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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 | |
|---|---|---|---|---|---|---|
2376
SiteOne Landscape Supply
SITE
$4.34B
| $701K | ﹤0.01% |
5,630
-807
| -13% | -$102K |
|
|
BITW
2377
Bitwise 10 Crypto Index ETF
BITW
$613M
| $701K | ﹤0.01% |
+11,924
| New | +$711K |
|
|
INVN
2378
Alger Russell Innovation ETF
INVN
$9.02M
| $700K | ﹤0.01% |
32,336
+786
| +2% | +$16.7K |
|
2379
First Trust Emerging Markets AlphaDEX Fund
FEM
$785M
| $699K | ﹤0.01% |
25,547
-418
| -2% | -$11.3K |
|
2380
Inspire Medical Systems
INSP
$1.73B
| $696K | ﹤0.01% |
+7,543
| New | +$722K |
|
2381
ASE Group
ASX
$82.7B
| $695K | ﹤0.01% |
43,176
+1,252
| +3% | +$17.8K |
|
2382
Bankunited
BKU
$3.34B
| $695K | ﹤0.01% |
+15,587
| New | +$645K |
|
2383
TG Therapeutics
TGTX
$7.52B
| $694K | ﹤0.01% |
23,282
-4,511
| -16% | -$147K |
|
2384
Southwest Gas
SWX
$6.56B
| $693K | ﹤0.01% |
8,656
+327
| +4% | +$26.2K |
|
2385
Global X MSCI Argentina ETF
ARGT
$830M
| $692K | ﹤0.01% |
7,569
+29
| +0.4% | +$2.48K |
|
2386
Pearson
PSO
$9.89B
| $692K | ﹤0.01% |
49,253
-6,485
| -12% | -$89.7K |
|
2387
Spear Alpha ETF
SPRX
$227M
| $691K | ﹤0.01% |
17,961
-6,685
| -27% | -$266K |
|
2388
Motley Fool 100 Index ETF
TMFC
$2.12B
| $690K | ﹤0.01% |
9,613
-5,123
| -35% | -$366K |
|
2389
iShares MSCI China ETF
MCHI
$6.42B
| $689K | ﹤0.01% |
11,472
+6,901
| +151% | +$434K |
|
2390
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
| $688K | ﹤0.01% |
30,784
+13,682
| +80% | +$306K |
|
2391
Primoris Services
PRIM
$4.35B
| $688K | ﹤0.01% |
5,545
-530
| -9% | -$69.2K |
|
2392
Franklin Bitcoin ETF
EZBC
$379M
| $688K | ﹤0.01% |
13,598
-582
| -4% | -$33.7K |
|
2393
JFrog
FROG
$10.7B
| $686K | ﹤0.01% |
10,987
-45,834
| -81% | -$2.61M |
|
|
SVAC
2394
DELISTED
Spring Valley Acquisition Corp III
SVAC
| $684K | ﹤0.01% |
+67,344
| New | +$695K |
|
2395
Park National Corp
PRK
$3.63B
| $683K | ﹤0.01% |
4,490
+16
| +0.4% | +$2.52K |
|
|
PEO
2396
Adams Natural Resources Fund
PEO
$750M
| $683K | ﹤0.01% |
31,430
-34,976
| -53% | -$753K |
|
2397
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
| $683K | ﹤0.01% |
35,863
-20,558
| -36% | -$399K |
|
2398
Madrigal Pharmaceuticals
MDGL
$11.9B
| $683K | ﹤0.01% |
1,173
+46
| +4% | +$23.5K |
|
2399
SiriusXM
SIRI
$9.7B
| $682K | ﹤0.01% |
34,102
-2,085
| -6% | -$44.8K |
|
2400
Invesco Solar ETF
TAN
$1.36B
| $680K | ﹤0.01% |
13,849
-151
| -1% | -$7.27K |
|
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.