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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 | |
|---|---|---|---|---|---|---|
151
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
| $127M | 0.14% |
3,305,788
+178,736
| +6% | +$6.79M |
|
152
Palo Alto Networks
PANW
$297B
| $126M | 0.14% |
684,472
-28,308
| -4% | -$5.71M |
|
|
EXAS
153
DELISTED
Exact Sciences
EXAS
| $125M | 0.14% |
1,227,761
-2,195
| -0.2% | -$176K |
|
154
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
| $125M | 0.14% |
2,273,156
-62,700
| -3% | -$3.34M |
|
155
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.2B
| $124M | 0.14% |
3,760,186
+86,184
| +2% | +$2.82M |
|
156
Enterprise Products Partners
EPD
$81.7B
| $124M | 0.14% |
3,858,629
+762,079
| +25% | +$24.1M |
|
157
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
| $123M | 0.13% |
2,626,206
+893,023
| +52% | +$42M |
|
158
Moody's
MCO
$82.7B
| $122M | 0.13% |
238,004
-9,343
| -4% | -$4.56M |
|
159
ASML
ASML
$669B
| $121M | 0.13% |
113,343
-4,872
| -4% | -$5.08M |
|
160
iShares Russell 3000 ETF
IWV
$20.3B
| $121M | 0.13% |
312,640
-8,210
| -3% | -$3.15M |
|
161
Salesforce
CRM
$158B
| $120M | 0.13% |
453,038
-16,297
| -3% | -$4.05M |
|
162
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $120M | 0.13% |
2,379,078
+292,960
| +14% | +$14.7M |
|
163
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.5B
| $118M | 0.13% |
837,780
-18,505
| -2% | -$2.57M |
|
164
Applied Materials
AMAT
$428B
| $118M | 0.13% |
460,161
-2,659
| -0.6% | -$637K |
|
165
Brookfield Infrastructure
BIPC
$4.85B
| $118M | 0.13% |
2,592,739
+59,214
| +2% | +$2.68M |
|
166
VictoryShares Free Cash Flow ETF
VFLO
$9.36B
| $117M | 0.13% |
2,977,348
+120,109
| +4% | +$4.61M |
|
167
Palantir
PLTR
$413B
| $117M | 0.13% |
657,580
-15,255
| -2% | -$2.76M |
|
|
168
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
| $117M | 0.13% |
2,015,678
-1,316,368
| -40% | -$75.6M |
|
169
GE Vernova
GEV
$264B
| $115M | 0.13% |
176,401
+5,595
| +3% | +$3.41M |
|
170
Service Corp International
SCI
$11.6B
| $115M | 0.13% |
1,471,846
+575,793
| +64% | +$46.1M |
|
171
SPDR Gold MiniShares Trust
GLDM
$29.5B
| $114M | 0.12% |
1,335,584
+17,412
| +1% | +$1.43M |
|
172
Intuitive Surgical
ISRG
$134B
| $114M | 0.12% |
200,450
+5,247
| +3% | +$2.79M |
|
173
Sempra
SRE
$54.8B
| $113M | 0.12% |
1,284,970
-33,948
| -3% | -$3.09M |
|
174
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $112M | 0.12% |
1,910,663
-83,472
| -4% | -$4.91M |
|
175
WisdomTree US Value Fund
WTV
$3.36B
| $112M | 0.12% |
1,201,494
+44,310
| +4% | +$4.06M |
|
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.