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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
FTMH
651
Franklin Municipal High Yield ETF
FTMH
$553M
$19.6M 0.02%
1,649,156
-57,756
-3% -$676K
DCI icon
652
Donaldson
DCI
$10.4B
$19.5M 0.02%
217,476
-151,767
-41% -$13.1M
LH icon
653
Labcorp
LH
$26B
$19.5M 0.02%
69,568
-8,542
-11% -$2.25M
IBMQ icon
654
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$665M
$19.4M 0.02%
760,012
-45,541
-6% -$1.16M
CHD icon
655
Church & Dwight Co
CHD
$22.5B
$19.4M 0.02%
200,189
-6,593
-3% -$630K
DLN icon
656
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$19.4M 0.02%
201,344
+6,868
+4% +$649K
PJUN icon
657
Innovator US Equity Power Buffer ETF June
PJUN
$878M
$19.4M 0.02%
448,389
+23,961
+6% +$1.03M
VCOB
658
Voya Core Bond ETF
VCOB
$96.3M
$19.4M 0.02%
+391,007
New +$19.4M
NVO
659
Novo Nordisk
NVO
$198B
$19.3M 0.02%
403,262
+168,196
+72% +$7.23M
TTWO icon
660
Take-Two Interactive
TTWO
$39.8B
$19.2M 0.02%
76,956
+500
+0.7% +$110K
RING icon
661
iShares MSCI Global Gold Miners ETF
RING
$2.54B
$19.2M 0.02%
297,444
-5,921
-2% -$453K
STGW icon
662
Stagwell
STGW
$2.08B
$19.2M 0.02%
2,583,858
+989,345
+62% +$6.56M
NXPI icon
663
NXP Semiconductors
NXPI
$57.1B
$19.2M 0.02%
68,255
-1,043
-2% -$287K
ESGE icon
664
iShares ESG Aware MSCI EM ETF
ESGE
$7.08B
$19.1M 0.02%
349,451
-13,858
-4% -$724K
B
665
Barrick Mining
B
$73.5B
$19.1M 0.02%
519,655
+39,894
+8% +$1.64M
IBDY icon
666
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$19M 0.02%
738,622
+115,572
+19% +$2.98M
GTO icon
667
Invesco Total Return Bond ETF
GTO
$2.49B
$18.9M 0.02%
402,684
+88,347
+28% +$4.14M
PULS icon
668
PGIM Ultra Short Bond ETF
PULS
$18.8B
$18.9M 0.02%
380,490
+76,503
+25% +$3.8M
IBMS
669
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$338M
$18.8M 0.02%
728,112
+371,405
+104% +$9.61M
FBCG
670
Fidelity Blue Chip Growth ETF
FBCG
$7.36B
$18.8M 0.02%
302,402
-21,070
-7% -$1.25M
FDL icon
671
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.96B
$18.8M 0.02%
385,538
-46,833
-11% -$2.34M
JBL icon
672
Jabil
JBL
$32.9B
$18.7M 0.02%
48,626
+6,071
+14% +$2.1M
HOOD icon
673
Robinhood
HOOD
$105B
$18.7M 0.02%
186,772
+23,455
+14% +$1.96M
IBMR icon
674
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$480M
$18.7M 0.02%
736,560
+3,615
+0.5% +$91.6K
IBKR icon
675
Interactive Brokers
IBKR
$41.4B
$18.7M 0.02%
214,526
-5,686
-3% -$473K
25 26
27
28 29

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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.