Data as of Q4 2025 (Dec 31, 2025)

HighTower Advisors, LLC

•CIK: 1462245•Filing: Q4 2025

HighTower Advisors, LLC, managed by the seasoned team of HighTower, holds $91.4 billion in assets, with a notable focus on tech giants like AAPL and MSFT, comprising 6.9% of its portfolio. Recently, the fund has made significant additions to AAPL and GOOGL, while exiting positions in TTEN and UNILEVER P, reflecting a strategic pivot towards growth-oriented tech stocks.

Total AUM
$91.4B
+ $2.1M in options
QoQ Performance
+20.7%
Positions
2,364
+ 3 options
Top 10 Concentration
26.4%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL3.3%
MSFT2.6%
IVV2.0%
VOO1.8%
BRK/A1.7%
SPY1.5%
NVDA1.5%
AMZN1.4%

📈 Biggest Buys

AAPL
APPLE INC
+4340.3%
3.3% of portfolio
NVDA
NVIDIA CORPORATION
+4859.1%
1.5% of portfolio
AMZN
AMAZON COM INC
+2929.0%
1.4% of portfolio
GOOGL
ALPHABET INC
+1704.4%
1.3% of portfolio
LLY
ELI LILLY & CO
+487622.0%
0.6% of portfolio

📉 Biggest Sells

SCHM
SCHWAB STRATEGIC TR
-35.5%
0.2% of portfolio
SPMD
SPDR SERIES TRUST
-39.5%
0.1% of portfolio
VOO
VANGUARD INDEX FDS
-3.0%
1.8% of portfolio
SCHF
SCHWAB STRATEGIC TR
-8.0%
0.5% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
-9.8%
0.3% of portfolio

Sector Breakdown

Other46.5%
Technology19.0%
Financial9.1%
ETF7.5%
Consumer5.6%
Healthcare5.0%
Industrial2.3%
Energy1.5%

🚪 Exited Positionssold since Q3 2025

GIS
GENERAL MLS INC
SOLD
$126.8M
UBER
UBER TECHNOLOGIES INC
SOLD
$120.7M
LYB
LYONDELLBASELL INDUSTRIES N
SOLD
$118.2M
KVUE
KENVUE INC
SOLD
$108.1M
PSA
PUBLIC STORAGE OPER CO
SOLD
$106.6M
+3424 more exited positions

Changes from Q3 2025

↑117 increased
↓83 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL3.3%
APPLE INC
$3.0B
MSFT2.6%
MICROSOFT CORP
$2.4B
IVV2.0%
ISHARES TR
$1.8B
VOO1.8%
VANGUARD INDEX FDS
$1.6B
BRK/A1.7%
BERKSHIRE HATHAWAY INC DEL
$1.6B

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