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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
LMT icon
76
Lockheed Martin
LMT
$131B
$238M 0.25%
393,550
-30,916
-7% -$19M
SPYG icon
77
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51B
$238M 0.25%
2,427,309
+48,739
+2% +$5.08M
NEE icon
78
NextEra Energy
NEE
$187B
$237M 0.25%
2,548,903
+85,082
+3% +$7.56M
IWD icon
79
iShares Russell 1000 Value ETF
IWD
$81.3B
$233M 0.25%
1,089,645
-9,971
-0.9% -$2.18M
IVW icon
80
iShares S&P 500 Growth ETF
IVW
$72.9B
$232M 0.25%
2,050,705
+15,119
+0.7% +$1.82M
TJX icon
81
TJX Companies
TJX
$170B
$229M 0.24%
1,432,450
-601
-0% -$93.6K
KO icon
82
Coca-Cola
KO
$349B
$225M 0.24%
2,963,312
+46,976
+2% +$3.55M
SCHB icon
83
Schwab US Broad Market ETF
SCHB
$42.7B
$225M 0.24%
8,967,340
+335,543
+4% +$8.8M
AVDE icon
84
Avantis International Equity ETF
AVDE
$17.6B
$223M 0.24%
2,626,851
+293,115
+13% +$25.5M
IEMG icon
85
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$223M 0.24%
3,192,744
+193,097
+6% +$13.9M
DFUV icon
86
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$216M 0.23%
4,467,375
-64,268
-1% -$3.15M
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$80.6B
$216M 0.23%
1,455,190
+34,835
+2% +$5.24M
MS icon
88
Morgan Stanley
MS
$338B
$215M 0.23%
1,331,983
-209,471
-14% -$36.3M
DFAC icon
89
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$211M 0.22%
5,433,706
-304,383
-5% -$12.3M
SCHM icon
90
Schwab US Mid-Cap ETF
SCHM
$14.7B
$211M 0.22%
6,809,670
-141,223
-2% -$4.5M
VCIT icon
91
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$211M 0.22%
2,545,297
+105,145
+4% +$8.8M
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$116B
$209M 0.22%
1,574,822
+59,002
+4% +$8.31M
VONG icon
93
Vanguard Russell 1000 Growth ETF
VONG
$42.9B
$205M 0.22%
1,870,728
+45,287
+2% +$5.29M
MO icon
94
Altria Group
MO
$120B
$204M 0.22%
3,097,642
+283,120
+10% +$18.2M
DIS icon
95
Walt Disney
DIS
$161B
$204M 0.22%
2,116,141
-119,833
-5% -$12.7M
GILD icon
96
Gilead Sciences
GILD
$162B
$202M 0.21%
1,450,177
-211,178
-13% -$29.6M
GS icon
97
Goldman Sachs
GS
$317B
$201M 0.21%
237,693
-25,305
-10% -$22.6M
AGG icon
98
iShares Core US Aggregate Bond ETF
AGG
$137B
$200M 0.21%
2,013,080
-253,618
-11% -$25.4M
VGIT icon
99
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.5B
$199M 0.21%
3,348,987
+162,828
+5% +$9.75M
SPG icon
100
Simon Property Group
SPG
$73B
$199M 0.21%
1,066,090
-85,606
-7% -$16.3M
2 3
4
5 6

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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.