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HighTower Advisors Portfolio holdings
AUM
$104B
Turnover
12.73%
1-Year Est. Return
28.3%
Hightower Advisors is a wealth management firm that serves clients through a network of advisor practices, each with its own focus and strategy. It was co-founded by Elliot Weissbluth, a former president of U.S. Fiduciary Services, and three partners, for brokerage advisors who wanted to go independent while keeping the support of a big firm. By 2013 it had moved away from its original partnership model toward an outsourced platform for advisors and had begun buying advisory firms outright. Funds run by Thomas H. Lee Partners hold a controlling stake in Hightower, which serves individuals and institutions, including pension plans.
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
+$9.9B
(+11%)
Cap. Flow
+$111M
Cap. Flow % of AUM
Cap. Flow %
0.11%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257
Avg Time Held
Equity + Options
4.7
years
Top 10 Avg Time Held
Equity + Options
3.8
years
Top 20 Avg Time Held
Equity + Options
4.9
years
Avg Time Held Equity only
4.7
years
Top 10 Avg Time Held Equity only
4.1
years
Top 20 Avg Time Held Equity only
4.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
176
Moelis & Co
MC
$4.32B
| $121M | 0.12% |
1,843,458
+58,119
| +3% | +$3.81M |
2022 Q4
14 quarters
|
|
177
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.7B
| $120M | 0.12% |
2,386,258
-460,866
| -16% | -$23.2M |
2021 Q1
21 quarters
|
|
178
Markel Group
MKL
$23B
| $119M | 0.11% |
61,151
-1,502
| -2% | -$2.8M |
2015 Q2
44 quarters
|
|
179
Sempra
SRE
$55.4B
| $119M | 0.11% |
1,283,524
-21,465
| -2% | -$2M |
2013 Q2
52 quarters
|
|
180
Lowe's Companies
LOW
$111B
| $119M | 0.11% |
539,066
-99,524
| -16% | -$22.6M |
2013 Q2
52 quarters
|
|
181
State Street Financial Select Sector SPDR ETF
XLF
$52.1B
| $117M | 0.11% |
2,173,984
-56,455
| -3% | -$2.93M |
2013 Q2
52 quarters
|
|
182
Vanguard FTSE Pacific ETF
VPL
$8.68B
| $116M | 0.11% |
1,000,669
-2,689
| -0.3% | -$297K |
2021 Q1
21 quarters
|
|
183
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $116M | 0.11% |
3,457,216
+79,759
| +2% | +$2.67M |
2019 Q1
29 quarters
|
|
184
United Parcel Service
UPS
$89.9B
| $115M | 0.11% |
1,073,452
+25,943
| +2% | +$2.7M |
2013 Q2
52 quarters
|
|
185
Illinois Tool Works
ITW
$78.6B
| $113M | 0.11% |
419,452
+264,312
| +170% | +$68.6M |
2013 Q2
52 quarters
|
|
186
Intel
INTC
$505B
| $113M | 0.11% |
806,675
+50,220
| +7% | +$5.08M |
2013 Q2
52 quarters
|
|
187
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
| $112M | 0.11% |
1,798,669
+72,558
| +4% | +$4.58M |
2019 Q1
29 quarters
|
|
188
iShares MSCI Emerging Markets ex China ETF
EMXC
$26.6B
| $112M | 0.11% |
1,092,974
-55,244
| -5% | -$5.21M |
2020 Q2
24 quarters
|
|
189
Service Corp International
SCI
$11.2B
| $111M | 0.11% |
1,467,231
-5,775
| -0.4% | -$452K |
2020 Q4
22 quarters
|
|
190
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.5B
| $111M | 0.11% |
1,648,164
-348,795
| -17% | -$22.4M |
2016 Q3
39 quarters
|
|
191
Blue Owl Capital
OWL
$6.61B
| $111M | 0.11% |
12,721,492
+1,913,489
| +18% | +$18.2M |
2023 Q2
12 quarters
|
|
192
Capital Group Dividend Value ETF
CGDV
$40B
| $111M | 0.11% |
2,251,668
+151,740
| +7% | +$7.15M |
2023 Q3
11 quarters
|
|
193
Arista Networks
ANET
$235B
| $110M | 0.11% |
647,735
+10,393
| +2% | +$1.63M |
2020 Q1
25 quarters
|
|
194
Public Storage
PSA
$57.9B
| $110M | 0.11% |
345,237
-9,734
| -3% | -$2.98M |
2013 Q2
52 quarters
|
|
195
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
| $109M | 0.1% |
1,342,401
-181,850
| -12% | -$13.7M |
2020 Q1
25 quarters
|
|
196
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $107M | 0.1% |
2,154,717
+15,706
| +0.7% | +$768K |
2019 Q4
26 quarters
|
|
197
Johnson Controls International
JCI
$95.3B
| $106M | 0.1% |
722,606
+20,256
| +3% | +$2.86M |
2014 Q3
47 quarters
|
|
198
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.51B
| $105M | 0.1% |
2,112,029
+241,404
| +13% | +$12M |
2016 Q4
38 quarters
|
|
199
Quanta Services
PWR
$91.2B
| $105M | 0.1% |
145,627
+14,866
| +11% | +$10.2M |
2024 Q2
8 quarters
|
|
200
Aflac
AFL
$61B
| $104M | 0.1% |
884,735
+42,749
| +5% | +$4.92M |
2020 Q1
25 quarters
|
|
Similar funds
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.