We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1826
Customers Bancorp
CUBI
$2.78B
| $1.53M | ﹤0.01% |
+20,985
| New | +$1.44M |
|
1827
ON Semiconductor
ON
$31.1B
| $1.53M | ﹤0.01% |
28,285
-373
| -1% | -$19.1K |
|
1828
Aegon
AEG
$14B
| $1.53M | ﹤0.01% |
198,419
-7,117
| -3% | -$54.4K |
|
|
LDRT
1829
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$210M
| $1.52M | ﹤0.01% |
60,200
+11,029
| +22% | +$280K |
|
1830
Nuveen ESG US Aggregate Bond ETF
NUBD
$464M
| $1.52M | ﹤0.01% |
67,967
-1
| -0% | -$22 |
|
|
PRCS
1831
Parnassus Core Select ETF
PRCS
$182M
| $1.52M | ﹤0.01% |
56,532
+30,137
| +114% | +$800K |
|
1832
OneMain Financial
OMF
$7.27B
| $1.52M | ﹤0.01% |
22,474
+5,568
| +33% | +$339K |
|
1833
Commercial Metals
CMC
$8.1B
| $1.52M | ﹤0.01% |
21,920
-19,108
| -47% | -$1.2M |
|
|
AMRZ
1834
Amrize Ltd
AMRZ
$25.6B
| $1.52M | ﹤0.01% |
+28,026
| New | +$1.43M |
|
1835
Caesars Entertainment
CZR
$6.13B
| $1.51M | ﹤0.01% |
64,733
+17,189
| +36% | +$386K |
|
1836
Adams Diversified Equity Fund
ADX
$3.21B
| $1.51M | ﹤0.01% |
64,919
+1,681
| +3% | +$38.5K |
|
1837
Roblox
RBLX
$26.5B
| $1.51M | ﹤0.01% |
18,682
-1,424
| -7% | -$151K |
|
1838
West Pharmaceutical
WST
$24.8B
| $1.51M | ﹤0.01% |
5,499
-1,070
| -16% | -$293K |
|
1839
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
| $1.51M | ﹤0.01% |
64,513
+8,924
| +16% | +$210K |
|
1840
Halozyme
HALO
$12.2B
| $1.51M | ﹤0.01% |
22,389
-3,749
| -14% | -$252K |
|
1841
Equitable Holdings
EQH
$14.4B
| $1.51M | ﹤0.01% |
31,621
-1,059
| -3% | -$50.2K |
|
1842
Match Group
MTCH
$8.43B
| $1.51M | ﹤0.01% |
46,649
+20,626
| +79% | +$678K |
|
|
OKLO
1843
Oklo
OKLO
$7.74B
| $1.5M | ﹤0.01% |
20,956
-8,487
| -29% | -$946K |
|
1844
Alcon
ALC
$35.9B
| $1.5M | ﹤0.01% |
19,035
-111
| -0.6% | -$8.55K |
|
1845
UDR
UDR
$12.1B
| $1.5M | ﹤0.01% |
40,941
-142
| -0.3% | -$5.05K |
|
1846
iShares US Consumer Discretionary ETF
IYC
$1.23B
| $1.5M | ﹤0.01% |
14,531
-11
| -0.1% | -$1.13K |
|
1847
First Financial Bancorp
FFBC
$3.53B
| $1.5M | ﹤0.01% |
59,858
+1,242
| +2% | +$31K |
|
1848
Futu Holdings
FUTU
$15.2B
| $1.49M | ﹤0.01% |
9,103
-534
| -6% | -$91.7K |
|
1849
Nextpower Inc
NXT
$15.6B
| $1.49M | ﹤0.01% |
17,132
-8,874
| -34% | -$805K |
|
1850
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$295M
| $1.49M | ﹤0.01% |
25,208
-2,938
| -10% | -$175K |
|
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.