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 | |
|---|---|---|---|---|---|---|---|
376
VanEck Gold Miners ETF
GDX
$25.2B
| $48.8M | 0.05% |
556,315
+56,837
| +11% | +$4.97M |
2021 Q1
22 quarters
|
|
377
Vanguard Industrials ETF
VIS
$7.77B
| $48.5M | 0.05% |
151,279
+1,780
| +1% | +$609K |
2021 Q1
22 quarters
|
|
378
Invesco S&P MidCap Momentum ETF
XMMO
$6.49B
| $48.3M | 0.05% |
329,381
-19,050
| -5% | -$2.97M |
2018 Q3
32 quarters
|
|
379
United Rentals
URI
$69.6B
| $48.2M | 0.05% |
48,141
-956
| -2% | -$1.02M |
2013 Q2
53 quarters
|
|
380
Invesco S&P International Developed Momentum ETF
IDMO
$4.1B
| $48M | 0.05% |
786,806
+73,707
| +10% | +$4.53M |
2025 Q3
4 quarters
|
|
381
PNC Financial Services
PNC
$92.3B
| $48M | 0.05% |
215,988
-13,624
| -6% | -$3.34M |
2013 Q2
53 quarters
|
|
382
Dimensional US Equity ETF
DFUS
$21.5B
| $48M | 0.05% |
577,645
+2,237
| +0.4% | +$186K |
2021 Q2
21 quarters
|
|
383
PGIM Ultra Short Bond ETF
PULS
$19.8B
| $47.8M | 0.05% |
967,448
+586,958
| +154% | +$29.1M |
2024 Q1
10 quarters
|
|
384
Targa Resources
TRGP
$63.8B
| $47.8M | 0.05% |
176,895
+1,037
| +0.6% | +$290K |
2016 Q1
42 quarters
|
|
385
JPMorgan International Bond Opportunities ETF
JPIB
$2.3B
| $47.6M | 0.05% |
1,019,520
+27,622
| +3% | +$1.32M |
2018 Q1
34 quarters
|
|
386
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $47.3M | 0.04% |
425,936
-14,081
| -3% | -$1.57M |
2018 Q3
32 quarters
|
|
387
Dominion Energy
D
$59.5B
| $47.2M | 0.04% |
780,008
+146,918
| +23% | +$9.9M |
2013 Q2
53 quarters
|
|
388
Cheniere Energy
LNG
$63B
| $47.1M | 0.04% |
175,109
+6,566
| +4% | +$1.77M |
2017 Q4
35 quarters
|
|
389
JPMorgan Equity Premium Yield ETF
ROCY
$411M
| $47M | 0.04% |
854,633
+227,484
| +36% | +$12.5M |
2026 Q2
1 quarter
|
|
390
Colgate-Palmolive
CL
$79.2B
| $46.6M | 0.04% |
546,390
-32,844
| -6% | -$2.97M |
2013 Q2
53 quarters
|
|
391
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $46.2M | 0.04% |
879,411
+8,056
| +0.9% | +$450K |
2020 Q4
23 quarters
|
|
392
Marvell Technology
MRVL
$141B
| $45.3M | 0.04% |
171,298
-134,791
| -44% | -$30.2M |
2021 Q2
21 quarters
|
|
393
State Street SPDR Portfolio Intermediate Term Treasury Index ETF
SPTI
$12B
| $45.2M | 0.04% |
1,657,428
+52,823
| +3% | +$1.48M |
2023 Q1
14 quarters
|
|
394
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
| $45.2M | 0.04% |
88,855
+539
| +0.6% | +$284K |
2013 Q4
51 quarters
|
|
395
iShares MSCI Brazil ETF
EWZ
$9.32B
| $44.9M | 0.04% |
1,206,560
+178,291
| +17% | +$6.43M |
2020 Q2
25 quarters
|
|
396
Starwood Property Trust
STWD
$4.13B
| $44.9M | 0.04% |
3,323,264
+276,722
| +9% | +$4.42M |
2013 Q2
53 quarters
|
|
397
Amplify Cybersecurity ETF
HACK
$3.32B
| $44.8M | 0.04% |
369,384
-6,967
| -2% | -$788K |
2024 Q1
10 quarters
|
|
398
Honeywell
HON
$70.6B
| $44.7M | 0.04% |
211,982
+10,086
| +5% | +$2.25M |
2013 Q2
53 quarters
|
|
399
iShares Short-Term National Muni Bond ETF
SUB
$13.3B
| $44.6M | 0.04% |
426,932
-6,718
| -2% | -$711K |
2013 Q2
53 quarters
|
|
400
US Bancorp
USB
$95B
| $44.5M | 0.04% |
770,829
-12,823
| -2% | -$801K |
2013 Q2
53 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.