HighTower Advisors, LLC

RIA/Wealth

HighTower Advisors, LLC is a RIA/Wealth based in Chicago, IL led by Robert David Oros, reporting $164.79B in AUM as of Q3 2025 with 44% ETF concentration.

CEORobert David Oros

Portfolio Value: $87.7B
Positions: 3,555
Top Holding: AAPL at 3.27%
Last Reported: Q3 2025

Address200 W. Madison St., Suite 2500, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in HighTower Advisors, LLC's portfolio (18.7% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$2.9B	3.27%	0.08% 11.3M shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$2.6B	2.97%	0.07% 5.0M shares	Q2 2017 Held for 8y 5m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$1.8B	2.00%	— 2.6M shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard S&P 500 ETF VOO	ETF ETF	$1.6B	1.85%	— 2.7M shares	≤ Q2 2013 Held for 12y 5m+
5 Nvidia NVDA	Semiconductors Technology	$1.4B	1.61%	0.03% 7.6M shares	Q2 2022 Held for 3y 5m
6 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$1.4B	1.57%	0.13% 1.8K shares	Q2 2015 Held for 10y 5m
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$1.3B	1.54%	— 2.0M shares	Q1 2018 Held for 7y 8m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$1.3B	1.44%	0.12% 2.5M shares	Q2 2014 Held for 11y 5m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.2B	1.37%	0.05% 5.5M shares	Q2 2022 Held for 3y 5m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$974.6M	1.11%	0.03% 4.0M shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HighTower Advisors, LLC's latest filing

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Market Value

$87.7B

Prior: $79.6B

Q/Q Change

+10.25%

+$8.2B

Net Flows % of MV

+3.12%

Turnover Ratio

3.69%

New Purchases

106 stocks

$165.2M

Added To

1,902 stocks

+$4.4B

Sold Out Of

189 stocks

$149.2M

Reduced Holdings

1,248 stocks

-$1.7B

Increased Positions

Position	Shares Δ	Change
1 Lineage, Inc. LINE	New	0 → 1.1M +$43.8M
2 CEPF Cantor Equity Partners IV, Inc. Class A Ordinary Shares CEPF	New	0 → 1.5M +$15.5M
3 EVAC EQV Ventures Acquisition Corp. II EVAC	New	0 → 1.2M +$12.4M
4 Invesco S&P International Developed Momentum IDMO	New	0 → 157.1K +$8.5M
5 IBHH iShares iBonds 2028 Term High Yield and Income IBHH	New	0 → 334.2K +$8.0M

Decreased Positions

Position	Shares Δ	Change
1 Invesco KBW Property & Casualty Insurance KBWP	Sold	194.1K → 0 −$23.8M
2 Skechers SKX	Sold	294.2K → 0 −$18.6M
3 OVB Overlay Shares Core Bond OVB	Sold	527.4K → 0 −$10.8M
4 Ansys ANSS	Sold	16.3K → 0 −$5.7M
5 iShares CMBS CMBS	Sold	112.7K → 0 −$5.5M

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Analytics

Portfolio insights and performance metrics for HighTower Advisors, LLC

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Sector Allocation

ETF

44.00%

Technology

13.80%

Financial Services

9.50%

Consumer Cyclical

5.60%

Industrials

4.90%

Healthcare

4.80%

Communication Services

3.70%

Consumer Defensive

3.20%

Energy

2.80%

Utilities

1.60%

Basic Materials

1.30%

Real Estate

1.20%

Market Cap Distribution

Mega Cap (> $200B)

29.59%

Large Cap ($10B - $200B)

19.92%

Mid Cap ($2B - $10B)

1.97%

Small Cap ($300M - $2B)

0.73%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

47.65%

Portfolio Concentration

Top 10 Holdings %

18.72%

Top 20 Holdings %

27.1%

Top 50 Holdings %

41.65%

Top 100 Holdings %

55.63%