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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
BLV icon
1701
Vanguard Long-Term Bond ETF
BLV
$5.75B
$2.05M ﹤0.01%
29,740
+539
+2% +$37.6K
BWIN
1702
Baldwin Insurance Group
BWIN
$2.58B
$2.04M ﹤0.01%
+93,077
New +$2.01M
EYE icon
1703
National Vision
EYE
$1.6B
$2.04M ﹤0.01%
78,747
+12,847
+19% +$349K
PIZ icon
1704
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$718M
$2.04M ﹤0.01%
+41,116
New +$2.13M
GMED icon
1705
Globus Medical
GMED
$10.4B
$2.04M ﹤0.01%
23,626
-17,162
-42% -$1.54M
MGM icon
1706
MGM Resorts International
MGM
$11.7B
$2.03M ﹤0.01%
54,879
-75,096
-58% -$2.67M
GRAL
1707
GRAIL Inc
GRAL
$2.91B
$2.03M ﹤0.01%
39,208
+29,220
+293% +$2.26M
XDSQ icon
1708
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$66.1M
$2.03M ﹤0.01%
51,158
-1,720
-3% -$71.6K
SOLV icon
1709
Solventum
SOLV
$13.5B
$2.02M ﹤0.01%
30,956
-1,563
-5% -$116K
ARW icon
1710
Arrow Electronics
ARW
$10.9B
$2.02M ﹤0.01%
14,084
+616
+5% +$84.4K
ZOCT
1711
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$2.01M ﹤0.01%
75,229
– –
WAL icon
1712
Western Alliance Bancorporation
WAL
$9.07B
$2M ﹤0.01%
28,296
-798
-3% -$66.5K
UUUU icon
1713
Energy Fuels
UUUU
$2.82B
$2M ﹤0.01%
109,706
-65,940
-38% -$1.37M
IONQ icon
1714
IonQ
IONQ
$12.3B
$1.99M ﹤0.01%
69,189
-9,759
-12% -$375K
IAG icon
1715
IAMGOLD
IAG
$8.47B
$1.99M ﹤0.01%
+105,915
New +$2.1M
BATRK icon
1716
Atlanta Braves Holdings Series B
BATRK
$3.23B
$1.99M ﹤0.01%
46,605
-712
-2% -$29.6K
INMU icon
1717
BlackRock Intermediate Muni Income Bond ETF
INMU
$535M
$1.99M ﹤0.01%
83,094
-31,191
-27% -$756K
CMC icon
1718
Commercial Metals
CMC
$7.63B
$1.98M ﹤0.01%
32,280
+10,360
+47% +$748K
IBND icon
1719
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$453M
$1.98M ﹤0.01%
+63,583
New +$2.04M
TDIV icon
1720
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.06B
$1.97M ﹤0.01%
21,070
+222
+1% +$21.7K
SFM icon
1721
Sprouts Farmers Market
SFM
$7.04B
$1.97M ﹤0.01%
25,561
+441
+2% +$32.9K
BRO icon
1722
Brown & Brown
BRO
$22.9B
$1.97M ﹤0.01%
30,193
+144
+0.5% +$10.4K
IRMD icon
1723
iRadimed
IRMD
$1.21B
$1.97M ﹤0.01%
20,441
+78
+0.4% +$7.8K
TXRH icon
1724
Texas Roadhouse
TXRH
$12.7B
$1.97M ﹤0.01%
11,901
+241
+2% +$43.3K
VPLS
1725
Vanguard Core Plus Bond ETF
VPLS
$1.65B
$1.97M ﹤0.01%
25,331
+3,511
+16% +$275K
67 68
69
70 71

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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.