HighTower Advisors, LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$94.2B
Holdings
3,794
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 722.7k shares)
3.2%
02
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.7%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 2.62M shares)
2.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 5.6% (149.9k → 141.5k shares)
2.0%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +13.4% (317.3k → 359.8k shares)
1.9%
06
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.7%
07
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 1.8k shares)
1.5%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (64.0k shares)
1.4%
09
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 250.2k shares)
1.3%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 5.2% (307.6k → 291.6k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.