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 | |
|---|---|---|---|---|---|---|---|
526
Shopify
SHOP
$189B
| $29.5M | 0.03% |
198,868
-451
| -0.2% | -$61.2K |
2018 Q2
33 quarters
|
|
527
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.4B
| $29.3M | 0.03% |
427,841
+35,135
| +9% | +$2.53M |
2021 Q1
22 quarters
|
|
528
JPMorgan US Quality Factor ETF
JQUA
$9.8B
| $29.2M | 0.03% |
396,113
+3,955
| +1% | +$291K |
2023 Q2
13 quarters
|
|
529
Allegion
ALLE
$16.3B
| $29.2M | 0.03% |
190,095
-3,031
| -2% | -$465K |
2015 Q3
44 quarters
|
|
530
GMO International Value ETF
GMOI
$695M
| $29.1M | 0.03% |
734,195
+3,071
| +0.4% | +$124K |
2025 Q1
6 quarters
|
|
531
Prologis
PLD
$122B
| $29M | 0.03% |
223,122
-2,822
| -1% | -$396K |
2013 Q4
51 quarters
|
|
532
Invesco Variable Rate Preferred ETF
VRP
$2.95B
| $28.9M | 0.03% |
1,218,382
+9,621
| +0.8% | +$232K |
2014 Q2
49 quarters
|
|
533
RPAR Risk Parity ETF
RPAR
$538M
| $28.8M | 0.03% |
1,361,531
-9,214
| -0.7% | -$204K |
2025 Q3
4 quarters
|
|
534
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
| $28.8M | 0.03% |
729,135
-91,303
| -11% | -$3.97M |
2021 Q1
22 quarters
|
|
535
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
| $28.5M | 0.03% |
353,958
-11,986
| -3% | -$1.01M |
2013 Q2
53 quarters
|
|
536
BNY Mellon US Large Cap Core Equity ETF
BKLC
$6.91B
| $28.4M | 0.03% |
580,455
-53,424
| -8% | -$2.59M |
2023 Q2
13 quarters
|
|
537
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.84B
| $28.3M | 0.03% |
98,220
-954
| -1% | -$270K |
2024 Q2
9 quarters
|
|
538
Invesco S&P SmallCap Momentum ETF
XSMO
$2.76B
| $28.2M | 0.03% |
345,565
+33,446
| +11% | +$2.89M |
2024 Q1
10 quarters
|
|
539
ING
ING
$94.2B
| $28.2M | 0.03% |
793,506
+14,861
| +2% | +$518K |
2014 Q1
50 quarters
|
|
540
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.81B
| $28M | 0.03% |
268,101
-1,860
| -0.7% | -$201K |
2014 Q1
50 quarters
|
|
541
iShares Global Industrials ETF
EXI
$1.39B
| $27.9M | 0.03% |
147,485
+8,593
| +6% | +$1.7M |
2023 Q4
11 quarters
|
|
542
Arm
ARM
$204B
| $27.9M | 0.03% |
96,247
+1,859
| +2% | +$506K |
2023 Q3
12 quarters
|
|
543
JPMorgan Active Growth ETF
JGRO
$9.29B
| $27.9M | 0.03% |
288,523
-80,945
| -22% | -$7.66M |
2022 Q4
15 quarters
|
|
544
iShares MSCI ACWI ex US ETF
ACWX
$17.9B
| $27.8M | 0.03% |
367,744
+40,168
| +12% | +$3.07M |
2015 Q4
43 quarters
|
|
545
Emcor
EME
$28.9B
| $27.8M | 0.03% |
36,836
-129
| -0.3% | -$99.5K |
2020 Q4
23 quarters
|
|
546
Alnylam Pharmaceuticals
ALNY
$22.1B
| $27.8M | 0.03% |
112,608
+7,563
| +7% | +$1.92M |
2018 Q3
32 quarters
|
|
547
iShares Core Universal USD Bond ETF
IUSB
$49.7B
| $27.7M | 0.03% |
628,654
+86,023
| +16% | +$3.9M |
2021 Q1
22 quarters
|
|
548
Natixis Gateway Quality Income ETF
GQI
$307M
| $27.7M | 0.03% |
458,478
+47,549
| +12% | +$2.85M |
2025 Q3
4 quarters
|
|
549
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$450M
| $27.6M | 0.03% |
938,918
-61,009
| -6% | -$1.8M |
2025 Q4
3 quarters
|
|
550
iShares 0-5 Year TIPS Bond ETF
STIP
$16.8B
| $27.6M | 0.03% |
276,402
+28,174
| +11% | +$2.84M |
2017 Q2
37 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.