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Portfolio (Quarterly) Guide ↗

HighTower Advisors, LLC

· CIK 0001462245
13F Portfolio $91.4B AUM 3,644 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 249 New 1503 Added 1443 Reduced 411 Exited
Page 3 of 73  ·  1,443 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVDE AMERICAN CENTY ETF TR 2,333,736.0 $192.1M 0.21% -22K -0.9% $82.32 +8.6%
42 UNH UNITEDHEALTH GROUP INC Healthcare 545,438.0 $180.1M 0.20% -80K -12.8% $330.11 +20.9%
43 SIXL EXCHANGE TRADED CONCEPTS TRU 4,940,425.0 $179.0M 0.20% -205K -4.0% $36.24 +4.1%
44 LRCX LAM RESEARCH CORP Technology 1,018,426.0 $174.3M 0.19% -71K -6.5% $171.18 +74.8%
45 AVEM AMERICAN CENTY ETF TR 2,247,030.0 $173.1M 0.19% -17K -0.7% $77.02 +19.3%
46 LOW LOWES COS INC Consumer Cyclical 691,666.0 $166.8M 0.18% -31K -4.2% $241.16 -7.3%
47 JEPI J P MORGAN EXCHANGE TRADED F 2,881,623.0 $164.9M 0.18% -264K -8.4% $57.24 -2.4%
48 AXP AMERICAN EXPRESS CO Financial Services 432,185.0 $159.9M 0.17% -32K -6.8% $369.95 -15.3%
49 SCHD SCHWAB STRATEGIC TR 5,411,808.0 $148.4M 0.16% -273K -4.8% $27.43 +15.6%
50 IWM ISHARES TR 590,250.0 $145.3M 0.16% -16K -2.7% $246.16 +12.8%
51 MU MICRON TECHNOLOGY INC Technology 505,383.0 $144.2M 0.16% -16K -3.0% $285.41 +171.9%
52 TXN TEXAS INSTRS INC Technology 831,305.0 $144.2M 0.16% -34K -3.9% $173.49 +76.6%
53 TMUS T-MOBILE US INC Communication Services 702,412.0 $142.6M 0.16% -15K -2.1% $203.04 -7.3%
54 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 236,091.0 $142.4M 0.16% -2K -0.8% $603.28 +9.3%
55 MKL MARKEL GROUP INC Financial Services 65,702.0 $141.2M 0.15% -3K -4.2% $2149.64 -14.1%
56 JCPB J P MORGAN EXCHANGE TRADED F 2,964,524.0 $140.4M 0.15% -100K -3.3% $47.35 -1.8%
57 MDT MEDTRONIC PLC Healthcare 1,444,921.0 $138.8M 0.15% -16K -1.1% $96.06 -19.9%
58 GE GE AEROSPACE Industrials 449,750.0 $138.5M 0.15% -11K -2.3% $308.03 -5.4%
59 ITOT ISHARES TR 930,170.0 $138.3M 0.15% -30K -3.1% $148.69 +8.3%
60 SHW SHERWIN WILLIAMS CO Basic Materials 426,632.0 $138.2M 0.15% -65K -13.2% $324.03 -4.6%
Page 3 of 73  ·  1,443 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 20.3%
Consumer Cyclical 10.6%
Healthcare 9.4%
Industrials 8.9%
Communication Services 8.1%
Consumer Defensive 5.3%
Energy 5.3%
Utilities 3.0%
Basic Materials 2.3%