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 | |
|---|---|---|---|---|---|---|---|
451
iShares TIPS Bond ETF
TIP
$14.4B
| $37.5M | 0.04% |
360,900
+21,664
| +6% | +$2.32M |
2013 Q2
53 quarters
|
|
452
Avantis US Mid Cap Equity ETF
AVMC
$547M
| $37.5M | 0.04% |
491,750
+80,771
| +20% | +$6.42M |
2025 Q4
3 quarters
|
|
453
JPMorgan BetaBuilders Canada ETF
BBCA
$11.9B
| $37.5M | 0.04% |
373,404
-660
| -0.2% | -$68.6K |
2021 Q2
21 quarters
|
|
454
iShares Russell Top 200 Growth ETF
IWY
$14.7B
| $37M | 0.04% |
125,441
+10,770
| +9% | +$3.08M |
2013 Q4
51 quarters
|
|
455
Vistra
VST
$45.1B
| $36.9M | 0.03% |
266,375
+20,094
| +8% | +$2.96M |
2021 Q1
22 quarters
|
|
456
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.35B
| $36.5M | 0.03% |
1,121,566
+1,099,865
| +5,068% | +$34.5M |
2026 Q1
2 quarters
|
|
457
Vertiv
VRT
$77.8B
| $36.4M | 0.03% |
150,768
+20,790
| +16% | +$5.66M |
2023 Q4
11 quarters
|
|
458
JD.com
JD
$37.7B
| $36.2M | 0.03% |
1,360,490
-49,149
| -3% | -$1.43M |
2015 Q3
44 quarters
|
|
459
Mettler-Toledo International
MTD
$34.6B
| $36.1M | 0.03% |
23,876
-5,020
| -17% | -$6.92M |
2016 Q3
40 quarters
|
|
460
iShares Global REIT ETF
REET
$4.88B
| $35.9M | 0.03% |
1,390,674
+36,543
| +3% | +$1.01M |
2020 Q3
24 quarters
|
|
461
VanEck High Yield Muni ETF
HYD
$4.62B
| $35.6M | 0.03% |
741,882
+39,785
| +6% | +$1.99M |
2021 Q1
22 quarters
|
|
462
Vanguard Core Tax-Exempt Bond ETF
VCRM
$2.29B
| $35.6M | 0.03% |
497,719
+432,358
| +661% | +$32.2M |
2025 Q4
3 quarters
|
|
463
Constellation Energy
CEG
$98.5B
| $35.6M | 0.03% |
140,146
-24,384
| -15% | -$6.52M |
2022 Q1
18 quarters
|
|
464
Copart
CPRT
$29.5B
| $35.6M | 0.03% |
1,304,166
-219,921
| -14% | -$6.59M |
2014 Q4
47 quarters
|
|
465
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
| $35.5M | 0.03% |
221,009
+721
| +0.3% | +$121K |
2013 Q2
53 quarters
|
|
466
Invesco Aerospace & Defense ETF
PPA
$7.51B
| $35M | 0.03% |
226,573
-253,701
| -53% | -$43.4M |
2022 Q1
18 quarters
|
|
467
Brookfield
BN
$91.5B
| $34.9M | 0.03% |
956,637
+214,259
| +29% | +$8.85M |
2015 Q3
44 quarters
|
|
468
Kinder Morgan
KMI
$71.1B
| $34.8M | 0.03% |
1,153,959
-14,512
| -1% | -$460K |
2013 Q2
53 quarters
|
|
469
Invesco Leisure and Entertainment ETF
PEJ
$368M
| $34.8M | 0.03% |
560,988
+547,845
| +4,168% | +$35.9M |
2020 Q4
23 quarters
|
|
470
Invesco FTSE RAFI US 1000 ETF
PRF
$10.2B
| $34.5M | 0.03% |
634,182
+28,461
| +5% | +$1.57M |
2013 Q2
53 quarters
|
|
471
Constellation Brands
STZ
$24.6B
| $34.5M | 0.03% |
304,730
+5,662
| +2% | +$730K |
2015 Q3
44 quarters
|
|
472
iShares Core US REIT ETF
USRT
$4.27B
| $34.4M | 0.03% |
559,223
-17,723
| -3% | -$1.17M |
2024 Q2
9 quarters
|
|
473
Simplify Short Term Treasury Futures Strategy ETF
TUA
$458M
| $34.3M | 0.03% |
1,799,983
+90,755
| +5% | +$1.82M |
2023 Q1
14 quarters
|
|
474
iShares MSCI EAFE Growth ETF
EFG
$15.1B
| $34.2M | 0.03% |
855,222
+18,012
| +2% | +$736K |
2013 Q2
53 quarters
|
|
475
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
| $34.1M | 0.03% |
288,310
-105,022
| -27% | -$12.4M |
2023 Q3
12 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.