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 | |
|---|---|---|---|---|---|---|---|
626
Innovator US Equity Power Buffer ETF December
PDEC
$978M
| $21.2M | 0.02% |
450,582
-7,407
| -2% | -$345K |
2019 Q4
27 quarters
|
|
627
Expedia Group
EXPE
$30.6B
| $21.1M | 0.02% |
80,170
+22,579
| +39% | +$6.57M |
2016 Q4
39 quarters
|
|
628
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.81B
| $20.9M | 0.02% |
866,711
+6,286
| +0.7% | +$155K |
2023 Q3
12 quarters
|
|
629
Welltower
WELL
$179B
| $20.8M | 0.02% |
90,316
-5,066
| -5% | -$1.2M |
2021 Q1
22 quarters
|
|
630
Cboe Global Markets
CBOE
$39.2B
| $20.8M | 0.02% |
75,534
+390
| +0.5% | +$111K |
2015 Q3
44 quarters
|
|
631
iShares MSCI UAE ETF
UAE
$327M
| $20.7M | 0.02% |
1,031,170
+153,790
| +18% | +$3M |
2025 Q4
3 quarters
|
|
632
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.43B
| $20.7M | 0.02% |
505,065
-65,656
| -12% | -$2.9M |
2016 Q3
40 quarters
|
|
633
Graco
GGG
$11.6B
| $20.6M | 0.02% |
268,040
-50,483
| -16% | -$3.95M |
2017 Q3
36 quarters
|
|
634
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$359M
| $20.5M | 0.02% |
213,305
-11,500
| -5% | -$1.16M |
2025 Q3
4 quarters
|
|
635
iShares Latin America 40 ETF
ILF
$3.38B
| $20.5M | 0.02% |
593,026
-124,960
| -17% | -$4.34M |
2023 Q2
13 quarters
|
|
636
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.01B
| $20.4M | 0.02% |
200,049
+209
| +0.1% | +$22.6K |
2013 Q2
53 quarters
|
|
637
Voya Core Bond ETF
VCOB
$94.6M
| $20.4M | 0.02% |
431,820
+40,813
| +10% | +$1.99M |
2026 Q2
1 quarter
|
|
638
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.2B
| $20.4M | 0.02% |
834,364
+95,742
| +13% | +$2.42M |
2024 Q2
9 quarters
|
|
639
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $20.4M | 0.02% |
209,799
+8,455
| +4% | +$839K |
2021 Q1
22 quarters
|
|
640
Martin Marietta Materials
MLM
$36.5B
| $20.4M | 0.02% |
42,464
-6,113
| -13% | -$3.27M |
2014 Q3
48 quarters
|
|
641
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.52B
| $20.4M | 0.02% |
665,359
+117,209
| +21% | +$3.66M |
2014 Q3
48 quarters
|
|
642
MPLX
MPLX
$58B
| $20.4M | 0.02% |
361,547
-4,169
| -1% | -$243K |
2013 Q2
53 quarters
|
|
643
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$397M
| $20.4M | 0.02% |
814,245
+86,133
| +12% | +$2.21M |
2024 Q4
7 quarters
|
|
644
Franklin Dynamic Municipal Bond ETF
FLMI
$2.39B
| $20.2M | 0.02% |
867,732
+22,782
| +3% | +$557K |
2024 Q3
8 quarters
|
|
645
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$532M
| $20M | 0.02% |
810,440
+73,880
| +10% | +$1.86M |
2024 Q2
9 quarters
|
|
646
Everest Group
EG
$15.8B
| $20M | 0.02% |
54,787
+6,744
| +14% | +$2.52M |
2022 Q4
15 quarters
|
|
647
Allstate
ALL
$66.2B
| $20M | 0.02% |
89,976
+1,000
| +1% | +$254K |
2020 Q1
26 quarters
|
|
648
Vanguard ESG International Stock ETF
VSGX
$6.54B
| $20M | 0.02% |
246,147
+23
| +0% | +$1.88K |
2021 Q1
22 quarters
|
|
649
Dimensional International Small Cap ETF
DFIS
$5.77B
| $19.9M | 0.02% |
549,695
+222,858
| +68% | +$8.14M |
2024 Q1
10 quarters
|
|
650
Otis Worldwide
OTIS
$29.5B
| $19.7M | 0.02% |
306,841
-114,470
| -27% | -$8.14M |
2020 Q2
25 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.