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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
MELI icon
876
Mercado Libre
MELI
$95.1B
$11.4M 0.01%
6,733
-117
-2% -$200K
CSL icon
877
Carlisle Companies
CSL
$13.4B
$11.4M 0.01%
31,386
-2,548
-8% -$892K
LUV icon
878
Southwest Airlines
LUV
$18.8B
$11.4M 0.01%
221,388
+35,732
+19% +$1.5M
MAA icon
879
Mid-America Apartment Communities
MAA
$14.7B
$11.3M 0.01%
81,352
-16,758
-17% -$2.19M
TAFL icon
880
AB Tax-Aware Long Municipal ETF
TAFL
$68M
$11.3M 0.01%
446,115
+226,438
+103% +$5.67M
EWU icon
881
iShares MSCI United Kingdom ETF
EWU
$3.76B
$11.3M 0.01%
244,693
-3,162
-1% -$148K
SPLV icon
882
Invesco S&P 500 Low Volatility ETF
SPLV
$7.04B
$11.3M 0.01%
150,704
+4,302
+3% +$317K
CGNG
883
Capital Group New Geography Equity ETF
CGNG
$3.08B
$11.3M 0.01%
300,495
+202,541
+207% +$7.18M
SPGP icon
884
Invesco S&P 500 GARP ETF
SPGP
$2.19B
$11.2M 0.01%
91,986
-2,901
-3% -$341K
SUSA icon
885
iShares ESG Optimized MSCI USA ETF
SUSA
$4.05B
$11.2M 0.01%
72,894
-13,575
-16% -$2M
LB
886
LandBridge Co
LB
$2.5B
$11.2M 0.01%
140,912
-15,997
-10% -$1.1M
DCRE icon
887
DoubleLine Commercial Real Estate Debt ETF
DCRE
$462M
$11.1M 0.01%
+215,167
New +$11.1M
AVY icon
888
Avery Dennison
AVY
$12.9B
$11.1M 0.01%
68,647
+17,003
+33% +$2.77M
POCT icon
889
Innovator US Equity Power Buffer ETF October
POCT
$954M
$11.1M 0.01%
239,528
-6,693
-3% -$305K
KOCT icon
890
Innovator US Small Cap Power Buffer ETF October
KOCT
$131M
$11.1M 0.01%
297,483
+9,929
+3% +$359K
RKLB icon
891
Rocket Lab Corp
RKLB
$40.9B
$11.1M 0.01%
109,226
+4,407
+4% +$439K
BCSS
892
Bain Capital GSS Investment Corp
BCSS
$601M
$11.1M 0.01%
1,081,073
-57,893
-5% -$589K
GDXJ icon
893
VanEck Junior Gold Miners ETF
GDXJ
$9.61B
$11.1M 0.01%
112,945
+11,760
+12% +$1.36M
CLSE icon
894
Convergence Long/Short Equity ETF
CLSE
$918M
$11.1M 0.01%
324,501
+13,411
+4% +$434K
GFEB icon
895
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
$11.1M 0.01%
251,531
+5,638
+2% +$244K
JPLD icon
896
JPMorgan Limited Duration Bond ETF
JPLD
$4.02B
$11M 0.01%
211,649
+1,993
+1% +$104K
NJUN
897
Innovator Growth-100 Power Buffer ETF - June
NJUN
$176M
$11M 0.01%
335,515
+8,457
+3% +$275K
DRTS icon
898
Alpha Tau Medical
DRTS
$1.35B
$11M 0.01%
874,994
– –
CX icon
899
Cemex
CX
$15.7B
$11M 0.01%
915,039
-64,181
-7% -$797K
STEL
900
DELISTED
Stellar Bancorp
STEL
$10.9M 0.01%
277,320
-2,433
-0.9% -$91.6K
34 35
36
37 38

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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.