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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
GPIQ icon
326
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$55M 0.06%
1,111,955
+54,949
+5% +$2.85M
SCZ icon
327
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$55M 0.06%
701,254
+9,845
+1% +$800K
IDEV icon
328
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$54.9M 0.06%
657,329
+35,422
+6% +$3.05M
SPGI icon
329
S&P Global
SPGI
$126B
$54.9M 0.06%
129,102
-33,466
-21% -$15.5M
AGZ icon
330
iShares Agency Bond ETF
AGZ
$553M
$54.9M 0.06%
500,169
+25,646
+5% +$2.83M
QLTA icon
331
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.26B
$54.7M 0.06%
1,150,385
+85,911
+8% +$4.13M
ET icon
332
Energy Transfer Partners
ET
$70.1B
$54.4M 0.06%
2,818,232
+98,974
+4% +$1.81M
ADP icon
333
Automatic Data Processing
ADP
$100B
$54.3M 0.06%
267,431
-2,612
-1% -$599K
IJK icon
334
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$54.2M 0.06%
538,870
-42,318
-7% -$4.35M
MPC icon
335
Marathon Petroleum
MPC
$90.3B
$53.9M 0.06%
220,725
+10,291
+5% +$2.08M
XLY icon
336
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$53.3M 0.06%
489,277
+425
+0.1% +$49.7K
GRID
337
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$53.2M 0.06%
325,130
+16,752
+5% +$2.78M
IJT icon
338
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$53M 0.06%
365,965
-2,663
-0.7% -$395K
HLT icon
339
Hilton Worldwide
HLT
$74B
$52.5M 0.06%
172,729
-2,954
-2% -$896K
DFCA icon
340
Dimensional California Municipal Bond ETF
DFCA
$698M
$52.1M 0.06%
1,044,403
+29,700
+3% +$1.5M
GSLC icon
341
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$52M 0.06%
415,335
+1,822
+0.4% +$239K
SCHA icon
342
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$51.8M 0.06%
1,782,550
-62,357
-3% -$1.87M
AVDV icon
343
Avantis International Small Cap Value ETF
AVDV
$18.9B
$51.7M 0.05%
517,400
-61,605
-11% -$6.29M
IBDV icon
344
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$51.6M 0.05%
2,357,358
+64,433
+3% +$1.42M
SNPS icon
345
Synopsys
SNPS
$71.5B
$51.2M 0.05%
129,018
+105,424
+447% +$47.7M
IEF icon
346
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$51M 0.05%
534,295
+233,238
+77% +$22.4M
IBIT icon
347
iShares Bitcoin Trust
IBIT
$47.2B
$50.9M 0.05%
1,324,984
+466,906
+54% +$20.2M
PKG icon
348
Packaging Corp of America
PKG
$22.7B
$50.8M 0.05%
239,378
+7,752
+3% +$1.73M
SPSM icon
349
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$50.7M 0.05%
1,049,517
+11,431
+1% +$566K
IJJ icon
350
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$50.4M 0.05%
380,229
-42,978
-10% -$5.89M
12 13
14
15 16

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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.