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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
CGDG icon
1901
Capital Group Dividend Growers ETF
CGDG
$5.68B
$1.63M ﹤0.01%
43,532
+3,934
+10% +$146K
WINN icon
1902
Harbor Long-Term Growers ETF
WINN
$1.19B
$1.63M ﹤0.01%
50,214
+4,650
+10% +$147K
IDU icon
1903
iShares US Utilities ETF
IDU
$1.32B
$1.63M ﹤0.01%
14,216
+235
+2% +$26.9K
DLO icon
1904
dLocal
DLO
$4.35B
$1.63M ﹤0.01%
+125,203
New +$1.59M
GMED icon
1905
Globus Medical
GMED
$10.1B
$1.63M ﹤0.01%
20,586
-3,040
-13% -$258K
R icon
1906
Ryder
R
$9.4B
$1.63M ﹤0.01%
6,164
-3,334
-35% -$815K
HST icon
1907
Host Hotels & Resorts
HST
$15B
$1.62M ﹤0.01%
68,516
+36,149
+112% +$807K
CALI
1908
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$495M
$1.62M ﹤0.01%
32,127
+169
+0.5% +$8.52K
SFM icon
1909
Sprouts Farmers Market
SFM
$7.07B
$1.62M ﹤0.01%
19,103
-6,458
-25% -$522K
PZA icon
1910
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.18B
$1.61M ﹤0.01%
68,564
+8,732
+15% +$203K
APG icon
1911
APi Group
APG
$17B
$1.61M ﹤0.01%
38,003
+792
+2% +$34.6K
WST icon
1912
West Pharmaceutical
WST
$23.8B
$1.61M ﹤0.01%
4,481
-739
-14% -$226K
NPO icon
1913
Enpro
NPO
$6.34B
$1.6M ﹤0.01%
4,254
-231
-5% -$71.8K
IP icon
1914
International Paper
IP
$19.2B
$1.6M ﹤0.01%
42,077
-17,015
-29% -$583K
LNC icon
1915
Lincoln National
LNC
$8.37B
$1.6M ﹤0.01%
45,305
-13,782
-23% -$496K
AVAV icon
1916
AeroVironment
AVAV
$7.24B
$1.6M ﹤0.01%
9,701
-445
-4% -$79.6K
CELH icon
1917
Celsius Holdings
CELH
$7.35B
$1.6M ﹤0.01%
54,532
+30,241
+124% +$953K
HUT
1918
Hut 8
HUT
$11.9B
$1.59M ﹤0.01%
13,793
+8,930
+184% +$866K
BSMZ
1919
Invesco BulletShares 2035 Municipal Bond ETF
BSMZ
$53.8M
$1.59M ﹤0.01%
61,839
+21,625
+54% +$550K
EDV icon
1920
Vanguard World Funds Extended Duration ETF
EDV
$3.74B
$1.58M ﹤0.01%
24,288
+20,166
+489% +$1.29M
TEAM icon
1921
Atlassian
TEAM
$45.4B
$1.58M ﹤0.01%
20,305
-1,908
-9% -$156K
CQQQ icon
1922
Invesco China Technology ETF
CQQQ
$2.93B
$1.58M ﹤0.01%
27,685
+8,500
+44% +$439K
CGBD icon
1923
Carlyle Secured Lending
CGBD
$786M
$1.58M ﹤0.01%
149,880
-46,826
-24% -$522K
ILCB icon
1924
iShares Morningstar US Equity ETF
ILCB
$1.3B
$1.58M ﹤0.01%
15,221
– –
BSTZ icon
1925
BlackRock Science and Technology Term Trust
BSTZ
$2.17B
$1.58M ﹤0.01%
52,501
-12,905
-20% -$356K
75 76
77
78 79

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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.