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 | |
|---|---|---|---|---|---|---|---|
751
iShares A.I. Innovation and Tech Active ETF
BAI
$11.3B
| $15.3M | 0.01% |
324,263
-13,039
| -4% | -$584K |
2025 Q2
5 quarters
|
|
752
WisdomTree US MidCap Dividend Fund
DON
$4.05B
| $15.3M | 0.01% |
283,443
-8,369
| -3% | -$478K |
2021 Q1
22 quarters
|
|
753
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.73B
| $15.3M | 0.01% |
93,808
+42,832
| +84% | +$6.84M |
2023 Q1
14 quarters
|
|
754
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$436M
| $15.2M | 0.01% |
314,625
+3,970
| +1% | +$195K |
2017 Q1
38 quarters
|
|
755
Stagwell
STGW
$2.79B
| $15.2M | 0.01% |
1,870,846
-713,012
| -28% | -$5.95M |
2016 Q4
39 quarters
|
|
756
Consolidated Edison
ED
$44.9B
| $15.2M | 0.01% |
148,750
+3,067
| +2% | +$332K |
2013 Q2
53 quarters
|
|
757
Fifth Third Bancorp
FITB
$49.2B
| $15.2M | 0.01% |
300,496
+15,309
| +5% | +$852K |
2013 Q2
53 quarters
|
|
758
Fidelity MSCI Utilities Index ETF
FUTY
$2.09B
| $15.2M | 0.01% |
297,632
+677
| +0.2% | +$38K |
2018 Q3
32 quarters
|
|
759
Avantis Emerging Markets Value ETF
AVES
$1.46B
| $15.2M | 0.01% |
232,972
-14,085
| -6% | -$915K |
2024 Q1
10 quarters
|
|
760
Tamboran Resources
TBN
$1.02B
| $15.1M | 0.01% |
457,195
+444
| +0.1% | +$15.7K |
2025 Q4
3 quarters
|
|
761
Innovator Equity Managed Floor ETF
SFLR
$2.23B
| $15M | 0.01% |
385,757
+5,881
| +2% | +$228K |
2025 Q2
5 quarters
|
|
762
Reddit
RDDT
$19B
| $15M | 0.01% |
105,302
+34,284
| +48% | +$5.67M |
2024 Q2
9 quarters
|
|
763
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.74B
| $14.9M | 0.01% |
287,098
-9,261
| -3% | -$504K |
2020 Q4
23 quarters
|
|
764
Vanguard Core Bond ETF
VCRB
$8.03B
| $14.9M | 0.01% |
202,519
+7,207
| +4% | +$546K |
2024 Q1
10 quarters
|
|
765
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$682M
| $14.9M | 0.01% |
590,283
+40,105
| +7% | +$1.02M |
2021 Q2
21 quarters
|
|
766
Congress SMid Growth ETF
CSMD
$474M
| $14.9M | 0.01% |
439,398
+13,607
| +3% | +$470K |
2026 Q1
2 quarters
|
|
767
Idexx Laboratories
IDXX
$55.5B
| $14.8M | 0.01% |
28,437
+22
| +0.1% | +$12.1K |
2013 Q2
53 quarters
|
|
768
MFS Blended Research International Equity ETF
BRIE
$430M
| $14.8M | 0.01% |
+489,110
| New | +$15M |
2026 Q3
0 quarters
|
|
769
Global X Artificial Intelligence & Technology ETF
AIQ
$9.44B
| $14.8M | 0.01% |
227,372
-2,356
| -1% | -$148K |
2023 Q3
12 quarters
|
|
770
SK Hynix Inc
SKHY
$929B
| $14.8M | 0.01% |
+80,453
| New | +$13.3M |
2026 Q3
0 quarters
|
|
771
JPMorgan Short Duration Core Plus ETF
JSCP
$1.84B
| $14.8M | 0.01% |
320,840
-52,711
| -14% | -$2.46M |
2021 Q2
21 quarters
|
|
772
Boston Scientific
BSX
$64.3B
| $14.7M | 0.01% |
337,601
+184,100
| +120% | +$8.52M |
2015 Q3
44 quarters
|
|
773
Timken Company
TKR
$7.48B
| $14.7M | 0.01% |
125,967
+110,165
| +697% | +$14.2M |
2016 Q3
40 quarters
|
|
774
Franco-Nevada
FNV
$47.7B
| $14.6M | 0.01% |
61,445
+1,184
| +2% | +$282K |
2019 Q4
27 quarters
|
|
775
Sprott Uranium Miners ETF
URNM
$1.63B
| $14.6M | 0.01% |
307,850
+39,430
| +15% | +$2.08M |
2022 Q2
17 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.