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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+3.03%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$91.4B
AUM Growth
+$3.36B
(+3.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
18.51%
Holding
4,048
New
242
Increased
1,657
Reduced
1,589
Closed
404
Avg Time Held Equity + Options
18.2
quarters
Top 10 Avg Time Held Equity + Options
15.8
quarters
Top 20 Avg Time Held Equity + Options
18
quarters
Avg Time Held Equity only
18.2
quarters
Top 10 Avg Time Held Equity only
17
quarters
Top 20 Avg Time Held Equity only
18
quarters
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 | Miscellaneous | 47.39% |
| 2 | Technology | 13.28% |
| 3 | Financials | 9.68% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.91T
| $2.99B | 3.27% |
11,007,492
-244,184
| -2% | -$65.6M |
2020 Q1
23 quarters
|
|
2
Microsoft
MSFT
$3.97T
| $2.42B | 2.65% |
5,005,163
-20,857
| -0.4% | -$10.5M |
2024 Q4
4 quarters
|
|
3
iShares Core S&P 500 ETF
IVV
$899B
| $1.84B | 2.01% |
2,689,285
+73,428
| +3% | +$49.9M |
2013 Q2
50 quarters
|
|
4
Vanguard S&P 500 ETF
VOO
$1.06T
| $1.62B | 1.77% |
2,577,224
-79,478
| -3% | -$49.4M |
2021 Q1
19 quarters
|
|
|
5
Berkshire Hathaway Class A
BRK.A
$1.11T
| $1.57B | 1.72% |
2,078
+249
| +14% | +$186M |
2020 Q1
23 quarters
|
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$833B
| $1.37B | 1.5% |
2,007,450
-14,729
| -0.7% | -$9.96M |
2013 Q2
50 quarters
|
|
7
NVIDIA
NVDA
$5.54T
| $1.34B | 1.47% |
7,210,488
-341,789
| -5% | -$63.6M |
2014 Q1
47 quarters
|
|
8
Amazon
AMZN
$2.83T
| $1.3B | 1.42% |
5,618,779
+129,920
| +2% | +$29.7M |
2020 Q1
23 quarters
|
|
|
9
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.26B | 1.38% |
2,502,721
-9,114
| -0.4% | -$4.53M |
2020 Q1
23 quarters
|
|
10
Alphabet (Google) Class A
GOOGL
$4.3T
| $1.22B | 1.33% |
3,884,911
-124,124
| -3% | -$35.5M |
2015 Q4
40 quarters
|
|
11
ExxonMobil
XOM
$695B
| $972M | 1.06% |
8,073,034
-154,356
| -2% | -$17.9M |
2013 Q2
50 quarters
|
|
|
12
Meta Platforms (Facebook)
META
$1.83T
| $900M | 0.98% |
1,364,123
+593,702
| +77% | +$396M |
2013 Q2
50 quarters
|
|
13
JPMorgan Chase
JPM
$885B
| $861M | 0.94% |
2,672,170
-49,548
| -2% | -$15.3M |
2017 Q3
33 quarters
|
|
14
Johnson & Johnson
JNJ
$630B
| $817M | 0.89% |
3,948,748
-23,411
| -0.6% | -$4.63M |
2013 Q2
50 quarters
|
|
15
Vanguard Morningstar Growth ETF
VUG
$237B
| $769M | 0.84% |
9,460,776
-119,286
| -1% | -$9.68M |
2021 Q1
19 quarters
|
|
16
Broadcom
AVGO
$1.73T
| $748M | 0.82% |
2,160,410
-231
| -0% | -$82.6K |
2018 Q2
30 quarters
|
|
17
Invesco QQQ Trust
QQQ
$507B
| $739M | 0.81% |
1,203,564
+1,841
| +0.2% | +$1.13M |
2024 Q2
6 quarters
|
|
18
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
| $732M | 0.8% |
2,184,391
+1,799
| +0.1% | +$598K |
2021 Q1
19 quarters
|
|
19
SharkNinja
SN
$26.1B
| $708M | 0.77% |
6,327,774
-1,875
| -0% | -$185K |
2023 Q3
9 quarters
|
|
20
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $693M | 0.76% |
11,092,054
+228,185
| +2% | +$14M |
2021 Q1
19 quarters
|
|
|
21
Alphabet (Google) Class C
GOOG
$4.25T
| $667M | 0.73% |
2,126,830
-67,956
| -3% | -$19.5M |
2015 Q4
40 quarters
|
|
22
Vanguard Morningstar Value ETF
VTV
$189B
| $661M | 0.72% |
3,460,961
+208,749
| +6% | +$39.3M |
2021 Q1
19 quarters
|
|
23
iShares Russell 1000 Growth ETF
IWF
$130B
| $607M | 0.66% |
5,130,372
-31,604
| -0.6% | -$3.74M |
2013 Q2
50 quarters
|
|
24
SPDR Gold Trust
GLD
$142B
| $582M | 0.64% |
1,468,274
-33,475
| -2% | -$12.8M |
2013 Q2
50 quarters
|
|
25
Eli Lilly
LLY
$1.05T
| $524M | 0.57% |
487,722
-18,511
| -4% | -$17.7M |
2013 Q2
50 quarters
|
|
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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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Financials.
- 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.