AI Analysis · Q1 2026 · Q1 2026
HighTower Advisors held $94.2B across 3,796 positions, an RIA-platform book blending direct megacaps (Apple 3.2%, Microsoft 2.0%, NVIDIA 1.4%) with core ETFs (IVV, SPY, VOO) and a Berkshire Hathaway A-share stake. The standout Q1 move was a roughly $1.7B addition to Johnson & Johnson, alongside increases in SPY (+$454M), IVV (+$238M), Chevron (+$211M) and ExxonMobil (+$248M). The firm trimmed Microsoft (-$548M), Alphabet, Berkshire and Eli Lilly. New positions in QQQ, emerging-markets VWO, Umicore, Walmart and RTX; exits in IBM and Bank of America. Assets rose from $91.4B to $94.2B.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…