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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3644 檔
10.1%
According to the latest 13F quarterly dataset, HighTower Advisors, LLC managed an equity portfolio of $103.2B at the end of Q4 2025, spanning 3644 distinct U.S. exchange-listed positions.
HighTower Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 26 positions.
Showing top 200 holdings (of 3644 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.05% | -4.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.18% | -4.58% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.16% | +2.81% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.16% | -2.99% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.72% | -0.12% | +13.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.03% | -23.25% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.01% | -6.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.12% | -0.98% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.05% | -0.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.11% | -8.04% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -1.29% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.13% | +76.95% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | -1.82% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.29% | -0.59% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.06% | -1.25% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.08% | -7.78% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.15% | -7.49% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | +0.05% | +0.08% | |
| 19 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.77% | +0.20% | -0.03% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | +0.01% | +2.10% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.07% | -3.15% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | +0.04% | +6.42% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | -0.61% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.15% | -2.40% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.08% | -3.68% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.03% | +1.48% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | +0.51% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.54% | +0.02% | -7.98% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.05% | -1.21% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.12% | -0.48% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | +0.03% | +13.75% | |
| 32 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.53% | -0.05% | +1.28% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.24% | +25.41% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.03% | -0.80% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.12% | +3.71% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.01% | -0.89% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.06% | +1.14% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.02% | +12.39% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | -1.32% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | +0.02% | -0.41% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.04% | +1.59% | |
| 42 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.41% | — | +6.19% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.10% | -0.78% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.13% | -4.51% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | -1.55% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.05% | -3.73% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | — | +0.50% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | +0.01% | +0.80% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | +11.00% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.02% | +6.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.3% | +76.95% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.04% | Trim |
| 3 | IMCB | Ishares Morningstar Mid-cap | +0.2% | +3833.38% | Add |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +13.61% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | -3.68% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -3.15% | Trim |
| 7 | VCIT | Vanguard Int-term Corporate | +0.1% | +123.57% | Add |
| 8 | HYD | Vaneck High Yield Muni ETF | +0.1% | +663.49% | Add |
| 9 | EMN | Eastman Chemical Co | +0.1% | +3448.68% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +25.41% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -1.32% | Trim |
| 12 | MTN | Vail Resorts Inc | +0.1% | +15313.22% | Add |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +1219.42% | Add |
| 14 | EXK | Exact Sciences CORP | +0.1% | -0.18% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | -3.03% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.98% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.59% | Trim |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.75% | Add |
| 19 | NKE | Nike Inc -cl B | +0.1% | +109.56% | Add |
| 20 | SCI | Service CORP International | +0.1% | +64.26% | Add |
| 21 | INBX | Inhibrx Biosciences Inc | +0.1% | -0.14% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +12.39% | Add |
| 23 | CAT | Caterpillar Inc | 0% | -4.51% | Trim |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.80% | Trim |
| 25 | SPEM | State Street Sp Ptf Em ETF | 0% | +51.52% | Add |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +11.00% | Add |
| 27 | SN | SharkNinja, Inc. | 0% | -0.03% | Trim |
| 28 | VTV | Vanguard Value ETF | 0% | +6.42% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | -2.40% | Trim |
| 30 | AAPL | Apple Inc | 0% | -4.28% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +2.81% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +2.10% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | -3.35% | Trim |
| 34 | NFLX | Netflix Inc | -0.1% | +903.28% | Add |
| 35 | GIS | General Mills Inc | -0.1% | -44.25% | Trim |
| 36 | UBER | Uber Technologies Inc | -0.1% | -39.45% | Trim |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -39.51% | Trim |
| 38 | HD | Home Depot Inc | -0.1% | -2.60% | Trim |
| 39 | KVUE | Kenvue Inc | -0.1% | -92.14% | Trim |
| 40 | LYB | LyondellBasell Industries N.V. | -0.1% | -95.35% | Trim |
| 41 | OXY | Occidental Petroleum CORP | -0.1% | -85.05% | Trim |
| 42 | SCHM | Schwab US Mid Cap ETF | -0.1% | -35.54% | Trim |
| 43 | NVDA | Nvidia CORP | -0.1% | -6.33% | Trim |
| 44 | ORCL | Oracle CORP | -0.2% | -5.48% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | -4.58% | Trim |
| 46 | HEDG | Equable Shares Hdg Eqty ETF | — | NEW | New buy |
| 47 | GRPM | Invesco S&p Midcap 400 Garp | — | NEW | New buy |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | TTE | TotalEnergies SE | — | NEW | New buy |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3644 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 10.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
HEDG
市值: $68.2M
Top Position Liquidated / Trimmed
TTEN
前期市值: $43.4M
During Q4 2025, HighTower Advisors, LLC's top holdings by market value included AAPL (3.3%)、MSFT (2.6%)、IVV (2.0%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2025, HighTower Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 26 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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