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 | |
|---|---|---|---|---|---|---|---|
2476
Oceaneering
OII
$3.55B
| $714K | ﹤0.01% |
16,370
-194
| -1% | -$9.23K |
2023 Q3
12 quarters
|
|
2477
Highland Opportunities and Income Fund
HFRO
$292M
| $713K | ﹤0.01% |
107,104
-2,803
| -3% | -$20.4K |
2022 Q4
15 quarters
|
|
2478
Invesco Dorsey Wright Momentum ETF
PDP
$1.36B
| $711K | ﹤0.01% |
5,161
-246
| -5% | -$33.8K |
2013 Q3
52 quarters
|
|
2479
JPMorgan Sustainable Municipal Income ETF
JMSI
$401M
| $711K | ﹤0.01% |
+15,067
| New | +$741K |
2026 Q3
0 quarters
|
|
2480
BKV Corp
BKV
$2.08B
| $705K | ﹤0.01% |
33,043
+8,308
| +34% | +$206K |
2026 Q2
1 quarter
|
|
2481
ArcelorMittal
MT
$47.2B
| $705K | ﹤0.01% |
10,560
+3,148
| +42% | +$223K |
2024 Q1
10 quarters
|
|
2482
RJ ClariVest Capital Appreciation ETF
RJCA
| $705K | ﹤0.01% |
+9,484
| New | +$690K |
2026 Q3
0 quarters
|
|
2483
HEICO Corp Class A
HEI.A
$35.4B
| $704K | ﹤0.01% |
3,082
+289
| +10% | +$72K |
2019 Q3
28 quarters
|
|
2484
Freedom Day Dividend ETF
MBOX
$157M
| $704K | ﹤0.01% |
17,611
-200
| -1% | -$8.33K |
2023 Q4
11 quarters
|
|
2485
Albertsons Companies
ACI
$6.15B
| $703K | ﹤0.01% |
60,594
+21,234
| +54% | +$269K |
2022 Q3
16 quarters
|
|
2486
PIMCO Corporate & Income Opportunity Fund
PTY
$2.37B
| $701K | ﹤0.01% |
63,690
-63,826
| -50% | -$744K |
2021 Q2
21 quarters
|
|
2487
Darling Ingredients
DAR
$8.67B
| $700K | ﹤0.01% |
11,534
+2,570
| +29% | +$162K |
2020 Q2
25 quarters
|
|
2488
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$82.5M
| $700K | ﹤0.01% |
44,929
-2,457
| -5% | -$32.5K |
2022 Q2
17 quarters
|
|
2489
Adams Natural Resources Fund
PEO
$801M
| $699K | ﹤0.01% |
25,391
-1,983
| -7% | -$54.5K |
2021 Q3
20 quarters
|
|
2490
Plexus
PLXS
$5.56B
| $698K | ﹤0.01% |
2,676
-11
| -0.4% | -$2.81K |
2023 Q2
13 quarters
|
|
2491
Cannae Holdings
CNNE
$750M
| $697K | ﹤0.01% |
45,420
+621
| +1% | +$9.39K |
2019 Q2
29 quarters
|
|
2492
Innovator Emerging Markets Power Buffer ETF October
EOCT
$125M
| $696K | ﹤0.01% |
19,664
| – | – |
2023 Q4
11 quarters
|
|
2493
First Trust Natural Gas ETF
FCG
$653M
| $695K | ﹤0.01% |
24,381
-1,380
| -5% | -$40.7K |
2025 Q1
6 quarters
|
|
2494
Ryan Specialty Holdings
RYAN
$5.61B
| $695K | ﹤0.01% |
18,788
+2,366
| +14% | +$98.2K |
2021 Q4
19 quarters
|
|
2495
FS Credit Opportunities Corp
FSCO
$1.03B
| $695K | ﹤0.01% |
134,662
+19,579
| +17% | +$99.3K |
2022 Q4
15 quarters
|
|
2496
Nuveen Quality Municipal Income Fund
NAD
$2.44B
| $695K | ﹤0.01% |
68,645
-34,099
| -33% | -$391K |
2016 Q3
40 quarters
|
|
2497
iShares MSCI China ETF
MCHI
$5.56B
| $694K | ﹤0.01% |
13,302
+18
| +0.1% | +$973 |
2020 Q2
25 quarters
|
|
2498
Natixis Loomis Sayles Focused Growth ETF
LSGR
$832M
| $692K | ﹤0.01% |
15,384
+9,988
| +185% | +$441K |
2026 Q2
1 quarter
|
|
2499
First Bancorp
FBNC
$2.67B
| $691K | ﹤0.01% |
11,304
-109
| -1% | -$6.97K |
2024 Q3
8 quarters
|
|
2500
Dorchester Minerals
DMLP
$1.45B
| $688K | ﹤0.01% |
24,537
+920
| +4% | +$25.7K |
2023 Q1
14 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.