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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
EMGF icon
1451
iShares Emerging Markets Equity Factor ETF
EMGF
$1.97B
$3.41M ﹤0.01%
46,600
-1,367
-3% -$95.6K
BBIO icon
1452
BridgeBio Pharma
BBIO
$14.6B
$3.41M ﹤0.01%
45,831
-1,793
-4% -$126K
INDV icon
1453
Indivior Pharmaceuticals
INDV
$4.03B
$3.41M ﹤0.01%
83,088
+72,870
+713% +$2.64M
ODFL icon
1454
Old Dominion Freight Line
ODFL
$38.2B
$3.41M ﹤0.01%
15,726
-2,462
-14% -$532K
FIIG icon
1455
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$639M
$3.41M ﹤0.01%
164,463
-225,376
-58% -$4.68M
SGI
1456
Somnigroup International
SGI
$14.6B
$3.4M ﹤0.01%
43,414
-2,710
-6% -$199K
WPC icon
1457
W.P. Carey
WPC
$15.9B
$3.4M ﹤0.01%
47,524
-5,065
-10% -$371K
CVLC icon
1458
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$969M
$3.39M ﹤0.01%
35,930
+5,083
+16% +$460K
GFS icon
1459
GlobalFoundries
GFS
$25.1B
$3.39M ﹤0.01%
41,155
+697
+2% +$48.7K
ISCF icon
1460
iShares International Small Cap Equity Factor ETF
ISCF
$682M
$3.39M ﹤0.01%
78,282
-4,846
-6% -$214K
AMDL icon
1461
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.09B
$3.39M ﹤0.01%
40,952
+10,952
+37% +$519K
BALT icon
1462
Innovator Defined Wealth Shield ETF
BALT
$2.88B
$3.39M ﹤0.01%
98,814
+51,944
+111% +$1.77M
GMAY icon
1463
FT Vest US Equity Moderate Buffer ETF May
GMAY
$516M
$3.38M ﹤0.01%
+78,640
New +$3.35M
HPQ icon
1464
HP
HPQ
$28.7B
$3.38M ﹤0.01%
154,126
+16,455
+12% +$364K
MLPA icon
1465
Global X MLP ETF
MLPA
$2.41B
$3.38M ﹤0.01%
63,634
+4,013
+7% +$216K
BITO icon
1466
ProShares Bitcoin Strategy ETF
BITO
$1.69B
$3.36M ﹤0.01%
421,623
+332,162
+371% +$3.26M
GH icon
1467
Guardant Health
GH
$22.1B
$3.36M ﹤0.01%
22,390
-1,056
-5% -$115K
VTES icon
1468
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.41B
$3.35M ﹤0.01%
33,111
+28,385
+601% +$2.87M
TMSL icon
1469
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.96B
$3.35M ﹤0.01%
76,362
-54
-0.1% -$2.21K
CECO icon
1470
Ceco Environmental
CECO
$4.54B
$3.34M ﹤0.01%
36,825
+2,409
+7% +$191K
IOO icon
1471
iShares Global 100 ETF
IOO
$9.09B
$3.34M ﹤0.01%
24,427
+1,089
+5% +$148K
CGMM
1472
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.38B
$3.33M ﹤0.01%
101,139
+16,342
+19% +$515K
ZJUL
1473
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$194M
$3.33M ﹤0.01%
111,165
-1,673
-1% -$49.6K
VTWV icon
1474
Vanguard Russell 2000 Value ETF
VTWV
$1.38B
$3.32M ﹤0.01%
16,981
-1,279
-7% -$236K
IYG icon
1475
iShares US Financial Services ETF
IYG
$2.21B
$3.31M ﹤0.01%
36,564
-592
-2% -$51.9K
57 58
59
60 61

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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.