTL
$699M
$2.75M ﹤0.01%
170,485
+967
+0.6% +$14.9K
UAL icon
1507
United Airlines
UAL
$42.1B
$2.75M ﹤0.01%
24,594
+1,194
+5% +$121K
SPYI icon
1508
NEOS S&P 500 High Income ETF
SPYI
$11.3B
$2.75M ﹤0.01%
52,314
+4,534
+9% +$238K
INMU icon
1509
BlackRock Intermediate Muni Income Bond ETF
INMU
$548M
$2.75M ﹤0.01%
114,285
+29,875
+35% +$718K
MGOV icon
1510
First Trust Intermediate Government Opportunities ETF
MGOV
$100M
$2.74M ﹤0.01%
133,946
+603
+0.5% +$12.4K
TNL icon
1511
Travel + Leisure Co
TNL
$4.7B
$2.74M ﹤0.01%
38,852
-142
-0.4% -$9.3K
SPYX icon
1512
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.88B
$2.73M ﹤0.01%
48,557
+2,571
+6% +$143K
REG icon
1513
Regency Centers
REG
$14.1B
$2.72M ﹤0.01%
39,398
+955
+2% +$67K
DOC icon
1514
Healthpeak Properties
DOC
$14.8B
$2.72M ﹤0.01%
168,945
-21,041
-11% -$371K
CHTR icon
1515
Charter Communications
CHTR
$18.2B
$2.71M ﹤0.01%
12,991
-10
-0.1% -$2.25K
TAXF icon
1516
American Century Diversified Municipal Bond ETF
TAXF
$685M
$2.71M ﹤0.01%
53,802
+2,550
+5% +$129K
PKW icon
1517
Invesco BuyBack Achievers ETF
PKW
$1.76B
$2.68M ﹤0.01%
19,966
-163
-0.8% -$21.5K
EQNR icon
1518
Equinor
EQNR
$92.4B
$2.68M ﹤0.01%
113,255
-224,496
-66% -$5.29M
GRBK icon
1519
Green Brick Partners
GRBK
$3.14B
$2.67M ﹤0.01%
42,635
+2,356
+6% +$155K
NCLH icon
1520
Norwegian Cruise Line
NCLH
$8.84B
$2.67M ﹤0.01%
119,658
-17,312
-13% -$366K
TACK icon
1521
Fairlead Tactical Sector ETF
TACK
$302M
$2.67M ﹤0.01%
89,086
-778
-0.9% -$23.3K
OHI icon
1522
Omega Healthcare
OHI
$14.7B
$2.67M ﹤0.01%
60,181
+496
+0.8% +$21.4K
IBTP
1523
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$290M
$2.67M ﹤0.01%
103,335
-1,963
-2% -$51K
SYF icon
1524
Synchrony
SYF
$25.6B
$2.66M ﹤0.01%
31,908
+1,901
+6% +$145K
NDMO icon
1525
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$606M
$2.65M ﹤0.01%
262,837
+5,550
+2% +$57.9K
59 60
61
62 63

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National Bank of Canada
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California State Teachers Retirement System (CalSTRS)
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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.