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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
IBTM icon
1076
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$548M
$6.42M 0.01%
279,945
+11,741
+4% +$271K
EWQ icon
1077
iShares MSCI France ETF
EWQ
$324M
$6.38M 0.01%
147,150
-52,769
-26% -$2.39M
JIVE icon
1078
JPMorgan International Value ETF
JIVE
$3.3B
$6.36M 0.01%
74,257
+62,336
+523% +$5.38M
SBAC icon
1079
SBA Communications
SBAC
$18.4B
$6.36M 0.01%
36,943
-1,485
-4% -$278K
GSG icon
1080
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$6.35M 0.01%
197,031
+158,327
+409% +$4.23M
VOLT
1081
Tema Electrification ETF
VOLT
$738M
$6.35M 0.01%
185,521
+59,402
+47% +$1.98M
NJUL icon
1082
Innovator Growth-100 Power Buffer ETF July
NJUL
$244M
$6.34M 0.01%
88,777
-7,892
-8% -$573K
BSMV icon
1083
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$186M
$6.32M 0.01%
302,689
+82,178
+37% +$1.74M
EUDG icon
1084
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$67.6M
$6.31M 0.01%
173,269
+21,958
+15% +$842K
EWA icon
1085
iShares MSCI Australia ETF
EWA
$1.34B
$6.29M 0.01%
226,627
-26,833
-11% -$754K
AJUL
1086
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$61.4M
$6.25M 0.01%
215,408
-514
-0.2% -$15K
EEMV icon
1087
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$6.24M 0.01%
96,462
+34,991
+57% +$2.32M
UTES icon
1088
Virtus Reaves Utilities ETF
UTES
$1.4B
$6.24M 0.01%
78,057
+30,310
+63% +$2.43M
FVAV
1089
Fortress Value Acquisition Corp V
FVAV
$369M
$6.22M 0.01%
+620,020
New +$6.22M
IXC icon
1090
iShares Global Energy ETF
IXC
$2.71B
$6.21M 0.01%
107,873
+72,559
+205% +$3.61M
CGXU icon
1091
Capital Group International Focus Equity ETF
CGXU
$6.12B
$6.2M 0.01%
210,367
+116,169
+123% +$3.58M
FDVV icon
1092
Fidelity High Dividend ETF
FDVV
$10.1B
$6.2M 0.01%
112,288
-2,439
-2% -$140K
FMHI icon
1093
First Trust Municipal High Income ETF
FMHI
$980M
$6.19M 0.01%
130,226
+1,109
+0.9% +$53.4K
DRTS icon
1094
Alpha Tau Medical
DRTS
$1.13B
$6.19M 0.01%
874,994
+188,440
+27% +$1.33M
PPL
1095
PPL Corp
PPL
$27.3B
$6.18M 0.01%
161,783
-58,954
-27% -$2.17M
COKE icon
1096
Coca-Cola Consolidated
COKE
$12.3B
$6.18M 0.01%
32,208
+13,817
+75% +$2.42M
LSCC icon
1097
Lattice Semiconductor
LSCC
$17.6B
$6.18M 0.01%
66,572
+11,181
+20% +$1M
UGI icon
1098
UGI
UGI
$8B
$6.14M 0.01%
168,577
-15,746
-9% -$592K
GRMN
1099
Garmin
GRMN
$46.9B
$6.09M 0.01%
26,245
-6,176
-19% -$1.38M
EWG icon
1100
iShares MSCI Germany ETF
EWG
$1.5B
$6.08M 0.01%
153,384
-40,895
-21% -$1.73M
42 43
44
45 46

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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.