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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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$123B
$544M 0.58%
5,103,840
-26,532
-0.5% -$3.01M
SIXH icon
27
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$572M
$526M 0.56%
12,488,185
+109,770
+0.9% +$4.56M
SCHF icon
28
Schwab International Equity ETF
SCHF
$65.7B
$525M 0.56%
21,192,861
+570,984
+3% +$14.5M
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$123B
$522M 0.55%
7,735,222
-145,852
-2% -$10.1M
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$186B
$515M 0.55%
5,692,802
+229,435
+4% +$21.4M
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$111B
$506M 0.54%
2,351,156
-6,781
-0.3% -$1.51M
IJR icon
32
iShares Core S&P Small-Cap ETF
IJR
$109B
$438M 0.47%
3,524,240
+177,535
+5% +$22.6M
MRK icon
33
Merck
MRK
$323B
$437M 0.46%
3,635,404
-182,731
-5% -$21.1M
COST icon
34
Costco
COST
$409B
$433M 0.46%
434,914
+15,396
+4% +$15M
MCD icon
35
McDonald's
MCD
$188B
$427M 0.45%
1,374,665
+21,552
+2% +$6.87M
CAT icon
36
Caterpillar
CAT
$412B
$420M 0.45%
592,391
-40,423
-6% -$28M
V icon
37
Visa
V
$670B
$418M 0.44%
1,383,690
-22,048
-2% -$7.09M
SIXA icon
38
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$500M
$409M 0.43%
7,849,463
+320,552
+4% +$16.8M
CSCO icon
39
Cisco
CSCO
$447B
$408M 0.43%
5,258,519
-383,882
-7% -$30.1M
LLY icon
40
Eli Lilly
LLY
$1.06T
$406M 0.43%
440,797
-46,925
-10% -$47.6M
PG icon
41
Procter & Gamble
PG
$339B
$396M 0.42%
2,742,694
+265,330
+11% +$40.2M
VWO icon
42
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$394M 0.42%
7,281,199
+925,011
+15% +$51.8M
UMI icon
43
USCF Midstream Energy Income Fund
UMI
$518M
$373M 0.4%
6,367,995
+589,760
+10% +$32.2M
WMT icon
44
Walmart Inc
WMT
$861B
$366M 0.39%
2,947,023
+17,951
+0.6% +$2.2M
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$42.3B
$361M 0.38%
5,148,918
+147,280
+3% +$10.6M
ABBV icon
46
AbbVie
ABBV
$456B
$361M 0.38%
1,658,024
+29,113
+2% +$6.46M
SCHX icon
47
Schwab US Large- Cap ETF
SCHX
$70.9B
$359M 0.38%
14,005,999
-135,395
-1% -$3.63M
TSLA icon
48
Tesla
TSLA
$1.27T
$358M 0.38%
963,041
+31,082
+3% +$12.8M
RTX icon
49
RTX Corp
RTX
$284B
$343M 0.36%
1,777,434
-172,182
-9% -$34.2M
SPYM
50
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$334M 0.35%
4,367,372
+92,745
+2% +$7.42M
1
2
3 4 5

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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.