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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
AAPL icon
1
Apple
AAPL
$4.57T
$2.99B 3.27%
11,007,492
-244,184
-2% -$65.6M
MSFT icon
2
Microsoft
MSFT
$3.71T
$2.42B 2.65%
5,005,163
-20,857
-0.4% -$10.5M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$902B
$1.84B 2.01%
2,689,285
+73,428
+3% +$49.9M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.01T
$1.62B 1.77%
2,577,224
-79,478
-3% -$49.4M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.57B 1.72%
2,078
+249
+14% +$186M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.37B 1.5%
2,007,450
-14,729
-0.7% -$9.96M
NVDA icon
7
NVIDIA
NVDA
$5.42T
$1.34B 1.47%
7,210,488
-341,789
-5% -$63.6M
AMZN icon
8
Amazon
AMZN
$2.96T
$1.3B 1.42%
5,618,779
+129,920
+2% +$29.7M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.26B 1.38%
2,502,721
-9,114
-0.4% -$4.53M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.33T
$1.22B 1.33%
3,884,911
-124,124
-3% -$35.5M
XOM icon
11
ExxonMobil
XOM
$634B
$972M 1.06%
8,073,034
-154,356
-2% -$17.9M
META icon
12
Meta Platforms (Facebook)
META
$1.51T
$900M 0.98%
1,364,123
+593,702
+77% +$396M
JPM icon
13
JPMorgan Chase
JPM
$950B
$861M 0.94%
2,672,170
-49,548
-2% -$15.3M
JNJ icon
14
Johnson & Johnson
JNJ
$625B
$817M 0.89%
3,948,748
-23,411
-0.6% -$4.63M
VUG icon
15
Vanguard Morningstar Growth ETF
VUG
$231B
$769M 0.84%
9,460,776
-119,286
-1% -$9.68M
AVGO icon
16
Broadcom
AVGO
$2.04T
$748M 0.82%
2,160,410
-231
-0% -$82.6K
QQQ icon
17
Invesco QQQ Trust
QQQ
$484B
$739M 0.81%
1,203,564
+1,841
+0.2% +$1.13M
VTI icon
18
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$732M 0.8%
2,184,391
+1,799
+0.1% +$598K
SN icon
19
SharkNinja
SN
$26.1B
$708M 0.77%
6,327,774
-1,875
-0% -$185K
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$236B
$693M 0.76%
11,092,054
+228,185
+2% +$14M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.32T
$667M 0.73%
2,126,830
-67,956
-3% -$19.5M
VTV icon
22
Vanguard Morningstar Value ETF
VTV
$191B
$661M 0.72%
3,460,961
+208,749
+6% +$39.3M
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$128B
$607M 0.66%
5,130,372
-31,604
-0.6% -$3.74M
GLD icon
24
SPDR Gold Trust
GLD
$141B
$582M 0.64%
1,468,274
-33,475
-2% -$12.8M
LLY icon
25
Eli Lilly
LLY
$1.06T
$524M 0.57%
487,722
-18,511
-4% -$17.7M
1
2 3 4 5

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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.