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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
HUBS icon
1776
HubSpot
HUBS
$10.8B
$1.66M ﹤0.01%
4,125
+333
+9% +$138K
UTF icon
1777
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$1.66M ﹤0.01%
68,654
+11,068
+19% +$266K
INDB icon
1778
Independent Bank
INDB
$3.97B
$1.65M ﹤0.01%
22,646
-760
-3% -$54K
LCTU icon
1779
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.25B
$1.65M ﹤0.01%
22,318
-4,782
-18% -$352K
QQQI icon
1780
NEOS Nasdaq 100 High Income ETF
QQQI
$13.9B
$1.65M ﹤0.01%
30,687
+3,810
+14% +$207K
FLXR
1781
TCW Flexible Income ETF
FLXR
$3.52B
$1.65M ﹤0.01%
+41,611
New +$1.65M
USFD icon
1782
US Foods
USFD
$23.9B
$1.64M ﹤0.01%
21,833
+1,498
+7% +$112K
FJUL icon
1783
FT Vest US Equity Buffer ETF July
FJUL
$1.26B
$1.64M ﹤0.01%
29,316
+841
+3% +$46.4K
AXIA
1784
DELISTED
AXIA Energia
AXIA
$1.64M ﹤0.01%
178,849
-43,097
-19% -$373K
CATH icon
1785
Global X S&P 500 Catholic Values ETF
CATH
$1.35B
$1.64M ﹤0.01%
19,912
– –
LDRI
1786
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$22.5M
$1.64M ﹤0.01%
64,848
+12,585
+24% +$320K
BFC icon
1787
Bank First Corp
BFC
$1.69B
$1.63M ﹤0.01%
13,416
-211
-2% -$26.9K
PFFA icon
1788
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.49B
$1.63M ﹤0.01%
75,816
+6,482
+9% +$140K
IWLG icon
1789
IQ Winslow Large Cap Growth ETF
IWLG
$324M
$1.63M ﹤0.01%
30,143
-610
-2% -$33.2K
DOX icon
1790
Amdocs
DOX
$6.22B
$1.63M ﹤0.01%
20,286
+5,760
+40% +$463K
IHF icon
1791
iShares US Healthcare Providers ETF
IHF
$1.27B
$1.63M ﹤0.01%
34,057
-2,916
-8% -$143K
PB icon
1792
Prosperity Bancshares
PB
$8.81B
$1.63M ﹤0.01%
23,602
+1,123
+5% +$75.8K
FIG
1793
Figma
FIG
$13.5B
$1.63M ﹤0.01%
43,611
+39,189
+886% +$1.77M
GDV icon
1794
Gabelli Dividend & Income Trust
GDV
$2.67B
$1.63M ﹤0.01%
58,662
+633
+1% +$17.2K
TYL icon
1795
Tyler Technologies
TYL
$13B
$1.63M ﹤0.01%
3,588
+126
+4% +$60K
CALI
1796
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$451M
$1.63M ﹤0.01%
32,234
-566
-2% -$28.6K
NYT icon
1797
New York Times
NYT
$10.5B
$1.63M ﹤0.01%
23,425
+285
+1% +$17.7K
GTN icon
1798
Gray Television
GTN
$512M
$1.63M ﹤0.01%
335,851
-2,173
-0.6% -$10.6K
AIZ icon
1799
Assurant
AIZ
$14.2B
$1.62M ﹤0.01%
6,713
-429
-6% -$95.8K
INGR icon
1800
Ingredion
INGR
$6.53B
$1.61M ﹤0.01%
14,639
-431
-3% -$48.6K
70 71
72
73 74

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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.