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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+15.25%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+333.14%
AUM
$103B
AUM Growth
+$8.97B
Cap. Flow
-$1.07B
Cap. Flow %
-1.03%
Top 10 Hldgs %
19.13%
Holding
4,055
New
259
Increased
1,454
Reduced
1,904
Closed
258

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
XOM icon
ExxonMobil
XOM
+$1.22B
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
3
JNJ icon
Johnson & Johnson
JNJ
+$138M
4
CSCO icon
Cisco
CSCO
+$126M
5
MO icon
Altria Group
MO
+$118M

Sector Composition

Rank Sector Weight
1 Technology 13.69%
2 Financials 8.32%
3 Healthcare 6.37%
4 Industrials 5.33%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.54T
$3.32B 3.22%
11,467,783
-304,616
-3% -$87.1M
JNJ icon
2
Johnson & Johnson
JNJ
$621B
$2.51B 2.43%
9,892,767
-591,434
-6% -$138M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$898B
$2.45B 2.37%
3,272,035
+87,237
+3% +$63.5M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$2.02B 1.96%
2,709,844
-92,863
-3% -$67.3M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$1.01T
$1.89B 1.84%
2,758,297
+106,414
+4% +$70.9M
MSFT icon
6
Microsoft
MSFT
$3.62T
$1.87B 1.81%
5,008,045
-50,704
-1% -$20.5M
NVDA icon
7
NVIDIA
NVDA
$5.31T
$1.48B 1.44%
7,407,961
-305,188
-4% -$62.7M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.46B 1.41%
1,946
-60
-3% -$43.3M
AMZN icon
9
Amazon
AMZN
$2.94T
$1.43B 1.39%
6,013,605
+267,639
+5% +$67.2M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.43T
$1.3B 1.26%
3,643,071
-116,114
-3% -$41.8M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.23B 1.19%
2,457,898
+24,935
+1% +$12M
SN icon
12
SharkNinja
SN
$25.8B
$965M 0.94%
6,335,917
-291,268
-4% -$34.9M
QQQ icon
13
Invesco QQQ Trust
QQQ
$480B
$906M 0.88%
1,230,679
+36,923
+3% +$25.4M
JPM icon
14
JPMorgan Chase
JPM
$955B
$860M 0.83%
2,626,400
-36,007
-1% -$11.2M
AVGO icon
15
Broadcom
AVGO
$1.99T
$843M 0.82%
2,231,188
-21,293
-0.9% -$8.54M
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$833M 0.81%
2,250,580
+12,779
+0.6% +$4.57M
VUG icon
17
Vanguard Morningstar Growth ETF
VUG
$230B
$829M 0.8%
9,627,196
+92,068
+1% +$7.75M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$234B
$829M 0.8%
11,632,063
-54,611
-0.5% -$3.8M
VTV icon
19
Vanguard Morningstar Value ETF
VTV
$191B
$798M 0.77%
3,662,549
+141,461
+4% +$29.5M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.4T
$744M 0.72%
2,104,869
-38,781
-2% -$13.9M
META icon
21
Meta Platforms (Facebook)
META
$1.5T
$729M 0.71%
1,294,473
-85,949
-6% -$52.6M
IWF icon
22
iShares Russell 1000 Growth ETF
IWF
$127B
$618M 0.6%
4,976,224
-127,616
-3% -$15.4M
CAT icon
23
Caterpillar
CAT
$401B
$602M 0.58%
564,930
-27,461
-5% -$24.1M
SCHF icon
24
Schwab International Equity ETF
SCHF
$68.2B
$599M 0.58%
21,613,963
+421,102
+2% +$11.4M
IEFA icon
25
iShares Core MSCI EAFE ETF
IEFA
$194B
$593M 0.58%
6,144,370
+451,568
+8% +$43.4M
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 $103B, up 9.5% 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, 1,904 reduced and 258 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was ExxonMobil, an estimated $1.22B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Healthcare.

  • 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 ExxonMobil in Q2 2026, selling an estimated $1.22B.
  • HighTower Advisors's ten largest holdings make up 19% of its $103B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 258 in Q2 2026.
  • HighTower Advisors's portfolio value rose 9.5% quarter-over-quarter to $103B.

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