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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 | |
|---|---|---|---|---|---|---|
2101
iShares ESG Advanced MSCI USA ETF
USXF
$1.5B
| $1.01M | ﹤0.01% |
17,556
-6,991
| -28% | -$402K |
|
|
XHYE
2102
DELISTED
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
| $1.01M | ﹤0.01% |
26,213
+460
| +2% | +$17.8K |
|
2103
Crane Co
CR
$12.9B
| $1.01M | ﹤0.01% |
5,478
+126
| +2% | +$23.4K |
|
2104
Thor Industries
THO
$4.17B
| $1.01M | ﹤0.01% |
9,834
-263
| -3% | -$27.3K |
|
2105
HF Sinclair
DINO
$15.2B
| $1.01M | ﹤0.01% |
21,882
-79
| -0.4% | -$4.07K |
|
2106
JPMorgan US Value Factor ETF
JVAL
$866M
| $1.01M | ﹤0.01% |
20,531
| – | – |
|
2107
FT Vest US Equity Buffer ETF October
FOCT
$1.19B
| $1.01M | ﹤0.01% |
20,560
+14,617
| +246% | +$707K |
|
|
NBIS
2108
Nebius Group N.V.
NBIS
$48.7B
| $1.01M | ﹤0.01% |
12,027
+716
| +6% | +$74.2K |
|
2109
Avantor
AVTR
$9.31B
| $1M | ﹤0.01% |
87,620
-65,116
| -43% | -$801K |
|
|
BLD
2110
DELISTED
TopBuild
BLD
| $1M | ﹤0.01% |
2,400
-7
| -0.3% | -$3K |
|
2111
Simpson Manufacturing
SSD
$8.1B
| $1M | ﹤0.01% |
6,196
-7,518
| -55% | -$1.27M |
|
2112
TeraWulf
WULF
$8.66B
| $1M | ﹤0.01% |
87,069
-6,447
| -7% | -$86.4K |
|
2113
Sprott Energy Transition Materials ETF
SETM
$593M
| $999K | ﹤0.01% |
34,520
-2,766
| -7% | -$75.3K |
|
2114
Dynatrace
DT
$14.6B
| $998K | ﹤0.01% |
23,033
+936
| +4% | +$43.6K |
|
|
MTA
2115
Metalla Royalty & Streaming
MTA
$850M
| $995K | ﹤0.01% |
127,844
-4,355
| -3% | -$31.3K |
|
2116
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
| $994K | ﹤0.01% |
16,441
+1
| +0% | +$60 |
|
2117
FT Vest US Equity Buffer ETF February
FFEB
$1.41B
| $994K | ﹤0.01% |
17,556
+900
| +5% | +$50.1K |
|
2118
Schwab 1000 Index ETF
SCHK
$5.94B
| $993K | ﹤0.01% |
30,272
+1,292
| +4% | +$42K |
|
2119
Cleveland-Cliffs
CLF
$7.29B
| $992K | ﹤0.01% |
74,699
-3,967
| -5% | -$50.1K |
|
|
IBMT
2120
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$134M
| $991K | ﹤0.01% |
+38,200
| New | +$990K |
|
2121
Dycom Industries
DY
$12.3B
| $991K | ﹤0.01% |
2,933
-87
| -3% | -$27.4K |
|
2122
NuScale Power
SMR
$3.91B
| $991K | ﹤0.01% |
69,927
+3,818
| +6% | +$109K |
|
2123
Cohen & Steers Closed End Opportunity Fund
FOF
$382M
| $990K | ﹤0.01% |
74,984
-4,191
| -5% | -$54.7K |
|
2124
Equity Lifestyle Properties
ELS
$12.5B
| $988K | ﹤0.01% |
16,306
+3,701
| +29% | +$229K |
|
2125
Cooper Companies
COO
$15B
| $988K | ﹤0.01% |
12,055
-2,294
| -16% | -$172K |
|
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.