We are live on ! Find out more
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
WFC icon
101
Wells Fargo
WFC
$272B
$218M 0.21%
2,642,793
-590,915
-18% -$47.5M
ASML icon
102
ASML
ASML
$659B
$218M 0.21%
109,385
+434
+0.4% +$691K
IWB icon
103
iShares Russell 1000 ETF
IWB
$49.4B
$215M 0.21%
524,619
+480
+0.1% +$190K
IWM icon
104
iShares Russell 2000 ETF
IWM
$80.5B
$214M 0.21%
712,746
+70,330
+11% +$19.8M
SBUX icon
105
Starbucks
SBUX
$119B
$212M 0.2%
2,071,731
-108,227
-5% -$10.9M
ETN icon
106
Eaton
ETN
$160B
$212M 0.2%
496,575
+4,943
+1% +$1.99M
LMT icon
107
Lockheed Martin
LMT
$121B
$210M 0.2%
412,521
+18,971
+5% +$10.3M
TJX icon
108
TJX Companies
TJX
$145B
$208M 0.2%
1,375,797
-56,653
-4% -$8.96M
KLAC icon
109
KLA
KLAC
$242B
$204M 0.2%
675,427
+70,037
+12% +$13.9M
AVUS icon
110
Avantis US Equity ETF
AVUS
$14.6B
$201M 0.19%
1,572,782
-39,920
-2% -$4.92M
GEV icon
111
GE Vernova
GEV
$251B
$198M 0.19%
168,874
-7,989
-5% -$8.15M
DIS icon
112
Walt Disney
DIS
$182B
$195M 0.19%
2,027,922
-88,219
-4% -$8.99M
SPYV icon
113
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$195M 0.19%
3,210,846
+130,527
+4% +$7.81M
QQQM icon
114
Invesco NASDAQ 100 ETF
QQQM
$105B
$195M 0.19%
643,133
+162,761
+34% +$46.1M
GILD icon
115
Gilead Sciences
GILD
$187B
$194M 0.19%
1,534,627
+84,450
+6% +$11.1M
VGIT icon
116
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$193M 0.19%
3,279,242
-69,745
-2% -$4.12M
UNP icon
117
Union Pacific
UNP
$172B
$193M 0.19%
708,990
-7,075
-1% -$1.86M
GE icon
118
GE Aerospace
GE
$350B
$191M 0.18%
509,793
+36,887
+8% +$11.5M
SIXL icon
119
ETC 6 Meridian Low Beta Equity ETF
SIXL
$205M
$187M 0.18%
4,794,458
-157,737
-3% -$6.05M
JAAA icon
120
Janus Henderson AAA CLO ETF
JAAA
$30.4B
$186M 0.18%
3,685,477
-137,838
-4% -$6.97M
VBR icon
121
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$185M 0.18%
761,123
-9,839
-1% -$2.29M
SPEM icon
122
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$183M 0.18%
3,540,844
+677,158
+24% +$34.6M
DFIV icon
123
Dimensional International Value ETF
DFIV
$22.5B
$183M 0.18%
3,392,299
+23,430
+0.7% +$1.29M
IXUS icon
124
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$182M 0.18%
1,909,445
+52,735
+3% +$4.96M
ORCL icon
125
Oracle
ORCL
$457B
$182M 0.18%
1,243,136
+28,890
+2% +$5.24M
3 4
5
6 7

Similar funds

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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.