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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
PBT
1851
Permian Basin Royalty Trust
PBT
$1.64B
$1.77M ﹤0.01%
70,760
-828
-1% -$21K
IWLG icon
1852
NYLIM Winslow Large Cap Growth ETF
IWLG
$320M
$1.77M ﹤0.01%
31,299
+22
+0.1% +$1.2K
ATR icon
1853
AptarGroup
ATR
$7.75B
$1.77M ﹤0.01%
14,144
-450
-3% -$54.6K
FALN icon
1854
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
$1.77M ﹤0.01%
64,889
-30,431
-32% -$824K
ETHA
1855
iShares Ethereum Trust ETF
ETHA
$8.65B
$1.76M ﹤0.01%
148,284
-10,635
-7% -$165K
GPZ
1856
VanEck Alternative Asset Manager ETF
GPZ
$243M
$1.76M ﹤0.01%
81,998
-4,803
-6% -$110K
JEF icon
1857
Jefferies Financial Group
JEF
$12.7B
$1.76M ﹤0.01%
35,158
-4,555
-11% -$235K
BGGG
1858
Baillie Gifford Long Term Global Growth ETF
BGGG
$1.75M ﹤0.01%
+49,771
New +$1.72M
SANM icon
1859
Sanmina
SANM
$11B
$1.75M ﹤0.01%
6,925
+2,042
+42% +$447K
INDB icon
1860
Independent Bank
INDB
$3.92B
$1.75M ﹤0.01%
20,930
-697
-3% -$55.3K
DFEB icon
1861
FT Vest US Equity Deep Buffer ETF February
DFEB
$445M
$1.75M ﹤0.01%
34,598
+6,154
+22% +$306K
XONE icon
1862
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$852M
$1.74M ﹤0.01%
35,206
+3,952
+13% +$195K
TJAN
1863
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.1M
$1.74M ﹤0.01%
61,674
-1,805
-3% -$50.3K
NUDM icon
1864
Nuveen ESG International Developed Markets Equity ETF
NUDM
$731M
$1.73M ﹤0.01%
43,341
-175
-0.4% -$6.75K
FFEB icon
1865
FT Vest US Equity Buffer ETF February
FFEB
$1.42B
$1.73M ﹤0.01%
28,346
+6,685
+31% +$400K
IALT
1866
iShares Systematic Alternatives Active ETF
IALT
$5.51B
$1.72M ﹤0.01%
+61,397
New +$1.72M
FDUS icon
1867
Fidus Investment
FDUS
$742M
$1.72M ﹤0.01%
90,103
-2,479
-3% -$46K
SMMU icon
1868
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.19B
$1.71M ﹤0.01%
33,956
+5,882
+21% +$297K
PR
1869
Permian Resources
PR
$19.8B
$1.71M ﹤0.01%
93,140
-39,393
-30% -$791K
IYZ icon
1870
iShares US Telecommunications ETF
IYZ
$1.25B
$1.71M ﹤0.01%
40,419
+823
+2% +$34.9K
OC icon
1871
Owens Corning
OC
$10.2B
$1.71M ﹤0.01%
10,733
+1,701
+19% +$207K
GEL icon
1872
Genesis Energy
GEL
$1.98B
$1.7M ﹤0.01%
120,269
-1,473
-1% -$23.7K
ZOCT
1873
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$1.7M ﹤0.01%
61,561
-13,668
-18% -$374K
CGNX icon
1874
Cognex
CGNX
$10.5B
$1.7M ﹤0.01%
23,455
-1,301
-5% -$78.9K
BBY icon
1875
Best Buy
BBY
$18.7B
$1.69M ﹤0.01%
22,310
-4,618
-17% -$307K
73 74
75
76 77

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AI
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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.