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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 | |
|---|---|---|---|---|---|---|
1751
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
| $1.72M | ﹤0.01% |
22,911
+862
| +4% | +$65K |
|
|
AOCT
1752
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$48.9M
| $1.72M | ﹤0.01% |
64,656
-3,013
| -4% | -$79.4K |
|
1753
AptarGroup
ATR
$8.5B
| $1.72M | ﹤0.01% |
14,068
+717
| +5% | +$88.6K |
|
1754
AvePoint
AVPT
$2.75B
| $1.71M | ﹤0.01% |
123,397
+3
| +0% | +$41 |
|
1755
Popular Inc
BPOP
$11.1B
| $1.71M | ﹤0.01% |
13,736
-406
| -3% | -$48K |
|
1756
Commerce Bancshares
CBSH
$8.44B
| $1.71M | ﹤0.01% |
32,671
-17,976
| -35% | -$940K |
|
|
VPLS
1757
Vanguard Core Plus Bond ETF
VPLS
$1.76B
| $1.7M | ﹤0.01% |
21,820
+10,374
| +91% | +$816K |
|
|
MAXJ
1758
iShares Large Cap Max Buffer Jun ETF
MAXJ
$162M
| $1.7M | ﹤0.01% |
60,441
-421
| -0.7% | -$11.9K |
|
1759
National Vision
EYE
$1.8B
| $1.7M | ﹤0.01% |
65,900
+7,248
| +12% | +$195K |
|
1760
Baidu
BIDU
$37.1B
| $1.7M | ﹤0.01% |
13,021
-5,799
| -31% | -$720K |
|
1761
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.8B
| $1.7M | ﹤0.01% |
28,465
+5
| +0% | +$311 |
|
1762
United States Copper Index Fund
CPER
$777M
| $1.7M | ﹤0.01% |
48,619
+34,144
| +236% | +$1.09M |
|
|
PPLI
1763
People Inc
PPLI
$3.03B
| $1.7M | ﹤0.01% |
43,363
+9,214
| +27% | +$323K |
|
1764
Columbia Banking Systems
COLB
$8.84B
| $1.7M | ﹤0.01% |
60,655
+23,399
| +63% | +$633K |
|
|
BCAR
1765
D. Boral ARC Acquisition I Corp
BCAR
$208M
| $1.69M | ﹤0.01% |
+168,867
| New | +$1.69M |
|
|
GTLS
1766
DELISTED
Chart Industries
GTLS
| $1.69M | ﹤0.01% |
8,204
+50
| +0.6% | +$10.1K |
|
1767
ESCO Technologies
ESE
$7.79B
| $1.69M | ﹤0.01% |
8,652
-28
| -0.3% | -$5.9K |
|
1768
Rivian
RIVN
$23.7B
| $1.69M | ﹤0.01% |
85,708
+24
| +0% | +$381 |
|
1769
iShares Global Clean Energy ETF
ICLN
$2.08B
| $1.69M | ﹤0.01% |
102,716
-5,708
| -5% | -$95.2K |
|
1770
AGNC Investment
AGNC
$12.8B
| $1.68M | ﹤0.01% |
156,351
+8,658
| +6% | +$89K |
|
1771
GATX Corp
GATX
$6.23B
| $1.67M | ﹤0.01% |
9,844
-1,264
| -11% | -$208K |
|
1772
ORIX
IX
$43.3B
| $1.67M | ﹤0.01% |
57,060
+3,096
| +6% | +$82K |
|
1773
First Capital
FCAP
$213M
| $1.66M | ﹤0.01% |
28,124
| – | – |
|
1774
Lamb Weston
LW
$7.12B
| $1.66M | ﹤0.01% |
39,735
-1,173
| -3% | -$69K |
|
1775
IQVIA
IQV
$39.8B
| $1.66M | ﹤0.01% |
7,355
-1,346
| -15% | -$293K |
|
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.