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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
PZZA icon
3301
Papa John's
PZZA
$999M
$254K ﹤0.01%
7,832
+321
+4% +$11.1K
SHOO icon
3302
Steven Madden
SHOO
$3.12B
$253K ﹤0.01%
7,470
+172
+2% +$6.66K
WTTR icon
3303
Select Water Solutions
WTTR
$2.51B
$253K ﹤0.01%
16,560
+1,312
+9% +$17.1K
JGLO icon
3304
JPMorgan Global Select Equity ETF
JGLO
$6.78B
$253K ﹤0.01%
3,875
+455
+13% +$30.9K
MD icon
3305
Pediatrix Medical
MD
$2.16B
$253K ﹤0.01%
11,807
-5,178
-30% -$108K
CEPV
3306
Cantor Equity Partners V
CEPV
$332M
$253K ﹤0.01%
25,000
– –
TRIN icon
3307
Trinity Capital
TRIN
$1.55B
$252K ﹤0.01%
17,164
+3,240
+23% +$50K
DDM icon
3308
ProShares Ultra Dow30
DDM
$531M
$252K ﹤0.01%
4,847
+5
+0.1% +$287
SSL icon
3309
Sasol
SSL
$7.58B
$252K ﹤0.01%
+19,462
New +$170K
ALM
3310
Almonty Industries
ALM
$3.79B
$252K ﹤0.01%
17,419
-13,713
-44% -$196K
ROUS icon
3311
Hartford Multifactor US Equity ETF
ROUS
$684M
$252K ﹤0.01%
4,262
-520
-11% -$31.2K
AAPR icon
3312
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$72.1M
$251K ﹤0.01%
8,726
– –
FXE icon
3313
Invesco CurrencyShares Euro Currency Trust
FXE
$331M
$251K ﹤0.01%
2,354
-110
-4% -$11.9K
FXU icon
3314
First Trust Utilities AlphaDEX Fund
FXU
$840M
$251K ﹤0.01%
5,057
+152
+3% +$7.32K
CVR icon
3315
Chicago Rivet & Machine Co
CVR
$9.56M
$251K ﹤0.01%
25,200
– –
GCC icon
3316
WisdomTree Enhanced Commodity Strategy Fund
GCC
$272M
$251K ﹤0.01%
+10,469
New +$241K
MHO icon
3317
M/I Homes
MHO
$3.83B
$250K ﹤0.01%
2,044
-123
-6% -$16.6K
STN icon
3318
Stantec
STN
$7.69B
$250K ﹤0.01%
2,895
-15
-0.5% -$1.41K
SBH icon
3319
Sally Beauty Holdings
SBH
$1.4B
$250K ﹤0.01%
18,045
+2,397
+15% +$36.6K
ALTL icon
3320
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.8M
$249K ﹤0.01%
5,684
-2,161
-28% -$96.4K
MISL icon
3321
First Trust Indxx Aerospace & Defense ETF
MISL
$750M
$249K ﹤0.01%
5,576
-66,524
-92% -$3.21M
LEG icon
3322
Leggett & Platt
LEG
$1.52B
$249K ﹤0.01%
25,183
+1,351
+6% +$15.4K
RVMD icon
3323
Revolution Medicines
RVMD
$40.2B
$248K ﹤0.01%
2,550
-199
-7% -$20.1K
BUI icon
3324
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$740M
$248K ﹤0.01%
9,400
– –
XYLD icon
3325
CALL
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
$247K ﹤0.01%
632,300
+60,999
+11% +$2.47M
131 132
133
134 135

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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.