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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
TOV
3226
JLens 500 Jewish Advocacy U.S. ETF
TOV
$261M
$282K ﹤0.01%
+10,300
New +$295K
IE icon
3227
Ivanhoe Electric
IE
$1.43B
$281K ﹤0.01%
23,813
+11,964
+101% +$187K
UCTT
3228
Ultra Clean Holdings
UCTT
$4.16B
$281K ﹤0.01%
+4,525
New +$232K
DFVX icon
3229
Dimensional US Large Cap Vector ETF
DFVX
$516M
$281K ﹤0.01%
3,780
+13
+0.3% +$996
ANGI icon
3230
Angi Inc
ANGI
$224M
$281K ﹤0.01%
40,953
+19,021
+87% +$191K
JETS icon
3231
US Global Jets ETF
JETS
$802M
$280K ﹤0.01%
11,357
-7,912
-41% -$219K
NSEP
3232
Innovator Growth-100 Power Buffer ETF - September
NSEP
$32.7M
$280K ﹤0.01%
9,729
– –
ATMU icon
3233
Atmus Filtration Technologies
ATMU
$4.37B
$279K ﹤0.01%
4,912
-991
-17% -$58.6K
PKST
3234
DELISTED
Peakstone Realty Trust
PKST
$279K ﹤0.01%
13,342
-401
-3% -$7.49K
SMB icon
3235
VanEck Short Muni ETF
SMB
$312M
$278K ﹤0.01%
16,071
-2,879
-15% -$50.1K
DXYZ
3236
Destiny Tech100
DXYZ
$710M
$278K ﹤0.01%
10,371
+3,267
+46% +$94.3K
OEFA
3237
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$35.2M
$277K ﹤0.01%
8,809
– –
PBDC icon
3238
Putnam BDC Income ETF
PBDC
$273M
$277K ﹤0.01%
10,043
+895
+10% +$25.8K
GDMN icon
3239
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$142M
$276K ﹤0.01%
+2,730
New +$313K
JEMA icon
3240
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.6B
$276K ﹤0.01%
+5,299
New +$283K
MSBI icon
3241
Midland States Bancorp
MSBI
$669M
$275K ﹤0.01%
12,346
+275
+2% +$6.14K
ASB icon
3242
Associated Banc-Corp
ASB
$5.81B
$275K ﹤0.01%
10,642
-2,625
-20% -$69.7K
APLE icon
3243
Apple Hospitality REIT
APLE
$3.96B
$274K ﹤0.01%
23,817
+5,220
+28% +$63.1K
LKFN icon
3244
Lakeland Financial Corp
LKFN
$1.52B
$274K ﹤0.01%
4,775
-3,675
-43% -$216K
RMT
3245
Royce Micro-Cap Trust
RMT
$736M
$274K ﹤0.01%
24,216
-3,388
-12% -$39.4K
MBI icon
3246
MBIA
MBI
$288M
$273K ﹤0.01%
46,251
-73
-0.2% -$465
TMQ
3247
Trilogy Metals
TMQ
$522M
$273K ﹤0.01%
+76,118
New +$347K
QMOM icon
3248
Alpha Architect US Quantitative Momentum ETF
QMOM
$425M
$273K ﹤0.01%
4,000
-1,000
-20% -$69.6K
ESG icon
3249
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$273K ﹤0.01%
1,800
– –
BRSP
3250
BrightSpire Capital
BRSP
$681M
$272K ﹤0.01%
48,627
+1,233
+3% +$7.14K
128 129
130
131 132

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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.