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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
(+11%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Eversource Energy
ES
$26.5B
| $29.8M | 0.03% |
412,545
+45,083
| +12% | +$3.12M |
|
527
WisdomTree International Quality Dividend Growth Fund
IQDG
$706M
| $29.6M | 0.03% |
686,681
-4,776
| -0.7% | -$203K |
|
528
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.87B
| $29.6M | 0.03% |
392,706
+26,914
| +7% | +$2.02M |
|
529
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $29.4M | 0.03% |
1,208,761
+18,123
| +2% | +$441K |
|
530
Black Hills Corp
BKH
$5.57B
| $29.4M | 0.03% |
394,572
+60,052
| +18% | +$4.42M |
|
531
Teradyne
TER
$59.2B
| $29.3M | 0.03% |
60,590
-1,629
| -3% | -$614K |
|
532
Invesco S&P SmallCap Momentum ETF
XSMO
$2.98B
| $29.2M | 0.03% |
312,119
+33,574
| +12% | +$2.89M |
|
533
Vanguard Energy ETF
VDE
$11.1B
| $29.1M | 0.03% |
193,821
-9,688
| -5% | -$1.57M |
|
534
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
| $29M | 0.03% |
316,889
-70,553
| -18% | -$6.46M |
|
535
iShares Russell 2000 Growth ETF
IWO
$14.5B
| $29M | 0.03% |
73,549
+599
| +0.8% | +$219K |
|
536
Western Digital
WDC
$177B
| $28.9M | 0.03% |
45,252
-1,784
| -4% | -$867K |
|
|
IVES
537
Dan IVES Wedbush AI Revolution ETF
IVES
$1.08B
| $28.8M | 0.03% |
756,776
+79,288
| +12% | +$2.79M |
|
538
Fidelity MSCI Energy Index ETF
FENY
$2.19B
| $28.8M | 0.03% |
974,225
-65,352
| -6% | -$2.08M |
|
539
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
| $28.7M | 0.03% |
318,947
+4,626
| +1% | +$385K |
|
540
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
| $28.6M | 0.03% |
296,854
+63,972
| +27% | +$6.13M |
|
541
Cadence Design Systems
CDNS
$78.5B
| $28.5M | 0.03% |
75,861
+18,664
| +33% | +$6.54M |
|
542
iShares Russell 2000 Value ETF
IWN
$14.3B
| $28.4M | 0.03% |
128,463
-3,372
| -3% | -$706K |
|
543
WEC Energy
WEC
$34.5B
| $28.4M | 0.03% |
242,818
-11,358
| -4% | -$1.3M |
|
544
JPMorgan US Quality Factor ETF
JQUA
$8.66B
| $28.3M | 0.03% |
392,158
+7,989
| +2% | +$543K |
|
545
Delta Air Lines
DAL
$51.9B
| $28.2M | 0.03% |
301,402
-4,575
| -1% | -$345K |
|
546
Factset
FDS
$9.98B
| $28.1M | 0.03% |
121,962
+3,147
| +3% | +$723K |
|
547
Martin Marietta Materials
MLM
$36B
| $28M | 0.03% |
48,577
-5,330
| -10% | -$3.16M |
|
548
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.79B
| $27.9M | 0.03% |
294,533
-13,804
| -4% | -$1.26M |
|
549
State Street SPDR S&P Metals & Mining ETF
XME
$4.93B
| $27.9M | 0.03% |
260,961
+7,146
| +3% | +$839K |
|
550
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.06B
| $27.9M | 0.03% |
610,066
+83,031
| +16% | +$3.77M |
|
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AI
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.