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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
MCD icon
51
McDonald's
MCD
$181B
$398M 0.38%
1,471,725
+97,060
+7% +$27.8M
BAC icon
52
Bank of America
BAC
$438B
$395M 0.38%
6,935,356
+361,243
+5% +$19.2M
TSM icon
53
TSMC
TSM
$2.22T
$386M 0.37%
808,348
+4,587
+0.6% +$1.86M
VXUS icon
54
Vanguard Total International Stock ETF
VXUS
$167B
$383M 0.37%
4,485,289
+814,215
+22% +$68.2M
LRCX icon
55
Lam Research
LRCX
$385B
$357M 0.34%
824,884
-45,999
-5% -$14M
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$352M 0.34%
4,367,572
+22,760
+0.5% +$1.76M
UMI icon
57
USCF Midstream Energy Income Fund
UMI
$524M
$351M 0.34%
5,965,914
-402,081
-6% -$23.6M
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$350M 0.34%
1,646,215
+95,114
+6% +$19.5M
SCHE icon
59
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$344M 0.33%
9,474,823
-580
-0% -$20.7K
HD icon
60
Home Depot
HD
$320B
$336M 0.32%
952,398
+6,198
+0.7% +$2.02M
WMT icon
61
Walmart Inc
WMT
$850B
$327M 0.31%
2,884,602
-62,421
-2% -$7.75M
AMAT icon
62
Applied Materials
AMAT
$361B
$323M 0.31%
446,525
-18,672
-4% -$8.62M
RTX icon
63
RTX Corp
RTX
$271B
$316M 0.3%
1,666,680
-110,754
-6% -$20.3M
PYLD icon
64
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
$305M 0.29%
11,494,387
+717,641
+7% +$18.9M
VEU icon
65
Vanguard FTSE All-World ex-US ETF
VEU
$71.3B
$303M 0.29%
3,617,288
-35,204
-1% -$2.88M
BND icon
66
Vanguard Total Bond Market
BND
$163B
$302M 0.29%
4,112,113
+58,629
+1% +$4.3M
BX icon
67
Blackstone
BX
$102B
$299M 0.29%
2,542,438
+158,777
+7% +$19.1M
IEMG icon
68
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$298M 0.29%
3,591,983
+399,239
+13% +$31.8M
XLK icon
69
State Street Technology Select Sector SPDR ETF
XLK
$122B
$297M 0.29%
1,560,039
-14,783
-0.9% -$2.53M
QUAL icon
70
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$296M 0.28%
1,348,338
-1,333
-0.1% -$280K
AMGN icon
71
Amgen
AMGN
$236B
$296M 0.28%
816,257
-4,063
-0.5% -$1.39M
SPYG icon
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$293M 0.28%
2,463,414
+36,105
+1% +$4.13M
VB icon
73
Vanguard Morningstar Small-Cap ETF
VB
$81B
$291M 0.28%
959,311
+476
+0% +$136K
MS icon
74
Morgan Stanley
MS
$342B
$289M 0.28%
1,409,310
+77,327
+6% +$15.3M
VCIT icon
75
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.6B
$288M 0.28%
3,481,108
+935,811
+37% +$77.3M
1 2
3
4 5

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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.