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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
BWZ icon
2801
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$330M
$468K ﹤0.01%
+17,477
New +$474K
IA
2802
Innovative Solutions & Support
IA
$327M
$467K ﹤0.01%
25,967
-4,000
-13% -$77.4K
STLN
2803
Starling Oncology
STLN
$641M
$466K ﹤0.01%
85,838
+1,919
+2% +$8.06K
BCAT icon
2804
BlackRock Capital Allocation Term Trust
BCAT
$1.7B
$465K ﹤0.01%
29,218
+12,299
+73% +$189K
PATH icon
2805
UiPath
PATH
$6.98B
$465K ﹤0.01%
42,813
-67,672
-61% -$722K
EUAD
2806
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.09B
$465K ﹤0.01%
11,028
-1,857
-14% -$76.8K
SITE icon
2807
SiteOne Landscape Supply
SITE
$4.28B
$464K ﹤0.01%
4,056
-1,900
-32% -$229K
CDX icon
2808
Simplify High Yield ETF
CDX
$357M
$464K ﹤0.01%
21,959
+10,558
+93% +$225K
VFMV icon
2809
Vanguard US Minimum Volatility ETF
VFMV
$450M
$464K ﹤0.01%
+3,327
New +$463K
FSEP icon
2810
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
$463K ﹤0.01%
8,405
– –
BITQ icon
2811
Bitwise Crypto Industry Innovators ETF
BITQ
$440M
$463K ﹤0.01%
18,890
+1,208
+7% +$30.6K
ALG icon
2812
Alamo Group
ALG
$2.08B
$463K ﹤0.01%
2,814
-560
-17% -$90.6K
COLO
2813
Global X MSCI Colombia ETF
COLO
$232M
$462K ﹤0.01%
11,100
-24,116
-68% -$967K
FFIV icon
2814
F5
FFIV
$22.9B
$462K ﹤0.01%
1,110
+205
+23% +$72.8K
HNDL icon
2815
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$631M
$461K ﹤0.01%
20,204
-1,632
-7% -$36.9K
UTI icon
2816
Universal Technical Institute
UTI
$1.17B
$461K ﹤0.01%
10,785
+929
+9% +$35.7K
AIR icon
2817
AAR Corp
AIR
$5.06B
$461K ﹤0.01%
3,224
+304
+10% +$35.9K
PENN icon
2818
PENN Entertainment
PENN
$2.35B
$460K ﹤0.01%
21,535
+2,461
+13% +$44.1K
MRLN
2819
Merlin Inc
MRLN
$316M
$459K ﹤0.01%
+80,754
New +$683K
EPU icon
2820
iShares MSCI Peru and Global Exposure ETF
EPU
$575M
$459K ﹤0.01%
5,499
-547
-9% -$45.5K
EMQQ icon
2821
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$249M
$459K ﹤0.01%
14,711
-797
-5% -$26.3K
EOS
2822
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
$458K ﹤0.01%
20,794
-1,622
-7% -$35.9K
PLMR icon
2823
Palomar
PLMR
$3.45B
$458K ﹤0.01%
3,622
-1,973
-35% -$232K
FETH
2824
Fidelity Ethereum Fund
FETH
$1.35B
$458K ﹤0.01%
29,070
+6,029
+26% +$124K
NVTS icon
2825
Navitas Semiconductor
NVTS
$3.04B
$457K ﹤0.01%
25,514
-31,553
-55% -$602K
111 112
113
114 115

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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.