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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
EVT icon
1901
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$1.39M ﹤0.01%
55,290
+3,449
+7% +$84.2K
PRME icon
1902
Prime Medicine
PRME
$571M
$1.39M ﹤0.01%
400,110
+66,355
+20% +$295K
MDU icon
1903
MDU Resources
MDU
$4.29B
$1.38M ﹤0.01%
70,756
+867
+1% +$17.1K
EMBJ
1904
Embraer S.A. ADS
EMBJ
$13.1B
$1.38M ﹤0.01%
21,454
-319
-1% -$20K
AMJB icon
1905
Alerian MLP Index ETNs due January 28 2044
AMJB
$865M
$1.38M ﹤0.01%
46,120
-1,340
-3% -$39.8K
DBC icon
1906
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$1.38M ﹤0.01%
61,625
+30,078
+95% +$684K
STC icon
1907
Stewart Information Services
STC
$2.01B
$1.38M ﹤0.01%
+19,596
New +$1.41M
FXR icon
1908
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$762M
$1.38M ﹤0.01%
17,233
-2,323
-12% -$182K
GTLB icon
1909
GitLab
GTLB
$6.88B
$1.37M ﹤0.01%
36,620
-688
-2% -$29.8K
FWONK icon
1910
Liberty Media Series C
FWONK
$25.8B
$1.37M ﹤0.01%
13,925
-291
-2% -$28.6K
BSMW icon
1911
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$214M
$1.37M ﹤0.01%
54,628
+21,622
+66% +$543K
PBH icon
1912
Prestige Consumer Healthcare
PBH
$2.51B
$1.37M ﹤0.01%
22,229
-582
-3% -$35.6K
STE icon
1913
Steris
STE
$23.3B
$1.37M ﹤0.01%
5,404
-937
-15% -$235K
TAX
1914
Cambria Tax Aware ETF
TAX
$26.3M
$1.37M ﹤0.01%
48,222
+504
+1% +$14.2K
SMMU icon
1915
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$1.37M ﹤0.01%
27,152
-942
-3% -$47.6K
IAK icon
1916
iShares US Insurance ETF
IAK
$542M
$1.37M ﹤0.01%
10,053
-7
-0.1% -$927
DFIS icon
1917
Dimensional International Small Cap ETF
DFIS
$5.86B
$1.37M ﹤0.01%
41,521
-6,264
-13% -$199K
IVOL icon
1918
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$269M
$1.37M ﹤0.01%
71,355
-33,650
-32% -$650K
TFPM icon
1919
Triple Flag Precious Metals
TFPM
$6.59B
$1.36M ﹤0.01%
41,059
-3,630
-8% -$114K
GINN icon
1920
Goldman Sachs Innovate Equity ETF
GINN
$214M
$1.36M ﹤0.01%
18,631
-452
-2% -$33.6K
LUMN icon
1921
Lumen
LUMN
$6.85B
$1.36M ﹤0.01%
175,077
-47,304
-21% -$389K
LEU icon
1922
Centrus Energy
LEU
$3.78B
$1.36M ﹤0.01%
5,600
+1,378
+33% +$416K
AUB icon
1923
Atlantic Union Bankshares
AUB
$5.95B
$1.35M ﹤0.01%
38,368
-3,919
-9% -$135K
PGX icon
1924
Invesco Preferred ETF
PGX
$3.76B
$1.35M ﹤0.01%
119,993
-18,510
-13% -$211K
HYXF icon
1925
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$1.35M ﹤0.01%
28,522
+956
+3% +$45.1K
75 76
77
78 79

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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.