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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
DOCU
1176
DocuSign
DOCU
$9.63B
$5.14M 0.01%
108,437
+68,084
+169% +$3.48M
HDEF icon
1177
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.3B
$5.14M 0.01%
158,520
+2,849
+2% +$92K
XES icon
1178
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$380M
$5.13M 0.01%
+44,063
New +$4.62M
JAVA icon
1179
JPMorgan Active Value ETF
JAVA
$6.74B
$5.1M 0.01%
71,134
+1,894
+3% +$141K
XOP icon
1180
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$5.1M 0.01%
28,039
+1,219
+5% +$184K
ISTB icon
1181
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$5.1M 0.01%
105,197
-11,139
-10% -$543K
CWB icon
1182
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$5.1M 0.01%
55,688
+574
+1% +$53.6K
BSMT icon
1183
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$278M
$5.09M 0.01%
221,140
+20,967
+10% +$487K
TKO icon
1184
TKO Group
TKO
$13.5B
$5.08M 0.01%
25,167
-608
-2% -$124K
CMG icon
1185
Chipotle Mexican Grill
CMG
$40.8B
$5.08M 0.01%
158,595
+5,116
+3% +$189K
EAGL
1186
Eagle Capital Select Equity ETF
EAGL
$4.32B
$5.07M 0.01%
166,592
+505
+0.3% +$16.1K
MAIN icon
1187
Main Street Capital
MAIN
$4.97B
$5.06M 0.01%
95,585
+1,177
+1% +$69.7K
LTPZ icon
1188
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$694M
$5.05M 0.01%
+99,010
New +$5.17M
IWX icon
1189
iShares Russell Top 200 Value ETF
IWX
$4.03B
$5.04M 0.01%
54,426
+4,189
+8% +$399K
ZM icon
1190
Zoom
ZM
$25.8B
$5.03M 0.01%
62,593
+82
+0.1% +$6.87K
FNDA icon
1191
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$5.03M 0.01%
155,149
-5,448
-3% -$182K
CSGP icon
1192
CoStar Group
CSGP
$11.3B
$5.01M 0.01%
124,184
-4,267
-3% -$222K
MSM icon
1193
MSC Industrial Direct
MSM
$7.02B
$5.01M 0.01%
54,260
+3,842
+8% +$344K
FXH icon
1194
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$5M 0.01%
45,529
+3,606
+9% +$409K
CHKP icon
1195
Check Point Software Technologies
CHKP
$13.3B
$5M 0.01%
34,985
-1,711
-5% -$286K
SONY icon
1196
Sony
SONY
$123B
$4.98M 0.01%
240,522
+11,025
+5% +$247K
FLRN icon
1197
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.11B
$4.98M 0.01%
161,742
-6,612
-4% -$203K
NUKZ icon
1198
Range Nuclear Renaissance Index ETF
NUKZ
$779M
$4.97M 0.01%
75,504
+27,864
+58% +$1.94M
AXON
1199
Axon Enterprise
AXON
$40.5B
$4.95M 0.01%
11,666
-12,689
-52% -$6.59M
ATI icon
1200
ATI
ATI
$27B
$4.95M 0.01%
34,055
+6,333
+23% +$882K
46 47
48
49 50

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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.