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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.93B
| $95.1M | 0.1% |
2,136,241
+135,065
| +7% | +$6.08M |
2020 Q1
23 quarters
|
|
202
Vanguard Morningstar Mega Cap Growth ETF
MGK
$35.4B
| $94.7M | 0.1% |
1,147,350
+40,135
| +4% | +$3.3M |
2021 Q1
19 quarters
|
|
203
VICI Properties
VICI
$25.2B
| $93.9M | 0.1% |
3,338,936
+80,926
| +2% | +$2.4M |
2021 Q1
19 quarters
|
|
204
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $93.6M | 0.1% |
1,769,948
+63,895
| +4% | +$3.38M |
2013 Q2
50 quarters
|
|
205
Vulcan Materials
VMC
$31.8B
| $93.2M | 0.1% |
326,837
-6,942
| -2% | -$2.04M |
2021 Q1
19 quarters
|
|
206
VictoryShares Free Cash Flow Growth ETF
GFLW
$1.19B
| $92.6M | 0.1% |
3,289,863
+109,834
| +3% | +$3.12M |
2025 Q2
2 quarters
|
|
207
Emerson Electric
EMR
$90.7B
| $92.4M | 0.1% |
696,463
+1,197
| +0.2% | +$159K |
2013 Q2
50 quarters
|
|
208
Blackrock
BLK
$169B
| $92.4M | 0.1% |
86,286
+505
| +0.6% | +$552K |
2024 Q4
4 quarters
|
|
209
Duke Energy
DUK
$91.4B
| $92.1M | 0.1% |
785,632
+4,523
| +0.6% | +$552K |
2013 Q2
50 quarters
|
|
210
Public Storage
PSA
$54.4B
| $92M | 0.1% |
354,660
-14,543
| -4% | -$4.07M |
2013 Q2
50 quarters
|
|
211
FedEx
FDX
$69.1B
| $91.3M | 0.1% |
316,096
-3,283
| -1% | -$862K |
2013 Q2
50 quarters
|
|
212
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.28B
| $90.5M | 0.1% |
1,887,749
+103,925
| +6% | +$5.01M |
2023 Q1
11 quarters
|
|
213
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
| $88.9M | 0.1% |
2,337,241
-1,171
| -0.1% | -$44.4K |
2022 Q2
14 quarters
|
|
214
AstraZeneca
AZN
$245B
| $88.7M | 0.1% |
482,624
+3,506
| +0.7% | +$615K |
2020 Q1
23 quarters
|
|
215
Alibaba
BABA
$273B
| $88.7M | 0.1% |
605,243
+38,262
| +7% | +$6.23M |
2015 Q3
41 quarters
|
|
216
Fidelity Total Bond ETF
FBND
$28B
| $87M | 0.1% |
1,890,734
+56,761
| +3% | +$2.63M |
2018 Q4
28 quarters
|
|
217
Aflac
AFL
$58B
| $86.8M | 0.09% |
787,115
+24,640
| +3% | +$2.71M |
2020 Q1
23 quarters
|
|
218
Arista Networks
ANET
$270B
| $85.8M | 0.09% |
654,819
+213,062
| +48% | +$29.3M |
2020 Q1
23 quarters
|
|
219
Advanced Micro Devices
AMD
$970B
| $85.8M | 0.09% |
400,414
+9,853
| +3% | +$2.21M |
2020 Q1
23 quarters
|
|
220
Capital One
COF
$123B
| $85.7M | 0.09% |
353,767
+54,263
| +18% | +$12.1M |
2015 Q3
41 quarters
|
|
221
United Parcel Service
UPS
$80.4B
| $85.6M | 0.09% |
863,453
-68,667
| -7% | -$6.42M |
2013 Q2
50 quarters
|
|
222
Johnson Controls International
JCI
$94.8B
| $85.4M | 0.09% |
713,188
+14,513
| +2% | +$1.67M |
2014 Q3
45 quarters
|
|
223
S&P Global
SPGI
$121B
| $85M | 0.09% |
162,568
+1,098
| +0.7% | +$543K |
2016 Q3
37 quarters
|
|
224
Thermo Fisher Scientific
TMO
$243B
| $84M | 0.09% |
145,039
-1,216
| -0.8% | -$688K |
2013 Q2
50 quarters
|
|
225
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
| $82.4M | 0.09% |
1,133,303
+74,496
| +7% | +$5.28M |
2020 Q2
22 quarters
|
|
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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.