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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
WGMI icon
2951
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
$247M
$381K ﹤0.01%
10,935
+3,174
+41% +$134K
PNBK icon
2952
Patriot National Bancorp
PNBK
$132M
$381K ﹤0.01%
295,031
+31
+0% +$45
CLMT icon
2953
Calumet Specialty Products
CLMT
$3.63B
$380K ﹤0.01%
10,589
-9,448
-47% -$245K
NNOV
2954
Innovator Growth-100 Power Buffer ETF - November
NNOV
$87M
$380K ﹤0.01%
13,638
– –
BBT
2955
Beacon Financial Corp
BBT
$2.53B
$380K ﹤0.01%
12,659
+1,830
+17% +$53.4K
ASO icon
2956
Academy Sports + Outdoors
ASO
$2.89B
$379K ﹤0.01%
6,715
+1,589
+31% +$90.5K
TECB icon
2957
iShares US Tech Breakthrough Multisector ETF
TECB
$455M
$379K ﹤0.01%
6,829
+1
+0% +$58
AIFD
2958
TCW Artificial Intelligence ETF
AIFD
$128M
$379K ﹤0.01%
9,825
– –
TEM
2959
Tempus AI
TEM
$7.69B
$379K ﹤0.01%
8,374
-841
-9% -$47.8K
CLVT icon
2960
Clarivate
CLVT
$1.3B
$379K ﹤0.01%
149,605
-10,508
-7% -$26.9K
INDI icon
2961
indie Semiconductor
INDI
$733M
$378K ﹤0.01%
+117,337
New +$414K
IEV icon
2962
iShares Europe ETF
IEV
$1.63B
$375K ﹤0.01%
5,521
-493
-8% -$34.8K
CFA icon
2963
VictoryShares US 500 Volatility Wtd ETF
CFA
$537M
$375K ﹤0.01%
4,099
-575
-12% -$53.9K
SWBI icon
2964
Smith & Wesson
SWBI
$655M
$375K ﹤0.01%
26,162
+193
+0.7% +$2.35K
ETSY icon
2965
Etsy
ETSY
$7.65B
$375K ﹤0.01%
7,496
+2,184
+41% +$119K
CATY icon
2966
Cathay General Bancorp
CATY
$4.2B
$374K ﹤0.01%
7,504
+3,249
+76% +$164K
NBTB icon
2967
NBT Bancorp
NBTB
$2.72B
$374K ﹤0.01%
8,779
+640
+8% +$27.8K
MICC
2968
The Magnum Ice Cream Company N.V.
MICC
$10.9B
$374K ﹤0.01%
25,047
-6,080
-20% -$98.5K
NREF
2969
NexPoint Real Estate Finance
NREF
$316M
$373K ﹤0.01%
27,710
+3,038
+12% +$43.5K
IAT icon
2970
iShares US Regional Banks ETF
IAT
$685M
$373K ﹤0.01%
6,931
-758
-10% -$43K
HRMY icon
2971
Harmony Biosciences
HRMY
$2.04B
$373K ﹤0.01%
13,323
+3,866
+41% +$127K
MBLY icon
2972
Mobileye
MBLY
$2.03B
$373K ﹤0.01%
54,263
+41,629
+329% +$377K
ITRN icon
2973
Ituran Location and Control
ITRN
$1.08B
$373K ﹤0.01%
7,604
-945
-11% -$44.5K
HYS icon
2974
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$372K ﹤0.01%
3,991
-705
-15% -$66.5K
HUSV icon
2975
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$75.3M
$372K ﹤0.01%
9,705
+254
+3% +$9.99K
117 118
119
120 121

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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.