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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
RSPS icon
1426
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$249M
$3.26M ﹤0.01%
110,504
-80,131
-42% -$2.49M
CCC
1427
CCC Intelligent Solutions
CCC
$3.42B
$3.25M ﹤0.01%
542,110
-709
-0.1% -$4.64K
JSMD icon
1428
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.05B
$3.25M ﹤0.01%
40,922
+31,030
+314% +$2.6M
WWD icon
1429
Woodward
WWD
$25B
$3.24M ﹤0.01%
9,044
+898
+11% +$323K
EZU icon
1430
iShare MSCI Eurozone ETF
EZU
$9.41B
$3.24M ﹤0.01%
51,652
+1,315
+3% +$86.1K
TPYP icon
1431
Tortoise North American Pipeline ETF
TPYP
$900M
$3.23M ﹤0.01%
76,284
+1,314
+2% +$51.9K
CG icon
1432
Carlyle Group
CG
$16.3B
$3.23M ﹤0.01%
66,765
-19,278
-22% -$1.06M
MUNY
1433
Vanguard New York Tax-Exempt Bond ETF
MUNY
$438M
$3.23M ﹤0.01%
+31,501
New +$3.27M
VIK icon
1434
Viking Holdings
VIK
$44.9B
$3.23M ﹤0.01%
43,904
-2,147
-5% -$157K
REG icon
1435
Regency Centers
REG
$15B
$3.22M ﹤0.01%
42,577
+3,179
+8% +$237K
DFAW icon
1436
Dimensional World Equity ETF
DFAW
$1.55B
$3.21M ﹤0.01%
43,571
+11,038
+34% +$840K
MLPA icon
1437
Global X MLP ETF
MLPA
$2.28B
$3.21M ﹤0.01%
59,621
+5,570
+10% +$292K
XNTK icon
1438
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$3.21M ﹤0.01%
12,555
-106
-0.8% -$28.9K
MTDR icon
1439
Matador Resources
MTDR
$6.31B
$3.2M ﹤0.01%
50,615
+45,614
+912% +$2.28M
LDRC
1440
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$86M
$3.18M ﹤0.01%
125,997
+1,290
+1% +$32.7K
WTM icon
1441
White Mountains Insurance
WTM
$5.47B
$3.18M ﹤0.01%
1,447
– –
TPB icon
1442
Turning Point Brands
TPB
$1.47B
$3.18M ﹤0.01%
36,619
-5,015
-12% -$559K
NWG icon
1443
NatWest
NWG
$71.5B
$3.18M ﹤0.01%
213,286
-457
-0.2% -$7.59K
MSGS icon
1444
Madison Square Garden
MSGS
$9.54B
$3.17M ﹤0.01%
9,863
-301
-3% -$89.7K
SKYY icon
1445
First Trust Cloud Computing ETF
SKYY
$2.74B
$3.17M ﹤0.01%
28,949
-14,586
-34% -$1.7M
BALI icon
1446
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.28B
$3.16M ﹤0.01%
102,631
-2,944
-3% -$93.6K
PSTL
1447
Postal Realty Trust
PSTL
$723M
$3.16M ﹤0.01%
170,297
-188
-0.1% -$3.49K
PXE icon
1448
Invesco Energy Exploration & Production ETF
PXE
$86.5M
$3.15M ﹤0.01%
+80,298
New +$2.62M
IEZ icon
1449
iShares US Oil Equipment & Services ETF
IEZ
$367M
$3.14M ﹤0.01%
+108,412
New +$2.89M
EMEQ
1450
Nomura Focused Emerging Markets Equity ETF
EMEQ
$578M
$3.13M ﹤0.01%
+69,495
New +$3.25M
56 57
58
59 60

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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.