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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
PM icon
126
Philip Morris
PM
$304B
$161M 0.17%
971,746
-1,950
-0.2% -$339K
VGK icon
127
Vanguard FTSE Europe ETF
VGK
$29.9B
$160M 0.17%
1,946,613
-91,017
-4% -$7.82M
IWM icon
128
iShares Russell 2000 ETF
IWM
$81.1B
$159M 0.17%
642,416
+52,166
+9% +$13.5M
AMAT icon
129
Applied Materials
AMAT
$431B
$159M 0.17%
465,197
+5,036
+1% +$1.69M
QCOM icon
130
Qualcomm
QCOM
$177B
$158M 0.17%
1,223,893
-78,015
-6% -$11.4M
SCHD icon
131
Schwab US Dividend Equity ETF
SCHD
$102B
$158M 0.17%
5,134,661
-277,147
-5% -$8.41M
AVUV icon
132
Avantis US Small Cap Value ETF
AVUV
$29.8B
$156M 0.17%
1,412,354
+94,340
+7% +$10.4M
LIN icon
133
Linde
LIN
$236B
$155M 0.16%
313,277
+6,489
+2% +$3.06M
GEV icon
134
GE Vernova
GEV
$269B
$154M 0.16%
176,863
+462
+0.3% +$360K
DFIC icon
135
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$153M 0.16%
4,316,541
-808,522
-16% -$29.4M
JCPB icon
136
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$152M 0.16%
3,223,744
+259,220
+9% +$12.3M
AVEM icon
137
Avantis Emerging Markets Equity ETF
AVEM
$25B
$151M 0.16%
1,878,025
-369,005
-16% -$30.6M
LOW icon
138
Lowe's Companies
LOW
$115B
$151M 0.16%
638,590
-53,076
-8% -$13.8M
SYK icon
139
Stryker
SYK
$126B
$147M 0.16%
448,736
+4,192
+0.9% +$1.51M
GLDM icon
140
SPDR Gold MiniShares Trust
GLDM
$27.5B
$147M 0.16%
1,586,932
+251,348
+19% +$24.2M
SO icon
141
Southern Company
SO
$110B
$146M 0.16%
1,515,829
-31,046
-2% -$2.87M
EPD icon
142
Enterprise Products Partners
EPD
$84.5B
$146M 0.16%
3,866,288
+7,659
+0.2% +$271K
AXP icon
143
American Express
AXP
$220B
$146M 0.15%
482,342
+50,157
+12% +$16.8M
MDY icon
144
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$145M 0.15%
235,008
-1,083
-0.5% -$686K
ASML icon
145
ASML
ASML
$680B
$144M 0.15%
108,951
-4,392
-4% -$6.02M
VTIP icon
146
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$142M 0.15%
2,847,124
+120,406
+4% +$5.99M
PANW icon
147
Palo Alto Networks
PANW
$265B
$141M 0.15%
877,060
+192,588
+28% +$32.4M
IVE icon
148
iShares S&P 500 Value ETF
IVE
$48.9B
$140M 0.15%
663,680
+4,115
+0.6% +$891K
BA icon
149
Boeing
BA
$165B
$135M 0.14%
677,497
+44,086
+7% +$10M
SPEM icon
150
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$134M 0.14%
2,863,686
+237,480
+9% +$11.6M
4 5
6
7 8

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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.