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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
DFAI
151
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$142M 0.14%
3,441,572
+927,428
+37% +$38.2M
SO icon
152
Southern Company
SO
$101B
$141M 0.14%
1,476,938
-38,891
-3% -$3.66M
GLDM icon
153
SPDR Gold MiniShares Trust
GLDM
$32.2B
$141M 0.14%
1,770,810
+183,878
+12% +$16.4M
EPD icon
154
Enterprise Products Partners
EPD
$84.1B
$140M 0.13%
3,822,053
-44,235
-1% -$1.67M
DE icon
155
Deere & Co
DE
$187B
$139M 0.13%
219,618
-5,375
-2% -$3.11M
CMI icon
156
Cummins
CMI
$77.2B
$138M 0.13%
194,076
-159,180
-45% -$105M
VTEB icon
157
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$137M 0.13%
2,708,884
+86,623
+3% +$4.35M
SDVY icon
158
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$137M 0.13%
3,164,660
+190,700
+6% +$7.96M
VFLO icon
159
VictoryShares Free Cash Flow ETF
VFLO
$11.2B
$136M 0.13%
2,983,417
-38,708
-1% -$1.68M
IWV icon
160
iShares Russell 3000 ETF
IWV
$20.5B
$136M 0.13%
319,386
+1,170
+0.4% +$482K
ACN icon
161
Accenture
ACN
$114B
$135M 0.13%
1,082,692
+467,040
+76% +$81.1M
SIXS icon
162
ETC 6 Meridian Small Cap Equity ETF
SIXS
$145M
$133M 0.13%
2,286,500
+18,792
+0.8% +$1.03M
DFEM icon
163
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.78B
$130M 0.12%
3,192,252
-27,930
-0.9% -$1.1M
WTV icon
164
WisdomTree US Value Fund
WTV
$3.35B
$129M 0.12%
1,267,908
+25,098
+2% +$2.51M
QCOM icon
165
Qualcomm
QCOM
$180B
$128M 0.12%
691,801
-532,092
-43% -$99.5M
VGSH icon
166
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
$126M 0.12%
2,159,237
+256,461
+13% +$14.9M
DFAT icon
167
Dimensional US Targeted Value ETF
DFAT
$14.7B
$125M 0.12%
1,785,984
-14,539
-0.8% -$972K
USFR icon
168
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$125M 0.12%
2,474,634
+134,343
+6% +$6.77M
VICI icon
169
VICI Properties
VICI
$28B
$124M 0.12%
4,672,284
+318,077
+7% +$8.91M
SHW icon
170
Sherwin-Williams
SHW
$81B
$124M 0.12%
359,452
-20,724
-5% -$6.62M
JEPI icon
171
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$124M 0.12%
2,191,296
-730,013
-25% -$41.2M
GPIX icon
172
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.65B
$122M 0.12%
2,197,203
+109,672
+5% +$5.94M
WMB icon
173
Williams Companies
WMB
$90.7B
$122M 0.12%
1,639,071
-31,710
-2% -$2.33M
GFLW
174
VictoryShares Free Cash Flow Growth ETF
GFLW
$1.07B
$122M 0.12%
3,549,042
+50,109
+1% +$1.54M
LAMR icon
175
Lamar Advertising Co
LAMR
$15.3B
$121M 0.12%
774,828
-45,190
-6% -$6.53M
5 6
7
8 9

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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.