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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
GOEX icon
3026
Global X Gold Explorers ETF NEW
GOEX
$106M
$348K ﹤0.01%
4,117
-375
-8% -$34.5K
SMDV icon
3027
ProShares Russell 2000 Dividend Growers ETF
SMDV
$699M
$348K ﹤0.01%
5,058
+2
+0% +$141
NYM
3028
AB New York Intermediate Municipal ETF
NYM
$1.29B
$348K ﹤0.01%
+13,942
New +$350K
IMCV icon
3029
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.13B
$347K ﹤0.01%
4,097
+341
+9% +$29.3K
GO icon
3030
Grocery Outlet
GO
$891M
$347K ﹤0.01%
49,233
+38,929
+378% +$338K
BDJ icon
3031
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$347K ﹤0.01%
40,234
-19,464
-33% -$182K
SXI icon
3032
Standex International
SXI
$3.68B
$347K ﹤0.01%
+1,359
New +$341K
MBWM icon
3033
Mercantile Bank Corp
MBWM
$1.01B
$346K ﹤0.01%
6,847
+504
+8% +$25.9K
COHU icon
3034
Cohu
COHU
$2.39B
$346K ﹤0.01%
+11,288
New +$331K
CGMU icon
3035
Capital Group Municipal Income ETF
CGMU
$6.35B
$345K ﹤0.01%
12,713
+13
+0.1% +$359
SBCF icon
3036
Seacoast Banking Corp of Florida
SBCF
$3.26B
$344K ﹤0.01%
11,368
+3,102
+38% +$100K
QCJL
3037
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$64.9M
$344K ﹤0.01%
14,700
– –
FMC icon
3038
FMC
FMC
$1.42B
$344K ﹤0.01%
+19,968
New +$299K
PRVA icon
3039
Privia Health
PRVA
$3.21B
$344K ﹤0.01%
16,706
+1,891
+13% +$42.6K
OIA icon
3040
Invesco Municipal Income Opportunities Trust
OIA
$295M
$343K ﹤0.01%
55,888
+780
+1% +$4.82K
UMC icon
3041
United Microelectronic
UMC
$48.9B
$342K ﹤0.01%
38,116
+18,015
+90% +$176K
HTAB icon
3042
Hartford Schroders Tax-Aware Bond ETF
HTAB
$294M
$342K ﹤0.01%
+17,999
New +$346K
CHCO icon
3043
City Holding Co
CHCO
$1.97B
$342K ﹤0.01%
+2,861
New +$349K
WBIY icon
3044
WBI Power Factor High Dividend ETF
WBIY
$62.1M
$341K ﹤0.01%
10,050
– –
VSEC icon
3045
VSE Corp
VSEC
$5.48B
$341K ﹤0.01%
1,845
-984
-35% -$200K
LCTD icon
3046
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$340K ﹤0.01%
6,155
-195
-3% -$11.1K
FBIN icon
3047
Fortune Brands Innovations
FBIN
$6.12B
$340K ﹤0.01%
8,719
-8,966
-51% -$466K
TGEN
3048
Tecogen Inc
TGEN
$96.3M
$340K ﹤0.01%
132,665
– –
AUPH icon
3049
Aurinia Pharmaceuticals
AUPH
$1.97B
$340K ﹤0.01%
+22,916
New +$335K
OPEN icon
3050
Opendoor
OPEN
$3.69B
$339K ﹤0.01%
72,520
+8,383
+13% +$45.2K
120 121
122
123 124

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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.