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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
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$197B
$593M 0.57%
6,144,370
+451,568
+8% +$43.4M
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$113B
$558M 0.54%
2,356,586
+5,430
+0.2% +$1.25M
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$126B
$541M 0.52%
7,019,239
-715,983
-9% -$52.5M
SIXH icon
29
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$606M
$531M 0.51%
12,408,321
-79,864
-0.6% -$3.37M
LLY icon
30
Eli Lilly
LLY
$1.02T
$524M 0.5%
436,561
-4,236
-1% -$4.33M
GLD icon
31
SPDR Gold Trust
GLD
$150B
$519M 0.5%
1,409,760
-17,158
-1% -$7.11M
V icon
32
Visa
V
$700B
$509M 0.49%
1,483,966
+100,276
+7% +$32.2M
PEP icon
33
PepsiCo
PEP
$188B
$509M 0.49%
3,756,348
+60,075
+2% +$8.98M
MU icon
34
Micron Technology
MU
$1.15T
$503M 0.48%
435,432
-60,665
-12% -$45.5M
ABBV icon
35
AbbVie
ABBV
$453B
$495M 0.48%
1,967,343
+309,319
+19% +$66.5M
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$110B
$493M 0.47%
3,320,768
-203,472
-6% -$27.9M
CVX icon
37
Chevron
CVX
$409B
$483M 0.46%
2,912,517
-309,236
-10% -$57.6M
IBM icon
38
IBM
IBM
$221B
$483M 0.46%
1,716,120
+372,987
+28% +$94M
CSCO icon
39
Cisco
CSCO
$431B
$477M 0.46%
4,056,824
-1,201,695
-23% -$126M
MRK icon
40
Merck
MRK
$371B
$473M 0.45%
3,679,920
+44,516
+1% +$5.21M
SIXA icon
41
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$548M
$447M 0.43%
7,974,243
+124,780
+2% +$6.84M
VGT icon
42
Vanguard Information Technology ETF
VGT
$149B
$436M 0.42%
3,651,091
+265,635
+8% +$29.1M
PG icon
43
Procter & Gamble
PG
$340B
$430M 0.41%
2,933,193
+190,499
+7% +$27.7M
COST icon
44
Costco
COST
$406B
$419M 0.4%
448,285
+13,371
+3% +$13.3M
SPYM
45
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$418M 0.4%
4,753,004
+385,632
+9% +$32.9M
PLPC icon
46
Preformed Line Products
PLPC
$1.95B
$417M 0.4%
1,014,731
+46,664
+5% +$16.4M
SCHX icon
47
Schwab US Large- Cap ETF
SCHX
$74.5B
$411M 0.39%
13,950,292
-55,707
-0.4% -$1.59M
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$409M 0.39%
6,857,688
-423,511
-6% -$24.9M
DGRO icon
49
iShares Core Dividend Growth ETF
DGRO
$43.6B
$402M 0.39%
5,305,798
+156,880
+3% +$11.6M
TSLA icon
50
Tesla
TSLA
$1.4T
$401M 0.38%
952,455
-10,586
-1% -$4.21M
1
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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.