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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
MUB icon
126
iShares National Muni Bond ETF
MUB
$45.2B
$182M 0.17%
1,689,093
-48,120
-3% -$5.15M
AVUV icon
127
Avantis US Small Cap Value ETF
AVUV
$31.8B
$179M 0.17%
1,433,034
+20,680
+1% +$2.47M
PM icon
128
Philip Morris
PM
$284B
$177M 0.17%
980,986
+9,240
+1% +$1.6M
AVEM icon
129
Avantis Emerging Markets Equity ETF
AVEM
$28.9B
$176M 0.17%
1,824,994
-53,031
-3% -$4.89M
EFA icon
130
iShares MSCI EAFE ETF
EFA
$80.1B
$175M 0.17%
1,680,238
+12,035
+0.7% +$1.24M
AGG icon
131
iShares Core US Aggregate Bond ETF
AGG
$138B
$174M 0.17%
1,754,022
-259,058
-13% -$25.6M
VGK icon
132
Vanguard FTSE Europe ETF
VGK
$31.1B
$171M 0.16%
1,927,285
-19,328
-1% -$1.69M
SCHD icon
133
Schwab US Dividend Equity ETF
SCHD
$112B
$166M 0.16%
5,226,355
+91,694
+2% +$2.91M
MDY icon
134
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$165M 0.16%
234,897
-111
-0% -$74.3K
BA icon
135
Boeing
BA
$168B
$162M 0.16%
747,035
+69,538
+10% +$15.5M
DFIC icon
136
Dimensional International Core Equity 2 ETF
DFIC
$15.6B
$161M 0.15%
4,329,141
+12,600
+0.3% +$473K
JCPB icon
137
JPMorgan Core Plus Bond ETF
JCPB
$14.6B
$160M 0.15%
3,398,048
+174,304
+5% +$8.17M
ITOT icon
138
iShares Core S&P Total US Stock Market ETF
ITOT
$97B
$158M 0.15%
962,318
+43,772
+5% +$6.95M
IMCB icon
139
iShares Morningstar Mid-Cap ETF
IMCB
$1.7B
$157M 0.15%
1,622,630
-304,883
-16% -$27.8M
LIN icon
140
Linde
LIN
$220B
$155M 0.15%
298,058
-15,219
-5% -$7.71M
AXP icon
141
American Express
AXP
$220B
$155M 0.15%
456,856
-25,486
-5% -$8.16M
SYK icon
142
Stryker
SYK
$116B
$153M 0.15%
486,005
+37,269
+8% +$11.7M
IVE icon
143
iShares S&P 500 Value ETF
IVE
$50.1B
$152M 0.15%
670,326
+6,646
+1% +$1.48M
NFLX icon
144
Netflix
NFLX
$326B
$149M 0.14%
2,081,767
-473,401
-19% -$41.7M
CRWD icon
145
CrowdStrike
CRWD
$218B
$145M 0.14%
759,148
-44,592
-6% -$6.34M
GIS icon
146
General Mills
GIS
$20.5B
$144M 0.14%
4,140,772
+1,203,993
+41% +$41.6M
ABT icon
147
Abbott
ABT
$187B
$144M 0.14%
1,585,681
-92,701
-6% -$8.46M
MGV icon
148
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.8B
$143M 0.14%
877,045
+41,857
+5% +$6.49M
TMUS icon
149
T-Mobile US
TMUS
$195B
$143M 0.14%
850,176
+75,692
+10% +$14.3M
BIPC icon
150
Brookfield Infrastructure
BIPC
$4.6B
$142M 0.14%
3,691,022
+974,260
+36% +$39.3M
4 5
6
7 8

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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.