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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 | |
|---|---|---|---|---|---|---|
1726
Walker & Dunlop
WD
$1.49B
| $1.81M | ﹤0.01% |
30,050
+9,805
| +48% | +$696K |
|
1727
Cullen/Frost Bankers
CFR
$10.3B
| $1.8M | ﹤0.01% |
14,252
-210
| -1% | -$26.3K |
|
1728
ITT
ITT
$18.9B
| $1.8M | ﹤0.01% |
10,394
+508
| +5% | +$91K |
|
1729
Lincoln National
LNC
$8.75B
| $1.8M | ﹤0.01% |
40,461
-1,153
| -3% | -$48K |
|
1730
Fidus Investment
FDUS
$753M
| $1.8M | ﹤0.01% |
93,215
+187
| +0.2% | +$3.72K |
|
1731
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
| $1.8M | ﹤0.01% |
20,076
+4,168
| +26% | +$371K |
|
1732
Humana
HUM
$46.3B
| $1.8M | ﹤0.01% |
7,019
-369
| -5% | -$96.7K |
|
1733
InterContinental Hotels
IHG
$23B
| $1.79M | ﹤0.01% |
12,734
+95
| +0.8% | +$12.4K |
|
1734
Franklin FTSE Japan ETF
FLJP
$4.05B
| $1.79M | ﹤0.01% |
51,907
+69
| +0.1% | +$2.44K |
|
1735
Omeros
OMER
$986M
| $1.79M | ﹤0.01% |
104,059
+8,875
| +9% | +$76.4K |
|
1736
Invesco China Technology ETF
CQQQ
$3.3B
| $1.79M | ﹤0.01% |
34,330
-2,850
| -8% | -$155K |
|
1737
StoneCo
STNE
$2.52B
| $1.78M | ﹤0.01% |
120,688
-10,398
| -8% | -$174K |
|
1738
Sabesp
SBS
$18.3B
| $1.78M | ﹤0.01% |
372,864
+184,584
| +98% | +$891K |
|
1739
Rithm Capital
RITM
$5.65B
| $1.77M | ﹤0.01% |
162,671
-2,938
| -2% | -$32.5K |
|
1740
Constellium
CSTM
$3.98B
| $1.76M | ﹤0.01% |
93,574
-2,847
| -3% | -$47.3K |
|
1741
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.2B
| $1.76M | ﹤0.01% |
41,910
+3,233
| +8% | +$135K |
|
1742
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
| $1.76M | ﹤0.01% |
34,397
+24,721
| +255% | +$1.24M |
|
|
UCB
1743
United Community Banks
UCB
$4.27B
| $1.75M | ﹤0.01% |
56,188
-6,506
| -10% | -$201K |
|
1744
Agree Realty
ADC
$9.22B
| $1.75M | ﹤0.01% |
24,312
+2,702
| +13% | +$197K |
|
1745
Five Below
FIVE
$13B
| $1.75M | ﹤0.01% |
9,292
+950
| +11% | +$154K |
|
1746
Neurocrine Biosciences
NBIX
$16.8B
| $1.74M | ﹤0.01% |
12,271
+2,822
| +30% | +$409K |
|
1747
iShares US Utilities ETF
IDU
$1.35B
| $1.74M | ﹤0.01% |
16,030
-147
| -0.9% | -$16.4K |
|
|
TJAN
1748
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32M
| $1.73M | ﹤0.01% |
63,479
-1,485
| -2% | -$40.3K |
|
1749
Korn Ferry
KFY
$4.25B
| $1.73M | ﹤0.01% |
26,211
-8,505
| -24% | -$572K |
|
|
RMOP
1750
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$445M
| $1.73M | ﹤0.01% |
+68,967
| New | +$1.73M |
|
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.