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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
MC icon
176
Moelis & Co
MC
$4.98B
$121M 0.12%
1,843,458
+58,119
+3% +$3.81M
VTIP icon
177
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$120M 0.12%
2,386,258
-460,866
-16% -$23.2M
MKL icon
178
Markel Group
MKL
$22.1B
$119M 0.11%
61,151
-1,502
-2% -$2.8M
SRE icon
179
Sempra
SRE
$55.7B
$119M 0.11%
1,283,524
-21,465
-2% -$2M
LOW icon
180
Lowe's Companies
LOW
$112B
$119M 0.11%
539,066
-99,524
-16% -$22.6M
XLF icon
181
State Street Financial Select Sector SPDR ETF
XLF
$54.1B
$117M 0.11%
2,173,984
-56,455
-3% -$2.93M
VPL icon
182
Vanguard FTSE Pacific ETF
VPL
$8.81B
$116M 0.11%
1,000,669
-2,689
-0.3% -$297K
SPIB icon
183
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$116M 0.11%
3,457,216
+79,759
+2% +$2.67M
UPS icon
184
United Parcel Service
UPS
$84.9B
$115M 0.11%
1,073,452
+25,943
+2% +$2.7M
ITW icon
185
Illinois Tool Works
ITW
$75.6B
$113M 0.11%
419,452
+264,312
+170% +$68.6M
INTC icon
186
Intel
INTC
$559B
$113M 0.11%
806,675
+50,220
+7% +$5.08M
COWZ icon
187
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$112M 0.11%
1,798,669
+72,558
+4% +$4.58M
EMXC icon
188
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.9B
$112M 0.11%
1,092,974
-55,244
-5% -$5.21M
SCI icon
189
Service Corp International
SCI
$10.9B
$111M 0.11%
1,467,231
-5,775
-0.4% -$452K
SPMD icon
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
OWL icon
191
Blue Owl Capital
OWL
$7.48B
$111M 0.11%
12,721,492
+1,913,489
+18% +$18.2M
CGDV icon
192
Capital Group Dividend Value ETF
CGDV
$38.6B
$111M 0.11%
2,251,668
+151,740
+7% +$7.15M
ANET icon
193
Arista Networks
ANET
$246B
$110M 0.11%
647,735
+10,393
+2% +$1.63M
PSA icon
194
Public Storage
PSA
$54.6B
$110M 0.11%
345,237
-9,734
-3% -$2.98M
RDVY icon
195
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
$109M 0.1%
1,342,401
-181,850
-12% -$13.7M
IQLT icon
196
iShares MSCI Intl Quality Factor ETF
IQLT
$14B
$107M 0.1%
2,154,717
+15,706
+0.7% +$768K
JCI icon
197
Johnson Controls International
JCI
$87.8B
$106M 0.1%
722,606
+20,256
+3% +$2.86M
LMBS icon
198
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.46B
$105M 0.1%
2,112,029
+241,404
+13% +$12M
PWR icon
199
Quanta Services
PWR
$95.6B
$105M 0.1%
145,627
+14,866
+11% +$10.2M
AFL icon
200
Aflac
AFL
$57.7B
$104M 0.1%
884,735
+42,749
+5% +$4.92M
6 7
8
9 10

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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.