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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
WH icon
2301
Wyndham Hotels & Resorts
WH
$5.29B
$777K ﹤0.01%
10,278
+1,995
+24% +$150K
VTYX
2302
DELISTED
Ventyx Biosciences
VTYX
$776K ﹤0.01%
85,972
-25,269
-23% -$189K
DAUG icon
2303
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$775K ﹤0.01%
17,481
-17
-0.1% -$746
BFH icon
2304
Bread Financial
BFH
$4.38B
$775K ﹤0.01%
10,464
+5,078
+94% +$334K
CHWY icon
2305
Chewy
CHWY
$9.25B
$774K ﹤0.01%
23,433
-3,366
-13% -$117K
ECG
2306
Everus Construction Group
ECG
$6.73B
$772K ﹤0.01%
9,027
-1,783
-16% -$160K
IHE icon
2307
iShares US Pharmaceuticals ETF
IHE
$1.66B
$770K ﹤0.01%
9,080
-198
-2% -$15.8K
BY icon
2308
Byline Bancorp
BY
$1.75B
$770K ﹤0.01%
26,420
-9,921
-27% -$279K
EFAX icon
2309
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$515M
$764K ﹤0.01%
15,130
+3,798
+34% +$189K
BME icon
2310
BlackRock Health Sciences Trust
BME
$574M
$763K ﹤0.01%
18,559
-2,887
-13% -$114K
ABM icon
2311
ABM Industries
ABM
$2.81B
$762K ﹤0.01%
18,009
-3,651
-17% -$160K
OSIS icon
2312
OSI Systems
OSIS
$3.83B
$761K ﹤0.01%
2,985
-63
-2% -$16.5K
RWL icon
2313
Invesco S&P 500 Revenue ETF
RWL
$9.95B
$761K ﹤0.01%
6,649
+147
+2% +$16.6K
HODO
2314
House of Doge
HODO
$37.5M
$761K ﹤0.01%
237,841
– –
PGF icon
2315
Invesco Financial Preferred ETF
PGF
$667M
$761K ﹤0.01%
53,801
-18,290
-25% -$263K
XTJA icon
2316
Innovator US Equity Accelerated Plus ETF January
XTJA
$20.9M
$761K ﹤0.01%
24,054
-573
-2% -$17.9K
BOH icon
2317
Bank of Hawaii
BOH
$3.1B
$761K ﹤0.01%
11,124
-1,066
-9% -$70.2K
HARD icon
2318
Simplify Commodities Strategy No K-1 ETF
HARD
$83.4M
$758K ﹤0.01%
+25,572
New +$769K
BCDF icon
2319
Horizon Kinetics Blockchain Development ETF
BCDF
$24.1M
$757K ﹤0.01%
25,064
+1,684
+7% +$52.6K
ONTO icon
2320
Onto Innovation
ONTO
$14.5B
$751K ﹤0.01%
4,760
+1,294
+37% +$184K
CGHM
2321
Capital Group Municipal High-Income ETF
CGHM
$3.29B
$751K ﹤0.01%
+29,490
New +$753K
FORM icon
2322
FormFactor
FORM
$8.79B
$751K ﹤0.01%
13,470
-4,596
-25% -$232K
SON icon
2323
Sonoco
SON
$5.72B
$748K ﹤0.01%
17,151
-1,595
-9% -$66K
TYG
2324
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$748K ﹤0.01%
18,299
-170
-0.9% -$7.26K
ECBK icon
2325
ECB Bancorp
ECBK
$175M
$748K ﹤0.01%
43,000
+8,000
+23% +$133K
91 92
93
94 95

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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.