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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
SBUX icon
101
Starbucks
SBUX
$118B
$195M 0.21%
2,179,958
+384,015
+21% +$36.3M
SPDW icon
102
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$193M 0.2%
4,227,683
+268,174
+7% +$12.6M
JAAA icon
103
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$193M 0.2%
3,823,315
-317,190
-8% -$16.1M
CMI icon
104
Cummins
CMI
$91.8B
$190M 0.2%
353,256
-48,168
-12% -$27.3M
QGRW icon
105
WisdomTree US Quality Growth Fund
QGRW
$2.61B
$190M 0.2%
3,549,265
+74,864
+2% +$4.27M
IWB icon
106
iShares Russell 1000 ETF
IWB
$47.7B
$187M 0.2%
524,139
+43,792
+9% +$16.3M
SIXL icon
107
ETC 6 Meridian Low Beta Equity ETF
SIXL
$196M
$186M 0.2%
4,952,195
+11,770
+0.2% +$449K
LRCX icon
108
Lam Research
LRCX
$400B
$186M 0.2%
870,883
-147,543
-14% -$33M
MUB icon
109
iShares National Muni Bond ETF
MUB
$45B
$184M 0.2%
1,737,213
-15,217
-0.9% -$1.64M
AVUS icon
110
Avantis US Equity ETF
AVUS
$13.8B
$179M 0.19%
1,612,702
-64,215
-4% -$7.35M
ORCL icon
111
Oracle
ORCL
$346B
$179M 0.19%
1,214,246
-349,762
-22% -$56.9M
DFIV icon
112
Dimensional International Value ETF
DFIV
$20.5B
$178M 0.19%
3,368,869
-92,854
-3% -$4.92M
ETN icon
113
Eaton
ETN
$161B
$176M 0.19%
491,632
-62,088
-11% -$22.1M
SPYV icon
114
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.7B
$174M 0.19%
3,080,319
+539,803
+21% +$31.3M
UNP icon
115
Union Pacific
UNP
$181B
$174M 0.18%
716,065
+95,780
+15% +$23.5M
ABT icon
116
Abbott
ABT
$175B
$172M 0.18%
1,678,382
-153,364
-8% -$17.3M
TXN icon
117
Texas Instruments
TXN
$260B
$168M 0.18%
866,573
+35,268
+4% +$7.14M
MU icon
118
Micron Technology
MU
$1.12T
$168M 0.18%
496,097
-9,286
-2% -$3.64M
VBR icon
119
Vanguard Small-Cap Value ETF
VBR
$36.8B
$167M 0.18%
770,962
-40,973
-5% -$9.16M
JEPI icon
120
JPMorgan Equity Premium Income ETF
JEPI
$45B
$166M 0.18%
2,921,309
+39,686
+1% +$2.31M
UNH icon
121
UnitedHealth
UNH
$385B
$165M 0.18%
609,743
+64,305
+12% +$19.2M
TMUS icon
122
T-Mobile US
TMUS
$183B
$163M 0.17%
774,484
+72,072
+10% +$14.8M
EFA icon
123
iShares MSCI EAFE ETF
EFA
$76.1B
$162M 0.17%
1,668,203
+16,453
+1% +$1.65M
IXUS icon
124
iShares Core MSCI Total International Stock ETF
IXUS
$57.6B
$161M 0.17%
1,856,710
-4,027
-0.2% -$359K
IMCB icon
125
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$161M 0.17%
1,927,513
+81,186
+4% +$6.96M
3 4
5
6 7

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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.