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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
MET icon
826
MetLife
MET
$60.7B
$12.8M 0.01%
151,398
-10,235
-6% -$825K
DBA icon
827
Invesco DB Agriculture Fund
DBA
$1.25B
$12.8M 0.01%
479,815
+20,626
+4% +$563K
LDUR icon
828
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.34B
$12.8M 0.01%
133,806
-2,469
-2% -$236K
NEA icon
829
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.31B
$12.8M 0.01%
1,089,530
+22,573
+2% +$259K
LRGF icon
830
iShares US Equity Factor ETF
LRGF
$3.7B
$12.8M 0.01%
168,632
+3,580
+2% +$262K
QLD icon
831
ProShares Ultra QQQ
QLD
$14.1B
$12.7M 0.01%
131,310
– –
RBRK icon
832
Rubrik
RBRK
$18.8B
$12.7M 0.01%
157,913
-71,987
-31% -$4.53M
HUBB icon
833
Hubbell
HUBB
$24.1B
$12.6M 0.01%
24,036
-827
-3% -$418K
FNV icon
834
Franco-Nevada
FNV
$51.4B
$12.6M 0.01%
60,261
-2,763
-4% -$644K
PEG icon
835
Public Service Enterprise Group
PEG
$36B
$12.5M 0.01%
154,476
-12,782
-8% -$1.02M
BUFB icon
836
Innovator Laddered Allocation Buffer ETF
BUFB
$336M
$12.5M 0.01%
318,684
+27,735
+10% +$1.07M
LHX icon
837
L3Harris
LHX
$47.1B
$12.5M 0.01%
43,009
-6,909
-14% -$2.2M
ELV icon
838
Elevance Health
ELV
$86.4B
$12.5M 0.01%
32,278
-2,325
-7% -$862K
EVSD
839
Eaton Vance Short Duration Income ETF
EVSD
$1.49B
$12.5M 0.01%
244,937
+58,567
+31% +$2.99M
FIX icon
840
Comfort Systems
FIX
$57.4B
$12.5M 0.01%
6,284
-1,271
-17% -$2.31M
VPU
841
Vanguard Utilities ETF
VPU
$8.29B
$12.4M 0.01%
63,292
+7,646
+14% +$1.5M
IWL icon
842
iShares Russell Top 200 ETF
IWL
$2.19B
$12.4M 0.01%
66,972
-1,430
-2% -$257K
INTF icon
843
iShares International Equity Factor ETF
INTF
$3.76B
$12.3M 0.01%
301,313
-327
-0.1% -$13.4K
RDDT icon
844
Reddit
RDDT
$28.2B
$12.3M 0.01%
71,018
-1,433
-2% -$229K
OBDC icon
845
Blue Owl Capital
OBDC
$5.49B
$12.3M 0.01%
1,132,180
-86,176
-7% -$964K
AVLC icon
846
Avantis US Large Cap Equity ETF
AVLC
$1.46B
$12.2M 0.01%
135,800
+557
+0.4% +$48.1K
LDRH
847
iShares iBonds 1-5 Year High Yield and Income Ladder ETF
LDRH
$22.9M
$12.2M 0.01%
+495,136
New +$12.2M
SYLD icon
848
Cambria Shareholder Yield ETF
SYLD
$1.01B
$12.2M 0.01%
153,784
+4,430
+3% +$347K
MSI icon
849
Motorola Solutions
MSI
$76.9B
$12.1M 0.01%
29,219
-1,291
-4% -$540K
RPM icon
850
RPM International
RPM
$12.8B
$12.1M 0.01%
109,102
-4,379
-4% -$457K
32 33
34
35 36

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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.