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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
NXJ
3126
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$318K ﹤0.01%
25,892
+1,601
+7% +$19.9K
EAPR icon
3127
Innovator Emerging Markets Power Buffer ETF April
EAPR
$102M
$318K ﹤0.01%
10,651
-775
-7% -$23.2K
PSCI icon
3128
Invesco S&P SmallCap Industrials ETF
PSCI
$185M
$318K ﹤0.01%
2,054
– –
XMAG
3129
Defiance Large Cap ex-Mag 7 ETF
XMAG
$180M
$317K ﹤0.01%
14,280
-7,403
-34% -$169K
CSD icon
3130
Invesco S&P Spin-Off ETF
CSD
$225M
$317K ﹤0.01%
2,814
+1
+0% +$113
USMC icon
3131
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.52B
$316K ﹤0.01%
4,919
-355
-7% -$23.7K
IHDG icon
3132
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
$316K ﹤0.01%
6,561
-60
-0.9% -$3K
CPSD
3133
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.5M
$316K ﹤0.01%
12,185
-2,301
-16% -$60K
TLN
3134
Talen Energy Corp
TLN
$17.2B
$315K ﹤0.01%
988
-1,146
-54% -$404K
GDMA icon
3135
Gadsden Dynamic Multi-Asset ETF
GDMA
$206M
$315K ﹤0.01%
7,743
– –
FLUX icon
3136
Flux Power
FLUX
$12.6M
$315K ﹤0.01%
294,312
– –
GENI icon
3137
Genius Sports
GENI
$1.73B
$315K ﹤0.01%
71,023
+43,856
+161% +$312K
VECO icon
3138
Veeco
VECO
$3.15B
$315K ﹤0.01%
+9,289
New +$296K
KBH icon
3139
KB Home
KBH
$3.48B
$314K ﹤0.01%
6,073
-430
-7% -$25.3K
SUI icon
3140
Sun Communities
SUI
$15B
$314K ﹤0.01%
2,489
+439
+21% +$56.7K
SOUN icon
3141
SoundHound AI
SOUN
$2.68B
$313K ﹤0.01%
45,557
+3,890
+9% +$33.6K
KRMN
3142
Karman Holdings
KRMN
$6.29B
$313K ﹤0.01%
+3,907
New +$377K
PBR.A icon
3143
Petrobras Class A
PBR.A
$107B
$313K ﹤0.01%
16,672
+5,264
+46% +$78K
REZI icon
3144
Resideo Technologies
REZI
$5.23B
$312K ﹤0.01%
9,266
-321
-3% -$11.5K
HTH icon
3145
Hilltop Holdings
HTH
$2.29B
$312K ﹤0.01%
+8,709
New +$319K
INDV icon
3146
Indivior Pharmaceuticals
INDV
$4.79B
$311K ﹤0.01%
+10,218
New +$337K
AXTA icon
3147
Axalta
AXTA
$7.01B
$311K ﹤0.01%
11,215
+1,280
+13% +$40.6K
AI icon
3148
C3.ai
AI
$1.27B
$310K ﹤0.01%
36,825
-2,546
-6% -$27.3K
NUDV icon
3149
Nuveen ESG Dividend ETF
NUDV
$50.2M
$310K ﹤0.01%
10,079
+2,183
+28% +$68.4K
SPH icon
3150
Suburban Propane Partners
SPH
$1.23B
$309K ﹤0.01%
15,703
+590
+4% +$11.8K
124 125
126
127 128

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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.