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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 | |
|---|---|---|---|---|---|---|
1576
Brown & Brown
BRO
$23.8B
| $2.39M | ﹤0.01% |
30,049
-315
| -1% | -$26.3K |
|
1577
OGE Energy
OGE
$9.58B
| $2.39M | ﹤0.01% |
55,912
+1,622
| +3% | +$72.3K |
|
1578
Stride
LRN
$3.38B
| $2.38M | ﹤0.01% |
36,718
-21,261
| -37% | -$1.93M |
|
1579
Generac Holdings
GNRC
$12.4B
| $2.38M | ﹤0.01% |
17,478
+834
| +5% | +$135K |
|
1580
BrightView Holdings
BV
$1.06B
| $2.38M | ﹤0.01% |
187,955
+234
| +0.1% | +$2.97K |
|
1581
Palomar
PLMR
$3.44B
| $2.37M | ﹤0.01% |
17,613
+15,273
| +653% | +$1.86M |
|
1582
Innovator International Developed Power Buffer ETF July
IJUL
$257M
| $2.37M | ﹤0.01% |
70,815
-1,208
| -2% | -$39.8K |
|
1583
Liberty All-Star Equity Fund
USA
$1.86B
| $2.37M | ﹤0.01% |
377,416
-7,450
| -2% | -$46.4K |
|
1584
Clearway Energy Class C
CWEN
$6.73B
| $2.37M | ﹤0.01% |
71,261
-1,235
| -2% | -$41.1K |
|
1585
Twilio
TWLO
$37.9B
| $2.36M | ﹤0.01% |
16,608
+651
| +4% | +$80.6K |
|
1586
Alliance Resource Partners
ARLP
$3.19B
| $2.36M | ﹤0.01% |
101,528
-2,623
| -3% | -$63.6K |
|
1587
Deutsche Bank
DB
$72.1B
| $2.35M | ﹤0.01% |
60,848
-964
| -2% | -$34.8K |
|
1588
Wintrust Financial
WTFC
$10.8B
| $2.33M | ﹤0.01% |
16,632
+186
| +1% | +$24.7K |
|
|
MLCI
1589
Mount Logan Capital Inc
MLCI
$33.5M
| $2.32M | ﹤0.01% |
+281,324
| New | +$2.19M |
|
1590
LHA Market State Tactical Beta ETF
MSTB
$200M
| $2.31M | ﹤0.01% |
+57,858
| New | +$2.32M |
|
1591
Oaktree Specialty Lending
OCSL
$1.12B
| $2.31M | ﹤0.01% |
181,174
-86,735
| -32% | -$1.16M |
|
1592
Brookfield Renewable
BEPC
$6.16B
| $2.31M | ﹤0.01% |
60,179
+1,603
| +3% | +$64.5K |
|
|
CGMM
1593
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.3B
| $2.31M | ﹤0.01% |
79,964
+1,394
| +2% | +$39.7K |
|
|
CADE
1594
DELISTED
Cadence Bank
CADE
| $2.3M | ﹤0.01% |
53,715
+3,230
| +6% | +$128K |
|
1595
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$439M
| $2.3M | ﹤0.01% |
16,552
+340
| +2% | +$47.5K |
|
1596
Jefferies Financial Group
JEF
$12.9B
| $2.29M | ﹤0.01% |
37,004
-63,995
| -63% | -$3.67M |
|
1597
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.08B
| $2.29M | ﹤0.01% |
98,413
-881
| -0.9% | -$22.9K |
|
1598
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.91B
| $2.28M | ﹤0.01% |
63,532
+1,189
| +2% | +$42.2K |
|
1599
Akamai
AKAM
$17B
| $2.27M | ﹤0.01% |
25,960
+14,792
| +132% | +$1.22M |
|
1600
Evercore
EVR
$11.6B
| $2.26M | ﹤0.01% |
6,655
+187
| +3% | +$60.1K |
|
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.