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 500 ETF
IVV
|
+$118M |
| 2 |
SpaceX
SPCX
|
+$92.7M |
| 3 |
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
|
+$85.7M |
| 4 |
Comcast
CMCSA
|
+$75.9M |
| 5 |
Domino's
DPZ
|
+$73.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SharkNinja
SN
|
+$455M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$233M |
| 3 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$125M |
| 4 |
VICI Properties
VICI
|
+$115M |
| 5 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.7% |
| 2 | Technology | 14.47% |
| 3 | Financials | 7.98% |
| 4 | Healthcare | 6.61% |
| 5 | Industrials | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Public Storage
PSA
$62.3B
| $91.1M | 0.09% |
322,176
-23,061
| -7% | -$7.22M |
2013 Q2
53 quarters
|
|
227
Vanguard Ultra-Short Bond ETF
VUSB
$9.9B
| $90.8M | 0.09% |
1,832,531
-143,917
| -7% | -$7.15M |
2021 Q4
19 quarters
|
|
228
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.3B
| $90.6M | 0.09% |
268,298
-383
| -0.1% | -$134K |
2021 Q1
22 quarters
|
|
229
Dimensional US Large Cap Value ETF
DFLV
$7.45B
| $90.5M | 0.09% |
2,254,027
+6,343
| +0.3% | +$260K |
2023 Q1
14 quarters
|
|
230
Amplify CWP Enhanced Dividend Income ETF
DIVO
$8.03B
| $89.8M | 0.09% |
1,931,343
-70,320
| -4% | -$3.33M |
2020 Q1
26 quarters
|
|
231
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.15B
| $89.7M | 0.08% |
3,222,203
+734,648
| +30% | +$20.4M |
2024 Q4
7 quarters
|
|
232
Blackrock
BLK
$188B
| $89M | 0.08% |
84,059
+31
| +0% | +$33.9K |
2024 Q4
7 quarters
|
|
233
Inhibrx
INBX
$1.29B
| $88.5M | 0.08% |
884,441
+13,890
| +2% | +$1.39M |
2024 Q2
9 quarters
|
|
234
Salesforce
CRM
$179B
| $88.5M | 0.08% |
385,563
+23,738
| +7% | +$4.9M |
2013 Q2
53 quarters
|
|
235
Vanguard International High Dividend Yield ETF
VYMI
$22B
| $88.1M | 0.08% |
871,172
+16,498
| +2% | +$1.7M |
2021 Q2
21 quarters
|
|
236
Intuitive Surgical
ISRG
$152B
| $88M | 0.08% |
216,478
+26,483
| +14% | +$10.1M |
2013 Q2
53 quarters
|
|
237
TBG Dividend Focus ETF
TBG
$333M
| $87.7M | 0.08% |
2,429,510
+94,419
| +4% | +$3.59M |
2023 Q4
11 quarters
|
|
238
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
| $87.6M | 0.08% |
2,089,895
+244
| +0% | +$10.2K |
2022 Q2
17 quarters
|
|
239
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $87M | 0.08% |
2,611,728
-13,685
| -0.5% | -$471K |
2024 Q2
9 quarters
|
|
240
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$6.34B
| $86.9M | 0.08% |
1,499,297
+290,807
| +24% | +$16.5M |
2024 Q2
9 quarters
|
|
241
Golub Capital BDC
GBDC
$3.24B
| $86.9M | 0.08% |
6,882,620
-463,265
| -6% | -$5.98M |
2016 Q4
39 quarters
|
|
242
Putnam Focused Large Cap Value ETF
PVAL
$15.7B
| $86.9M | 0.08% |
1,651,282
+62,561
| +4% | +$3.33M |
2024 Q2
9 quarters
|
|
243
Phillips 66
PSX
$103B
| $86.3M | 0.08% |
337,849
+408
| +0.1% | +$93.2K |
2013 Q2
53 quarters
|
|
244
Chubb
CB
$142B
| $86.2M | 0.08% |
264,915
+18,040
| +7% | +$6.23M |
2016 Q1
42 quarters
|
|
245
Equable Shares Hedged Equity ETF
HEDG
$442M
| $86.1M | 0.08% |
2,801,150
+115,391
| +4% | +$3.52M |
2025 Q4
3 quarters
|
|
|
246
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$1.18B
| $85.4M | 0.08% |
1,148,513
+1,129,554
| +5,958% | +$85.7M |
2026 Q2
1 quarter
|
|
247
Eaton Vance Total Return Bond ETF
EVTR
$6.51B
| $84.3M | 0.08% |
1,749,007
+591,610
| +51% | +$29.5M |
2024 Q3
8 quarters
|
|
248
Service Corp International
SCI
$10.2B
| $84.2M | 0.08% |
1,106,225
-361,006
| -25% | -$29.3M |
2020 Q4
23 quarters
|
|
249
Norfolk Southern
NSC
$74.9B
| $84.1M | 0.08% |
272,122
-988
| -0.4% | -$327K |
2013 Q2
53 quarters
|
|
250
Amphenol
APH
$197B
| $82.6M | 0.08% |
980,267
+320,909
| +49% | +$25.8M |
2020 Q1
26 quarters
|
|
Similar funds
HighTower Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, HighTower Advisors held 4,026 positions worth $106B, up 1.4% from $104B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
HighTower Advisors's Q3 2026 filing shows 230 new, 1,795 increased, 1,600 reduced and 206 closed positions. Its largest new stake was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M. The largest sale was SharkNinja, an estimated $455M.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q3 2026 buy was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $118M increase.
- HighTower Advisors's biggest Q3 2026 reduction was SharkNinja, cutting an estimated $455M.
- HighTower Advisors fully exited U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2026, selling an estimated $233M.
- HighTower Advisors's ten largest holdings make up 20% of its $106B portfolio in Q3 2026.
- HighTower Advisors opened 230 new positions and closed 206 in Q3 2026.
- HighTower Advisors's portfolio value rose 1.4% quarter-over-quarter to $106B.
Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.