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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
SPGM icon
276
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$72.5M 0.07%
846,356
+822,698
+3,477% +$68.6M
AWK icon
277
American Water Works
AWK
$28B
$71.8M 0.07%
545,306
+1,473
+0.3% +$189K
ARCC icon
278
Ares Capital
ARCC
$14.4B
$71.7M 0.07%
3,870,130
+335,197
+9% +$6.26M
GPIQ icon
279
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.68B
$71.7M 0.07%
1,208,490
+96,535
+9% +$5.42M
VNQ icon
280
Vanguard Real Estate ETF
VNQ
$37.9B
$71.5M 0.07%
741,178
+74,860
+11% +$7.15M
FELC icon
281
Fidelity Enhanced Large Cap Core ETF
FELC
$8.6B
$71.4M 0.07%
1,704,460
-18,960
-1% -$769K
CSX icon
282
CSX Corp
CSX
$91.5B
$71.4M 0.07%
1,502,200
-14,255
-0.9% -$644K
DFAR icon
283
Dimensional US Real Estate ETF
DFAR
$1.73B
$71.2M 0.07%
2,723,415
+28,547
+1% +$734K
IEF icon
284
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$70.3M 0.07%
743,484
+209,189
+39% +$19.8M
FNDX icon
285
Schwab Fundamental US Large Company Index ETF
FNDX
$27.9B
$70.1M 0.07%
2,254,293
+229,517
+11% +$6.93M
FIXD icon
286
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.19B
$70.1M 0.07%
1,607,387
-33,280
-2% -$1.45M
SOXX icon
287
iShares Semiconductor ETF
SOXX
$42.8B
$69.8M 0.07%
108,888
-9,632
-8% -$4.89M
HELO icon
288
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.79B
$69.7M 0.07%
1,031,619
+27,149
+3% +$1.82M
MUSA icon
289
Murphy USA
MUSA
$9.4B
$69.5M 0.07%
128,983
-20,657
-14% -$11.2M
SPCX
290
SpaceX
SPCX
$1.95T
$69.1M 0.07%
+404,138
New +$68.7M
GRNY
291
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.53B
$68.8M 0.07%
2,487,555
+528,974
+27% +$14.1M
EMN icon
292
Eastman Chemical
EMN
$8.14B
$68.6M 0.07%
1,024,817
+24,337
+2% +$1.78M
WM icon
293
Waste Management
WM
$87.5B
$68.1M 0.07%
305,437
+726
+0.2% +$161K
BSV icon
294
Vanguard Short-Term Bond ETF
BSV
$46.5B
$67.6M 0.06%
868,054
+22,065
+3% +$1.72M
DIHP icon
295
Dimensional International High Profitability ETF
DIHP
$6.6B
$67.3M 0.06%
1,971,505
+3,521
+0.2% +$119K
ACWI icon
296
iShares MSCI ACWI ETF
ACWI
$33.5B
$67M 0.06%
426,988
-12,453
-3% -$1.9M
STX icon
297
Seagate
STX
$192B
$67M 0.06%
69,455
-570
-0.8% -$435K
FYLD icon
298
Cambria Foreign Shareholder Yield ETF
FYLD
$735M
$66.9M 0.06%
1,832,659
-35,034
-2% -$1.34M
XLI icon
299
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$66.6M 0.06%
359,618
+1,062
+0.3% +$185K
ADBE icon
300
Adobe
ADBE
$106B
$66.5M 0.06%
324,444
+29,977
+10% +$7.1M
10 11
12
13 14

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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.