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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
AutoZone
AZO
$47.5B
| $112M | 0.12% |
32,898
-1,457
| -4% | -$5.5M |
2020 Q1
23 quarters
|
|
177
Nike
NKE
$51.6B
| $111M | 0.12% |
1,747,893
+914,803
| +110% | +$59.6M |
2013 Q2
50 quarters
|
|
178
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
| $110M | 0.12% |
3,260,768
+204,949
| +7% | +$6.94M |
2019 Q1
27 quarters
|
|
179
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$13.8B
| $110M | 0.12% |
1,848,642
-22,024
| -1% | -$1.29M |
2021 Q2
18 quarters
|
|
180
ETC 6 Meridian Small Cap Equity ETF
SIXS
$139M
| $108M | 0.12% |
2,136,447
+60,329
| +3% | +$3M |
2022 Q4
12 quarters
|
|
181
Eastman Chemical
EMN
$7.17B
| $108M | 0.12% |
1,695,842
+1,648,054
| +3,449% | +$102M |
2013 Q2
50 quarters
|
|
182
Accenture
ACN
$128B
| $107M | 0.12% |
397,200
-79,209
| -17% | -$20.1M |
2013 Q2
50 quarters
|
|
183
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$6.17B
| $106M | 0.12% |
2,000,929
+235,851
| +13% | +$12.4M |
2024 Q1
7 quarters
|
|
184
Deere & Co
DE
$167B
| $105M | 0.11% |
224,520
-5,664
| -2% | -$2.66M |
2013 Q2
50 quarters
|
|
185
CrowdStrike
CRWD
$282B
| $102M | 0.11% |
873,660
+55,724
| +7% | +$7.09M |
2019 Q4
24 quarters
|
|
186
iShares Silver Trust
SLV
$29.5B
| $102M | 0.11% |
1,587,507
-162,617
| -9% | -$8.14M |
2013 Q2
50 quarters
|
|
187
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.4B
| $102M | 0.11% |
337,484
-2,645
| -0.8% | -$798K |
2021 Q1
19 quarters
|
|
188
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
| $101M | 0.11% |
1,684,967
-141,753
| -8% | -$8.34M |
2019 Q1
27 quarters
|
|
189
Williams Companies
WMB
$88.9B
| $101M | 0.11% |
1,683,846
+2,780
| +0.2% | +$168K |
2021 Q1
19 quarters
|
|
190
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
| $101M | 0.11% |
2,225,066
+19,203
| +0.9% | +$861K |
2019 Q4
24 quarters
|
|
191
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
| $101M | 0.11% |
1,453,245
+45,418
| +3% | +$3.09M |
2020 Q1
23 quarters
|
|
192
Lamar Advertising Co
LAMR
$14.9B
| $97.7M | 0.11% |
771,959
+27,907
| +4% | +$3.49M |
2021 Q2
18 quarters
|
|
193
Invesco NASDAQ 100 ETF
QQQM
$112B
| $97.1M | 0.11% |
384,040
+76,802
| +25% | +$19.4M |
2022 Q4
12 quarters
|
|
194
CME Group
CME
$101B
| $96.4M | 0.11% |
352,922
-908
| -0.3% | -$247K |
2015 Q3
41 quarters
|
|
195
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $96.2M | 0.11% |
4,117,942
+304,989
| +8% | +$7.16M |
2015 Q2
42 quarters
|
|
196
Vanguard FTSE Pacific ETF
VPL
$8.94B
| $96.1M | 0.11% |
1,063,232
+15,126
| +1% | +$1.37M |
2021 Q1
19 quarters
|
|
197
iShares Core S&P US Growth ETF
IUSG
$34.8B
| $96M | 0.11% |
571,921
+3,487
| +0.6% | +$582K |
2013 Q3
49 quarters
|
|
198
Danaher
DHR
$155B
| $95.9M | 0.1% |
419,053
+10,404
| +3% | +$2.29M |
2013 Q2
50 quarters
|
|
199
Dimensional International Core Equity Market ETF
DFAI
$17.8B
| $95.6M | 0.1% |
2,508,968
+41,651
| +2% | +$1.54M |
2023 Q3
9 quarters
|
|
200
Moelis & Co
MC
$4.23B
| $95.3M | 0.1% |
1,385,692
+129,368
| +10% | +$8.63M |
2022 Q4
12 quarters
|
|
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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.