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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
HYDB icon
2051
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$1.1M ﹤0.01%
23,238
+1,439
+7% +$68.1K
CWT icon
2052
California Water Service
CWT
$3.06B
$1.1M ﹤0.01%
25,300
-1,074
-4% -$49K
RHI icon
2053
Robert Half
RHI
$4.37B
$1.1M ﹤0.01%
40,332
-5,437
-12% -$155K
PEN icon
2054
Penumbra
PEN
$12.8B
$1.09M ﹤0.01%
3,517
-78
-2% -$21.5K
DVA icon
2055
DaVita
DVA
$11.7B
$1.09M ﹤0.01%
9,621
-495
-5% -$60.2K
XBAP icon
2056
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
$1.09M ﹤0.01%
28,180
+8,320
+42% +$317K
NDAA
2057
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$175M
$1.09M ﹤0.01%
50,089
– –
WYNN icon
2058
Wynn Resorts
WYNN
$10.6B
$1.09M ﹤0.01%
9,022
-1,329
-13% -$164K
IPAC icon
2059
iShares Core MSCI Pacific ETF
IPAC
$2.74B
$1.08M ﹤0.01%
14,811
+826
+6% +$61.2K
GDDY icon
2060
GoDaddy
GDDY
$11.6B
$1.08M ﹤0.01%
8,710
-1,496
-15% -$194K
VNT icon
2061
Vontier
VNT
$4.63B
$1.08M ﹤0.01%
29,000
+11,919
+70% +$456K
SUN icon
2062
Sunoco
SUN
$13.5B
$1.08M ﹤0.01%
20,571
-1,838
-8% -$97.1K
LII icon
2063
Lennox International
LII
$14.6B
$1.07M ﹤0.01%
2,213
-267
-11% -$134K
AM icon
2064
Antero Midstream
AM
$10.4B
$1.07M ﹤0.01%
60,391
+2,000
+3% +$36K
SSNC icon
2065
SS&C Technologies
SSNC
$18.7B
$1.07M ﹤0.01%
12,203
-403
-3% -$34.4K
IGE icon
2066
iShares North American Natural Resources ETF
IGE
$778M
$1.07M ﹤0.01%
21,238
+348
+2% +$17.1K
SDIV icon
2067
Global X SuperDividend ETF
SDIV
$1.22B
$1.06M ﹤0.01%
44,221
+18,833
+74% +$450K
KOID
2068
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$312M
$1.06M ﹤0.01%
+33,342
New +$1.03M
EMLC icon
2069
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
$1.06M ﹤0.01%
41,119
+31,512
+328% +$806K
IYT icon
2070
iShares US Transportation ETF
IYT
$2.27B
$1.06M ﹤0.01%
14,232
+3
+0% +$218
ENTG icon
2071
Entegris
ENTG
$22B
$1.06M ﹤0.01%
12,552
-9,977
-44% -$867K
TSLL icon
2072
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.32B
$1.06M ﹤0.01%
55,313
+22,902
+71% +$455K
PEJ icon
2073
Invesco Leisure and Entertainment ETF
PEJ
$306M
$1.06M ﹤0.01%
17,218
-554,291
-97% -$32.9M
QCLN icon
2074
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$619M
$1.05M ﹤0.01%
23,582
-835
-3% -$37.6K
SCIO icon
2075
First Trust Structured Credit Income Opportunities ETF
SCIO
$522M
$1.05M ﹤0.01%
50,541
+32,704
+183% +$680K
81 82
83
84 85

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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.