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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
(+3.8%)
Cap. Flow
+$1.71B
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
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 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 | 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 | |
|---|---|---|---|---|---|---|
2026
Vital Farms
VITL
$483M
| $1.14M | ﹤0.01% |
35,631
+754
| +2% | +$26.5K |
|
2027
Evolv Technologies
EVLV
$1.05B
| $1.14M | ﹤0.01% |
158,932
-4,700
| -3% | -$33.4K |
|
2028
Themes Generative Artificial Intelligence ETF
WISE
$29.8M
| $1.13M | ﹤0.01% |
29,076
+3,888
| +15% | +$167K |
|
2029
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $1.13M | ﹤0.01% |
21,303
+44
| +0.2% | +$2.28K |
|
2030
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.3B
| $1.13M | ﹤0.01% |
15,289
+6,718
| +78% | +$482K |
|
2031
Gildan
GIL
$10.6B
| $1.13M | ﹤0.01% |
18,059
+2,813
| +18% | +$167K |
|
2032
Innovator US Small Cap Power Buffer ETF April
KAPR
$218M
| $1.13M | ﹤0.01% |
32,087
-942
| -3% | -$32.6K |
|
2033
Paycom
PAYC
$9.62B
| $1.12M | ﹤0.01% |
7,058
-4,984
| -41% | -$883K |
|
2034
Aecom
ACM
$9.42B
| $1.12M | ﹤0.01% |
11,793
-4,362
| -27% | -$513K |
|
|
SNV
2035
DELISTED
Synovus
SNV
| $1.12M | ﹤0.01% |
22,417
+265
| +1% | +$12.7K |
|
2036
Amneal Pharmaceuticals
AMRX
$5.71B
| $1.12M | ﹤0.01% |
+89,007
| New | +$1.02M |
|
2037
Brookfield Renewable
BEP
$9.8B
| $1.12M | ﹤0.01% |
41,575
-8,474
| -17% | -$241K |
|
2038
InterDigital
IDCC
$8.99B
| $1.12M | ﹤0.01% |
3,518
-362
| -9% | -$128K |
|
2039
ROBO Global Artificial Intelligence ETF
THNQ
$448M
| $1.12M | ﹤0.01% |
17,616
+13
| +0.1% | +$848 |
|
2040
ProShares UltraPro QQQ
TQQQ
$37B
| $1.12M | ﹤0.01% |
21,172
+2,232
| +12% | +$120K |
|
2041
Neuberger Small-Mid Cap ETF
NBSM
$118M
| $1.11M | ﹤0.01% |
44,171
+13,377
| +43% | +$339K |
|
2042
Ascent Industries
ACNT
$141M
| $1.11M | ﹤0.01% |
68,772
-8,080
| -11% | -$111K |
|
|
GPZ
2043
VanEck Alternative Asset Manager ETF
GPZ
$260M
| $1.11M | ﹤0.01% |
40,995
+15,193
| +59% | +$402K |
|
|
ETHE
2044
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
| $1.11M | ﹤0.01% |
45,660
-2,424
| -5% | -$68.9K |
|
2045
AGCO
AGCO
$7.06B
| $1.11M | ﹤0.01% |
10,632
+257
| +2% | +$27.3K |
|
2046
Simplify Interest Rate Hedge ETF
PFIX
$178M
| $1.11M | ﹤0.01% |
+23,140
| New | +$1.1M |
|
2047
New Jersey Resources
NJR
$5.45B
| $1.11M | ﹤0.01% |
23,982
-526
| -2% | -$24.3K |
|
|
QMNV
2048
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
| $1.1M | ﹤0.01% |
47,223
+18,884
| +67% | +$431K |
|
2049
Viatris
VTRS
$18.7B
| $1.1M | ﹤0.01% |
88,422
-4,850
| -5% | -$52.3K |
|
2050
Quince Therapeutics
QNCX
$30M
| $1.1M | ﹤0.01% |
1,643
+100
| +6% | +$50.3K |
|
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 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.