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HighTower Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for HighTower Advisors, LLC with $87.7B in long positions as of Q3 2025, 44% allocated to ETF, and 19% concentrated in top 10 positions.

Portfolio Value
$87.7B
Top 10 Concentration
19%
Top Sector
ETF (44%)
US Exposure
98%
Market Cap Focus
N/A
Countries
29

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 44.00%ETFTechnology: 13.80%TechnologyFinancial Services: 9.50%Financial ServicesConsumer 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%
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%

Industry Breakdown

139 industries across all sectors

ETF: 43.99%ETFSoftware - Infrastructure: 4.25%Semiconductors: 3.88%Consumer Electronics: 3.27%Insurance - Diversified: 3.06%Drug Manufacturers - General: 2.69%Internet Content & Information: 2.41%Specialty Retail: 1.84%Banks - Diversified: 1.81%Oil & Gas Integrated: 1.49%Financial - Credit Services: 1.26%Aerospace & Defense: 1.22%Industrial - Machinery: 1.03%Regulated Electric: 1.00%Asset Management: 0.92%Discount Stores: 0.86%Furnishings, Fixtures & Appliances: 0.86%Financial - Capital Markets: 0.80%Software - Application: 0.79%Beverages - Non-Alcoholic: 0.79%Chemicals - Specialty: 0.76%Household & Personal Products: 0.70%117 more: 16.71%117 more
ETF
ETF
43.99%
Software - Infrastructure
Technology
4.25%
Semiconductors
Technology
3.88%
Consumer Electronics
Technology
3.27%
Insurance - Diversified
Financial Services
3.06%
Drug Manufacturers - General
Healthcare
2.69%
Internet Content & Information
Communication Services
2.41%
Specialty Retail
Consumer Cyclical
1.84%
Banks - Diversified
Financial Services
1.81%
Oil & Gas Integrated
Energy
1.49%
Financial - Credit Services
Financial Services
1.26%
Aerospace & Defense
Industrials
1.22%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 29.59%Mega Cap (> $200B)Large Cap ($10B - $200B): 19.92%Large Cap ($10B - $200B)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%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.01%
International
1.99%
Countries
29
Largest Int'l Market
Ireland - 0.82%
United States of America
98.01% ($86.0B)
3,336 holdings
Ireland
0.82% ($716.8M)
20 holdings
Canada
0.38% ($332.5M)
86 holdings
Taiwan
0.25% ($216.6M)
1 holdings
United Kingdom
0.20% ($175.7M)
19 holdings
Switzerland
0.12% ($103.1M)
12 holdings
Israel
0.04% ($31.7M)
18 holdings
Bermuda
0.03% ($29.6M)
19 holdings
Netherlands
0.02% ($20.8M)
5 holdings
Uruguay
0.02% ($18.9M)
3 holdings
Brazil
0.02% ($17.4M)
3 holdings
Luxembourg
0.02% ($14.1M)
4 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
33.8 quarters
Avg. Top 20
34.1 quarters
Avg. All Positions
16.9 quarters
Median Holding Period
11 quarters
Persistence Rate
72.49%
Persistent Holdings Weight
94.51%
Persistent Positions
2,577
Longest Held
Vanguard Short-Term Bond ETF logo
Vanguard Short-Term Bond ETFBSV - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.002%
Avg. Position Weight
0.03%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 3.27%
Largest Ownership Stake
Preformed Line Products Co logo
Preformed Line Products CoPLPC - 17.59%
Avg. Ownership Stake
0.27%
Ownership Stake >5%
6
Ownership Stake >1%
27

Historical (Since Q2 2013)

Avg. New Position
0.03%
Avg. Ownership Stake
0.28%
Largest Position
JPMorgan Chase & Co. logo
JPMorgan Chase & Co.JPM - 59.75% (Q2 2017)
Largest Ownership Stake
Preformed Line Products Co logo
Preformed Line Products CoPLPC - 17.59% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.7%
Value Traded
$3.24B
Positions Added
106
Positions Exited
189

Historical (Since Q2 2013)

Avg. Turnover Ratio
10.7%
Avg. Positions Added
169
Avg. Positions Exited
187
Highest Turnover
78.9%
Q3 2017
Lowest Turnover
3.5%
Q3 2024

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