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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 | |
|---|---|---|---|---|---|---|
2076
Global Net Lease
GNL
$1.95B
| $1.05M | ﹤0.01% |
122,082
-7,444
| -6% | -$59.7K |
|
2077
Hanover Insurance
THG
$7.86B
| $1.05M | ﹤0.01% |
5,741
-116
| -2% | -$20.9K |
|
2078
AutoNation
AN
$6.88B
| $1.05M | ﹤0.01% |
5,075
+618
| +14% | +$129K |
|
2079
SPX Corp
SPXC
$10.6B
| $1.05M | ﹤0.01% |
5,232
-1,039
| -17% | -$212K |
|
|
BSMY
2080
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$140M
| $1.05M | ﹤0.01% |
42,548
+10,770
| +34% | +$265K |
|
2081
Invesco Large Cap Value ETF
PWV
$1.78B
| $1.04M | ﹤0.01% |
15,692
-80
| -0.5% | -$5.25K |
|
2082
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
| $1.04M | ﹤0.01% |
10,085
+1,849
| +22% | +$196K |
|
2083
Zillow
Z
$7.59B
| $1.04M | ﹤0.01% |
15,198
-5,908
| -28% | -$428K |
|
2084
Gorman-Rupp
GRC
$2.16B
| $1.03M | ﹤0.01% |
21,668
+771
| +4% | +$35.9K |
|
2085
Samsara
IOT
$23.2B
| $1.03M | ﹤0.01% |
29,176
+6,478
| +29% | +$251K |
|
|
MSB
2086
Mesabi Trust
MSB
$306M
| $1.03M | ﹤0.01% |
26,843
+1,805
| +7% | +$61.1K |
|
2087
Sixth Street Specialty
TSLX
$1.79B
| $1.03M | ﹤0.01% |
47,422
-6,757
| -12% | -$147K |
|
2088
Janus Henderson Securitized Income ETF
JSI
$1.51B
| $1.03M | ﹤0.01% |
+19,768
| New | +$1.03M |
|
2089
FT Vest US Equity Moderate Buffer ETF January
GJAN
$439M
| $1.03M | ﹤0.01% |
24,041
-500
| -2% | -$21.1K |
|
2090
Celsius Holdings
CELH
$6.89B
| $1.03M | ﹤0.01% |
22,483
-7,441
| -25% | -$375K |
|
2091
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.73B
| $1.03M | ﹤0.01% |
24,597
-213
| -0.9% | -$8.86K |
|
2092
First Financial Bankshares
FFIN
$4.93B
| $1.03M | ﹤0.01% |
34,335
-3,918
| -10% | -$123K |
|
2093
Chemed
CHE
$7.18B
| $1.02M | ﹤0.01% |
2,391
-317
| -12% | -$138K |
|
2094
Innovator US Equity Ultra Buffer ETF September
USEP
$145M
| $1.02M | ﹤0.01% |
25,999
| – | – |
|
2095
Valley National Bancorp
VLY
$8.1B
| $1.02M | ﹤0.01% |
87,387
-1,755
| -2% | -$19.5K |
|
2096
Ero Copper
ERO
$3.81B
| $1.02M | ﹤0.01% |
36,058
+7,607
| +27% | +$177K |
|
2097
VanEck Morningstar SMID Moat ETF
SMOT
$337M
| $1.02M | ﹤0.01% |
28,134
+1,540
| +6% | +$55.6K |
|
|
JENA
2098
Jena Acquisition Corp II
JENA
$301M
| $1.02M | ﹤0.01% |
100,000
-132,152
| -57% | -$1.35M |
|
2099
Innovator US Equity Ultra Buffer ETF January
UJAN
$272M
| $1.01M | ﹤0.01% |
23,458
| – | – |
|
2100
MGIC Investment
MTG
$6.21B
| $1.01M | ﹤0.01% |
34,622
-17,000
| -33% | -$477K |
|
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.