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 | |
|---|---|---|---|---|---|---|---|
851
Innovator US Equity Power Buffer ETF October
POCT
$1.14B
| $12M | 0.01% |
251,130
+11,602
| +5% | +$547K |
2019 Q4
27 quarters
|
|
852
BP
BP
$118B
| $12M | 0.01% |
272,559
-425
| -0.2% | -$18.2K |
2020 Q1
26 quarters
|
|
853
British American Tobacco
BTI
$133B
| $12M | 0.01% |
220,136
+7,446
| +4% | +$432K |
2013 Q2
53 quarters
|
|
854
Innovator US Equity Power Buffer ETF November
PNOV
$851M
| $12M | 0.01% |
262,014
| – | – |
2019 Q4
27 quarters
|
|
855
Royal Caribbean
RCL
$86.5B
| $11.9M | 0.01% |
44,922
+2,744
| +7% | +$779K |
2017 Q1
38 quarters
|
|
856
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.13B
| $11.7M | 0.01% |
218,033
+11,617
| +6% | +$620K |
2021 Q4
19 quarters
|
|
857
Akre Focus ETF
AKRE
$5.38B
| $11.7M | 0.01% |
222,913
-32,681
| -13% | -$1.87M |
2025 Q4
3 quarters
|
|
858
Innovator US Equity Power Buffer ETF April
PAPR
$960M
| $11.7M | 0.01% |
271,050
-33,453
| -11% | -$1.43M |
2020 Q1
26 quarters
|
|
859
iShares Russell 2500 ETF
SMMD
$4.19B
| $11.7M | 0.01% |
136,823
+8,665
| +7% | +$779K |
2022 Q2
17 quarters
|
|
860
iShares Future AI & Tech ETF
ARTY
$3.49B
| $11.7M | 0.01% |
149,379
-68,066
| -31% | -$4.95M |
2023 Q4
11 quarters
|
|
861
Bluerock Private Real Estate Fund
BPRE
| $11.7M | 0.01% |
929,690
-69,734
| -7% | -$868K |
2025 Q4
3 quarters
|
|
862
Iron Mountain
IRM
$33.9B
| $11.6M | 0.01% |
104,285
-1,114
| -1% | -$133K |
2014 Q4
47 quarters
|
|
863
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
$10.2B
| $11.6M | 0.01% |
474,950
+144,797
| +44% | +$3.63M |
2021 Q2
21 quarters
|
|
864
Ford
F
$47.6B
| $11.5M | 0.01% |
956,956
-96,723
| -9% | -$1.34M |
2013 Q2
53 quarters
|
|
865
SouthState Bank Corp
SSB
$10.1B
| $11.5M | 0.01% |
115,665
-236
| -0.2% | -$24.7K |
2020 Q4
23 quarters
|
|
866
Southern Copper
SCCO
$140B
| $11.5M | 0.01% |
57,289
-2,460
| -4% | -$466K |
2017 Q1
38 quarters
|
|
867
Nu Holdings
NU
$63.9B
| $11.5M | 0.01% |
904,725
+14,566
| +2% | +$207K |
2022 Q1
18 quarters
|
|
868
VanEck Junior Gold Miners ETF
GDXJ
$7.31B
| $11.4M | 0.01% |
100,464
-12,481
| -11% | -$1.42M |
2021 Q1
22 quarters
|
|
869
Zscaler
ZS
$31.4B
| $11.4M | 0.01% |
56,994
+1,971
| +4% | +$336K |
2021 Q1
22 quarters
|
|
870
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.26B
| $11.4M | 0.01% |
60,943
+21,872
| +56% | +$4.21M |
2020 Q1
26 quarters
|
|
871
SiTime
SITM
$13.4B
| $11.3M | 0.01% |
17,367
+1,232
| +8% | +$747K |
2023 Q1
14 quarters
|
|
872
Mitsubishi UFJ Financial
MUFG
$246B
| $11.3M | 0.01% |
489,765
+20,864
| +4% | +$471K |
2015 Q2
45 quarters
|
|
873
TCW Core Plus Bond ETF
FIXT
$223M
| $11.3M | 0.01% |
+313,523
| New | +$11.6M |
2026 Q3
0 quarters
|
|
874
Rio Tinto
RIO
$135B
| $11.3M | 0.01% |
119,589
+8,270
| +7% | +$803K |
2015 Q3
44 quarters
|
|
875
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
$11.9B
| $11.3M | 0.01% |
498,519
+103,252
| +26% | +$2.39M |
2023 Q2
13 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.