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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
MPWR icon
1301
Monolithic Power Systems
MPWR
$65.5B
$4.12M ﹤0.01%
3,772
-622
-14% -$680K
AAUA
1302
Alpha Architect US Equity 3 ETF
AAUA
$366M
$4.1M ﹤0.01%
+83,800
New +$4.09M
MCHP icon
1303
Microchip Technology
MCHP
$42.8B
$4.1M ﹤0.01%
63,432
-3,662
-5% -$263K
HQY icon
1304
HealthEquity
HQY
$7.91B
$4.08M ﹤0.01%
48,835
-40,213
-45% -$3.3M
CCEP icon
1305
Coca-Cola Europacific Partners
CCEP
$46.5B
$4.06M ﹤0.01%
44,797
+6,545
+17% +$629K
FLKR icon
1306
Franklin FTSE South Korea ETF
FLKR
$1.18B
$4.06M ﹤0.01%
101,789
-167,785
-62% -$6.83M
MMIT icon
1307
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$4.03M ﹤0.01%
167,341
+145,479
+665% +$3.56M
BDEC icon
1308
Innovator US Equity Buffer ETF December
BDEC
$216M
$4.02M ﹤0.01%
83,763
-460
-0.5% -$22.7K
WTRG icon
1309
Essential Utilities
WTRG
$11.2B
$4.02M ﹤0.01%
99,816
-2,435
-2% -$95.8K
IDA icon
1310
Idacorp
IDA
$8.23B
$4.02M ﹤0.01%
28,110
-1,534
-5% -$210K
CERY
1311
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.01B
$4.01M ﹤0.01%
113,925
+49,606
+77% +$1.59M
BUFC icon
1312
AB Conservative Buffer ETF
BUFC
$1.04B
$4.01M ﹤0.01%
98,668
+7,261
+8% +$299K
DGRE icon
1313
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$140M
$4.01M ﹤0.01%
120,963
-4,731
-4% -$161K
IBN icon
1314
ICICI Bank
IBN
$106B
$4M ﹤0.01%
154,528
-35,457
-19% -$1.04M
NBR icon
1315
Nabors Industries
NBR
$1.23B
$4M ﹤0.01%
46,503
-1,331
-3% -$96.6K
QTJL icon
1316
Innovator Growth Accelerated Plus ETF July
QTJL
$19.9M
$4M ﹤0.01%
103,982
– –
AVB icon
1317
AvalonBay Communities
AVB
$27.1B
$3.99M ﹤0.01%
24,445
-2,429
-9% -$424K
ETY icon
1318
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
$3.99M ﹤0.01%
289,406
+4,089
+1% +$60.4K
FPX icon
1319
First Trust US Equity Opportunities ETF
FPX
$1.51B
$3.99M ﹤0.01%
25,124
+220
+0.9% +$36.2K
AVSD icon
1320
Avantis Responsible International Equity ETF
AVSD
$477M
$3.99M ﹤0.01%
54,157
-1,186
-2% -$91.1K
LPLA icon
1321
LPL Financial
LPLA
$26.3B
$3.99M ﹤0.01%
13,248
+528
+4% +$177K
WAT icon
1322
Waters Corp
WAT
$36.8B
$3.98M ﹤0.01%
13,356
+2,778
+26% +$950K
FBT icon
1323
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$3.98M ﹤0.01%
19,798
+89
+0.5% +$18.4K
ACWV icon
1324
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$3.94M ﹤0.01%
32,997
-701
-2% -$84.9K
PGRO icon
1325
Putnam Focused Large Cap Growth ETF
PGRO
$109M
$3.94M ﹤0.01%
97,848
+56,974
+139% +$2.44M
51 52
53
54 55

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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.