HighTower Advisors Portfolio holdings
Hightower Advisors is a wealth management firm that serves clients through a network of advisor practices, each with its own focus and strategy. It was co-founded by Elliot Weissbluth, a former president of U.S. Fiduciary Services, and three partners, for brokerage advisors who wanted to go independent while keeping the support of a big firm. By 2013 it had moved away from its original partnership model toward an outsourced platform for advisors and had begun buying advisory firms outright. Funds run by Thomas H. Lee Partners hold a controlling stake in Hightower, which serves individuals and institutions, including pension plans.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$5.17T
| $3.32B | 3.19% |
11,467,783
-304,616
| -3% | -$87.1M |
2020 Q1
25 quarters
|
|
|
2
Johnson & Johnson
JNJ
$659B
| $2.51B | 2.41% |
9,892,767
-591,434
| -6% | -$138M |
2013 Q2
52 quarters
|
|
3
iShares Core S&P 500 ETF
IVV
$884B
| $2.45B | 2.35% |
3,272,035
+87,237
| +3% | +$63.5M |
2013 Q2
52 quarters
|
|
4
State Street SPDR S&P 500 ETF Trust
SPY
$812B
| $2.02B | 1.94% |
2,709,844
-92,863
| -3% | -$67.3M |
2013 Q2
52 quarters
|
|
5
Vanguard S&P 500 ETF
VOO
$1.04T
| $1.89B | 1.82% |
2,758,297
+106,414
| +4% | +$70.9M |
2021 Q1
21 quarters
|
|
6
Microsoft
MSFT
$4.13T
| $1.87B | 1.79% |
5,008,045
-50,704
| -1% | -$20.5M |
2024 Q4
6 quarters
|
|
7
NVIDIA
NVDA
$4.9T
| $1.48B | 1.42% |
7,407,961
-305,188
| -4% | -$62.7M |
2014 Q1
49 quarters
|
|
8
Berkshire Hathaway Class A
BRK.A
$1.23T
| $1.46B | 1.4% |
1,946
-60
| -3% | -$43.3M |
2020 Q1
25 quarters
|
|
9
Amazon
AMZN
$2.89T
| $1.43B | 1.38% |
6,013,605
+267,639
| +5% | +$67.2M |
2020 Q1
25 quarters
|
|
10
Alphabet (Google) Class A
GOOGL
$3.58T
| $1.3B | 1.25% |
3,643,071
-116,114
| -3% | -$41.8M |
2015 Q4
42 quarters
|
|
11
Berkshire Hathaway Class B
BRK.B
$1.23T
| $1.23B | 1.18% |
2,457,898
+24,935
| +1% | +$12M |
2020 Q1
25 quarters
|
|
12
SharkNinja
SN
$31.4B
| $965M | 0.93% |
6,335,917
-291,268
| -4% | -$34.9M |
2023 Q3
11 quarters
|
|
13
ExxonMobil
XOM
$686B
| $943M | 0.91% |
6,897,907
-291,092
| -4% | -$43.6M |
2013 Q2
52 quarters
|
|
14
Invesco QQQ Trust
QQQ
$469B
| $906M | 0.87% |
1,230,679
+36,923
| +3% | +$25.4M |
2024 Q2
8 quarters
|
|
15
JPMorgan Chase
JPM
$934B
| $860M | 0.83% |
2,626,400
-36,007
| -1% | -$11.2M |
2017 Q3
35 quarters
|
|
16
Broadcom
AVGO
$1.56T
| $843M | 0.81% |
2,231,188
-21,293
| -0.9% | -$8.54M |
2018 Q2
32 quarters
|
|
17
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $833M | 0.8% |
2,250,580
+12,779
| +0.6% | +$4.57M |
2021 Q1
21 quarters
|
|
18
Vanguard Morningstar Growth ETF
VUG
$224B
| $829M | 0.8% |
9,627,196
+92,068
| +1% | +$7.75M |
2021 Q1
21 quarters
|
|
19
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $829M | 0.8% |
11,632,063
-54,611
| -0.5% | -$3.8M |
2021 Q1
21 quarters
|
|
20
Vanguard Morningstar Value ETF
VTV
$196B
| $798M | 0.77% |
3,662,549
+141,461
| +4% | +$29.5M |
2021 Q1
21 quarters
|
|
21
Alphabet (Google) Class C
GOOG
$3.56T
| $744M | 0.71% |
2,104,869
-38,781
| -2% | -$13.9M |
2015 Q4
42 quarters
|
|
22
Meta Platforms (Facebook)
META
$1.66T
| $729M | 0.7% |
1,294,473
-85,949
| -6% | -$52.6M |
2013 Q2
52 quarters
|
|
23
iShares Russell 1000 Growth ETF
IWF
$121B
| $618M | 0.59% |
4,976,224
-127,616
| -3% | -$15.4M |
2013 Q2
52 quarters
|
|
24
Caterpillar
CAT
$269B
| $602M | 0.58% |
564,930
-27,461
| -5% | -$24.1M |
2013 Q2
52 quarters
|
|
25
Schwab International Equity ETF
SCHF
$68.7B
| $599M | 0.58% |
21,613,963
+421,102
| +2% | +$11.4M |
2013 Q2
52 quarters
|
|
Similar funds
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.