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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B Turnover 12.73%
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.84B
Cap. Flow %
4.08%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Avg Time Held Equity + Options
4.5 years
Top 10 Avg Time Held Equity + Options
3.6 years
Top 20 Avg Time Held Equity + Options
4.7 years
Avg Time Held Equity only
4.5 years
Top 10 Avg Time Held Equity only
3.9 years
Top 20 Avg Time Held Equity only
4.7 years

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 icon
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 Miscellaneous 47.55%
2 Technology 12.05%
3 Financials 8.61%
4 Healthcare 6.66%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SNCY icon
3926
DELISTED
Sun Country Airlines
SNCY
– –
-12,755
Closed -$184K –
SNV icon
3927
DELISTED
Synovus
SNV
– –
-22,417
Closed -$1.12M –
SPD icon
3928
Simplify US Equity PLUS Downside Convexity ETF
SPD
$101M
– –
-5,119
Closed -$201K –
SPE icon
3929
Special Opportunities Fund
SPE
$135M
– –
-10,598
Closed -$156K –
SPRX icon
3930
Spear Alpha ETF
SPRX
$189M
– –
-17,961
Closed -$691K –
STCE icon
3931
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$178M
– –
-4,242
Closed -$254K –
STEP icon
3932
StepStone Group
STEP
$3.43B
– –
-44,573
Closed -$2.86M –
STNE icon
3933
StoneCo
STNE
$2.6B
– –
-120,688
Closed -$1.78M –
STRW icon
3934
Strawberry Fields REIT
STRW
$182M
– –
-12,182
Closed -$160K –
TBBK icon
3935
The Bancorp
TBBK
$2.02B
– –
-3,203
Closed -$216K –
TECH icon
3936
Bio-Techne
TECH
$11.4B
– –
-5,277
Closed -$310K –
TECL icon
3937
Direxion Daily Technology Bull 3x ETF
TECL
$5.34B
– –
-3,396
Closed -$399K –
TEF icon
3938
DELISTED
Telefonica
TEF
– –
-25,210
Closed -$102K –
TIGR icon
3939
UP Fintech Holding
TIGR
$728M
– –
-49,495
Closed -$473K –
TLK icon
3940
Telkom Indonesia
TLK
$10.9B
– –
-12,023
Closed -$253K –
TME icon
3941
Tencent Music
TME
$14.1B
– –
-22,705
Closed -$398K –
TRC icon
3942
Tejon Ranch
TRC
$442M
– –
-10,021
Closed -$158K –
TRIP icon
3943
TripAdvisor
TRIP
$1.09B
– –
-13,817
Closed -$201K –
TRMK icon
3944
Trustmark
TRMK
$2.61B
– –
-6,526
Closed -$254K –
TVTX icon
3945
Travere Therapeutics
TVTX
$4.68B
– –
-5,753
Closed -$220K –
UHAL.B icon
3946
U-Haul Holding Co Series N
UHAL.B
$9.9B
– –
-4,382
Closed -$205K –
UP icon
3947
Wheels Up
UP
$126M
– –
-948
Closed -$12.4K –
UPRO icon
3948
ProShares UltraPro S&P 500
UPRO
$5.33B
– –
-1,930
Closed -$223K –
AD icon
3949
Array Digital Infrastructure
AD
$2.89B
– –
-4,096
Closed -$220K –
USPH icon
3950
US Physical Therapy
USPH
$1.28B
– –
-3,931
Closed -$307K –
156 157
158
159 160

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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 $3.84B 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 Miscellaneous at 48% of assets, up from 47% a quarter earlier, followed by Technology and Financials.

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.