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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
IBM icon
51
IBM
IBM
$195B
$326M 0.35%
1,343,133
-76,280
-5% -$20.6M
BAC icon
52
Bank of America
BAC
$430B
$320M 0.34%
6,574,113
-314,674
-5% -$16.2M
VZ icon
53
Verizon
VZ
$183B
$318M 0.34%
6,336,673
-341,417
-5% -$15.8M
SCHE icon
54
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$312M 0.33%
9,475,403
-187,222
-2% -$6.39M
VO icon
55
Vanguard Mid-Cap ETF
VO
$106B
$312M 0.33%
4,344,812
+98,248
+2% +$7.3M
HD icon
56
Home Depot
HD
$324B
$311M 0.33%
946,200
+22,280
+2% +$8.12M
BND icon
57
Vanguard Total Bond Market
BND
$157B
$299M 0.32%
4,053,484
-17,796
-0.4% -$1.32M
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$95.3B
$298M 0.32%
1,551,101
+141,490
+10% +$28M
VGT icon
59
Vanguard Information Technology ETF
VGT
$140B
$295M 0.31%
3,385,456
+73,768
+2% +$6.79M
IAU icon
60
iShares Gold Trust
IAU
$62.9B
$290M 0.31%
3,290,890
-99,915
-3% -$9.17M
AMGN icon
61
Amgen
AMGN
$201B
$289M 0.31%
820,320
+33,696
+4% +$12M
VXUS icon
62
Vanguard Total International Stock ETF
VXUS
$153B
$283M 0.3%
3,671,074
+243,678
+7% +$19.3M
PYLD icon
63
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$282M 0.3%
10,776,746
+1,509,057
+16% +$40.2M
VEU icon
64
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
$274M 0.29%
3,652,492
-29,083
-0.8% -$2.25M
BX icon
65
Blackstone
BX
$99.6B
$274M 0.29%
2,383,661
+690,810
+41% +$89.9M
TSM icon
66
TSMC
TSM
$2.16T
$272M 0.29%
803,761
+23,150
+3% +$7.97M
MA icon
67
Mastercard
MA
$469B
$267M 0.28%
534,332
-1,675
-0.3% -$882K
PLPC icon
68
Preformed Line Products
PLPC
$1.59B
$262M 0.28%
968,067
+1,882
+0.2% +$481K
AEP icon
69
American Electric Power
AEP
$73.4B
$260M 0.28%
1,982,456
+6,981
+0.4% +$873K
QUAL icon
70
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$259M 0.27%
1,349,671
+48,918
+4% +$9.8M
WFC icon
71
Wells Fargo
WFC
$261B
$257M 0.27%
3,233,708
-175,285
-5% -$15.1M
SCHG icon
72
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$251M 0.27%
8,624,426
+255,009
+3% +$7.93M
VB icon
73
Vanguard Small-Cap ETF
VB
$79.3B
$251M 0.27%
958,835
+7,592
+0.8% +$2.05M
DGRW icon
74
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$249M 0.26%
2,832,094
-36,987
-1% -$3.36M
NFLX icon
75
Netflix
NFLX
$287B
$246M 0.26%
2,555,168
+796,286
+45% +$70.2M
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.