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 | |
|---|---|---|---|---|---|---|---|
801
First Solar
FSLR
$18.4B
| $13.8M | 0.01% |
78,562
+734
| +0.9% | +$155K |
2015 Q4
43 quarters
|
|
802
Innovator Laddered Allocation Buffer ETF
BUFB
$339M
| $13.8M | 0.01% |
341,372
+22,688
| +7% | +$906K |
2023 Q3
12 quarters
|
|
803
Invesco DB Agriculture Fund
DBA
$1.15B
| $13.7M | 0.01% |
488,615
+8,800
| +2% | +$248K |
2020 Q3
24 quarters
|
|
804
Loews
L
$22.6B
| $13.7M | 0.01% |
131,190
+429
| +0.3% | +$48.1K |
2015 Q3
44 quarters
|
|
805
HDFC Bank
HDB
$133B
| $13.7M | 0.01% |
612,395
+28,600
| +5% | +$680K |
2017 Q1
38 quarters
|
|
806
Synopsys
SNPS
$87.2B
| $13.7M | 0.01% |
31,404
-87,957
| -74% | -$35.9M |
2016 Q4
39 quarters
|
|
807
Snap-on
SNA
$19B
| $13.6M | 0.01% |
37,425
-2,784
| -7% | -$1.1M |
2013 Q2
53 quarters
|
|
808
Kimberly-Clark
KMB
$67.2B
| $13.5M | 0.01% |
138,959
+165
| +0.1% | +$17.6K |
2013 Q2
53 quarters
|
|
809
Avantis US Large Cap Value ETF
AVLV
$22.8B
| $13.5M | 0.01% |
149,434
-1,279
| -0.8% | -$119K |
2024 Q2
9 quarters
|
|
810
First Trust Long/Short Equity ETF
FTLS
$2.61B
| $13.5M | 0.01% |
175,791
+1,762
| +1% | +$133K |
2017 Q1
38 quarters
|
|
811
Monster Beverage
MNST
$90.9B
| $13.4M | 0.01% |
322,165
+9,981
| +3% | +$462K |
2014 Q2
49 quarters
|
|
812
Alpha Tau Medical
DRTS
$1.24B
| $13.3M | 0.01% |
894,043
+19,049
| +2% | +$263K |
2023 Q4
11 quarters
|
|
813
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $13.3M | 0.01% |
117,391
-11,769
| -9% | -$1.36M |
2017 Q2
37 quarters
|
|
814
KKR & Co
KKR
$87.5B
| $13.2M | 0.01% |
144,749
-4,006
| -3% | -$409K |
2018 Q3
32 quarters
|
|
815
Motorola Solutions
MSI
$87.8B
| $13.2M | 0.01% |
29,541
+322
| +1% | +$145K |
2013 Q2
53 quarters
|
|
816
Avery Dennison
AVY
$14.2B
| $13M | 0.01% |
76,369
+7,722
| +11% | +$1.32M |
2020 Q1
26 quarters
|
|
817
Avantis US Large Cap Equity ETF
AVLC
$1.57B
| $13M | 0.01% |
144,374
+8,574
| +6% | +$777K |
2025 Q1
6 quarters
|
|
818
Hershey
HSY
$35B
| $13M | 0.01% |
82,640
-5,941
| -7% | -$1.05M |
2013 Q2
53 quarters
|
|
819
iShares US Equity Factor ETF
LRGF
$3.65B
| $13M | 0.01% |
167,253
-1,379
| -0.8% | -$107K |
2020 Q2
25 quarters
|
|
820
iShares MSCI Intl Value Factor ETF
IVLU
$4.6B
| $13M | 0.01% |
302,853
+52,019
| +21% | +$2.27M |
2020 Q2
25 quarters
|
|
821
Intuit
INTU
$91.3B
| $12.9M | 0.01% |
46,772
-18,281
| -28% | -$5.74M |
2013 Q2
53 quarters
|
|
822
Edwards Lifesciences
EW
$61.6B
| $12.8M | 0.01% |
148,517
-968
| -0.6% | -$86K |
2024 Q2
9 quarters
|
|
823
Brixmor Property Group
BRX
$9.3B
| $12.8M | 0.01% |
463,932
-872
| -0.2% | -$26.2K |
2021 Q4
19 quarters
|
|
824
JPMorgan Limited Duration Bond ETF
JPLD
$4.18B
| $12.8M | 0.01% |
248,738
+37,089
| +18% | +$1.92M |
2024 Q4
7 quarters
|
|
825
Apollo Global Management
APO
$72.9B
| $12.7M | 0.01% |
109,846
-9,139
| -8% | -$1.16M |
2022 Q1
18 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.