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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
DEM icon
1551
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.28B
$2.89M ﹤0.01%
53,647
-206
-0.4% -$11K
GMF icon
1552
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$435M
$2.87M ﹤0.01%
18,257
– –
HYLB icon
1553
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.53B
$2.86M ﹤0.01%
78,422
+1,255
+2% +$45.8K
HAP icon
1554
VanEck Natural Resources ETF
HAP
$330M
$2.86M ﹤0.01%
41,718
+19,805
+90% +$1.43M
CORO
1555
iShares International Country Rotation Active ETF
CORO
$8.47B
$2.86M ﹤0.01%
78,062
+54,570
+232% +$1.93M
CGCB icon
1556
Capital Group Core Bond ETF
CGCB
$6.53B
$2.86M ﹤0.01%
109,131
-2,749
-2% -$72.1K
AVSU icon
1557
Avantis Responsible US Equity ETF
AVSU
$487M
$2.86M ﹤0.01%
32,262
-5,244
-14% -$439K
BUFC icon
1558
AB Conservative Buffer ETF
BUFC
$1.06B
$2.86M ﹤0.01%
67,092
-31,576
-32% -$1.33M
CRTO icon
1559
Criteo S.A.
CRTO
$853M
$2.85M ﹤0.01%
155,917
-4,678
-3% -$83.9K
PHM icon
1560
Pultegroup
PHM
$22.9B
$2.85M ﹤0.01%
20,741
-1,147
-5% -$139K
DHS icon
1561
WisdomTree US High Dividend Fund
DHS
$1.59B
$2.83M ﹤0.01%
24,933
+918
+4% +$102K
PHO icon
1562
Invesco Water Resources ETF
PHO
$1.96B
$2.83M ﹤0.01%
41,026
-10,373
-20% -$700K
SPBO icon
1563
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.16B
$2.83M ﹤0.01%
97,330
+17,521
+22% +$508K
ESE icon
1564
ESCO Technologies
ESE
$7B
$2.82M ﹤0.01%
8,053
-2,192
-21% -$686K
IDEF
1565
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.31B
$2.81M ﹤0.01%
88,345
+54,514
+161% +$1.8M
NBR icon
1566
Nabors Industries
NBR
$1.38B
$2.81M ﹤0.01%
33,402
-13,101
-28% -$1.22M
NMZ icon
1567
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.09B
$2.8M ﹤0.01%
+265,084
New +$2.72M
GSEW icon
1568
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.06B
$2.8M ﹤0.01%
29,603
-2,659
-8% -$242K
SUSB icon
1569
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$2.79M ﹤0.01%
111,833
+17,282
+18% +$432K
PKW icon
1570
Invesco BuyBack Achievers ETF
PKW
$1.77B
$2.79M ﹤0.01%
19,711
-183
-0.9% -$25.2K
RJF icon
1571
Raymond James Financial
RJF
$33.7B
$2.78M ﹤0.01%
18,281
-2,024
-10% -$307K
CCI icon
1572
Crown Castle
CCI
$32.2B
$2.78M ﹤0.01%
36,651
-4,176
-10% -$367K
GRAL
1573
GRAIL Inc
GRAL
$3.49B
$2.77M ﹤0.01%
40,565
+1,357
+3% +$79.9K
CCC
1574
CCC Intelligent Solutions
CCC
$4.05B
$2.76M ﹤0.01%
535,220
-6,890
-1% -$34.1K
XMLV icon
1575
Invesco S&P MidCap Low Volatility ETF
XMLV
$736M
$2.76M ﹤0.01%
41,619
+150
+0.4% +$9.77K
61 62
63
64 65

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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.