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 | |
|---|---|---|---|---|---|---|---|
776
Republic Services
RSG
$77.1B
| $14.6M | 0.01% |
69,523
+6,218
| +10% | +$1.35M |
2018 Q1
34 quarters
|
|
777
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $14.4M | 0.01% |
91,637
+776
| +0.9% | +$123K |
2015 Q2
45 quarters
|
|
778
abrdn Physical Silver Shares ETF
SIVR
$3.3B
| $14.4M | 0.01% |
252,126
+24,060
| +11% | +$1.43M |
2020 Q1
26 quarters
|
|
779
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$95.4M
| $14.4M | 0.01% |
596,416
+8,485
| +1% | +$211K |
2025 Q1
6 quarters
|
|
780
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.88B
| $14.3M | 0.01% |
268,878
+5,482
| +2% | +$301K |
2021 Q2
21 quarters
|
|
781
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.93B
| $14.3M | 0.01% |
492,003
-25,255
| -5% | -$733K |
2017 Q1
38 quarters
|
|
782
Schwab International Dividend Equity ETF
SCHY
$2.74B
| $14.3M | 0.01% |
454,849
+18,634
| +4% | +$611K |
2022 Q4
15 quarters
|
|
783
VanEck Merk Gold Trust
OUNZ
$2.5B
| $14.3M | 0.01% |
357,500
-7,291
| -2% | -$299K |
2021 Q1
22 quarters
|
|
784
Innovator US Equity Power Buffer ETF September
PSEP
$1.22B
| $14.3M | 0.01% |
304,304
+26,066
| +9% | +$1.21M |
2020 Q3
24 quarters
|
|
785
DoubleLine Commercial Real Estate Debt ETF
DCRE
$432M
| $14.2M | 0.01% |
278,567
+63,400
| +29% | +$3.26M |
2026 Q2
1 quarter
|
|
786
Vanguard Communication Services ETF
VOX
$5.76B
| $14.2M | 0.01% |
74,311
+1,270
| +2% | +$239K |
2021 Q1
22 quarters
|
|
787
Mercado Libre
MELI
$75.6B
| $14.2M | 0.01% |
8,191
+1,458
| +22% | +$2.7M |
2019 Q1
30 quarters
|
|
788
Defiance Quantum ETF
QTUM
$4.84B
| $14.1M | 0.01% |
93,063
+724
| +0.8% | +$108K |
2024 Q3
8 quarters
|
|
789
Pasqal Holding SA Ordinary Share
PSQL
$794M
| $14.1M | 0.01% |
+2,217,082
| New | +$20.1M |
2026 Q3
0 quarters
|
|
790
iShares Global Healthcare ETF
IXJ
$4.72B
| $14.1M | 0.01% |
137,938
-935
| -0.7% | -$95.6K |
2019 Q2
29 quarters
|
|
791
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
| $14M | 0.01% |
95,768
-670
| -0.7% | -$96.7K |
2013 Q3
52 quarters
|
|
792
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$22.4M
| $14M | 0.01% |
281,901
+3,071
| +1% | +$154K |
2025 Q1
6 quarters
|
|
793
Invesco S&P 500 Pure Value ETF
RPV
$1.81B
| $14M | 0.01% |
121,621
+3,316
| +3% | +$397K |
2018 Q2
33 quarters
|
|
794
Biogen
BIIB
$37.5B
| $13.9M | 0.01% |
61,753
+14,654
| +31% | +$3.11M |
2015 Q3
44 quarters
|
|
795
Jabil
JBL
$26.2B
| $13.9M | 0.01% |
48,561
-65
| -0.1% | -$20.8K |
2017 Q2
37 quarters
|
|
796
iShares MSCI USA Quality GARP ETF
GARP
$3.45B
| $13.9M | 0.01% |
163,372
-692
| -0.4% | -$56.9K |
2024 Q3
8 quarters
|
|
797
Flex
FLEX
$27.7B
| $13.9M | 0.01% |
126,151
-5,306
| -4% | -$628K |
2021 Q3
20 quarters
|
|
798
Donaldson
DCI
$10B
| $13.9M | 0.01% |
159,319
-58,157
| -27% | -$5.3M |
2013 Q3
52 quarters
|
|
799
CRH
CRH
$62B
| $13.9M | 0.01% |
167,464
+11,389
| +7% | +$1.09M |
2023 Q1
14 quarters
|
|
800
Clough Hedged Equity ETF
CBLS
$51.9M
| $13.8M | 0.01% |
443,282
-16,620
| -4% | -$519K |
2025 Q1
6 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.