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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
AZO icon
176
AutoZone
AZO
$51.1B
$112M 0.12%
32,898
-1,457
-4% -$5.5M
NKE icon
177
Nike
NKE
$61.9B
$111M 0.12%
1,747,893
+914,803
+110% +$59.6M
SPIB icon
178
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$110M 0.12%
3,260,768
+204,949
+7% +$6.94M
DFAT icon
179
Dimensional US Targeted Value ETF
DFAT
$14.7B
$110M 0.12%
1,848,642
-22,024
-1% -$1.29M
SIXS icon
180
ETC 6 Meridian Small Cap Equity ETF
SIXS
$141M
$108M 0.12%
2,136,447
+60,329
+3% +$3M
EMN icon
181
Eastman Chemical
EMN
$8.42B
$108M 0.12%
1,695,842
+1,648,054
+3,449% +$102M
ACN icon
182
Accenture
ACN
$108B
$107M 0.12%
397,200
-79,209
-17% -$20.1M
GPIX icon
183
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.11B
$106M 0.12%
2,000,929
+235,851
+13% +$12.4M
DE icon
184
Deere & Co
DE
$168B
$105M 0.11%
224,520
-5,664
-2% -$2.66M
CRWD icon
185
CrowdStrike
CRWD
$218B
$102M 0.11%
873,660
+55,724
+7% +$7.09M
SLV icon
186
iShares Silver Trust
SLV
$30.7B
$102M 0.11%
1,587,507
-162,617
-9% -$8.14M
VBK icon
187
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$102M 0.11%
337,484
-2,645
-0.8% -$798K
COWZ icon
188
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$101M 0.11%
1,684,967
-141,753
-8% -$8.34M
WMB icon
189
Williams Companies
WMB
$86.1B
$101M 0.11%
1,683,846
+2,780
+0.2% +$168K
IQLT icon
190
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$101M 0.11%
2,225,066
+19,203
+0.9% +$861K
RDVY icon
191
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$101M 0.11%
1,453,245
+45,418
+3% +$3.09M
LAMR icon
192
Lamar Advertising Co
LAMR
$16.3B
$97.7M 0.11%
771,959
+27,907
+4% +$3.49M
QQQM icon
193
Invesco NASDAQ 100 ETF
QQQM
$102B
$97.1M 0.11%
384,040
+76,802
+25% +$19.4M
CME icon
194
CME Group
CME
$94.8B
$96.4M 0.11%
352,922
-908
-0.3% -$247K
SCHZ icon
195
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$96.2M 0.11%
4,117,942
+304,989
+8% +$7.16M
VPL icon
196
Vanguard FTSE Pacific ETF
VPL
$8.43B
$96.1M 0.11%
1,063,232
+15,126
+1% +$1.37M
IUSG icon
197
iShares Core S&P US Growth ETF
IUSG
$33.7B
$96M 0.11%
571,921
+3,487
+0.6% +$582K
DHR icon
198
Danaher
DHR
$144B
$95.9M 0.1%
419,053
+10,404
+3% +$2.29M
DFAI
199
Dimensional International Core Equity Market ETF
DFAI
$18B
$95.6M 0.1%
2,508,968
+41,651
+2% +$1.54M
MC icon
200
Moelis & Co
MC
$4.94B
$95.3M 0.1%
1,385,692
+129,368
+10% +$8.63M
6 7
8
9 10

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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.