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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
KBWB icon
1676
Invesco KBW Bank ETF
KBWB
$7.08B
$2.14M ﹤0.01%
27,091
-7,608
-22% -$636K
KDP icon
1677
Keurig Dr Pepper
KDP
$40.4B
$2.14M ﹤0.01%
81,277
+24,233
+42% +$679K
CNI icon
1678
Canadian National Railway
CNI
$78.3B
$2.14M ﹤0.01%
20,789
-534
-3% -$55.1K
PCT icon
1679
PureCycle Technologies
PCT
$1.17B
$2.13M ﹤0.01%
410,625
-62,414
-13% -$520K
CDC icon
1680
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$744M
$2.13M ﹤0.01%
29,770
+133
+0.4% +$9.4K
MOG.A icon
1681
Moog Inc Class A
MOG.A
$13B
$2.12M ﹤0.01%
7,235
+797
+12% +$244K
BSMY
1682
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$137M
$2.12M ﹤0.01%
87,278
+44,730
+105% +$1.1M
IP icon
1683
International Paper
IP
$22.3B
$2.11M ﹤0.01%
59,092
-20,402
-26% -$848K
QYLD icon
1684
CALL
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$2.11M ﹤0.01%
12,280,800
+2,025,756
+20% +$35.6M
KOID
1685
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$285M
$2.1M ﹤0.01%
67,394
+34,052
+102% +$1.15M
NAUG
1686
Innovator Growth-100 Power Buffer ETF - August
NAUG
$41.3M
$2.1M ﹤0.01%
72,626
-7
-0% -$206
LNC icon
1687
Lincoln National
LNC
$7.91B
$2.1M ﹤0.01%
59,087
+18,626
+46% +$716K
CRUS icon
1688
Cirrus Logic
CRUS
$6.74B
$2.1M ﹤0.01%
14,500
+1,388
+11% +$187K
GNMA icon
1689
iShares GNMA Bond ETF
GNMA
$422M
$2.08M ﹤0.01%
46,973
-1
-0% -$45
AMX icon
1690
America Movil
AMX
$78.1B
$2.08M ﹤0.01%
81,632
+56,181
+221% +$1.28M
ORI icon
1691
Old Republic International
ORI
$10.3B
$2.08M ﹤0.01%
52,034
+3,878
+8% +$159K
USA icon
1692
Liberty All-Star Equity Fund
USA
$1.75B
$2.07M ﹤0.01%
373,207
-4,209
-1% -$25.2K
MSTB icon
1693
LHA Market State Tactical Beta ETF
MSTB
$191M
$2.07M ﹤0.01%
53,957
-3,901
-7% -$155K
SBS icon
1694
Sabesp
SBS
$19.7B
$2.06M ﹤0.01%
337,940
-34,924
-9% -$192K
QJUN icon
1695
FT Vest Growth-100 Buffer ETF June
QJUN
$646M
$2.06M ﹤0.01%
65,919
+780
+1% +$24.8K
ARKQ icon
1696
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.88B
$2.06M ﹤0.01%
18,312
-889
-5% -$109K
REGL icon
1697
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$2.06M ﹤0.01%
23,826
+487
+2% +$43.3K
CSQ icon
1698
Calamos Strategic Total Return Fund
CSQ
$3.21B
$2.06M ﹤0.01%
120,091
+2,838
+2% +$53.2K
CSHI icon
1699
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.48B
$2.05M ﹤0.01%
41,229
+2,872
+7% +$143K
CECO icon
1700
Ceco Environmental
CECO
$4.42B
$2.05M ﹤0.01%
34,416
+13,839
+67% +$890K
66 67
68
69 70

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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.