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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
SGOL icon
276
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$68.5M 0.07%
1,534,681
-299,089
-16% -$13.9M
FNDF icon
277
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$67.6M 0.07%
1,381,502
+133,109
+11% +$6.52M
USMF icon
278
WisdomTree US Multifactor Fund
USMF
$297M
$67.3M 0.07%
1,363,131
+11,396
+0.8% +$581K
TTE icon
279
TotalEnergies
TTE
$193B
$67.1M 0.07%
737,349
-10,196
-1% -$779K
JPST icon
280
JPMorgan Ultra-Short Income ETF
JPST
$40B
$67.1M 0.07%
1,325,577
+263,116
+25% +$13.3M
CB icon
281
Chubb
CB
$140B
$66.9M 0.07%
205,253
+5,753
+3% +$1.85M
BSV icon
282
Vanguard Short-Term Bond ETF
BSV
$44.6B
$66.3M 0.07%
845,989
+579
+0.1% +$45.6K
DHI icon
283
D.R. Horton
DHI
$41.2B
$66.2M 0.07%
482,275
+59,425
+14% +$8.98M
CWI icon
284
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$65.7M 0.07%
1,796,405
+41,130
+2% +$1.55M
USMV icon
285
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$65.1M 0.07%
701,950
+30,751
+5% +$2.92M
RSPH icon
286
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$64.5M 0.07%
2,135,924
-63,251
-3% -$2.03M
HELO icon
287
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$64.2M 0.07%
1,004,470
+44,247
+5% +$2.93M
DFAR icon
288
Dimensional US Real Estate ETF
DFAR
$1.82B
$63.7M 0.07%
2,694,868
+119,390
+5% +$2.87M
ARCC icon
289
Ares Capital
ARCC
$13.5B
$63.7M 0.07%
3,534,933
+1,087,875
+44% +$21.1M
IYW icon
290
iShares US Technology ETF
IYW
$23.7B
$63.6M 0.07%
350,516
+10,280
+3% +$1.99M
BKR icon
291
Baker Hughes
BKR
$56.8B
$63.5M 0.07%
1,040,820
-91,873
-8% -$5.31M
DIHP icon
292
Dimensional International High Profitability ETF
DIHP
$6.18B
$63.4M 0.07%
1,967,984
-326,765
-14% -$10.9M
GD icon
293
General Dynamics
GD
$105B
$62.8M 0.07%
182,892
-8,339
-4% -$2.96M
FCX icon
294
Freeport-McMoran
FCX
$90B
$62.7M 0.07%
1,067,144
-1,149
-0.1% -$69.4K
FELC icon
295
Fidelity Enhanced Large Cap Core ETF
FELC
$7.83B
$62.5M 0.07%
1,723,420
+14,238
+0.8% +$540K
PH icon
296
Parker-Hannifin
PH
$125B
$62.5M 0.07%
69,716
-2,210
-3% -$2.09M
CSX icon
297
CSX Corp
CSX
$98.6B
$62.3M 0.07%
1,516,455
-19,883
-1% -$779K
NOC icon
298
Northrop Grumman
NOC
$77B
$62.1M 0.07%
91,083
+9,728
+12% +$6.73M
WHR icon
299
Whirlpool
WHR
$2.42B
$62M 0.07%
1,149,791
+83,064
+8% +$6.1M
SHY icon
300
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$61.9M 0.07%
749,144
-127,848
-15% -$10.6M
10 11
12
13 14

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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.