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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
AVY icon
1526
Avery Dennison
AVY
$13.4B
$2.65M ﹤0.01%
14,563
-2,476
-15% -$428K
TPYP icon
1527
Tortoise North American Pipeline ETF
TPYP
$857M
$2.65M ﹤0.01%
74,970
+12,922
+21% +$457K
LEN icon
1528
Lennar Class A
LEN
$20.6B
$2.64M ﹤0.01%
25,709
-2,664
-9% -$322K
MSGS icon
1529
Madison Square Garden
MSGS
$9.39B
$2.63M ﹤0.01%
10,164
-9,322
-48% -$2.12M
CDE icon
1530
Coeur Mining
CDE
$18B
$2.62M ﹤0.01%
146,955
-90,911
-38% -$1.58M
LITE icon
1531
Lumentum
LITE
$65.9B
$2.62M ﹤0.01%
7,100
+846
+14% +$217K
MLPA icon
1532
Global X MLP ETF
MLPA
$2.26B
$2.62M ﹤0.01%
54,051
-1,099
-2% -$53K
CAVA icon
1533
CAVA Group
CAVA
$7.26B
$2.61M ﹤0.01%
44,483
-4,567
-9% -$255K
P
1534
Everpure Inc
P
$33.1B
$2.61M ﹤0.01%
38,931
-711
-2% -$59.4K
BIO icon
1535
Bio-Rad Laboratories Class A
BIO
$9.39B
$2.6M ﹤0.01%
8,584
-354
-4% -$110K
NBR icon
1536
Nabors Industries
NBR
$1.29B
$2.6M ﹤0.01%
47,834
+20,949
+78% +$1.02M
CDW icon
1537
CDW
CDW
$17B
$2.59M ﹤0.01%
19,031
-1,855
-9% -$273K
HRL icon
1538
Hormel Foods
HRL
$13.6B
$2.59M ﹤0.01%
109,352
+23,320
+27% +$544K
ODFL icon
1539
Old Dominion Freight Line
ODFL
$44.6B
$2.58M ﹤0.01%
16,463
-2,556
-13% -$366K
XMLV icon
1540
Invesco S&P MidCap Low Volatility ETF
XMLV
$743M
$2.58M ﹤0.01%
41,389
-1,422
-3% -$89.3K
SOLV icon
1541
Solventum
SOLV
$14.3B
$2.58M ﹤0.01%
32,519
-407
-1% -$31.2K
BAI
1542
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$2.57M ﹤0.01%
77,204
-13,707
-15% -$475K
HYLB icon
1543
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
$2.55M ﹤0.01%
69,372
+2,694
+4% +$99.2K
UUUU icon
1544
Energy Fuels
UUUU
$3.58B
$2.55M ﹤0.01%
175,646
-29,916
-15% -$508K
BUD icon
1545
AB InBev
BUD
$163B
$2.54M ﹤0.01%
39,711
+1,713
+5% +$106K
FLMI icon
1546
Franklin Dynamic Municipal Bond ETF
FLMI
$2.36B
$2.54M ﹤0.01%
102,173
+68,249
+201% +$1.7M
KAUG
1547
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$63.6M
$2.54M ﹤0.01%
95,683
-2,471
-3% -$64.9K
HSIC icon
1548
Henry Schein
HSIC
$9.77B
$2.53M ﹤0.01%
33,518
-1,959
-6% -$138K
LOUP
1549
Innovator Deepwater Frontier Tech ETF
LOUP
$222M
$2.53M ﹤0.01%
33,124
+22,672
+217% +$1.75M
TTEK icon
1550
Tetra Tech
TTEK
$9.09B
$2.53M ﹤0.01%
75,366
-11,469
-13% -$388K
60 61
62
63 64

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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.