We are live on ! Find out more
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
TGEN
2426
Tecogen Inc
TGEN
$116M
$655K ﹤0.01%
132,665
+69,598
+110% +$522K
AHCO icon
2427
AdaptHealth
AHCO
$696M
$653K ﹤0.01%
65,600
-13
-0% -$124
JSTC icon
2428
Adasina Social Justice All Cap Global ETF
JSTC
$304M
$653K ﹤0.01%
32,198
+1
+0% +$20
BGIG icon
2429
Bahl & Gaynor Income Growth ETF
BGIG
$2.26B
$652K ﹤0.01%
20,162
+4,373
+28% +$141K
SSUS icon
2430
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$585M
$652K ﹤0.01%
13,374
+3,567
+36% +$174K
LNTH icon
2431
Lantheus
LNTH
$6.59B
$652K ﹤0.01%
9,796
+1,448
+17% +$84.3K
FCG icon
2432
First Trust Natural Gas ETF
FCG
$645M
$651K ﹤0.01%
27,826
-254
-0.9% -$5.94K
EG icon
2433
Everest Group
EG
$14.2B
$650K ﹤0.01%
1,916
-95
-5% -$31.4K
SPLB icon
2434
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$649K ﹤0.01%
+28,746
New +$660K
GPCR icon
2435
Structure Therapeutics
GPCR
$3.82B
$648K ﹤0.01%
9,320
+320
+4% +$13.1K
VVX icon
2436
V2X
VVX
$2.6B
$648K ﹤0.01%
+11,875
New +$668K
ITGR icon
2437
Integer Holdings
ITGR
$4.25B
$644K ﹤0.01%
8,214
-2,425
-23% -$193K
MHD icon
2438
BlackRock MuniHoldings Fund
MHD
$604M
$644K ﹤0.01%
54,847
+7,277
+15% +$85.2K
CARY icon
2439
Angel Oak Income ETF
CARY
$1.39B
$644K ﹤0.01%
+30,917
New +$648K
REZ icon
2440
iShares Residential and Multisector Real Estate ETF
REZ
$860M
$642K ﹤0.01%
7,766
-11
-0.1% -$922
SWKS icon
2441
Skyworks Solutions
SWKS
$10.4B
$639K ﹤0.01%
10,083
-1,516
-13% -$106K
VALQ icon
2442
American Century US Quality Value ETF
VALQ
$340M
$637K ﹤0.01%
9,637
+46
+0.5% +$2.99K
IBHF icon
2443
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$789M
$637K ﹤0.01%
27,616
+8,939
+48% +$207K
FLO icon
2444
Flowers Foods
FLO
$1.51B
$635K ﹤0.01%
58,404
+6,972
+14% +$80.9K
BAX icon
2445
Baxter International
BAX
$14.4B
$635K ﹤0.01%
33,242
-8,179
-20% -$164K
AROW icon
2446
Arrow Financial
AROW
$644M
$632K ﹤0.01%
20,131
+812
+4% +$24K
TMHC
2447
DELISTED
Taylor Morrison
TMHC
$628K ﹤0.01%
10,665
+46
+0.4% +$2.81K
NOV icon
2448
NOV
NOV
$7.38B
$627K ﹤0.01%
40,139
+14,977
+60% +$222K
NIO icon
2449
NIO
NIO
$12.1B
$627K ﹤0.01%
123,002
+70,571
+135% +$435K
TOCT
2450
Innovator Equity Defined Protection ETF - 2 Yr to October 2027
TOCT
$15M
$627K ﹤0.01%
+23,638
New +$624K
96 97
98
99 100

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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.