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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
SLF icon
1851
Sun Life Financial
SLF
$45.8B
$1.49M ﹤0.01%
23,867
-164
-0.7% -$9.91K
DEUS icon
1852
Xtrackers Russell US Multifactor ETF
DEUS
$305M
$1.49M ﹤0.01%
25,530
+5,305
+26% +$307K
ARW icon
1853
Arrow Electronics
ARW
$10.3B
$1.48M ﹤0.01%
13,468
-1,107
-8% -$126K
IXC icon
1854
iShares Global Energy ETF
IXC
$2.72B
$1.48M ﹤0.01%
35,314
+7,271
+26% +$305K
PCOR icon
1855
Procore
PCOR
$8.84B
$1.48M ﹤0.01%
20,332
-554
-3% -$41K
TAK icon
1856
Takeda Pharmaceutical
TAK
$56B
$1.48M ﹤0.01%
94,828
-4,014
-4% -$57.4K
GAM
1857
General American Investors Company
GAM
$1.62B
$1.48M ﹤0.01%
25,166
+1,150
+5% +$69.9K
BSSX icon
1858
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$135M
$1.47M ﹤0.01%
56,868
+11,508
+25% +$297K
NOCT icon
1859
Innovator Growth-100 Power Buffer ETF October
NOCT
$230M
$1.47M ﹤0.01%
25,342
+4,410
+21% +$253K
GWRE icon
1860
Guidewire Software
GWRE
$14.4B
$1.46M ﹤0.01%
7,281
-2,681
-27% -$593K
PBR icon
1861
Petrobras
PBR
$118B
$1.46M ﹤0.01%
123,418
+20,501
+20% +$250K
AB icon
1862
AllianceBernstein
AB
$3.45B
$1.46M ﹤0.01%
37,911
+5,070
+15% +$201K
LMUB
1863
iShares Long-Term National Muni Bond ETF
LMUB
$1.6B
$1.45M ﹤0.01%
28,846
+1,399
+5% +$70.7K
CAFG icon
1864
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$43.7M
$1.45M ﹤0.01%
57,078
+2,844
+5% +$72.8K
SPPP
1865
Sprott Physical Platinum and Palladium Trust
SPPP
$621M
$1.45M ﹤0.01%
86,017
-9,122
-10% -$135K
ROBO icon
1866
ROBO Global Robotics & Automation Index ETF
ROBO
$2.09B
$1.45M ﹤0.01%
20,876
+5,993
+40% +$410K
ATEC icon
1867
Alphatec Holdings
ATEC
$1.47B
$1.45M ﹤0.01%
68,680
-12,000
-15% -$222K
INTR icon
1868
Inter&Co
INTR
$2.36B
$1.44M ﹤0.01%
170,147
-7,819
-4% -$69.1K
CRSP icon
1869
CRISPR Therapeutics
CRSP
$5.17B
$1.44M ﹤0.01%
27,509
+783
+3% +$46.9K
DUSB icon
1870
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$1.44M ﹤0.01%
28,442
-4,737
-14% -$240K
ILCB icon
1871
iShares Morningstar US Equity ETF
ILCB
$1.32B
$1.44M ﹤0.01%
15,221
-3,584
-19% -$336K
XTJL icon
1872
Innovator US Equity Accelerated Plus ETF July
XTJL
$16.9M
$1.44M ﹤0.01%
36,940
-16,459
-31% -$629K
STOT icon
1873
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$507M
$1.43M ﹤0.01%
30,333
-477
-2% -$22.6K
SYM icon
1874
Symbotic
SYM
$5.21B
$1.43M ﹤0.01%
24,038
-2,518
-9% -$166K
RBA icon
1875
RB Global
RBA
$17.4B
$1.43M ﹤0.01%
13,899
-873
-6% -$88.7K
73 74
75
76 77

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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.