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 | |
|---|---|---|---|---|---|---|---|
676
Encompass Health
EHC
$13.8B
| $18.7M | 0.02% |
153,856
-1,462
| -0.9% | -$172K |
2022 Q4
15 quarters
|
|
677
Invesco Total Return Bond ETF
GTO
$2.54B
| $18.5M | 0.02% |
415,716
+13,032
| +3% | +$600K |
2024 Q2
9 quarters
|
|
678
Blackstone Secured Lending
BXSL
$5.55B
| $18.5M | 0.02% |
772,704
-340,524
| -31% | -$8.22M |
2021 Q4
19 quarters
|
|
679
Ameriprise Financial
AMP
$45.1B
| $18.5M | 0.02% |
37,503
+2,784
| +8% | +$1.5M |
2015 Q3
44 quarters
|
|
680
Exelixis
EXEL
$16.8B
| $18.4M | 0.02% |
315,780
+24,618
| +8% | +$1.37M |
2013 Q2
53 quarters
|
|
681
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$700M
| $18.3M | 0.02% |
412,904
+10,110
| +3% | +$461K |
2020 Q1
26 quarters
|
|
682
JPMorgan Active Bond ETF
JBND
$9.5B
| $18.3M | 0.02% |
357,868
+11,369
| +3% | +$597K |
2024 Q3
8 quarters
|
|
683
Vanguard Health Care ETF
VHT
$21.1B
| $18.2M | 0.02% |
57,676
+3,260
| +6% | +$1.02M |
2021 Q1
22 quarters
|
|
684
Sarmaya Thematic ETF
LENS
$59.6M
| $18.1M | 0.02% |
421,444
-44,115
| -9% | -$1.91M |
2025 Q4
3 quarters
|
|
685
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$158M
| $18M | 0.02% |
731,813
+83,911
| +13% | +$2.13M |
2025 Q4
3 quarters
|
|
686
First Trust Short Duration Managed Municipal ETF
FSMB
$660M
| $18M | 0.02% |
923,568
+27,366
| +3% | +$543K |
2021 Q2
21 quarters
|
|
687
Reliance Steel & Aluminium
RS
$21.8B
| $17.9M | 0.02% |
46,448
-783
| -2% | -$310K |
2016 Q1
42 quarters
|
|
688
Interactive Brokers
IBKR
$37.1B
| $17.8M | 0.02% |
208,775
-5,751
| -3% | -$526K |
2019 Q1
30 quarters
|
|
689
Teledyne Technologies
TDY
$29.6B
| $17.8M | 0.02% |
29,380
+2,269
| +8% | +$1.44M |
2018 Q2
33 quarters
|
|
690
Nucor
NUE
$56.6B
| $17.7M | 0.02% |
75,684
+152
| +0.2% | +$38K |
2013 Q2
53 quarters
|
|
691
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.25B
| $17.7M | 0.02% |
443,444
+3,270
| +0.7% | +$128K |
2023 Q1
14 quarters
|
|
692
JPMorgan Income ETF
JPIE
$11.5B
| $17.7M | 0.02% |
393,761
-8,140
| -2% | -$372K |
2023 Q4
11 quarters
|
|
693
Dimensional California Municipal Bond ETF
DFCA
$540M
| $17.6M | 0.02% |
370,117
-60,993
| -14% | -$3.01M |
2023 Q4
11 quarters
|
|
694
Vanguard Financials ETF
VFH
$13.8B
| $17.6M | 0.02% |
135,255
+6,180
| +5% | +$857K |
2021 Q1
22 quarters
|
|
695
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
| $17.6M | 0.02% |
704,034
-1,117,525
| -61% | -$28.1M |
2023 Q2
13 quarters
|
|
696
Tanger
SKT
$4.54B
| $17.6M | 0.02% |
512,093
+4,189
| +0.8% | +$161K |
2020 Q1
26 quarters
|
|
697
CACI
CACI
$14.2B
| $17.6M | 0.02% |
28,835
-7,831
| -21% | -$4.51M |
2020 Q1
26 quarters
|
|
698
Simplify Managed Futures Strategy ETF
CTA
$1.18B
| $17.5M | 0.02% |
607,899
+69,461
| +13% | +$1.93M |
2024 Q3
8 quarters
|
|
699
iShares ESG Aware MSCI EM ETF
ESGE
$6.25B
| $17.5M | 0.02% |
323,674
-25,777
| -7% | -$1.37M |
2019 Q2
29 quarters
|
|
700
Alpha Architect US Quantitative Momentum ETF
QMOM
$394M
| $17.5M | 0.02% |
242,714
+238,714
| +5,968% | +$17.8M |
2025 Q3
4 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.