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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
LYB icon
1301
LyondellBasell Industries
LYB
$20.8B
$4.57M ﹤0.01%
86,837
-3,092
-3% -$213K
DXJ icon
1302
WisdomTree Japan Hedged Equity Fund
DXJ
$7.06B
$4.56M ﹤0.01%
26,305
+1,646
+7% +$277K
SOLS
1303
Solstice Advanced Materials
SOLS
$10.1B
$4.55M ﹤0.01%
51,377
-7,434
-13% -$613K
WRB icon
1304
W.R. Berkley
WRB
$25.8B
$4.54M ﹤0.01%
64,439
+1,344
+2% +$90.1K
DRAM
1305
Roundhill Memory ETF
DRAM
$28.8B
$4.54M ﹤0.01%
+61,416
New +$3.2M
USDU icon
1306
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$273M
$4.53M ﹤0.01%
169,260
-136,055
-45% -$3.56M
IYR icon
1307
iShares US Real Estate ETF
IYR
$4.27B
$4.51M ﹤0.01%
44,102
-3,474
-7% -$352K
ISTB icon
1308
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.1B
$4.5M ﹤0.01%
93,345
-11,852
-11% -$572K
EMEQ
1309
Nomura Focused Emerging Markets Equity ETF
EMEQ
$653M
$4.49M ﹤0.01%
61,655
-7,840
-11% -$484K
SCHO icon
1310
Schwab Short-Term US Treasury ETF
SCHO
$15.2B
$4.49M ﹤0.01%
185,955
-4,084
-2% -$98.7K
FSS icon
1311
Federal Signal
FSS
$7.12B
$4.48M ﹤0.01%
34,882
-308
-0.9% -$35.3K
FLKR icon
1312
Franklin FTSE South Korea ETF
FLKR
$1.76B
$4.48M ﹤0.01%
67,803
-33,986
-33% -$1.94M
DASH icon
1313
DoorDash
DASH
$84.2B
$4.47M ﹤0.01%
24,237
-504
-2% -$83.3K
FREL icon
1314
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$4.47M ﹤0.01%
152,525
-3,329
-2% -$96.6K
PGRO icon
1315
Putnam Focused Large Cap Growth ETF
PGRO
$212M
$4.47M ﹤0.01%
93,723
-4,125
-4% -$190K
BR icon
1316
Broadridge
BR
$19.2B
$4.46M ﹤0.01%
32,569
-2,468
-7% -$373K
AVSD icon
1317
Avantis Responsible International Equity ETF
AVSD
$361M
$4.46M ﹤0.01%
55,790
+1,633
+3% +$129K
BEN icon
1318
Franklin Templeton
BEN
$17.4B
$4.44M ﹤0.01%
133,546
+7,886
+6% +$236K
XOP icon
1319
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.19B
$4.44M ﹤0.01%
28,783
+744
+3% +$124K
SONY icon
1320
Sony
SONY
$137B
$4.43M ﹤0.01%
221,058
-19,464
-8% -$410K
PID icon
1321
Invesco International Dividend Achievers ETF
PID
$891M
$4.43M ﹤0.01%
199,666
+2,840
+1% +$64.7K
EIS icon
1322
iShares MSCI Israel ETF
EIS
$911M
$4.43M ﹤0.01%
36,708
+8,645
+31% +$1.11M
ARKG icon
1323
ARK Genomic Revolution ETF
ARKG
$1.99B
$4.41M ﹤0.01%
104,934
+4,159
+4% +$132K
BAM icon
1324
Brookfield Asset Management
BAM
$76.2B
$4.4M ﹤0.01%
98,101
+4,004
+4% +$189K
QTJL icon
1325
Innovator Growth Accelerated Plus ETF July
QTJL
$27.4M
$4.4M ﹤0.01%
103,982
– –
51 52
53
54 55

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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.