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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
AHCO icon
3201
AdaptHealth
AHCO
$1.46B
$293K ﹤0.01%
24,612
-40,988
-62% -$419K
MGY icon
3202
Magnolia Oil & Gas
MGY
$5.83B
$293K ﹤0.01%
+9,277
New +$248K
TWI icon
3203
Titan International
TWI
$516M
$293K ﹤0.01%
42,379
+2,006
+5% +$18K
FNK icon
3204
First Trust Mid Cap Value AlphaDEX Fund
FNK
$227M
$293K ﹤0.01%
+5,127
New +$300K
HYGH icon
3205
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$573M
$293K ﹤0.01%
+3,417
New +$294K
HIMS icon
3206
Hims & Hers Health
HIMS
$6.5B
$292K ﹤0.01%
14,081
-43,838
-76% -$1.04M
XTL icon
3207
State Street SPDR S&P Telecom ETF
XTL
$581M
$291K ﹤0.01%
1,549
+4
+0.3% +$701
SPNT icon
3208
SiriusPoint
SPNT
$2.98B
$291K ﹤0.01%
13,512
-4,115
-23% -$84.8K
FTHI icon
3209
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$290K ﹤0.01%
+12,657
New +$298K
VHC icon
3210
VirnetX Holding Corp
VHC
$52.3M
$290K ﹤0.01%
20,571
– –
BFS
3211
Saul Centers
BFS
$875M
$288K ﹤0.01%
+8,847
New +$293K
SGDJ icon
3212
Sprott Junior Gold Miners ETF
SGDJ
$272M
$288K ﹤0.01%
3,348
-792
-19% -$76.6K
FRPT icon
3213
Freshpet
FRPT
$2.83B
$288K ﹤0.01%
+4,886
New +$343K
DJAN icon
3214
FT Vest US Equity Deep Buffer ETF January
DJAN
$471M
$288K ﹤0.01%
+6,765
New +$293K
MRP
3215
Millrose Properties Inc
MRP
$4.74B
$287K ﹤0.01%
10,247
-959
-9% -$28.9K
PENN icon
3216
PENN Entertainment
PENN
$2.74B
$287K ﹤0.01%
19,074
-719
-4% -$10K
SPMB icon
3217
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$286K ﹤0.01%
12,785
+2,203
+21% +$49.6K
AIVL icon
3218
WisdomTree US AI Enhanced Value Fund
AIVL
$426M
$286K ﹤0.01%
2,474
+2
+0.1% +$238
BETZ icon
3219
Roundhill Sports Betting & iGaming ETF
BETZ
$49.7M
$285K ﹤0.01%
15,965
-77
-0.5% -$1.44K
IONS icon
3220
Ionis Pharmaceuticals
IONS
$9.35B
$285K ﹤0.01%
3,797
-1,325
-26% -$105K
BUSE icon
3221
First Busey Corp
BUSE
$2.52B
$284K ﹤0.01%
11,222
-1,059
-9% -$26.7K
LIVN icon
3222
LivaNova
LIVN
$4.3B
$283K ﹤0.01%
+4,453
New +$287K
NUGT icon
3223
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$863M
$282K ﹤0.01%
1,500
-221
-13% -$51.4K
LAC
3224
Lithium Americas
LAC
$986M
$282K ﹤0.01%
71,304
+25,013
+54% +$123K
NWSA icon
3225
News Corp Class A
NWSA
$14.5B
$282K ﹤0.01%
+11,293
New +$280K
127 128
129
130 131

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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.