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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
Cummins
CMI
+$105M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.36%
2 Technology 13.56%
3 Financials 8.24%
4 Healthcare 6.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STZ icon
426
Constellation Brands
STZ
$20.7B
$41.6M 0.04%
299,068
+51,978
+21% +$7.73M
WHR icon
427
Whirlpool
WHR
$2.34B
$41.6M 0.04%
1,054,491
-95,300
-8% -$4.46M
BBRE icon
428
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.24B
$41.1M 0.04%
383,317
-8,405
-2% -$875K
CEG icon
429
Constellation Energy
CEG
$104B
$40.9M 0.04%
164,530
+33,981
+26% +$9.57M
VLO icon
430
Valero Energy
VLO
$111B
$40.8M 0.04%
156,631
+38,296
+32% +$9.43M
VV icon
431
Vanguard Morningstar Large-Cap ETF
VV
$54B
$40.5M 0.04%
117,749
+1,098
+0.9% +$366K
TRV icon
432
Travelers Companies
TRV
$76.5B
$40.3M 0.04%
122,227
-21,687
-15% -$6.57M
REGN icon
433
Regeneron Pharmaceuticals
REGN
$82.7B
$40.3M 0.04%
64,650
+5,725
+10% +$3.9M
LNG icon
434
Cheniere Energy
LNG
$57B
$40.3M 0.04%
168,543
-122
-0.1% -$30.4K
EOG icon
435
EOG Resources
EOG
$77.2B
$40.1M 0.04%
309,148
+3,865
+1% +$526K
VOOV icon
436
Vanguard S&P 500 Value ETF
VOOV
$6.71B
$40.1M 0.04%
182,867
-4,654
-2% -$1M
HUBG icon
437
HUB Group
HUBG
$2.18B
$39.8M 0.04%
909,428
-10,480
-1% -$440K
HGER icon
438
Harbor Commodity All-Weather Strategy ETF
HGER
$4.59B
$39.8M 0.04%
1,356,950
+106,852
+9% +$3.35M
MMM icon
439
3M
MMM
$85.1B
$39.6M 0.04%
244,722
-6,895
-3% -$1.05M
VONE icon
440
Vanguard Russell 1000 ETF
VONE
$8.6B
$39.6M 0.04%
116,860
-2,046
-2% -$671K
HACK icon
441
Amplify Cybersecurity ETF
HACK
$2.9B
$39.5M 0.04%
376,351
+19,740
+6% +$1.74M
DISV icon
442
Dimensional International Small Cap Value ETF
DISV
$5.25B
$39.3M 0.04%
978,432
-24,990
-2% -$1.04M
IXN icon
443
iShares Global Tech ETF
IXN
$9.7B
$39.1M 0.04%
270,625
+9,134
+3% +$1.18M
VST icon
444
Vistra
VST
$50.2B
$39.1M 0.04%
246,281
-2,982
-1% -$463K
AMLP icon
445
Alerian MLP ETF
AMLP
$13.6B
$38.9M 0.04%
750,619
-33,565
-4% -$1.76M
HEI icon
446
HEICO Corp
HEI
$44.1B
$38.8M 0.04%
108,798
-7,364
-6% -$2.24M
DHR icon
447
Danaher
DHR
$144B
$38.3M 0.04%
201,323
-192,349
-49% -$34.9M
USRT icon
448
iShares Core US REIT ETF
USRT
$4.51B
$38.3M 0.04%
576,946
+18,135
+3% +$1.17M
LQD icon
449
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.2B
$38.3M 0.04%
350,937
+883
+0.3% +$96.2K
NTRA icon
450
Natera
NTRA
$47.3B
$38.3M 0.04%
140,931
+32,395
+30% +$6.91M
16 17
18
19 20

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HighTower Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.

  • HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
  • HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
  • HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
  • HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
  • HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
  • HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.