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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
FLRN icon
1351
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
$4.2M ﹤0.01%
136,225
-25,517
-16% -$785K
BUG icon
1352
Global X Cybersecurity ETF
BUG
$1.62B
$4.2M ﹤0.01%
109,950
-12,974
-11% -$400K
WSO icon
1353
Watsco Inc
WSO
$12.8B
$4.2M ﹤0.01%
10,067
-506
-5% -$203K
AEE icon
1354
Ameren
AEE
$29.3B
$4.19M ﹤0.01%
37,047
-5,641
-13% -$623K
PSTL
1355
Postal Realty Trust
PSTL
$711M
$4.18M ﹤0.01%
169,528
-769
-0.5% -$17.2K
IAI icon
1356
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.4B
$4.18M ﹤0.01%
23,813
-19,266
-45% -$3.43M
MIAX
1357
Miami International Holdings
MIAX
$4.29B
$4.17M ﹤0.01%
112,298
+83,547
+291% +$3.74M
IXC icon
1358
iShares Global Energy ETF
IXC
$2.92B
$4.17M ﹤0.01%
84,800
-23,073
-21% -$1.25M
JBHT icon
1359
JB Hunt Transport Services
JBHT
$25.4B
$4.16M ﹤0.01%
14,382
-1,068
-7% -$274K
ETY icon
1360
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$4.16M ﹤0.01%
286,000
-3,406
-1% -$49.7K
GAPR icon
1361
FT Vest US Equity Moderate Buffer ETF April
GAPR
$294M
$4.16M ﹤0.01%
+99,760
New +$4.1M
SWK icon
1362
Stanley Black & Decker
SWK
$14B
$4.15M ﹤0.01%
44,091
+26
+0.1% +$2.04K
SPYD icon
1363
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.53B
$4.15M ﹤0.01%
86,919
-10,998
-11% -$517K
GRBK icon
1364
Green Brick Partners
GRBK
$2.94B
$4.14M ﹤0.01%
51,780
+9,513
+23% +$657K
WIW
1365
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$507M
$4.13M ﹤0.01%
491,394
+1,336
+0.3% +$11.3K
CM icon
1366
Canadian Imperial Bank of Commerce
CM
$105B
$4.11M ﹤0.01%
35,773
-133
-0.4% -$14.6K
EIX icon
1367
Edison International
EIX
$22.4B
$4.1M ﹤0.01%
55,052
+2,089
+4% +$149K
SXT icon
1368
Sensient Technologies
SXT
$5.64B
$4.09M ﹤0.01%
33,211
-741
-2% -$82.4K
ESS icon
1369
Essex Property Trust
ESS
$17.5B
$4.09M ﹤0.01%
14,019
-85
-0.6% -$22.8K
PZT icon
1370
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
$4.08M ﹤0.01%
179,547
-62,297
-26% -$1.4M
DBB icon
1371
Invesco DB Base Metals Fund
DBB
$379M
$4.07M ﹤0.01%
168,988
-62,715
-27% -$1.58M
REXR icon
1372
Rexford Industrial Realty
REXR
$8.26B
$4.05M ﹤0.01%
120,951
-149,204
-55% -$5.22M
BSMS icon
1373
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$323M
$4.05M ﹤0.01%
172,737
+43,037
+33% +$1.01M
GLNG icon
1374
Golar LNG
GLNG
$5.26B
$4.04M ﹤0.01%
81,030
-76,172
-48% -$4.03M
BFEB icon
1375
Innovator US Equity Buffer ETF February
BFEB
$263M
$4.02M ﹤0.01%
76,458
– –
53 54
55
56 57

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Mackenzie Financial
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Lilly Endowment
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Sanders Capital
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BNP Paribas Asset Management
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California State Teachers Retirement System (CalSTRS)
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AI
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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.