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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
COMT icon
3001
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.36B
$378K ﹤0.01%
12,439
-462
-4% -$15.6K
DHT icon
3002
DHT Holdings
DHT
$3.41B
$378K ﹤0.01%
22,842
-3,488
-13% -$62.3K
UE icon
3003
Urban Edge Properties
UE
$2.62B
$377K ﹤0.01%
+16,498
New +$364K
SMDV icon
3004
ProShares Russell 2000 Dividend Growers ETF
SMDV
$688M
$377K ﹤0.01%
4,890
-168
-3% -$12.2K
NSP icon
3005
Insperity
NSP
$1.89B
$376K ﹤0.01%
+9,112
New +$299K
SNDA icon
3006
Sonida Senior Living
SNDA
$1.88B
$376K ﹤0.01%
9,218
-15,718
-63% -$563K
GROZ
3007
Zacks Focus Growth ETF
GROZ
$115M
$376K ﹤0.01%
11,824
+790
+7% +$24.5K
BCX icon
3008
BlackRock Resources & Commodities Strategy Trust
BCX
$1B
$374K ﹤0.01%
33,047
– –
Z icon
3009
Zillow
Z
$7.26B
$374K ﹤0.01%
11,851
-3,779
-24% -$145K
VOYA icon
3010
Voya Financial
VOYA
$9.25B
$373K ﹤0.01%
+4,125
New +$336K
FSMD icon
3011
Fidelity Small-Mid Multifactor ETF
FSMD
$2.52B
$373K ﹤0.01%
7,066
-155
-2% -$7.67K
EZA icon
3012
iShares MSCI South Africa ETF
EZA
$587M
$373K ﹤0.01%
5,908
+84
+1% +$5.75K
MICC
3013
The Magnum Ice Cream Company N.V.
MICC
$11.7B
$373K ﹤0.01%
21,422
-3,625
-14% -$56.4K
OMF icon
3014
OneMain Financial
OMF
$7.2B
$373K ﹤0.01%
6,110
-1,849
-23% -$104K
XMAG
3015
Defiance Large Cap ex-Mag 7 ETF
XMAG
$185M
$372K ﹤0.01%
14,280
– –
PODD icon
3016
Insulet
PODD
$9.82B
$372K ﹤0.01%
2,444
-6,779
-74% -$1.13M
DRIV icon
3017
Global X Autonomous & Electric Vehicles ETF
DRIV
$374M
$372K ﹤0.01%
+9,647
New +$364K
HYT icon
3018
BlackRock Corporate High Yield Fund
HYT
$1.61B
$372K ﹤0.01%
43,431
-5,375
-11% -$46.2K
RUSHA icon
3019
Rush Enterprises Class A
RUSHA
$5.73B
$372K ﹤0.01%
7,638
-571
-7% -$26.9K
NUMG icon
3020
Nuveen ESG Mid-Cap Growth ETF
NUMG
$349M
$372K ﹤0.01%
7,912
+151
+2% +$6.77K
MPT
3021
Medical Properties Trust
MPT
$2.34B
$371K ﹤0.01%
80,409
+1,755
+2% +$8.7K
BTCI
3022
NEOS Bitcoin High Income ETF
BTCI
$1.29B
$371K ﹤0.01%
13,819
+2,685
+24% +$89.9K
GLUE icon
3023
Monte Rosa Therapeutics
GLUE
$1.23B
$371K ﹤0.01%
+15,311
New +$289K
PEBO icon
3024
Peoples Bancorp
PEBO
$1.41B
$369K ﹤0.01%
+9,618
New +$335K
DGXX
3025
Digi Power X Inc
DGXX
$386M
$369K ﹤0.01%
67,710
+10,918
+19% +$59.5K
119 120
121
122 123

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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.