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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
HGRO
1926
Hedgeye Quality Growth ETF
HGRO
$130M
$1.35M ﹤0.01%
47,481
+30,361
+177% +$852K
PFXF icon
1927
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$1.34M ﹤0.01%
76,057
+22,698
+43% +$402K
IYZ icon
1928
iShares US Telecommunications ETF
IYZ
$1.22B
$1.34M ﹤0.01%
39,612
+428
+1% +$14K
ESQ icon
1929
Esquire Financial Holdings
ESQ
$1.12B
$1.34M ﹤0.01%
13,152
+28
+0.2% +$2.84K
HURN icon
1930
Huron Consulting
HURN
$2.42B
$1.34M ﹤0.01%
+7,761
New +$1.27M
FULT icon
1931
Fulton Financial
FULT
$4.6B
$1.34M ﹤0.01%
69,422
+1,813
+3% +$33.4K
CORP icon
1932
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$1.34M ﹤0.01%
13,687
-539
-4% -$53.1K
BALT icon
1933
Innovator Defined Wealth Shield ETF
BALT
$2.79B
$1.33M ﹤0.01%
39,588
-1,524
-4% -$50.4K
NUSC icon
1934
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$1.32M ﹤0.01%
29,675
-590
-2% -$26.3K
FHN icon
1935
First Horizon
FHN
$12B
$1.32M ﹤0.01%
55,381
-11,036
-17% -$246K
COLO
1936
Global X MSCI Colombia ETF
COLO
$209M
$1.32M ﹤0.01%
37,016
+1,827
+5% +$65.3K
FCAL icon
1937
First Trust California Municipal High income ETF
FCAL
$220M
$1.32M ﹤0.01%
26,752
+185
+0.7% +$9.11K
GRNJ
1938
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$550M
$1.32M ﹤0.01%
+51,614
New +$1.33M
JAPN
1939
Horizon Kinetics Japan Owner Operator ETF
JAPN
$26.1M
$1.32M ﹤0.01%
+51,253
New +$1.37M
BAH icon
1940
Booz Allen Hamilton
BAH
$9.37B
$1.32M ﹤0.01%
15,606
-4,667
-23% -$418K
FUBO icon
1941
FuboTV Inc
FUBO
$283M
$1.32M ﹤0.01%
43,534
+738
+2% +$29.5K
BSCT icon
1942
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$1.32M ﹤0.01%
69,841
+25,302
+57% +$477K
HR icon
1943
Healthcare Realty
HR
$6.73B
$1.31M ﹤0.01%
77,519
+1,253
+2% +$22.3K
FALN icon
1944
iShares Fallen Angels USD Bond ETF
FALN
$1.6B
$1.31M ﹤0.01%
48,114
+40,443
+527% +$1.11M
ACI icon
1945
Albertsons Companies
ACI
$5.89B
$1.31M ﹤0.01%
76,040
-7,980
-9% -$142K
BTU icon
1946
Peabody Energy
BTU
$3B
$1.31M ﹤0.01%
43,952
+35,225
+404% +$1.04M
BJ icon
1947
BJs Wholesale Club
BJ
$12.3B
$1.3M ﹤0.01%
14,491
+255
+2% +$23.4K
FCNCA icon
1948
First Citizens BancShares
FCNCA
$25.2B
$1.3M ﹤0.01%
608
+149
+32% +$281K
ATAT icon
1949
Atour Lifestyle Holdings
ATAT
$4.85B
$1.3M ﹤0.01%
33,065
-111
-0.3% -$4.35K
COMP icon
1950
Compass
COMP
$9.52B
$1.3M ﹤0.01%
122,951
+16,417
+15% +$150K
76 77
78
79 80

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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.