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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
DVY icon
351
iShares Select Dividend ETF
DVY
$24B
$50.2M 0.05%
331,481
-79
-0% -$11.9K
ESGD icon
352
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$49.9M 0.05%
522,218
+2,992
+0.6% +$296K
EYLD icon
353
Cambria Emerging Shareholder Yield ETF
EYLD
$839M
$49.9M 0.05%
1,204,327
-46,929
-4% -$1.97M
BBJP icon
354
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
$49.8M 0.05%
722,890
-55,342
-7% -$3.91M
VCSH icon
355
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$49.7M 0.05%
626,996
+18,146
+3% +$1.45M
ZTS icon
356
Zoetis
ZTS
$31.6B
$49.6M 0.05%
419,904
+96,884
+30% +$12M
AIRR icon
357
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$49.6M 0.05%
447,548
+143,216
+47% +$16.2M
CIBR icon
358
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$49.4M 0.05%
787,385
+294,667
+60% +$19.8M
IWR icon
359
iShares Russell Mid-Cap ETF
IWR
$56.8B
$49.3M 0.05%
507,219
-15,174
-3% -$1.52M
XLG icon
360
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$49M 0.05%
898,421
+180,168
+25% +$10.3M
VISN
361
Vistance Networks Inc
VISN
$2.66B
$48.8M 0.05%
2,678,790
-1,190
-0% -$21.7K
DYNF icon
362
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$48.7M 0.05%
837,820
+79,194
+10% +$4.79M
OKE icon
363
Oneok
OKE
$58.7B
$48.6M 0.05%
537,608
+137,629
+34% +$11.3M
DIA icon
364
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$48.3M 0.05%
104,169
-2,587
-2% -$1.25M
STWD icon
365
Starwood Property Trust
STWD
$6.12B
$48.2M 0.05%
2,799,801
+1,144,793
+69% +$20.5M
LNG icon
366
Cheniere Energy
LNG
$56.5B
$47.9M 0.05%
168,665
-7,456
-4% -$1.72M
XLC icon
367
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$47.8M 0.05%
431,122
+6,862
+2% +$794K
TPL icon
368
Texas Pacific Land
TPL
$28.9B
$47.5M 0.05%
100,065
+454
+0.5% +$195K
VONV icon
369
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$47.4M 0.05%
505,856
+22,618
+5% +$2.17M
JEPQ icon
370
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$47.3M 0.05%
851,871
+11,249
+1% +$651K
JPIB icon
371
JPMorgan International Bond Opportunities ETF
JPIB
$2.07B
$47M 0.05%
982,690
+115,784
+13% +$5.64M
CARR icon
372
Carrier Global
CARR
$57.2B
$46.9M 0.05%
832,618
-19,991
-2% -$1.18M
GRNY
373
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$46.8M 0.05%
1,958,581
-63,236
-3% -$1.57M
PSI icon
374
Invesco Semiconductors ETF
PSI
$2.44B
$46.4M 0.05%
491,790
-51,450
-9% -$4.88M
ESGU icon
375
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$46M 0.05%
325,209
+18,761
+6% +$2.78M
13 14
15
16 17

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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.