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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 | |
|---|---|---|---|---|---|---|
2226
Howard Hughes
HHH
$3.91B
| $872K | ﹤0.01% |
10,931
-1,470
| -12% | -$122K |
|
2227
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$187M
| $869K | ﹤0.01% |
18,263
+1,416
| +8% | +$67.7K |
|
2228
BOK Financial
BOKF
$8.7B
| $867K | ﹤0.01% |
7,315
-557
| -7% | -$62.5K |
|
2229
Nutrien
NTR
$31.6B
| $866K | ﹤0.01% |
14,032
+535
| +4% | +$31.5K |
|
2230
Equity Residential
EQR
$24.7B
| $864K | ﹤0.01% |
13,711
-43
| -0.3% | -$2.64K |
|
2231
Virtus Newfleet ABS/MBS ETF
VABS
$113M
| $864K | ﹤0.01% |
35,623
+503
| +1% | +$12.2K |
|
2232
United Bankshares
UBSI
$6.55B
| $862K | ﹤0.01% |
22,453
-3,241
| -13% | -$121K |
|
|
FSSL
2233
FS Specialty Lending Fund
FSSL
$853M
| $860K | ﹤0.01% |
+60,790
| New | +$831K |
|
2234
Old Second Bancorp
OSBC
$1.29B
| $858K | ﹤0.01% |
44,002
-726
| -2% | -$13.6K |
|
2235
MidCap Financial Investment
MFIC
$797M
| $857K | ﹤0.01% |
74,877
-14,964
| -17% | -$178K |
|
2236
Nuveen Floating Rate Income Fund
JFR
$1.26B
| $856K | ﹤0.01% |
109,377
+79,843
| +270% | +$630K |
|
2237
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $856K | ﹤0.01% |
18,486
+1,897
| +11% | +$86.9K |
|
|
GRAL
2238
GRAIL Inc
GRAL
$3.34B
| $855K | ﹤0.01% |
9,988
-6,357
| -39% | -$549K |
|
2239
VeriSign
VRSN
$26.5B
| $854K | ﹤0.01% |
3,517
-324
| -8% | -$81.4K |
|
2240
Macerich
MAC
$6.9B
| $851K | ﹤0.01% |
46,116
+530
| +1% | +$9.34K |
|
|
AUGO
2241
Aura Minerals Inc
AUGO
$6.37B
| $849K | ﹤0.01% |
+16,846
| New | +$662K |
|
2242
Immunovant
IMVT
$8.24B
| $849K | ﹤0.01% |
33,408
| – | – |
|
|
GEW
2243
Cambria Global EW ETF
GEW
$146M
| $848K | ﹤0.01% |
16,488
| – | – |
|
2244
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.77B
| $846K | ﹤0.01% |
19,924
+1,676
| +9% | +$70.9K |
|
|
HIMU
2245
iShares High Yield Muni Active ETF
HIMU
$2.44B
| $845K | ﹤0.01% |
17,349
-412
| -2% | -$20.2K |
|
2246
iShares USD Green Bond ETF
BGRN
$501M
| $842K | ﹤0.01% |
17,556
+114
| +0.7% | +$5.48K |
|
2247
Strategas Macro Momentum ETF
SAMM
$29.7M
| $840K | ﹤0.01% |
27,928
+1,241
| +5% | +$37K |
|
|
IFLN
2248
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
| $840K | ﹤0.01% |
45,160
-8,820
| -16% | -$164K |
|
|
REVG
2249
DELISTED
REV Group
REVG
| $839K | ﹤0.01% |
+13,793
| New | +$774K |
|
2250
BlackRock MuniYield Quality Fund
MQY
$815M
| $839K | ﹤0.01% |
74,223
-29,491
| -28% | -$339K |
|
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.