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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 | |
|---|---|---|---|---|---|---|
|
QXO
776
QXO Inc
QXO
$13.3B
| $14.5M | 0.01% |
837,902
+272,556
| +48% | +$5.07M |
|
777
Cipher Digital
CIFR
$7.08B
| $14.4M | 0.01% |
588,667
-76,827
| -12% | -$1.62M |
|
778
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.1B
| $14.4M | 0.01% |
517,258
-81,065
| -14% | -$2.31M |
|
779
State Street SPDR S&P Biotech ETF
XBI
$11.2B
| $14.4M | 0.01% |
90,861
+8,780
| +11% | +$1.19M |
|
780
Quest Diagnostics
DGX
$25.8B
| $14.3M | 0.01% |
67,692
+7,678
| +13% | +$1.51M |
|
781
State Street Materials Select Sector SPDR ETF
XLB
$8.52B
| $14.3M | 0.01% |
281,549
-5,569
| -2% | -$286K |
|
782
Paylocity
PCTY
$7.51B
| $14.3M | 0.01% |
136,375
+11,732
| +9% | +$1.25M |
|
783
Sprott Uranium Miners ETF
URNM
$2.19B
| $14.1M | 0.01% |
268,420
+2,556
| +1% | +$158K |
|
784
VanEck Merk Gold Trust
OUNZ
$2.73B
| $14.1M | 0.01% |
364,791
-9,796
| -3% | -$425K |
|
785
Apollo Global Management
APO
$76.8B
| $14.1M | 0.01% |
118,985
+792
| +0.7% | +$99.6K |
|
786
Leidos
LDOS
$16.3B
| $14.1M | 0.01% |
136,582
+14,165
| +12% | +$1.88M |
|
787
EQT Corp
EQT
$33.6B
| $14.1M | 0.01% |
264,452
-32,372
| -11% | -$1.82M |
|
788
Dimensional National Municipal Bond ETF
DFNM
$2.27B
| $14M | 0.01% |
290,185
-299,255
| -51% | -$14.4M |
|
789
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$22.5M
| $14M | 0.01% |
278,830
+7,261
| +3% | +$366K |
|
790
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$662M
| $14M | 0.01% |
550,178
-435,225
| -44% | -$11M |
|
791
Simplify Managed Futures Strategy ETF
CTA
$1.64B
| $14M | 0.01% |
538,438
-145,137
| -21% | -$4.31M |
|
|
IBCB
792
iShares iBonds Dec 2036 Term Corporate ETF
IBCB
$96.1M
| $13.9M | 0.01% |
+553,949
| New | +$13.9M |
|
793
Schwab International Dividend Equity ETF
SCHY
$2.58B
| $13.8M | 0.01% |
436,215
-2,273
| -0.5% | -$73.3K |
|
794
Axsome Therapeutics
AXSM
$11B
| $13.8M | 0.01% |
56,313
-320
| -0.6% | -$69.4K |
|
795
Avantis US Large Cap Value ETF
AVLV
$21.4B
| $13.7M | 0.01% |
150,713
-1,121
| -0.7% | -$98.5K |
|
796
iShares MSCI KLD 400 Social ETF
DSI
$5.46B
| $13.7M | 0.01% |
96,438
+4,102
| +4% | +$562K |
|
797
Lumentum
LITE
$91.2B
| $13.7M | 0.01% |
15,975
-2,013
| -11% | -$1.8M |
|
798
iShares Global Healthcare ETF
IXJ
$4.17B
| $13.7M | 0.01% |
138,873
+3,226
| +2% | +$304K |
|
799
KKR & Co
KKR
$93.7B
| $13.7M | 0.01% |
148,755
+1,524
| +1% | +$148K |
|
|
AKRE
800
Akre Focus ETF
AKRE
$5.08B
| $13.6M | 0.01% |
255,594
-148,931
| -37% | -$8.05M |
|
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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.