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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
UNH icon
76
UnitedHealth
UNH
$356B
$284M 0.27%
682,746
+73,003
+12% +$27.1M
IVW icon
77
iShares S&P 500 Growth ETF
IVW
$77.2B
$278M 0.27%
2,021,788
-28,917
-1% -$3.82M
IUSG icon
78
iShares Core S&P US Growth ETF
IUSG
$33.5B
$276M 0.26%
1,465,956
+1,000,838
+215% +$181M
VZ icon
79
Verizon
VZ
$208B
$274M 0.26%
6,481,407
+144,734
+2% +$6.79M
PANW icon
80
Palo Alto Networks
PANW
$272B
$274M 0.26%
803,974
-73,086
-8% -$16.7M
AEP icon
81
American Electric Power
AEP
$67.8B
$271M 0.26%
1,983,231
+775
+0% +$102K
SCHB icon
82
Schwab US Broad Market ETF
SCHB
$44.8B
$269M 0.26%
9,295,333
+327,993
+4% +$9.18M
DGRW icon
83
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$260M 0.25%
2,717,667
-114,427
-4% -$10.8M
IWD icon
84
iShares Russell 1000 Value ETF
IWD
$84.1B
$253M 0.24%
1,041,916
-47,729
-4% -$11.1M
MA icon
85
Mastercard
MA
$507B
$253M 0.24%
491,676
-42,656
-8% -$21.3M
AMD icon
86
Advanced Micro Devices
AMD
$780B
$249M 0.24%
428,637
-21,683
-5% -$8.89M
SCHG icon
87
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$249M 0.24%
7,356,889
-1,267,537
-15% -$42M
IAU icon
88
iShares Gold Trust
IAU
$65.8B
$245M 0.24%
3,247,846
-43,044
-1% -$3.65M
DFUV icon
89
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$244M 0.23%
4,432,562
-34,813
-0.8% -$1.83M
VONG icon
90
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$238M 0.23%
1,865,989
-4,739
-0.3% -$588K
AVDE icon
91
Avantis International Equity ETF
AVDE
$19.4B
$238M 0.23%
2,673,605
+46,754
+2% +$4.19M
KO icon
92
Coca-Cola
KO
$379B
$235M 0.23%
2,896,306
-67,006
-2% -$5.29M
DFAC icon
93
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$233M 0.22%
5,249,890
-183,816
-3% -$7.86M
VYM icon
94
Vanguard High Dividend Yield ETF
VYM
$83.3B
$232M 0.22%
1,466,544
+11,354
+0.8% +$1.77M
NEE icon
95
NextEra Energy
NEE
$174B
$230M 0.22%
2,619,884
+70,981
+3% +$6.42M
SPG icon
96
Simon Property Group
SPG
$67.8B
$228M 0.22%
1,021,493
-44,597
-4% -$9.18M
TXN icon
97
Texas Instruments
TXN
$236B
$228M 0.22%
763,670
-102,903
-12% -$28.5M
SCHM icon
98
Schwab US Mid-Cap ETF
SCHM
$15B
$227M 0.22%
6,149,219
-660,451
-10% -$22.7M
GS icon
99
Goldman Sachs
GS
$302B
$222M 0.21%
219,334
-18,359
-8% -$17.9M
SPDW icon
100
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.7B
$221M 0.21%
4,388,987
+161,304
+4% +$8M
2 3
4
5 6

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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.