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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 | |
|---|---|---|---|---|---|---|
|
CIVI
2126
DELISTED
Civitas Resources
CIVI
| $987K | ﹤0.01% |
36,439
+29,072
| +395% | +$841K |
|
2127
XP
XP
$8.3B
| $985K | ﹤0.01% |
60,147
-564
| -0.9% | -$9.93K |
|
2128
Hexcel
HXL
$7.67B
| $982K | ﹤0.01% |
13,295
-1,661
| -11% | -$117K |
|
2129
Dimensional Emerging Markets High Profitability ETF
DEHP
$443M
| $981K | ﹤0.01% |
30,428
| – | – |
|
|
SW
2130
Smurfit Westrock
SW
$25.4B
| $980K | ﹤0.01% |
25,344
+2,827
| +13% | +$108K |
|
2131
Chesapeake Utilities
CPK
$3.19B
| $980K | ﹤0.01% |
7,855
-38
| -0.5% | -$5.01K |
|
2132
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$2.1B
| $980K | ﹤0.01% |
30,193
-1,827
| -6% | -$58.5K |
|
2133
Invesco S&P SmallCap Quality ETF
XSHQ
$322M
| $979K | ﹤0.01% |
23,268
-2,952
| -11% | -$125K |
|
2134
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
| $978K | ﹤0.01% |
12,473
+3,159
| +34% | +$248K |
|
2135
Dutch Bros
BROS
$9B
| $978K | ﹤0.01% |
15,971
-558
| -3% | -$31.7K |
|
2136
Sprott Junior Copper Miners ETF
COPJ
$168M
| $978K | ﹤0.01% |
24,883
-27,859
| -53% | -$1.02M |
|
2137
Global X FinTech ETF
FINX
$167M
| $977K | ﹤0.01% |
33,203
-441
| -1% | -$14K |
|
2138
MKS Inc
MKSI
$20.2B
| $977K | ﹤0.01% |
6,111
+397
| +7% | +$58.9K |
|
2139
Fox Class B
FOX
$23.4B
| $976K | ﹤0.01% |
15,035
+10,333
| +220% | +$603K |
|
|
RSMC
2140
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$794M
| $975K | ﹤0.01% |
+38,600
| New | +$993K |
|
|
GTY
2141
Getty Realty Corp
GTY
$2B
| $973K | ﹤0.01% |
35,565
-892
| -2% | -$24.6K |
|
2142
Churchill Downs
CHDN
$6.16B
| $973K | ﹤0.01% |
8,551
-1,711
| -17% | -$177K |
|
2143
Manhattan Associates
MANH
$11.5B
| $973K | ﹤0.01% |
5,612
+709
| +14% | +$130K |
|
|
WBI
2144
WaterBridge Infrastructure LLC
WBI
$1.55B
| $971K | ﹤0.01% |
48,503
+8,794
| +22% | +$204K |
|
2145
Ollie's Bargain Outlet
OLLI
$4.81B
| $970K | ﹤0.01% |
8,848
-1,664
| -16% | -$201K |
|
2146
FT Vest US Equity Deep Buffer ETF November
DNOV
$400M
| $966K | ﹤0.01% |
19,773
+2,223
| +13% | +$106K |
|
2147
Community Bank
CBU
$3.39B
| $965K | ﹤0.01% |
16,792
+15
| +0.1% | +$863 |
|
2148
VanEck Agribusiness ETF
MOO
$981M
| $964K | ﹤0.01% |
13,250
-645
| -5% | -$46.9K |
|
2149
Virtu Financial
VIRT
$4.93B
| $964K | ﹤0.01% |
28,936
-64,241
| -69% | -$2.2M |
|
|
EIM
2150
Eaton Vance Municipal Bond Fund
EIM
$498M
| $962K | ﹤0.01% |
98,908
-25,755
| -21% | -$255K |
|
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.