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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
FUTY icon
701
Fidelity MSCI Utilities Index ETF
FUTY
$2.28B
$17.3M 0.02%
296,955
+1,326
+0.4% +$77.6K
DG icon
702
Dollar General
DG
$27.8B
$17.3M 0.02%
150,021
-2,727
-2% -$310K
EG icon
703
Everest Group
EG
$14.2B
$17.2M 0.02%
48,043
+45,006
+1,482% +$15.4M
VFH icon
704
Vanguard Financials ETF
VFH
$13.4B
$17M 0.02%
129,075
-4,324
-3% -$552K
CACI icon
705
CACI
CACI
$13.5B
$17M 0.02%
36,666
-1,703
-4% -$870K
FTSM icon
706
First Trust Enhanced Short Maturity ETF
FTSM
$6.55B
$17M 0.02%
284,367
-9,330
-3% -$559K
INTU icon
707
Intuit
INTU
$86.2B
$17M 0.02%
65,053
-12,945
-17% -$4.51M
PJUL icon
708
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
$17M 0.02%
347,450
+6,453
+2% +$310K
RLY icon
709
State Street Multi-Asset Real Return ETF
RLY
$1.42B
$16.9M 0.02%
491,063
-2,026
-0.4% -$73.6K
IEUR icon
710
iShares Core MSCI Europe ETF
IEUR
$9.23B
$16.9M 0.02%
225,394
+4,974
+2% +$371K
NUE icon
711
Nucor
NUE
$58.6B
$16.8M 0.02%
75,532
-852
-1% -$193K
SSO icon
712
ProShares Ultra S&P500
SSO
$8.93B
$16.8M 0.02%
249,617
-929
-0.4% -$59.5K
IBMT
713
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$142M
$16.7M 0.02%
647,902
+369,928
+133% +$9.52M
CRH icon
714
CRH
CRH
$60B
$16.7M 0.02%
156,075
-10,440
-6% -$1.15M
FNDB icon
715
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.48B
$16.7M 0.02%
548,150
-105,911
-16% -$3.12M
HDV
716
iShares Core High Dividend ETF
HDV
$15.3B
$16.7M 0.02%
608,957
-2,993
-0.5% -$81.4K
UAE icon
717
iShares MSCI UAE ETF
UAE
$309M
$16.7M 0.02%
877,380
+272,260
+45% +$5.24M
MLPX icon
718
Global X MLP & Energy Infrastructure ETF
MLPX
$3.69B
$16.6M 0.02%
225,513
+28,773
+15% +$2.12M
ESML icon
719
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$16.6M 0.02%
296,359
-11,648
-4% -$606K
ARTY
720
iShares Future AI & Tech ETF
ARTY
$4.08B
$16.6M 0.02%
217,445
-11,797
-5% -$782K
ARKK icon
721
ARK Innovation ETF
ARKK
$6.34B
$16.5M 0.02%
204,666
+5,035
+3% +$385K
DON icon
722
WisdomTree US MidCap Dividend Fund
DON
$3.98B
$16.5M 0.02%
291,812
-3,712
-1% -$205K
FMDE icon
723
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.24B
$16.5M 0.02%
405,636
+211,615
+109% +$8.23M
VGLT icon
724
Vanguard Long-Term Treasury ETF
VGLT
$10.5B
$16.4M 0.02%
297,973
+9,897
+3% +$543K
PAYX icon
725
Paychex
PAYX
$40.9B
$16.4M 0.02%
166,570
-20,505
-11% -$1.94M
27 28
29
30 31

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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.