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 | |
|---|---|---|---|---|---|---|---|
726
iShares MSCI USA Value Factor ETF
VLUE
$9.2B
| $16.3M | 0.02% |
82,296
+17,013
| +26% | +$3.37M |
2018 Q2
33 quarters
|
|
727
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.33B
| $16.2M | 0.02% |
668,592
+17,725
| +3% | +$439K |
2022 Q3
16 quarters
|
|
728
Paylocity
PCTY
$9.26B
| $16.1M | 0.02% |
113,267
-23,108
| -17% | -$3.23M |
2020 Q2
25 quarters
|
|
729
Rambus
RMBS
$8.81B
| $16.1M | 0.02% |
150,551
+18,067
| +14% | +$1.74M |
2021 Q4
19 quarters
|
|
730
Vistance Networks Inc
VISN
$863M
| $16.1M | 0.02% |
2,685,645
-1,224
| -0% | -$12K |
2022 Q4
15 quarters
|
|
731
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$213M
| $16M | 0.02% |
559,248
+529,573
| +1,785% | +$15.6M |
2026 Q2
1 quarter
|
|
732
FedEx Freight
FDXF
$20B
| $16M | 0.02% |
146,133
-7,200
| -5% | -$985K |
2026 Q2
1 quarter
|
|
733
Innovator US Equity Ultra Buffer ETF February
UFEB
$164M
| $15.9M | 0.02% |
403,584
-227,887
| -36% | -$8.93M |
2020 Q1
26 quarters
|
|
734
Cintas
CTAS
$89.8B
| $15.9M | 0.02% |
81,407
+5,302
| +7% | +$1.05M |
2016 Q4
39 quarters
|
|
735
Quest Diagnostics
DGX
$28.6B
| $15.9M | 0.02% |
68,110
+418
| +0.6% | +$96.6K |
2013 Q2
53 quarters
|
|
736
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.79B
| $15.9M | 0.02% |
376,991
+12,452
| +3% | +$545K |
2022 Q4
15 quarters
|
|
737
iShares 10-20 Year Treasury Bond ETF
TLH
$12B
| $15.8M | 0.02% |
171,728
-2,201
| -1% | -$213K |
2019 Q2
29 quarters
|
|
738
Novo Nordisk
NVO
$184B
| $15.8M | 0.01% |
416,347
+13,085
| +3% | +$603K |
2013 Q2
53 quarters
|
|
739
First Eagle Overseas Equity ETF
FEOE
$2.02B
| $15.7M | 0.01% |
292,463
+20,536
| +8% | +$1.13M |
2025 Q2
5 quarters
|
|
740
iShares S&P 100 ETF
OEF
$19.9B
| $15.7M | 0.01% |
41,118
-962
| -2% | -$362K |
2013 Q2
53 quarters
|
|
741
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.87B
| $15.7M | 0.01% |
562,564
+125,219
| +29% | +$3.63M |
2023 Q1
14 quarters
|
|
742
iShares iBonds Dec 2036 Term Corporate ETF
IBCB
$93.7M
| $15.6M | 0.01% |
661,186
+107,237
| +19% | +$2.63M |
2026 Q2
1 quarter
|
|
743
Valmont Industries
VMI
$8.06B
| $15.6M | 0.01% |
33,742
-19,676
| -37% | -$9.7M |
2021 Q4
19 quarters
|
|
744
Eaton Vance Short Duration Income ETF
EVSD
$1.58B
| $15.6M | 0.01% |
313,869
+68,932
| +28% | +$3.49M |
2025 Q1
6 quarters
|
|
745
Howmet Aerospace
HWM
$87.8B
| $15.6M | 0.01% |
69,040
+780
| +1% | +$205K |
2016 Q4
39 quarters
|
|
746
Innovator US Equity Power Buffer ETF August
PAUG
$1.03B
| $15.6M | 0.01% |
334,302
-1,979
| -0.6% | -$91.8K |
2019 Q4
27 quarters
|
|
747
ProShares Ultra S&P500
SSO
$7.31B
| $15.6M | 0.01% |
224,672
-24,945
| -10% | -$1.73M |
2013 Q4
51 quarters
|
|
748
iShares Treasury Floating Rate Bond ETF
TFLO
$7.36B
| $15.6M | 0.01% |
306,920
+20,690
| +7% | +$1.05M |
2022 Q3
16 quarters
|
|
749
The Mosaic Company
MOS
$6.97B
| $15.4M | 0.01% |
710,351
+90,023
| +15% | +$2.09M |
2020 Q2
25 quarters
|
|
750
iShares MSCI United Kingdom ETF
EWU
$3.75B
| $15.4M | 0.01% |
330,199
+85,506
| +35% | +$4.08M |
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.