We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
2326
Elanco Animal Health
ELAN
$11.1B
| $745K | ﹤0.01% |
32,929
+13,024
| +65% | +$283K |
|
2327
Owens Corning
OC
$12.2B
| $745K | ﹤0.01% |
6,657
-1,709
| -20% | -$201K |
|
2328
Schwab Fundamental International Small Company Index ETF
FNDC
$3.14B
| $745K | ﹤0.01% |
16,718
+1,253
| +8% | +$55.7K |
|
2329
iShares ESG Aware MSCI USA Value ETF
EVUS
$379M
| $745K | ﹤0.01% |
23,237
+14,334
| +161% | +$454K |
|
2330
RH
RH
$3.47B
| $742K | ﹤0.01% |
4,144
-430
| -9% | -$73.5K |
|
2331
Genpact
G
$5.73B
| $739K | ﹤0.01% |
15,806
+4,511
| +40% | +$195K |
|
2332
Ralph Lauren
RL
$24.2B
| $739K | ﹤0.01% |
2,090
-448
| -18% | -$153K |
|
2333
Landstar System
LSTR
$6.05B
| $737K | ﹤0.01% |
5,130
-1,149
| -18% | -$153K |
|
|
NFEB
2334
Innovator Growth-100 Power Buffer ETF - February
NFEB
$84.2M
| $736K | ﹤0.01% |
26,265
-500
| -2% | -$13.8K |
|
|
QBUF
2335
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$168M
| $735K | ﹤0.01% |
25,087
| – | – |
|
|
JHG
2336
DELISTED
Janus Henderson
JHG
| $735K | ﹤0.01% |
15,453
+3,588
| +30% | +$159K |
|
2337
EastGroup Properties
EGP
$10.9B
| $734K | ﹤0.01% |
4,119
+214
| +5% | +$38K |
|
2338
Immuneering
IMRX
$293M
| $733K | ﹤0.01% |
111,324
-21,135
| -16% | -$136K |
|
2339
FT Vest US Equity Moderate Buffer ETF September
GSEP
$345M
| $732K | ﹤0.01% |
18,900
+8,865
| +88% | +$340K |
|
2340
WEX
WEX
$6.35B
| $731K | ﹤0.01% |
4,907
-728
| -13% | -$110K |
|
2341
Macy's
M
$6.55B
| $729K | ﹤0.01% |
33,053
+3,187
| +11% | +$65.2K |
|
2342
Dimensional Global Sustainability Fixed Income ETF
DFSB
$728M
| $729K | ﹤0.01% |
14,065
+3,422
| +32% | +$181K |
|
2343
Brunswick
BC
$5.21B
| $728K | ﹤0.01% |
9,811
+243
| +3% | +$16.5K |
|
2344
Ball Corp
BALL
$16.6B
| $728K | ﹤0.01% |
13,749
-3,157
| -19% | -$155K |
|
2345
Digital Turbine
APPS
$1.74B
| $727K | ﹤0.01% |
145,413
+826
| +0.6% | +$4.67K |
|
2346
TransUnion
TRU
$15.2B
| $726K | ﹤0.01% |
8,472
+4,767
| +129% | +$392K |
|
2347
BlackRock MuniYield Quality Fund III
MYI
$719M
| $726K | ﹤0.01% |
66,746
-46,584
| -41% | -$511K |
|
2348
Fidelity MSCI Industrials Index ETF
FIDU
$2.37B
| $722K | ﹤0.01% |
8,754
-8,672
| -50% | -$712K |
|
2349
Ormat Technologies
ORA
$6.87B
| $721K | ﹤0.01% |
6,526
+406
| +7% | +$44.4K |
|
2350
Eaton Vance Short Duration Municipal Income ETF
EVSM
$787M
| $721K | ﹤0.01% |
14,308
+174
| +1% | +$8.77K |
|
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.