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HighTower Advisors

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
Cap. Flow
+$1.71B
Cap. Flow %
1.87%
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 icon
Meta Platforms (Facebook)
META
+$396M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$186M
3
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

Rank Stock Value
1
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$114M
2
LYB icon
LyondellBasell Industries
LYB
+$104M
3
KVUE icon
Kenvue
KVUE
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
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
DIVO icon
201
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$95.1M 0.1%
2,136,241
+135,065
+7% +$6.08M
MGK icon
202
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$94.7M 0.1%
1,147,350
+40,135
+4% +$3.3M
VICI icon
203
VICI Properties
VICI
$29.4B
$93.9M 0.1%
3,338,936
+80,926
+2% +$2.4M
IGSB icon
204
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$93.6M 0.1%
1,769,948
+63,895
+4% +$3.38M
VMC icon
205
Vulcan Materials
VMC
$36.9B
$93.2M 0.1%
326,837
-6,942
-2% -$2.04M
GFLW
206
VictoryShares Free Cash Flow Growth ETF
GFLW
$937M
$92.6M 0.1%
3,289,863
+109,834
+3% +$3.12M
EMR icon
207
Emerson Electric
EMR
$88.3B
$92.4M 0.1%
696,463
+1,197
+0.2% +$159K
BLK icon
208
Blackrock
BLK
$176B
$92.4M 0.1%
86,286
+505
+0.6% +$552K
DUK icon
209
Duke Energy
DUK
$97.3B
$92.1M 0.1%
785,632
+4,523
+0.6% +$552K
PSA icon
210
Public Storage
PSA
$61.3B
$92M 0.1%
354,660
-14,543
-4% -$4.07M
FDX icon
211
FedEx
FDX
$75.4B
$91.3M 0.1%
316,096
-3,283
-1% -$862K
DFSD
212
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.15B
$90.5M 0.1%
1,887,749
+103,925
+6% +$5.01M
DUHP icon
213
Dimensional US High Profitability ETF
DUHP
$12.7B
$88.9M 0.1%
2,337,241
-1,171
-0.1% -$44.4K
AZN icon
214
AstraZeneca
AZN
$250B
$88.7M 0.1%
482,624
+3,506
+0.7% +$615K
BABA icon
215
Alibaba
BABA
$308B
$88.7M 0.1%
605,243
+38,262
+7% +$6.23M
FBND icon
216
Fidelity Total Bond ETF
FBND
$27.3B
$87M 0.1%
1,890,734
+56,761
+3% +$2.63M
AFL icon
217
Aflac
AFL
$62.6B
$86.8M 0.09%
787,115
+24,640
+3% +$2.71M
ANET icon
218
Arista Networks
ANET
$238B
$85.8M 0.09%
654,819
+213,062
+48% +$29.3M
AMD icon
219
Advanced Micro Devices
AMD
$789B
$85.8M 0.09%
400,414
+9,853
+3% +$2.21M
COF icon
220
Capital One
COF
$134B
$85.7M 0.09%
353,767
+54,263
+18% +$12.1M
UPS icon
221
United Parcel Service
UPS
$88.9B
$85.6M 0.09%
863,453
-68,667
-7% -$6.42M
JCI icon
222
Johnson Controls International
JCI
$92.2B
$85.4M 0.09%
713,188
+14,513
+2% +$1.67M
SPGI icon
223
S&P Global
SPGI
$120B
$85M 0.09%
162,568
+1,098
+0.7% +$543K
TMO icon
224
Thermo Fisher Scientific
TMO
$220B
$84M 0.09%
145,039
-1,216
-0.8% -$688K
EMXC icon
225
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$82.4M 0.09%
1,133,303
+74,496
+7% +$5.28M
7 8
9
10 11

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California State Teachers Retirement System (CalSTRS)
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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.