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 | |
|---|---|---|---|---|---|---|---|
2551
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$845M
| $645K | ﹤0.01% |
4,363
+2,518
| +136% | +$386K |
2021 Q2
21 quarters
|
|
2552
Global Partners
GLP
$1.5B
| $645K | ﹤0.01% |
13,921
-4,429
| -24% | -$220K |
2016 Q3
40 quarters
|
|
2553
VanEck Bitcoin Trust
HODL
$1.15B
| $642K | ﹤0.01% |
27,184
-4,894
| -15% | -$98.5K |
2024 Q3
8 quarters
|
|
2554
Motley Fool 100 Index ETF
TMFC
$2.02B
| $642K | ﹤0.01% |
8,016
+1,500
| +23% | +$118K |
2020 Q3
24 quarters
|
|
2555
iShares Residential and Multisector Real Estate ETF
REZ
$833M
| $641K | ﹤0.01% |
7,254
+21
| +0.3% | +$1.99K |
2021 Q1
22 quarters
|
|
2556
First Trust Indxx Aerospace & Defense ETF
MISL
$675M
| $638K | ﹤0.01% |
15,331
+9,735
| +174% | +$431K |
2023 Q1
14 quarters
|
|
2557
iShares US Tech Breakthrough Multisector ETF
TECB
$478M
| $636K | ﹤0.01% |
8,061
+316
| +4% | +$23.4K |
2023 Q3
12 quarters
|
|
2558
Invesco Financial Preferred ETF
PGF
$573M
| $636K | ﹤0.01% |
49,918
-3,638
| -7% | -$48.8K |
2023 Q3
12 quarters
|
|
2559
Venture Global Inc
VG
$33.1B
| $635K | ﹤0.01% |
50,248
+163
| +0.3% | +$2.22K |
2026 Q1
2 quarters
|
|
2560
Sphere Entertainment
SPHR
$4.56B
| $635K | ﹤0.01% |
4,723
+239
| +5% | +$35.5K |
2020 Q2
25 quarters
|
|
2561
Hasbro
HAS
$16.9B
| $632K | ﹤0.01% |
7,207
+3,265
| +83% | +$292K |
2015 Q1
46 quarters
|
|
2562
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$12.8M
| $629K | ﹤0.01% |
33,529
-13,881
| -29% | -$232K |
2025 Q1
6 quarters
|
|
2563
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.8B
| $628K | ﹤0.01% |
12,895
+2,289
| +22% | +$115K |
2023 Q1
14 quarters
|
|
2564
Vista Energy
VIST
$6.17B
| $627K | ﹤0.01% |
9,597
+902
| +10% | +$61.9K |
2025 Q4
3 quarters
|
|
2565
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.12B
| $627K | ﹤0.01% |
11,905
+583
| +5% | +$30.9K |
2022 Q1
18 quarters
|
|
2566
BOK Financial
BOKF
$7.92B
| $625K | ﹤0.01% |
4,948
+92
| +2% | +$12.8K |
2024 Q2
9 quarters
|
|
2567
iShares Investment Grade Systematic Bond ETF
IGEB
$1.43B
| $624K | ﹤0.01% |
14,593
+163
| +1% | +$7.19K |
2026 Q1
2 quarters
|
|
2568
Genius Sports
GENI
$1.68B
| $622K | ﹤0.01% |
108,482
+24,250
| +29% | +$169K |
2025 Q2
5 quarters
|
|
2569
iShares High Yield Muni Active ETF
HIMU
$2.52B
| $621K | ﹤0.01% |
13,594
-8,386
| -38% | -$403K |
2026 Q2
1 quarter
|
|
2570
Fidelity Quality Factor ETF
FQAL
$1.58B
| $620K | ﹤0.01% |
7,450
-12
| -0.2% | -$1K |
2021 Q1
22 quarters
|
|
2571
NEOS Russell 2000 High Income ETF
IWMI
$1.33B
| $620K | ﹤0.01% |
12,654
+50
| +0.4% | +$2.6K |
2026 Q2
1 quarter
|
|
2572
Bank of Hawaii
BOH
$2.72B
| $620K | ﹤0.01% |
8,989
-205
| -2% | -$16.1K |
2020 Q1
26 quarters
|
|
2573
Sabesp
SBS
$17.4B
| $618K | ﹤0.01% |
116,464
-28,451
| -20% | -$151K |
2025 Q1
6 quarters
|
|
2574
CNX Resources
CNX
$5.22B
| $618K | ﹤0.01% |
19,832
-2,668
| -12% | -$92.5K |
2020 Q3
24 quarters
|
|
2575
Goldman Sachs BDC
GSBD
$916M
| $618K | ﹤0.01% |
68,000
-14,320
| -17% | -$135K |
2016 Q3
40 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.