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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 | |
|---|---|---|---|---|---|---|
2151
Pinduoduo
PDD
$132B
| $962K | ﹤0.01% |
8,486
-4,438
| -34% | -$551K |
|
2152
Innovator Buffer Step-Up Strategy ETF
BSTP
$61.3M
| $962K | ﹤0.01% |
25,914
+162
| +0.6% | +$5.94K |
|
2153
Hawaiian Electric Industries
HE
$2.02B
| $962K | ﹤0.01% |
78,191
+18,878
| +32% | +$219K |
|
2154
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
| $962K | ﹤0.01% |
23,157
-1,000
| -4% | -$40.9K |
|
2155
Icon
ICLR
$12.8B
| $961K | ﹤0.01% |
5,274
-828
| -14% | -$147K |
|
|
HOLX
2156
DELISTED
Hologic
HOLX
| $960K | ﹤0.01% |
12,894
-1,168
| -8% | -$85.3K |
|
2157
Cavco Industries
CVCO
$4.48B
| $959K | ﹤0.01% |
1,623
+19
| +1% | +$10.8K |
|
2158
Nokia
NOK
$51B
| $958K | ﹤0.01% |
148,050
+25,572
| +21% | +$159K |
|
2159
Bain Capital Specialty
BCSF
$840M
| $957K | ﹤0.01% |
68,818
-1,018
| -1% | -$14.3K |
|
2160
JPMorgan International Value ETF
JIVE
$3.61B
| $957K | ﹤0.01% |
+11,921
| New | +$927K |
|
2161
iShares Global Consumer Staples ETF
KXI
$1.06B
| $954K | ﹤0.01% |
14,764
+42
| +0.3% | +$2.72K |
|
2162
State Street SPDR S&P Retail ETF
XRT
$652M
| $950K | ﹤0.01% |
11,136
+3
| +0% | +$252 |
|
2163
CNX Resources
CNX
$5.32B
| $949K | ﹤0.01% |
25,817
+6,396
| +33% | +$229K |
|
2164
Lyft
LYFT
$6.53B
| $949K | ﹤0.01% |
48,981
-7,300
| -13% | -$152K |
|
|
GLXY
2165
Galaxy Digital Inc
GLXY
$3.8B
| $948K | ﹤0.01% |
42,399
-13,812
| -25% | -$428K |
|
2166
PJT Partners
PJT
$4.33B
| $946K | ﹤0.01% |
5,661
+78
| +1% | +$13.3K |
|
2167
TRI-Continental Corp
TY
$1.91B
| $945K | ﹤0.01% |
28,928
+1,282
| +5% | +$43.4K |
|
2168
ARK Blockchain & Fintech Innovation ETF
ARKF
$763M
| $944K | ﹤0.01% |
19,821
-2,032
| -9% | -$106K |
|
2169
abrdn Physical Palladium Shares ETF
PALL
$683M
| $944K | ﹤0.01% |
32,465
-300
| -0.9% | -$8.08K |
|
2170
VanEck Low Carbon Energy ETF
SMOG
$134M
| $941K | ﹤0.01% |
7,256
+9
| +0.1% | +$1.19K |
|
2171
Pembina Pipeline
PBA
$27.8B
| $940K | ﹤0.01% |
24,687
+2,932
| +13% | +$113K |
|
2172
A.O. Smith
AOS
$8.48B
| $939K | ﹤0.01% |
14,042
+878
| +7% | +$59.3K |
|
2173
SEI Investments
SEIC
$12.6B
| $937K | ﹤0.01% |
11,428
-148
| -1% | -$12.2K |
|
2174
Innovator International Developed Power Buffer ETF September
ISEP
$63.7M
| $937K | ﹤0.01% |
28,744
-618
| -2% | -$19.8K |
|
2175
iShares Core Moderate Allocation ETF
AOM
$1.77B
| $936K | ﹤0.01% |
19,610
+677
| +4% | +$32.4K |
|
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.