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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
CME icon
301
CME Group
CME
$99B
$66.3M 0.06%
300,011
-74,167
-20% -$20.5M
PH icon
302
Parker-Hannifin
PH
$120B
$65.7M 0.06%
67,132
-2,584
-4% -$2.37M
TT icon
303
Trane Technologies
TT
$97.6B
$65.5M 0.06%
133,411
-1,234
-0.9% -$577K
BMY icon
304
Bristol-Myers Squibb
BMY
$132B
$64.9M 0.06%
1,126,721
-26,606
-2% -$1.53M
MDLZ icon
305
Mondelez International
MDLZ
$78.7B
$64.8M 0.06%
1,120,191
-154,060
-12% -$9.28M
CP icon
306
Canadian Pacific Kansas City
CP
$79.3B
$64.7M 0.06%
747,038
+10,391
+1% +$890K
IJT icon
307
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.12B
$64.7M 0.06%
362,011
-3,954
-1% -$641K
USMV icon
308
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
$64.5M 0.06%
668,232
-33,718
-5% -$3.2M
MCK icon
309
McKesson
MCK
$104B
$64.2M 0.06%
84,998
-1,897
-2% -$1.5M
LEN icon
310
Lennar Class A
LEN
$19.3B
$64.2M 0.06%
709,352
+681,678
+2,463% +$61M
IBDW icon
311
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.56B
$63.6M 0.06%
3,053,931
+1,280,302
+72% +$26.7M
IGV icon
312
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
$63.2M 0.06%
697,176
+148,752
+27% +$13.2M
UBER icon
313
Uber
UBER
$146B
$63.1M 0.06%
874,865
+98,794
+13% +$7.24M
SPTS icon
314
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.35B
$63M 0.06%
2,171,929
+116,246
+6% +$3.38M
PFE icon
315
Pfizer
PFE
$159B
$63M 0.06%
2,615,514
-32,629
-1% -$854K
GD icon
316
General Dynamics
GD
$95.5B
$62.9M 0.06%
177,673
-5,219
-3% -$1.79M
DKS icon
317
Dick's Sporting Goods
DKS
$11.7B
$62.6M 0.06%
275,886
+71,001
+35% +$15.7M
SLV icon
318
iShares Silver Trust
SLV
$32.5B
$62.3M 0.06%
1,165,149
+81,257
+7% +$5.39M
FPE icon
319
First Trust Preferred Securities and Income ETF
FPE
$6.25B
$62.1M 0.06%
3,472,189
+10,752
+0.3% +$194K
VOE icon
320
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.1B
$61.9M 0.06%
313,253
-13,549
-4% -$2.62M
SPSM icon
321
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.3B
$61.8M 0.06%
1,071,815
+22,298
+2% +$1.19M
UCON icon
322
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$61.5M 0.06%
2,471,711
+35,375
+1% +$881K
IDEV icon
323
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$61.4M 0.06%
690,319
+32,990
+5% +$2.92M
BINC icon
324
BlackRock Flexible Income ETF
BINC
$16.6B
$61.4M 0.06%
1,172,487
+68,365
+6% +$3.57M
SHY icon
325
iShares 1-3 Year Treasury Bond ETF
SHY
$26.2B
$60.8M 0.06%
739,930
-9,214
-1% -$758K
11 12
13
14 15

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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.