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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
Cummins
CMI
+$105M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.36%
2 Technology 13.56%
3 Financials 8.24%
4 Healthcare 6.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.91T
$3.32B 3.19%
11,467,783
-304,616
-3% -$87.1M
JNJ icon
2
Johnson & Johnson
JNJ
$651B
$2.51B 2.41%
9,892,767
-591,434
-6% -$138M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$843B
$2.45B 2.35%
3,272,035
+87,237
+3% +$63.5M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$2.02B 1.94%
2,709,844
-92,863
-3% -$67.3M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$1.04T
$1.89B 1.82%
2,758,297
+106,414
+4% +$70.9M
MSFT icon
6
Microsoft
MSFT
$3.67T
$1.87B 1.79%
5,008,045
-50,704
-1% -$20.5M
NVDA icon
7
NVIDIA
NVDA
$5.37T
$1.48B 1.42%
7,407,961
-305,188
-4% -$62.7M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.09T
$1.46B 1.4%
1,946
-60
-3% -$43.3M
AMZN icon
9
Amazon
AMZN
$2.74T
$1.43B 1.38%
6,013,605
+267,639
+5% +$67.2M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.27T
$1.3B 1.25%
3,643,071
-116,114
-3% -$41.8M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.23B 1.18%
2,457,898
+24,935
+1% +$12M
SN icon
12
SharkNinja
SN
$23.3B
$965M 0.93%
6,335,917
-291,268
-4% -$34.9M
XOM icon
13
ExxonMobil
XOM
$672B
$943M 0.91%
6,897,907
-291,092
-4% -$43.6M
QQQ icon
14
Invesco QQQ Trust
QQQ
$485B
$906M 0.87%
1,230,679
+36,923
+3% +$25.4M
JPM icon
15
JPMorgan Chase
JPM
$929B
$860M 0.83%
2,626,400
-36,007
-1% -$11.2M
AVGO icon
16
Broadcom
AVGO
$1.71T
$843M 0.81%
2,231,188
-21,293
-0.9% -$8.54M
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$833M 0.8%
2,250,580
+12,779
+0.6% +$4.57M
VUG icon
18
Vanguard Morningstar Growth ETF
VUG
$228B
$829M 0.8%
9,627,196
+92,068
+1% +$7.75M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$233B
$829M 0.8%
11,632,063
-54,611
-0.5% -$3.8M
VTV icon
20
Vanguard Morningstar Value ETF
VTV
$189B
$798M 0.77%
3,662,549
+141,461
+4% +$29.5M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.21T
$744M 0.71%
2,104,869
-38,781
-2% -$13.9M
META icon
22
Meta Platforms (Facebook)
META
$1.7T
$729M 0.7%
1,294,473
-85,949
-6% -$52.6M
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$126B
$618M 0.59%
4,976,224
-127,616
-3% -$15.4M
CAT icon
24
Caterpillar
CAT
$372B
$602M 0.58%
564,930
-27,461
-5% -$24.1M
SCHF icon
25
Schwab International Equity ETF
SCHF
$68.4B
$599M 0.58%
21,613,963
+421,102
+2% +$11.4M
1
2 3 4 5

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HighTower Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.

  • HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
  • HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
  • HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
  • HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
  • HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
  • HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.