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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.88B
Cap. Flow %
4.12%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
Oracle
ORCL
+$56.9M

Sector Composition

Rank Sector Weight
1 Technology 12.05%
2 Financials 8.61%
3 Healthcare 6.66%
4 Consumer Discretionary 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALK icon
2901
Alaska Air
ALK
$5.15B
$409K ﹤0.01%
11,108
+1,068
+11% +$51.5K
LBRDK icon
2902
Liberty Broadband Class C
LBRDK
$4.15B
$407K ﹤0.01%
8,094
+1,623
+25% +$81.9K
NVDL icon
2903
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.7B
$406K ﹤0.01%
+16,800
New +$465K
WRBY icon
2904
Warby Parker
WRBY
$3.01B
$405K ﹤0.01%
19,206
+347
+2% +$8.61K
FCPI icon
2905
Fidelity Stocks for Inflation ETF
FCPI
$277M
$405K ﹤0.01%
8,229
+25
+0.3% +$1.26K
GPI icon
2906
Group 1 Automotive
GPI
$3.94B
$404K ﹤0.01%
1,223
-572
-32% -$200K
ZWS icon
2907
Zurn Elkay Water Solutions
ZWS
$8.07B
$404K ﹤0.01%
9,013
-170
-2% -$8.12K
MNTN
2908
MNTN Inc
MNTN
$634M
$403K ﹤0.01%
+45,800
New +$458K
NWBI icon
2909
Northwest Bancshares
NWBI
$2.25B
$403K ﹤0.01%
31,744
+8,062
+34% +$101K
PEMX icon
2910
Putnam Emerging Markets ex-China ETF
PEMX
$30.6M
$402K ﹤0.01%
5,740
– –
NATL icon
2911
NCR Atleos
NATL
$3.52B
$402K ﹤0.01%
9,213
+233
+3% +$9.63K
NAC icon
2912
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$401K ﹤0.01%
34,462
+364
+1% +$4.32K
LGLV icon
2913
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.19B
$401K ﹤0.01%
2,253
-94
-4% -$17.1K
KTB icon
2914
Kontoor Brands
KTB
$4.62B
$401K ﹤0.01%
+5,709
New +$374K
PBP icon
2915
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$401K ﹤0.01%
18,230
-6,658
-27% -$151K
NRP icon
2916
Natural Resource Partners
NRP
$1.3B
$401K ﹤0.01%
3,313
-1,038
-24% -$123K
MTH icon
2917
Meritage Homes
MTH
$4.87B
$401K ﹤0.01%
6,477
+2,003
+45% +$142K
CRC icon
2918
California Resources
CRC
$4.75B
$400K ﹤0.01%
+5,785
New +$327K
EIRL icon
2919
iShares MSCI Ireland ETF
EIRL
$74.9M
$400K ﹤0.01%
5,815
– –
BCX icon
2920
BlackRock Resources & Commodities Strategy Trust
BCX
$899M
$398K ﹤0.01%
33,047
-1,356
-4% -$16.7K
FITE
2921
State Street SPDR S&P Kensho Future Security ETF
FITE
$144M
$398K ﹤0.01%
4,655
+2
+0% +$181
SLVR
2922
Sprott Silver Miners & Physical Silver ETF
SLVR
$629M
$398K ﹤0.01%
6,726
-52,101
-89% -$3.48M
JQC icon
2923
Nuveen Credit Strategies Income Fund
JQC
$702M
$398K ﹤0.01%
81,684
-11,795
-13% -$58.6K
EFNL icon
2924
iShares MSCI Finland ETF
EFNL
$239M
$397K ﹤0.01%
8,107
-1
-0% -$50
GOLD
2925
Gold.com Inc
GOLD
$1.14B
$396K ﹤0.01%
+9,892
New +$484K
115 116
117
118 119

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HighTower Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HighTower Advisors held 3,988 positions worth $94.2B, up 3% from $91.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $3.88B of net new capital in Q1 2026, opening 344 new positions and adding to 1,983 existing holdings. Its largest new stake was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was ExxonMobil, an estimated $129M trimmed.

  • HighTower Advisors's largest Q1 2026 buy was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.
  • HighTower Advisors added most to Johnson & Johnson in Q1 2026, an estimated $1.52B increase.
  • HighTower Advisors's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $129M.
  • HighTower Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $125M.
  • HighTower Advisors's ten largest holdings make up 19% of its $94.2B portfolio in Q1 2026.
  • HighTower Advisors opened 344 new positions and closed 194 in Q1 2026.
  • HighTower Advisors's portfolio value rose 3% quarter-over-quarter to $94.2B.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.