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HighTower Advisors, LLC

200 W. MADISON ST. SUITE 2500, CHICAGO, IL 60606 • 312-962-3843

Q4 2025 · Filed 2026-02-06
Market Value
$90.8B
+3.7%
Holdings
3,689
+29
New Purchases
199
Added To
1,616
Closed
205
Reduced
1,532
Top 10 Concentration
18.6%
Turnover
11.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 0.99% 0.65% +0.35% $900M
GOOGL 1.34% 1.11% +0.23% $1.2B
IMCB 0.17% 0.00% +0.16% $153M
BRK-A 1.73% 1.58% +0.15% $1.6B
LLY 0.58% 0.44% +0.14% $524M
GOOG 0.74% 0.61% +0.12% $667M
HYD 0.14% 0.02% +0.12% $128M
VCIT 0.23% 0.10% +0.12% $204M
EMN 0.12% 0.00% +0.12% $108M
CVX 0.50% 0.42% +0.08% $455M
HEDG 0.08% 0.00% +0.08% $68M
MRK 0.44% 0.37% +0.07% $402M
MTN 0.07% 0.00% +0.07% $60M
VTWO 0.07% 0.01% +0.06% $63M
GRPM 0.06% 0.00% +0.06% $55M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.67% 2.97% -0.31% $2.4B
ORCL 0.34% 0.53% -0.20% $305M
SCHM 0.23% 0.37% -0.13% $209M
LYB 0.01% 0.13% -0.13% $5M
NVDA 1.48% 1.61% -0.13% $1.3B
OXY 0.02% 0.14% -0.12% $16M
KVUE 0.01% 0.12% -0.11% $9M
SPMD 0.13% 0.22% -0.09% $117M
HD 0.35% 0.44% -0.09% $318M
VOO 1.78% 1.86% -0.08% $1.6B
GIS 0.07% 0.14% -0.07% $65M
UBER 0.07% 0.14% -0.07% $61M
NFLX 0.18% 0.24% -0.06% $165M
BRK-B 1.39% 1.44% -0.06% $1.3B
COST 0.40% 0.45% -0.05% $362M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 56.1%
Technology 12.0%
Healthcare 6.6%
Consumer Cyclical 5.3%
Industrials 4.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $38.1B 41.9%
Large Cap 1,039 $39.1B 43.1%
Mid Cap 1,083 $7.2B 7.9%
Small Cap 978 $5.0B 5.5%
Micro Cap 509 $1.4B 1.5%

Portfolio Analytics

Avg Market Cap
$30.7B
Median Market Cap
$3.5B
Avg P/E
31.2
Median P/E
20.0
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
2,093
# ETFs / Funds
1,597

Top Holdings (3,689 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.30% 11,007,492 $3.0B $271.86 $127M -244,184 -2.2%
2 MSFT 2.67% 5,005,163 $2.4B $483.62 -$183M -20,857 -0.4%
3 IVV 2.03% 2,689,285 $1.8B $684.94 $91M +73,428 +2.8%
4 VOO 1.78% 2,577,224 $1.6B $627.13 -$11M -79,478 -3.0%
5 BRK-A 1.73% 2,078 $1.6B $754,800.00 $189M +249 +13.6%
6 SPY 1.51% 2,007,450 $1.4B $681.92 $22M -14,729 -0.7%
7 NVDA 1.48% 7,210,488 $1.3B $186.50 -$64M -341,789 -4.5%
8 AMZN 1.43% 5,618,779 $1.3B $230.82 $92M +129,920 +2.4%
9 BRK-B 1.39% 2,502,721 $1.3B $502.65 -$5M -9,114 -0.4%
10 GOOGL 1.34% 3,884,911 $1.2B $313.00 $241M -124,124 -3.1%
11 XOM 1.07% 8,073,034 $972M $120.34 $44M -154,356 -1.9%
12 META 0.99% 1,364,123 $900M $660.09 $335M +593,702 +77.1%
13 JPM 0.95% 2,672,170 $861M $322.22 $2M -49,548 -1.8%
14 JNJ 0.90% 3,948,748 $817M $206.95 $81M -23,411 -0.6%
15 VUG 0.85% 1,576,796 $769M $487.86 $3M -19,881 -1.2%
16 AVGO 0.82% 2,160,410 $748M $346.10 $35M -231 -0.0%
17 QQQ 0.81% 1,203,564 $739M $614.31 $18M +1,841 +0.1%
18 VTI 0.81% 2,184,391 $732M $335.27 $16M +1,799 +0.1%
19 SN 0.78% 6,327,774 $708M $111.90 $55M -1,875 -0.0%
20 VEA 0.76% 11,092,054 $693M $62.47 $42M +228,185 +2.1%
21 GOOG 0.74% 2,126,830 $667M $313.80 $133M -67,956 -3.1%
22 VTV 0.73% 3,460,961 $661M $190.99 $54M +208,749 +6.4%
23 IWF 0.67% 1,282,593 $607M $473.30 $3M -7,901 -0.6%
24 GLD 0.64% 1,468,274 $582M $396.31 $48M -33,475 -2.2%
25 LLY 0.58% 487,722 $524M $1,074.68 $138M -18,511 -3.7%
26 IJH 0.57% 7,881,074 $520M $66.00 $13M +114,880 +1.5%
27 VIG 0.57% 2,357,937 $518M $219.78 $12M +12,038 +0.5%
28 SCHF 0.55% 20,621,877 $496M $24.04 -$26M -1,789,340 -8.0%
29 V 0.54% 1,405,738 $493M $350.71 $7M -17,106 -1.2%
30 PEP 0.54% 3,422,021 $491M $143.52 $8M -16,420 -0.5%
31 IEFA 0.54% 5,463,367 $489M $89.46 $69M +660,292 +13.8%
32 SIXH 0.54% 12,378,415 $486M $39.28 $14M +156,835 +1.3%
33 CVX 0.50% 2,988,115 $455M $152.41 $85M +605,414 +25.4%
34 CSCO 0.48% 5,642,401 $435M $77.03 $46M -43,467 -0.8%
35 IBM 0.46% 1,419,413 $420M $296.21 $34M +51,227 +3.7%
36 TSLA 0.46% 931,959 $419M $449.72 $7M +5,627 +0.6%
37 MCD 0.46% 1,353,113 $414M $305.63 $7M +15,710 +1.2%
38 IJR 0.44% 3,346,705 $402M $120.18 $48M +368,988 +12.4%
39 MRK 0.44% 3,818,135 $402M $105.26 $77M -50,990 -1.3%
40 SCHX 0.42% 14,141,394 $381M $26.91 $7M -58,313 -0.4%
41 BAC 0.42% 6,888,787 $379M $55.00 $29M +107,897 +1.6%
42 SIXA 0.41% 7,528,911 $376M $49.93 $24M +438,847 +6.2%
43 ABBV 0.41% 1,628,911 $372M $228.49 -$8M -12,873 -0.8%
44 CAT 0.40% 632,814 $363M $572.87 $46M -29,919 -4.5%
45 COST 0.40% 419,518 $362M $862.34 -$31M -5,296 -1.2%
46 RTX 0.39% 1,949,616 $358M $183.40 $19M -75,569 -3.7%
47 PG 0.39% 2,477,364 $355M $143.31 -$24M +12,434 +0.5%
48 DGRO 0.38% 5,001,638 $347M $69.42 $9M +39,699 +0.8%
49 SPLG 0.38% 4,274,627 $343M $80.22 $41M +423,754 +11.0%
50 VWO 0.38% 6,356,188 $342M $53.76 $17M +365,261 +6.1%
51 WMT 0.36% 2,929,072 $326M $111.41 $32M +68,818 +2.4%
52 HD 0.35% 923,920 $318M $344.10 -$66M -24,629 -2.6%
53 WFC 0.35% 3,408,993 $318M $93.20 $30M -22,341 -0.7%
54 SCHE 0.35% 9,662,625 $316M $32.75 -$32M -782,745 -7.5%
55 VGT 0.34% 413,961 $312M $753.78 $11M +11,411 +2.8%
56 VO 0.34% 1,061,641 $308M $290.22 $9M +42,068 +4.1%
57 MA 0.34% 536,007 $306M $570.88 -$4M -8,275 -1.5%
58 ORCL 0.34% 1,564,008 $305M $194.91 -$160M -89,051 -5.4%
59 BND 0.33% 4,071,280 $302M $74.07 $5M +80,843 +2.0%
60 UMI 0.31% 5,778,235 $284M $49.08 $3M +319,701 +5.9%
61 IAU 0.30% 3,390,805 $275M $81.17 $20M -118,974 -3.4%
62 SCHG 0.30% 8,369,417 $273M $32.62 $13M +236,668 +2.9%
63 VZ 0.30% 6,678,090 $272M $40.73 -$13M +202,150 +3.1%
64 VEU 0.30% 3,681,575 $271M $73.56 -$21M -400,649 -9.8%
65 RSP 0.30% 1,409,611 $270M $191.56 $13M +55,250 +4.1%
66 MS 0.30% 1,541,454 $269M $174.67 $30M +14,592 +1.0%
67 BX 0.29% 1,692,851 $261M $154.14 -$34M -34,959 -2.0%
68 VXUS 0.28% 3,427,396 $259M $75.44 $18M +146,434 +4.5%
69 QUAL 0.28% 1,300,753 $258M $198.62 -$2M -37,694 -2.8%
70 AMGN 0.28% 786,624 $257M $327.31 $35M -2,753 -0.3%
71 DGRW 0.28% 2,869,081 $257M $89.43 -$3M -45,551 -1.6%
72 DIS 0.28% 2,235,974 $254M $113.77 -$11M -79,226 -3.4%
73 SPYG 0.28% 2,378,570 $254M $106.70 $6M +5,487 +0.2%
74 IVW 0.28% 2,035,586 $251M $123.26 $10M +37,500 +1.9%
75 PYLD 0.27% 9,267,689 $247M $26.68 $19M +751,426 +8.8%
76 VB 0.27% 951,243 $245M $257.95 $7M +12,184 +1.3%
77 TSM 0.26% 780,611 $237M $303.89 $21M +4,941 +0.6%
78 IWD 0.25% 1,099,616 $231M $210.34 $16M +41,117 +3.9%
79 GS 0.25% 262,998 $231M $879.00 $15M -8,933 -3.3%
80 ABT 0.25% 1,831,746 $229M $125.29 -$17M -6,635 -0.4%
81 AEP 0.25% 1,975,475 $228M $115.31 $5M -522 -0.0%
82 DFAC 0.25% 5,738,089 $227M $39.59 -$2M -201,526 -3.4%
83 SCHB 0.25% 8,631,797 $226M $26.23 $26M +854,800 +11.0%
84 AGG 0.25% 2,266,698 $226M $99.88 $9M +94,828 +4.4%
85 QCOM 0.25% 1,301,908 $223M $171.05 $1M -30,072 -2.3%
86 VONG 0.24% 1,825,441 $222M $121.75 $2M -5,756 -0.3%
87 TJX 0.24% 1,433,051 $220M $153.61 $16M +20,488 +1.4%
88 XLK 0.24% 1,515,820 $218M $143.97 $14M +789,889 +108.8%
89 SPG 0.23% 1,151,696 $213M $185.11 $2M +28,058 +2.5%
90 DFUV 0.23% 4,531,643 $211M $46.59 $7M -25,901 -0.6%
91 JAAA 0.23% 4,140,505 $209M $50.58 $814K +32,353 +0.8%
92 SCHM 0.23% 6,950,893 $209M $30.07 -$111M -3,831,682 -35.5%
93 LMT 0.23% 424,466 $205M $483.67 -$5M +4,191 +1.0%
94 CMI 0.23% 401,424 $205M $510.45 $19M -39,199 -8.9%
95 VCIT 0.23% 2,440,152 $204M $83.75 $113M +1,348,722 +123.6%
96 GILD 0.22% 1,661,355 $204M $122.74 $18M -14,442 -0.9%
97 KO 0.22% 2,916,336 $204M $69.91 $11M +9,486 +0.3%
98 VYM 0.22% 1,420,355 $204M $143.52 $13M +63,617 +4.7%
99 QGRW 0.22% 3,474,401 $204M $58.67 $11M +117,413 +3.5%
100 IEMG 0.22% 2,999,647 $202M $67.22 -$2M -95,906 -3.1%

Options Breakdown

5 Calls $2M Call Value 170 Puts $3K Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
QYLD 10,255,044 $2M NEW
XYLD 571,301 $232K NEW
RYLD 180,000 $28K NEW
DJIA 100,100 $22K NEW
SLVO 11,394 $11K NEW

Top Puts

SymbolSharesValueStatus
SPUT 10,000 $3K NEW
TTD $0 SOLD
HOOD $0 SOLD
GDX $0 SOLD
CZR $0 SOLD
CTSH $0 SOLD
COP $0 SOLD
BBY $0 SOLD
WULF $0 SOLD
TSLA $0 SOLD

New Positions

SymbolValue% Port
HEDG $68M 0.08%
GRPM $55M 0.06%
AKRE $52M 0.06%
TOTB.DE $49M 0.05%
PBD $31M 0.03%
PXQ $22M 0.02%
COLD $20M 0.02%
FTMH $18M 0.02%
MORT $13M 0.01%
TAIL $12M 0.01%
VACI $10M 0.01%
CGIB $9M 0.01%
UAE $9M 0.01%
DMII $8M 0.01%
GVLU $6M 0.01%

Sold Out Positions

SymbolValue% Port
ESTC —%
UAMY —%
AAP —%
AIR —%
ETD —%
FOUR —%
SCM —%
XPRO —%
BTT —%
BKSY —%
NSP —%
DCOM —%
RNG —%
FMC —%
EVTC —%
View SEC EDGAR Filings for HighTower Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms