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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
ROIV icon
2451
Roivant Sciences
ROIV
$25.8B
$626K ﹤0.01%
28,860
+3,673
+15% +$72.5K
PLNT icon
2452
Planet Fitness
PLNT
$3.7B
$625K ﹤0.01%
5,763
+108
+2% +$11.1K
MNDY icon
2453
monday.com
MNDY
$3.75B
$624K ﹤0.01%
4,228
-1,757
-29% -$296K
PTGX icon
2454
Protagonist Therapeutics
PTGX
$9.71B
$622K ﹤0.01%
7,127
-1,486
-17% -$122K
UNF icon
2455
Unifirst Corp
UNF
$5.24B
$622K ﹤0.01%
3,222
-596
-16% -$101K
FDV icon
2456
Federated Hermes US Strategic Dividend ETF
FDV
$894M
$622K ﹤0.01%
21,723
+357
+2% +$10.2K
NMR icon
2457
Nomura Holdings
NMR
$28.7B
$621K ﹤0.01%
74,011
+40,586
+121% +$303K
PCRX icon
2458
Pacira BioSciences
PCRX
$974M
$620K ﹤0.01%
23,972
+10,802
+82% +$257K
KNOP icon
2459
KNOT Offshore Partners
KNOP
$370M
$618K ﹤0.01%
59,729
+7
+0% +$68
EBC icon
2460
Eastern Bankshares
EBC
$5.25B
$617K ﹤0.01%
33,501
+15,082
+82% +$276K
CNOB icon
2461
Center Bancorp
CNOB
$1.77B
$617K ﹤0.01%
+23,540
New +$596K
DMCY
2462
DELISTED
Democracy International Fund
DMCY
$616K ﹤0.01%
19,858
– –
FRTY icon
2463
Alger Mid Cap 40 ETF
FRTY
$150M
$615K ﹤0.01%
29,191
+5,989
+26% +$129K
IDHQ icon
2464
Invesco S&P International Developed Quality ETF
IDHQ
$987M
$613K ﹤0.01%
17,430
+78
+0.4% +$2.7K
TDW icon
2465
Tidewater
TDW
$4.46B
$612K ﹤0.01%
12,111
-6,379
-34% -$337K
KNF icon
2466
Knife River
KNF
$3.83B
$611K ﹤0.01%
8,685
+79
+0.9% +$5.55K
LXP icon
2467
LXP Industrial Trust
LXP
$3.58B
$610K ﹤0.01%
12,301
+336
+3% +$16.1K
PSMT icon
2468
Pricesmart
PSMT
$5.21B
$609K ﹤0.01%
4,968
-171
-3% -$20.9K
SMG icon
2469
ScottsMiracle-Gro
SMG
$3.63B
$609K ﹤0.01%
10,444
-4,149
-28% -$233K
CROX icon
2470
Crocs
CROX
$6.63B
$609K ﹤0.01%
7,122
-200
-3% -$16.7K
IVZ icon
2471
Invesco
IVZ
$14B
$609K ﹤0.01%
23,180
+1,888
+9% +$46.1K
FWD icon
2472
AB Disruptors ETF
FWD
$3.15B
$607K ﹤0.01%
5,816
+436
+8% +$45.7K
URTH icon
2473
iShares MSCI World ETF
URTH
$8.34B
$606K ﹤0.01%
3,263
+406
+14% +$74.7K
EMQQ icon
2474
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$275M
$606K ﹤0.01%
15,015
-80
-0.5% -$3.48K
HASI icon
2475
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.18B
$605K ﹤0.01%
19,264
+1,497
+8% +$47.1K
97 98
99
100 101

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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.