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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $103B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
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
AAPL icon
1
Apple
AAPL
$4.54T
$2.99B 3.17%
11,772,399
+764,907
+7% +$199M
JNJ icon
2
Johnson & Johnson
JNJ
$621B
$2.56B 2.72%
10,484,201
+6,535,453
+166% +$1.52B
IVV icon
3
iShares Core S&P 500 ETF
IVV
$898B
$2.08B 2.21%
3,184,798
+495,513
+18% +$338M
MSFT icon
4
Microsoft
MSFT
$3.62T
$1.87B 1.99%
5,058,749
+53,586
+1% +$22.4M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$1.82B 1.93%
2,802,707
+795,257
+40% +$541M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.01T
$1.58B 1.68%
2,651,883
+74,659
+3% +$46.7M
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.44B 1.53%
2,006
-72
-3% -$53M
NVDA icon
8
NVIDIA
NVDA
$5.31T
$1.35B 1.43%
7,713,149
+502,661
+7% +$92.2M
XOM icon
9
ExxonMobil
XOM
$628B
$1.22B 1.29%
7,188,999
-884,035
-11% -$129M
AMZN icon
10
Amazon
AMZN
$2.94T
$1.2B 1.27%
5,745,966
+127,187
+2% +$28M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.17B 1.24%
2,432,963
-69,758
-3% -$34.2M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.43T
$1.08B 1.15%
3,759,185
-125,726
-3% -$39.5M
META icon
13
Meta Platforms (Facebook)
META
$1.5T
$790M 0.84%
1,380,422
+16,299
+1% +$10.4M
JPM icon
14
JPMorgan Chase
JPM
$955B
$783M 0.83%
2,662,407
-9,763
-0.4% -$2.96M
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$234B
$749M 0.79%
11,686,674
+594,620
+5% +$39.2M
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$718M 0.76%
2,237,801
+53,410
+2% +$17.9M
SN icon
17
SharkNinja
SN
$25.8B
$702M 0.74%
6,627,185
+299,411
+5% +$35M
AVGO icon
18
Broadcom
AVGO
$1.99T
$697M 0.74%
2,252,481
+92,071
+4% +$30.3M
VUG icon
19
Vanguard Morningstar Growth ETF
VUG
$230B
$694M 0.74%
9,535,128
+74,352
+0.8% +$5.78M
VTV icon
20
Vanguard Morningstar Value ETF
VTV
$191B
$691M 0.73%
3,521,088
+60,127
+2% +$12M
QQQ icon
21
Invesco QQQ Trust
QQQ
$480B
$689M 0.73%
1,193,756
-9,808
-0.8% -$5.96M
CVX icon
22
Chevron
CVX
$366B
$667M 0.71%
3,221,753
+233,638
+8% +$42.6M
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.4T
$615M 0.65%
2,143,650
+16,820
+0.8% +$5.28M
GLD icon
24
SPDR Gold Trust
GLD
$138B
$614M 0.65%
1,426,918
-41,356
-3% -$18.5M
PEP icon
25
PepsiCo
PEP
$189B
$574M 0.61%
3,696,273
+274,252
+8% +$42.7M
1
2 3 4 5

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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.