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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
FDG icon
1676
American Century Focused Dynamic Growth ETF
FDG
$429M
$1.97M ﹤0.01%
15,521
+859
+6% +$107K
CRCL
1677
Circle Internet Group
CRCL
$17B
$1.97M ﹤0.01%
24,809
-11,894
-32% -$1.23M
PWZ icon
1678
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
$1.97M ﹤0.01%
81,381
+5,631
+7% +$136K
REGL icon
1679
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$1.97M ﹤0.01%
23,339
-65
-0.3% -$5.46K
AGM icon
1680
Federal Agricultural Mortgage
AGM
$2.54B
$1.96M ﹤0.01%
11,137
-918
-8% -$154K
ITB icon
1681
iShares US Home Construction ETF
ITB
$2.35B
$1.95M ﹤0.01%
20,296
-45,636
-69% -$4.61M
NJAN icon
1682
Innovator Growth-100 Power Buffer ETF January
NJAN
$354M
$1.95M ﹤0.01%
35,570
– –
CDC icon
1683
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$741M
$1.95M ﹤0.01%
29,637
-1,273
-4% -$84K
UTHR icon
1684
United Therapeutics
UTHR
$22.7B
$1.95M ﹤0.01%
4,000
+176
+5% +$82K
FEOE
1685
First Eagle Overseas Equity ETF
FEOE
$1.64B
$1.95M ﹤0.01%
40,234
+3,869
+11% +$183K
FXL icon
1686
First Trust Technology AlphaDEX Fund
FXL
$2.78B
$1.94M ﹤0.01%
11,538
-186
-2% -$31.5K
TXRH icon
1687
Texas Roadhouse
TXRH
$13.6B
$1.94M ﹤0.01%
11,660
+771
+7% +$130K
WBS icon
1688
Webster Financial
WBS
$12.8B
$1.93M ﹤0.01%
30,730
+246
+0.8% +$14.6K
MMU
1689
Western Asset Managed Municipals Fund
MMU
$552M
$1.93M ﹤0.01%
185,111
– –
AFRM icon
1690
Affirm
AFRM
$25.3B
$1.93M ﹤0.01%
25,962
-3,821
-13% -$275K
SOBO
1691
South Bow Corp
SOBO
$7.49B
$1.93M ﹤0.01%
70,328
+2,466
+4% +$67K
APOC
1692
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70M
$1.93M ﹤0.01%
73,720
– –
FXN icon
1693
First Trust Energy AlphaDEX Fund
FXN
$386M
$1.93M ﹤0.01%
116,917
-3,020
-3% -$49.2K
HMC icon
1694
Honda
HMC
$41.2B
$1.91M ﹤0.01%
64,877
-2,124
-3% -$64.5K
RSPG icon
1695
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$588M
$1.91M ﹤0.01%
24,019
-104
-0.4% -$8.27K
DNL icon
1696
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$502M
$1.91M ﹤0.01%
46,331
-970
-2% -$39.7K
CSHI icon
1697
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.58B
$1.91M ﹤0.01%
38,357
-4,214
-10% -$210K
WING icon
1698
Wingstop
WING
$3.2B
$1.91M ﹤0.01%
7,992
+15
+0.2% +$3.71K
FJAN icon
1699
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
$1.91M ﹤0.01%
36,825
-55
-0.1% -$2.79K
VAL icon
1700
Valaris
VAL
$5.94B
$1.89M ﹤0.01%
37,597
+12,164
+48% +$653K
66 67
68
69 70

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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.