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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
NVMI
1026
Nova
NVMI
$13.9B
$7.26M 0.01%
16,710
-620
-4% -$273K
NLR icon
1027
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$7.25M 0.01%
54,433
+6,068
+13% +$867K
LYB icon
1028
LyondellBasell Industries
LYB
$19.5B
$7.25M 0.01%
89,929
-22,056
-20% -$1.31M
AIG icon
1029
American International
AIG
$41.9B
$7.16M 0.01%
95,130
-16,843
-15% -$1.29M
IBMT
1030
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$125M
$7.13M 0.01%
277,974
+239,774
+628% +$6.26M
CGW icon
1031
Invesco S&P Global Water Index ETF
CGW
$1.05B
$7.13M 0.01%
111,447
+16,537
+17% +$1.08M
DMII
1032
Drugs Made In America Acquisition II Corp
DMII
$643M
$7.12M 0.01%
714,614
-75,000
-9% -$747K
WY icon
1033
Weyerhaeuser
WY
$17.3B
$7.09M 0.01%
290,053
+102,416
+55% +$2.58M
CNQ icon
1034
Canadian Natural Resources
CNQ
$96.9B
$7.07M 0.01%
145,172
-6,634
-4% -$273K
IAI icon
1035
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$7.07M 0.01%
43,079
-17,587
-29% -$3.08M
NVT icon
1036
nVent Electric
NVT
$24.5B
$7.04M 0.01%
59,480
+25,588
+75% +$2.91M
QQQX icon
1037
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.44B
$7.03M 0.01%
263,418
-1,713
-0.6% -$47.5K
PJAN icon
1038
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$7M 0.01%
151,646
+19,910
+15% +$936K
FMDE icon
1039
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.52B
$6.98M 0.01%
194,021
+49,596
+34% +$1.84M
LUV icon
1040
Southwest Airlines
LUV
$22B
$6.97M 0.01%
185,656
-7,065
-4% -$319K
EWY icon
1041
iShares MSCI South Korea ETF
EWY
$21.7B
$6.94M 0.01%
56,423
-4,980
-8% -$623K
SHYM
1042
iShares Short Duration High Yield Muni Active ETF
SHYM
$789M
$6.91M 0.01%
313,698
+42,468
+16% +$947K
DLY
1043
DoubleLine Yield Opportunities Fund
DLY
$671M
$6.91M 0.01%
496,151
+17,766
+4% +$258K
IBMO icon
1044
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$579M
$6.87M 0.01%
268,149
+3,059
+1% +$78.5K
GSK icon
1045
GSK
GSK
$103B
$6.84M 0.01%
124,002
+1,275
+1% +$69.1K
EXPD icon
1046
Expeditors International
EXPD
$22.9B
$6.81M 0.01%
47,554
+2,419
+5% +$368K
HMOP icon
1047
Hartford Municipal Opportunities ETF
HMOP
$777M
$6.8M 0.01%
175,634
-24,081
-12% -$948K
VLTO icon
1048
Veralto
VLTO
$22.6B
$6.8M 0.01%
76,877
+11,052
+17% +$1.05M
TAFI icon
1049
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.38B
$6.78M 0.01%
269,348
+258,953
+2,491% +$6.56M
TOL icon
1050
Toll Brothers
TOL
$14B
$6.77M 0.01%
49,623
+3,027
+6% +$444K
40 41
42
43 44

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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.