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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 | |
|---|---|---|---|---|---|---|
|
PSKY
2176
Paramount Skydance Corp
PSKY
$10.4B
| $936K | ﹤0.01% |
69,822
-34,416
| -33% | -$537K |
|
2177
VanEck Digital Transformation ETF
DAPP
$222M
| $935K | ﹤0.01% |
56,578
-1,767
| -3% | -$36.8K |
|
|
GTM
2178
ZoomInfo Technologies
GTM
$1.23B
| $935K | ﹤0.01% |
91,954
-885,385
| -91% | -$9.12M |
|
2179
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$357M
| $935K | ﹤0.01% |
17,827
-626
| -3% | -$32.4K |
|
2180
VanEck Oil Services ETF
OIH
$1.95B
| $934K | ﹤0.01% |
3,278
+2,419
| +282% | +$678K |
|
2181
Innovative Solutions & Support
ISSC
$353M
| $931K | ﹤0.01% |
49,167
+80
| +0.2% | +$911 |
|
2182
Teradata
TDC
$2.58B
| $929K | ﹤0.01% |
30,509
+7,509
| +33% | +$196K |
|
2183
Alger AI Enablers & Adopters ETF
ALAI
$508M
| $926K | ﹤0.01% |
25,632
+68
| +0.3% | +$2.52K |
|
2184
Performance Food Group
PFGC
$17.9B
| $924K | ﹤0.01% |
10,271
-446
| -4% | -$43.1K |
|
2185
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$226M
| $921K | ﹤0.01% |
37,747
+2,641
| +8% | +$65.7K |
|
2186
Aclaris Therapeutics
ACRS
$868M
| $921K | ﹤0.01% |
305,948
-3,369
| -1% | -$8.51K |
|
|
BTO
2187
John Hancock Financial Opportunities Fund
BTO
$800M
| $918K | ﹤0.01% |
26,169
+9,875
| +61% | +$342K |
|
2188
Affiliated Managers Group
AMG
$9.6B
| $917K | ﹤0.01% |
3,182
+481
| +18% | +$124K |
|
2189
Direxion Daily AAPL Bull 2X ETF
AAPU
$191M
| $917K | ﹤0.01% |
+27,300
| New | +$954K |
|
2190
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
| $915K | ﹤0.01% |
19,175
-118
| -0.6% | -$5.65K |
|
|
IBCA
2191
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$377M
| $914K | ﹤0.01% |
35,233
+24,604
| +231% | +$641K |
|
2192
American Airlines Group
AAL
$9.93B
| $912K | ﹤0.01% |
59,496
-5,950
| -9% | -$80.3K |
|
2193
Jack Henry & Associates
JKHY
$11B
| $910K | ﹤0.01% |
4,988
+11
| +0.2% | +$1.83K |
|
2194
GlobalFoundries
GFS
$27.5B
| $909K | ﹤0.01% |
26,030
+1,944
| +8% | +$69.2K |
|
2195
Mine Safety
MSA
$7.45B
| $909K | ﹤0.01% |
5,675
+436
| +8% | +$71K |
|
2196
Infosys
INFY
$50.9B
| $907K | ﹤0.01% |
50,919
-104,448
| -67% | -$1.81M |
|
2197
FlexShares STOXX Global ESG Select Index Fund
ESGG
$115M
| $906K | ﹤0.01% |
4,415
+336
| +8% | +$67.6K |
|
2198
Cedar Fair
FUN
$1.62B
| $902K | ﹤0.01% |
58,820
-3,787
| -6% | -$68.5K |
|
2199
BorgWarner
BWA
$14.1B
| $900K | ﹤0.01% |
19,969
+1,477
| +8% | +$64.7K |
|
|
CGCV
2200
Capital Group Conservative Equity ETF
CGCV
$2.03B
| $899K | ﹤0.01% |
29,474
+5,525
| +23% | +$167K |
|
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.