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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
RSPA
3401
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$977M
$223K ﹤0.01%
4,462
+232
+5% +$12K
HOG icon
3402
Harley-Davidson
HOG
$2.68B
$223K ﹤0.01%
+11,020
New +$216K
WOR icon
3403
Worthington Enterprises
WOR
$2.76B
$223K ﹤0.01%
+4,273
New +$229K
NVG icon
3404
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
$223K ﹤0.01%
18,060
-341,623
-95% -$4.39M
SPHB icon
3405
Invesco S&P 500 High Beta ETF
SPHB
$964M
$223K ﹤0.01%
1,920
+99
+5% +$12K
GEO icon
3406
The GEO Group
GEO
$4.13B
$222K ﹤0.01%
+13,232
New +$210K
NUMV icon
3407
Nuveen ESG Mid-Cap Value ETF
NUMV
$445M
$222K ﹤0.01%
5,723
+381
+7% +$15.3K
KRMD icon
3408
KORU Medical Systems
KRMD
$176M
$222K ﹤0.01%
51,309
-91
-0.2% -$451
LAR
3409
Lithium Argentina AG
LAR
$958M
$222K ﹤0.01%
33,179
+14,841
+81% +$106K
RZV icon
3410
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$290M
$222K ﹤0.01%
1,782
+8
+0.5% +$1.02K
NG icon
3411
NovaGold Resources
NG
$2.6B
$221K ﹤0.01%
24,658
-4,190
-15% -$43.1K
MSTX
3412
Defiance Daily Target 2x Long MSTR ETF
MSTX
$149M
$221K ﹤0.01%
+11,320
New +$340K
JHMD icon
3413
John Hancock Multifactor Developed International ETF
JHMD
$945M
$220K ﹤0.01%
5,202
-1,343
-21% -$58.3K
CSR
3414
Centerspace
CSR
$936M
$220K ﹤0.01%
+3,832
New +$241K
CRVL icon
3415
CorVel
CRVL
$3.05B
$220K ﹤0.01%
+4,028
New +$232K
ITUB icon
3416
Itaú Unibanco
ITUB
$91.3B
$219K ﹤0.01%
26,181
-3,743
-13% -$31.3K
GHRS icon
3417
GH Research
GHRS
$1.87B
$219K ﹤0.01%
15,600
– –
SII
3418
Sprott
SII
$2.65B
$219K ﹤0.01%
+1,531
New +$205K
INOV icon
3419
Innovator International Developed Power Buffer ETF November
INOV
$36.7M
$219K ﹤0.01%
6,303
– –
GSM icon
3420
FerroAtlántica
GSM
$628M
$218K ﹤0.01%
+52,918
New +$255K
CALY
3421
Callaway Golf Company
CALY
$3.26B
$218K ﹤0.01%
15,705
-13,254
-46% -$186K
PSCH icon
3422
Invesco S&P SmallCap Health Care ETF
PSCH
$161M
$217K ﹤0.01%
5,270
-1
-0% -$43
XRPC
3423
Canary XRP ETF
XRPC
$226M
$217K ﹤0.01%
+15,154
New +$260K
DFP
3424
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$423M
$216K ﹤0.01%
10,776
+604
+6% +$12.8K
DXIV
3425
Dimensional International Vector Equity ETF
DXIV
$191M
$216K ﹤0.01%
+3,200
New +$220K
135 136
137
138 139

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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.