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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 | |
|---|---|---|---|---|---|---|
2276
ProShares Ultra Technology
ROM
$1.27B
| $813K | ﹤0.01% |
8,623
+2,690
| +45% | +$258K |
|
2277
PIMCO Corporate & Income Opportunity Fund
PTY
$2.52B
| $807K | ﹤0.01% |
62,580
-2,668
| -4% | -$36K |
|
2278
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
| $807K | ﹤0.01% |
9,892
+378
| +4% | +$31.3K |
|
|
EBI
2279
The RBB Fund Trust Longview Advantage ETF
EBI
$691M
| $807K | ﹤0.01% |
14,258
-501
| -3% | -$27.9K |
|
2280
Acuity Brands
AYI
$10.6B
| $804K | ﹤0.01% |
2,234
+150
| +7% | +$54.2K |
|
2281
Cal-Maine
CALM
$3.85B
| $801K | ﹤0.01% |
10,062
-20,822
| -67% | -$1.83M |
|
|
TLN
2282
Talen Energy Corp
TLN
$16.4B
| $800K | ﹤0.01% |
2,134
-2,032
| -49% | -$790K |
|
2283
VanEck Bitcoin Trust
HODL
$1.07B
| $797K | ﹤0.01% |
32,245
+4,680
| +17% | +$132K |
|
2284
Otter Tail
OTTR
$3.88B
| $795K | ﹤0.01% |
9,841
-366
| -4% | -$29.6K |
|
2285
Charles River Laboratories
CRL
$13.2B
| $795K | ﹤0.01% |
3,985
-18
| -0.4% | -$3.27K |
|
2286
Core Scientific
CORZ
$6.25B
| $794K | ﹤0.01% |
54,560
-9,528
| -15% | -$166K |
|
2287
Worthington Steel
WS
$1.94B
| $793K | ﹤0.01% |
+22,903
| New | +$753K |
|
2288
VF Corp
VFC
$5.86B
| $790K | ﹤0.01% |
43,717
-3,097
| -7% | -$50.2K |
|
2289
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$731M
| $789K | ﹤0.01% |
26,760
+4,936
| +23% | +$143K |
|
2290
Essent Group
ESNT
$6.08B
| $788K | ﹤0.01% |
12,118
+1,365
| +13% | +$84.7K |
|
2291
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
| $788K | ﹤0.01% |
8,823
+4,259
| +93% | +$388K |
|
2292
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
| $786K | ﹤0.01% |
21,258
-1,173
| -5% | -$42.4K |
|
2293
Applied Digital
APLD
$8.37B
| $786K | ﹤0.01% |
32,043
+3,419
| +12% | +$98.5K |
|
2294
Navigator Holdings
NVGS
$1.25B
| $782K | ﹤0.01% |
45,144
-377
| -0.8% | -$6.3K |
|
2295
SEACOR Marine Holdings
SMHI
$263M
| $780K | ﹤0.01% |
129,598
| – | – |
|
2296
Boston Beer
SAM
$1.86B
| $780K | ﹤0.01% |
3,995
+128
| +3% | +$26.4K |
|
2297
Neuronetics
STIM
$151M
| $779K | ﹤0.01% |
564,306
-12,763
| -2% | -$26.7K |
|
2298
Oscar Health
OSCR
$8.54B
| $778K | ﹤0.01% |
54,154
-8,666
| -14% | -$150K |
|
2299
Global X Lithium & Battery Tech ETF
LIT
$1.6B
| $778K | ﹤0.01% |
11,994
+1,422
| +13% | +$87.6K |
|
|
TE
2300
T1 Energy
TE
$1.48B
| $777K | ﹤0.01% |
+116,385
| New | +$514K |
|
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.