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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
LOGI icon
3001
Logitech
LOGI
$15.2B
$358K ﹤0.01%
3,932
+195
+5% +$18K
RHP icon
3002
Ryman Hospitality Properties
RHP
$8.4B
$358K ﹤0.01%
3,880
+135
+4% +$12.9K
DBP icon
3003
Invesco DB Precious Metals Fund
DBP
$237M
$357K ﹤0.01%
+3,247
New +$379K
EUSB icon
3004
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
$357K ﹤0.01%
8,207
+76
+0.9% +$3.34K
QGEN icon
3005
Qiagen
QGEN
$8.53B
$357K ﹤0.01%
+8,910
New +$422K
IVOO icon
3006
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
$357K ﹤0.01%
3,120
+26
+0.8% +$3.06K
DWLD icon
3007
Davis Select Worldwide ETF
DWLD
$586M
$356K ﹤0.01%
8,134
+3,124
+62% +$144K
UTI icon
3008
Universal Technical Institute
UTI
$2.08B
$356K ﹤0.01%
9,856
-65
-0.7% -$2.05K
AVBH
3009
Avidbank Holdings
AVBH
$349M
$355K ﹤0.01%
12,449
+5
+0% +$141
DDIV icon
3010
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$71.2M
$355K ﹤0.01%
8,768
– –
POOL icon
3011
Pool Corp
POOL
$6.7B
$354K ﹤0.01%
1,748
+182
+12% +$42.9K
BSVO icon
3012
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.41B
$354K ﹤0.01%
13,939
– –
CSW
3013
CSW Industrials
CSW
$4.71B
$354K ﹤0.01%
1,356
-273
-17% -$79.3K
DKL icon
3014
Delek Logistics
DKL
$3.04B
$353K ﹤0.01%
7,100
+1,000
+16% +$51.5K
MSOS icon
3015
AdvisorShares Pure US Cannabis ETF
MSOS
$864M
$353K ﹤0.01%
99,514
+24,109
+32% +$98.8K
ST icon
3016
Sensata Technologies
ST
$6.65B
$353K ﹤0.01%
10,024
+1,550
+18% +$54.8K
COTY icon
3017
Coty
COTY
$2.33B
$353K ﹤0.01%
+175,447
New +$472K
HEGD icon
3018
Swan Hedged Equity US Large Cap ETF
HEGD
$704M
$352K ﹤0.01%
14,249
– –
EGBN icon
3019
Eagle Bancorp
EGBN
$867M
$351K ﹤0.01%
14,112
+3,632
+35% +$90.6K
WEN icon
3020
Wendy's
WEN
$1.33B
$351K ﹤0.01%
50,486
+350
+0.7% +$2.69K
DFTX
3021
Definium Therapeutics
DFTX
$5.73B
$351K ﹤0.01%
+18,559
New +$315K
SPXL icon
3022
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
$351K ﹤0.01%
1,896
-207
-10% -$44.6K
BNO icon
3023
United States Brent Oil Fund
BNO
$815M
$350K ﹤0.01%
+6,737
New +$250K
EJAN icon
3024
Innovator Emerging Markets Power Buffer ETF January
EJAN
$144M
$349K ﹤0.01%
10,278
+100
+1% +$3.45K
GTX icon
3025
Garrett Motion
GTX
$5.9B
$348K ﹤0.01%
19,174
-1,909
-9% -$35.6K
119 120
121
122 123

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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.