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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
BXP icon
1701
Boston Properties
BXP
$10.8B
$1.89M ﹤0.01%
28,070
-627
-2% -$44.6K
JBHT icon
1702
JB Hunt Transport Services
JBHT
$25B
$1.88M ﹤0.01%
9,684
+4,043
+72% +$694K
HIMS icon
1703
Hims & Hers Health
HIMS
$7.35B
$1.88M ﹤0.01%
57,919
-5,735
-9% -$246K
IGLD icon
1704
FT Vest Gold Strategy Target Income ETF
IGLD
$543M
$1.88M ﹤0.01%
75,095
+1,217
+2% +$30.4K
AFG icon
1705
American Financial Group
AFG
$11.9B
$1.88M ﹤0.01%
13,729
+1,290
+10% +$177K
BATRK icon
1706
Atlanta Braves Holdings Series B
BATRK
$3.21B
$1.87M ﹤0.01%
47,317
-20,852
-31% -$824K
UNOV icon
1707
Innovator US Equity Ultra Buffer ETF November
UNOV
$110M
$1.86M ﹤0.01%
+48,952
New +$1.85M
CCAP icon
1708
Crescent Capital BDC
CCAP
$430M
$1.86M ﹤0.01%
132,522
-5,475
-4% -$77.8K
EMHC icon
1709
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$289M
$1.86M ﹤0.01%
72,946
+6,236
+9% +$159K
CLH icon
1710
Clean Harbors
CLH
$16.4B
$1.85M ﹤0.01%
7,906
+1,228
+18% +$281K
PCG icon
1711
PG&E
PCG
$37.5B
$1.85M ﹤0.01%
115,312
+5,121
+5% +$81.8K
PGHY icon
1712
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$227M
$1.85M ﹤0.01%
93,121
+4,343
+5% +$86.5K
BCI icon
1713
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.09B
$1.84M ﹤0.01%
+94,268
New +$2.1M
PCEF icon
1714
Invesco CEF Income Composite ETF
PCEF
$817M
$1.84M ﹤0.01%
92,516
-6,153
-6% -$122K
AVAV icon
1715
AeroVironment
AVAV
$9.57B
$1.84M ﹤0.01%
7,601
-1,122
-13% -$353K
GWX icon
1716
State Street SPDR S&P International Small Cap ETF
GWX
$914M
$1.84M ﹤0.01%
44,963
+3,906
+10% +$157K
CERY
1717
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.03B
$1.84M ﹤0.01%
64,319
-36,459
-36% -$1.07M
DBEF icon
1718
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
$1.84M ﹤0.01%
38,151
+2,139
+6% +$103K
AOR icon
1719
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.73B
$1.84M ﹤0.01%
28,230
+575
+2% +$37.3K
EHC icon
1720
Encompass Health
EHC
$12.5B
$1.83M ﹤0.01%
17,238
+450
+3% +$52.2K
PGRO icon
1721
Putnam Focused Large Cap Growth ETF
PGRO
$214M
$1.82M ﹤0.01%
+40,874
New +$1.83M
BIZD icon
1722
VanEck BDC Income ETF
BIZD
$1.68B
$1.82M ﹤0.01%
128,443
+18,672
+17% +$268K
PSFF icon
1723
Pacer Swan SOS Fund of Funds ETF
PSFF
$597M
$1.82M ﹤0.01%
56,209
-1,752
-3% -$55.9K
RGTI icon
1724
Rigetti Computing
RGTI
$5.89B
$1.81M ﹤0.01%
81,850
-1,821
-2% -$59.4K
QYLD icon
1725
CALL
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$1.81M ﹤0.01%
+10,255,044
New +$178M
67 68
69
70 71

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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.