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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
VGSH icon
176
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$111M 0.12%
1,902,776
-7,887
-0.4% -$463K
DFEM icon
177
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$111M 0.12%
3,220,182
-540,004
-14% -$19.2M
CME icon
178
CME Group
CME
$92.2B
$111M 0.12%
374,178
+21,256
+6% +$6.31M
XLF icon
179
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$110M 0.12%
2,230,439
-42,717
-2% -$2.23M
GIS icon
180
General Mills
GIS
$19.2B
$109M 0.12%
2,936,779
+1,535,221
+110% +$66.7M
AZO icon
181
AutoZone
AZO
$48.3B
$109M 0.12%
32,199
-699
-2% -$2.51M
COWZ icon
182
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$108M 0.11%
1,726,111
+41,144
+2% +$2.58M
BIPC icon
183
Brookfield Infrastructure
BIPC
$5.11B
$107M 0.11%
2,716,762
+124,023
+5% +$5.69M
GPIX icon
184
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$104M 0.11%
2,087,531
+86,602
+4% +$4.51M
SCHZ icon
185
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$104M 0.11%
4,491,138
+373,196
+9% +$8.73M
RDVY icon
186
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$104M 0.11%
1,524,251
+71,006
+5% +$5.05M
LAMR icon
187
Lamar Advertising Co
LAMR
$16.2B
$104M 0.11%
820,018
+48,059
+6% +$6.3M
NKE icon
188
Nike
NKE
$61.9B
$104M 0.11%
1,965,550
+217,657
+12% +$13.2M
UPS icon
189
United Parcel Service
UPS
$97.6B
$103M 0.11%
1,047,509
+184,056
+21% +$19.7M
MC icon
190
Moelis & Co
MC
$4.98B
$102M 0.11%
1,785,339
+399,647
+29% +$26M
PLTR icon
191
Palantir
PLTR
$295B
$101M 0.11%
691,345
+33,765
+5% +$5.16M
DUK icon
192
Duke Energy
DUK
$102B
$99.5M 0.11%
760,236
-25,396
-3% -$3.17M
MCO icon
193
Moody's
MCO
$82.4B
$99.2M 0.11%
227,463
-10,541
-4% -$4.99M
COP icon
194
ConocoPhillips
COP
$147B
$99.2M 0.11%
751,655
+66,520
+10% +$7.37M
IQLT icon
195
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$98.9M 0.11%
2,139,011
-86,055
-4% -$4.07M
OWL icon
196
Blue Owl Capital
OWL
$6.39B
$98.7M 0.1%
10,808,003
+6,883,592
+175% +$83.2M
VPL icon
197
Vanguard FTSE Pacific ETF
VPL
$8.05B
$98.1M 0.1%
1,003,358
-59,874
-6% -$5.97M
DFAI
198
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$98M 0.1%
2,514,144
+5,176
+0.2% +$207K
ISRG icon
199
Intuitive Surgical
ISRG
$121B
$97.8M 0.1%
212,199
+11,749
+6% +$5.94M
DIVO icon
200
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$96.6M 0.1%
2,152,911
+16,670
+0.8% +$763K
6 7
8
9 10

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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.