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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
MRAL
3501
GraniteShares 2x Long MARA Daily ETF
MRAL
$53.9M
$193K ﹤0.01%
6,739
+1,388
+26% +$57.8K
WT icon
3502
WisdomTree
WT
$2.97B
$192K ﹤0.01%
+13,203
New +$204K
OSUR icon
3503
OraSure Technologies
OSUR
$273M
$190K ﹤0.01%
63,264
+43,122
+214% +$123K
FTRE icon
3504
Fortrea Holdings
FTRE
$1.85B
$188K ﹤0.01%
19,947
+9,916
+99% +$127K
EFT
3505
Eaton Vance Floating-Rate Income Trust
EFT
$283M
$188K ﹤0.01%
17,499
-1,777
-9% -$19.8K
FFC
3506
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$768M
$188K ﹤0.01%
12,120
– –
AMPX icon
3507
Amprius Technologies
AMPX
$1.31B
$186K ﹤0.01%
11,013
-3,018
-22% -$39.3K
ASAN icon
3508
Asana
ASAN
$1.58B
$185K ﹤0.01%
28,976
-222
-0.8% -$1.95K
NAK
3509
Northern Dynasty Minerals
NAK
$885M
$185K ﹤0.01%
132,133
+482
+0.4% +$838
ETB
3510
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$449M
$185K ﹤0.01%
12,821
– –
BCRX icon
3511
BioCryst Pharmaceuticals
BCRX
$2.37B
$185K ﹤0.01%
19,399
+1,369
+8% +$10.6K
BGY icon
3512
BlackRock Enhanced International Dividend Trust
BGY
$512M
$184K ﹤0.01%
34,096
-373
-1% -$2.19K
ARCO icon
3513
Arcos Dorados Holdings
ARCO
$1.73B
$183K ﹤0.01%
22,219
– –
DSM
3514
BNY Mellon Strategic Municipal Bond Fund
DSM
$292M
$183K ﹤0.01%
30,464
-11,988
-28% -$73.2K
QS icon
3515
QuantumScape Corp
QS
$3B
$182K ﹤0.01%
28,577
-10,053
-26% -$83.5K
LPL icon
3516
LG Display
LPL
$3.17B
$182K ﹤0.01%
+46,953
New +$198K
JRI icon
3517
Nuveen Real Asset Income & Growth Fund
JRI
$358M
$182K ﹤0.01%
14,806
– –
TGB
3518
Trekor Metals
TGB
$2.56B
$181K ﹤0.01%
28,046
– –
SONO icon
3519
Sonos
SONO
$1.75B
$181K ﹤0.01%
13,492
-603
-4% -$9.11K
FTNJ
3520
Franklin New Jersey Municipal Income ETF
FTNJ
$173M
$181K ﹤0.01%
+20,766
New +$182K
BOIL icon
3521
ProShares Ultra Bloomberg Natural Gas
BOIL
$417M
$180K ﹤0.01%
5,573
-1,319
-19% -$52.7K
GOF icon
3522
Guggenheim Strategic Opportunities Fund
GOF
$2.22B
$178K ﹤0.01%
16,183
-4,262
-21% -$51.4K
KIDS icon
3523
OrthoPediatrics
KIDS
$485M
$178K ﹤0.01%
11,236
-501
-4% -$8.75K
NEPH icon
3524
Nephros
NEPH
$39.5M
$178K ﹤0.01%
59,710
– –
MFA
3525
MFA Financial
MFA
$929M
$178K ﹤0.01%
18,570
+825
+5% +$8.13K
139 140
141
142 143

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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.