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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
PEB.PRF icon
2426
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
$715K ﹤0.01%
37,061
+1,198
+3% +$23.8K
MTG icon
2427
MGIC Investment
MTG
$6.27B
$715K ﹤0.01%
27,247
-7,375
-21% -$197K
CLSK icon
2428
CleanSpark
CLSK
$3.73B
$713K ﹤0.01%
83,772
+39,701
+90% +$425K
BITW
2429
Bitwise 10 Crypto Index ETF
BITW
$616M
$710K ﹤0.01%
15,915
+3,991
+33% +$202K
CHE icon
2430
Chemed
CHE
$6.78B
$709K ﹤0.01%
1,879
-512
-21% -$219K
IBP icon
2431
Installed Building Products
IBP
$6.13B
$708K ﹤0.01%
2,670
+1,053
+65% +$315K
FAF icon
2432
First American
FAF
$7.67B
$708K ﹤0.01%
11,744
+1,968
+20% +$126K
BUFZ icon
2433
FT Vest Laddered Moderate Buffer ETF
BUFZ
$998M
$707K ﹤0.01%
26,924
– –
GSEP icon
2434
FT Vest US Equity Moderate Buffer ETF September
GSEP
$351M
$707K ﹤0.01%
18,550
-350
-2% -$13.6K
DAUG icon
2435
FT Vest US Equity Deep Buffer ETF August
DAUG
$368M
$707K ﹤0.01%
16,231
-1,250
-7% -$55.5K
RWL icon
2436
Invesco S&P 500 Revenue ETF
RWL
$9.51B
$706K ﹤0.01%
6,145
-504
-8% -$59.5K
FCPT icon
2437
Four Corners Property Trust
FCPT
$2.86B
$705K ﹤0.01%
29,821
+10,186
+52% +$252K
TVAL icon
2438
T. Rowe Price Value ETF
TVAL
$976M
$704K ﹤0.01%
19,466
+7,050
+57% +$260K
SMG icon
2439
ScottsMiracle-Gro
SMG
$4.03B
$704K ﹤0.01%
11,574
+1,130
+11% +$73.1K
BSCU icon
2440
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.63B
$703K ﹤0.01%
42,053
+294
+0.7% +$4.96K
RDNT icon
2441
RadNet
RDNT
$4.84B
$701K ﹤0.01%
12,551
+1,065
+9% +$72.7K
FR icon
2442
First Industrial Realty Trust
FR
$8.88B
$701K ﹤0.01%
12,115
+2,378
+24% +$141K
THO icon
2443
Thor Industries
THO
$3.99B
$700K ﹤0.01%
8,767
-1,067
-11% -$109K
BTT icon
2444
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$699K ﹤0.01%
+30,781
New +$701K
USIG icon
2445
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$698K ﹤0.01%
13,631
+3,253
+31% +$168K
FBNC icon
2446
First Bancorp
FBNC
$2.6B
$698K ﹤0.01%
12,379
+470
+4% +$26.8K
BME icon
2447
BlackRock Health Sciences Trust
BME
$554M
$696K ﹤0.01%
18,083
-476
-3% -$19.6K
SKM icon
2448
SK Telecom
SKM
$13.7B
$693K ﹤0.01%
+23,652
New +$652K
IRDM icon
2449
Iridium Communications
IRDM
$4.85B
$693K ﹤0.01%
24,971
+6,455
+35% +$145K
IMRX icon
2450
Immuneering
IMRX
$279M
$692K ﹤0.01%
131,286
+19,962
+18% +$102K
96 97
98
99 100

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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.