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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
PFGC icon
2376
Performance Food Group
PFGC
$17.5B
$771K ﹤0.01%
8,999
-1,272
-12% -$116K
OUT icon
2377
Outfront Media
OUT
$5.64B
$771K ﹤0.01%
29,081
+10,685
+58% +$278K
BOH icon
2378
Bank of Hawaii
BOH
$3.33B
$769K ﹤0.01%
10,355
-769
-7% -$57.2K
EVUS icon
2379
iShares ESG Aware MSCI USA Value ETF
EVUS
$348M
$768K ﹤0.01%
24,131
+894
+4% +$29.5K
SQQQ icon
2380
ProShares UltraPro Short QQQ
SQQQ
$2.21B
$767K ﹤0.01%
9,535
+5,342
+127% +$379K
PSKY
2381
Paramount Skydance Corp
PSKY
$9.19B
$767K ﹤0.01%
84,990
+15,168
+22% +$166K
SUPN icon
2382
Supernus Pharmaceuticals
SUPN
$2.68B
$766K ﹤0.01%
14,810
+5,815
+65% +$296K
BBBS icon
2383
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$180M
$762K ﹤0.01%
+14,900
New +$766K
CC icon
2384
Chemours
CC
$2.59B
$761K ﹤0.01%
34,529
+22,359
+184% +$389K
FGD icon
2385
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.51B
$760K ﹤0.01%
23,811
+1,497
+7% +$48K
EMAT
2386
Evolution Metals & Technologies Corp
EMAT
$3.15B
$759K ﹤0.01%
+100,000
New +$882K
TFX icon
2387
Teleflex
TFX
$5.85B
$757K ﹤0.01%
6,331
+427
+7% +$47.1K
CORO
2388
iShares International Country Rotation Active ETF
CORO
$7.64B
$755K ﹤0.01%
+23,492
New +$774K
TSLL icon
2389
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.44B
$752K ﹤0.01%
61,918
+6,605
+12% +$103K
DWX icon
2390
State Street SPDR S&P International Dividend ETF
DWX
$521M
$750K ﹤0.01%
16,448
+3,075
+23% +$141K
SIRI icon
2391
SiriusXM
SIRI
$10B
$747K ﹤0.01%
32,364
-1,738
-5% -$37.4K
LTC
2392
LTC Properties
LTC
$2.16B
$747K ﹤0.01%
20,099
+4,620
+30% +$174K
CAML icon
2393
Congress Large Cap Growth ETF
CAML
$369M
$747K ﹤0.01%
21,227
+3,883
+22% +$145K
PRK icon
2394
Park National Corp
PRK
$3.41B
$746K ﹤0.01%
4,565
+75
+2% +$12.3K
GCT icon
2395
GigaCloud Technology
GCT
$1.35B
$746K ﹤0.01%
+16,429
New +$668K
UNF icon
2396
Unifirst Corp
UNF
$5.32B
$745K ﹤0.01%
2,960
-262
-8% -$60.4K
PGF icon
2397
Invesco Financial Preferred ETF
PGF
$676M
$744K ﹤0.01%
54,101
+300
+0.6% +$4.27K
VSNT
2398
Versant Media Group
VSNT
$5.01B
$739K ﹤0.01%
+19,951
New +$672K
IOT icon
2399
Samsara
IOT
$19.3B
$739K ﹤0.01%
23,305
-5,871
-20% -$179K
GLP icon
2400
Global Partners
GLP
$1.64B
$736K ﹤0.01%
17,489
+613
+4% +$28.3K
94 95
96
97 98

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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.