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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
UTZ icon
3951
Utz Brands
UTZ
$1.25B
– –
-24,190
Closed -$251K
VFL
3952
DELISTED
abrdn National Municipal Income Fund
VFL
– –
-11,717
Closed -$120K
VIPS icon
3953
Vipshop
VIPS
$6.88B
– –
-40,170
Closed -$711K
VKTX icon
3954
Viking Therapeutics
VKTX
$4.07B
– –
-7,533
Closed -$265K
VOYA icon
3955
Voya Financial
VOYA
$8.88B
– –
-6,066
Closed -$452K
VRE
3956
DELISTED
Veris Residential
VRE
– –
-12,525
Closed -$186K
VRNS icon
3957
Varonis Systems
VRNS
$5.29B
– –
-7,682
Closed -$252K
VRRM icon
3958
Verra Mobility
VRRM
$611M
– –
-10,360
Closed -$232K
VTEX icon
3959
VTEX
VTEX
$668M
– –
-17,990
Closed -$67.6K
VTYX
3960
DELISTED
Ventyx Biosciences
VTYX
– –
-85,972
Closed -$776K
VVX icon
3961
V2X
VVX
$2.63B
– –
-11,875
Closed -$648K
W icon
3962
Wayfair
W
$11.2B
– –
-2,353
Closed -$236K
WGS icon
3963
GeneDx Holdings
WGS
$1.81B
– –
-2,682
Closed -$349K
WIX icon
3964
WIX.com
WIX
$2.14B
– –
-2,881
Closed -$299K
XFLT
3965
XAI Floating Rate & Alternative Income Trust
XFLT
$267M
– –
-9,359
Closed -$225K
XRLV
3966
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
– –
-37,165
Closed -$2.01M
IQQQ icon
3967
ProShares Nasdaq-100 High Income ETF
IQQQ
$391M
– –
-66,855
Closed -$2.97M
DJT icon
3968
Trump Media & Technology Group
DJT
$2.46B
– –
-16,540
Closed -$219K
SER icon
3969
Serina Therapeutics
SER
$31M
– –
-11,980
Closed -$22.9K
HAFN icon
3970
Hafnia
HAFN
$3.81B
– –
-28,743
Closed -$153K
MRX
3971
Marex Group Limited Ordinary Shares
MRX
$4.7B
– –
-14,505
Closed -$556K
IMAY
3972
Innovator International Developed Power Buffer ETF - May
IMAY
$55.6M
– –
-7,711
Closed -$231K
SVCO
3973
Silvaco Group
SVCO
$264M
– –
-10,229
Closed -$41.4K
IJUN
3974
Innovator International Developed Power Buffer ETF - June
IJUN
$78.4M
– –
-9,003
Closed -$263K
RSMC
3975
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$752M
– –
-38,600
Closed -$975K
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 $3.88B 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.