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 | |
|---|---|---|---|---|---|---|---|
951
WisdomTree US MidCap Fund
EZM
$949M
| $9.7M | 0.01% |
136,096
+21,482
| +19% | +$1.62M |
2021 Q1
22 quarters
|
|
952
SAP
SAP
$271B
| $9.7M | 0.01% |
46,751
-2,740
| -6% | -$532K |
2013 Q2
53 quarters
|
|
953
AGF US Market Neutral Anti-Beta Fund
BTAL
$370M
| $9.7M | 0.01% |
810,543
+13,063
| +2% | +$157K |
2025 Q1
6 quarters
|
|
954
Axsome Therapeutics
AXSM
$7.45B
| $9.7M | 0.01% |
52,557
-3,756
| -7% | -$817K |
2024 Q4
7 quarters
|
|
955
Simplify Health Care ETF
PINK
$339M
| $9.7M | 0.01% |
250,326
-10,845
| -4% | -$427K |
2022 Q3
16 quarters
|
|
956
iShares US Medical Devices ETF
IHI
$4.06B
| $9.6M | 0.01% |
188,281
-9,162
| -5% | -$484K |
2016 Q2
41 quarters
|
|
957
Illumina
ILMN
$31.3B
| $9.6M | 0.01% |
34,942
-5,192
| -13% | -$1.09M |
2013 Q4
51 quarters
|
|
958
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
| $9.6M | 0.01% |
109,602
-569
| -0.5% | -$49.6K |
2021 Q1
22 quarters
|
|
959
Carlisle Companies
CSL
$15.3B
| $9.5M | 0.01% |
29,575
-1,811
| -6% | -$629K |
2013 Q2
53 quarters
|
|
960
CSW Industrials
CSW
$4.61B
| $9.49M | 0.01% |
32,950
+12,183
| +59% | +$3.72M |
2024 Q1
10 quarters
|
|
961
MetLife
MET
$64.5B
| $9.47M | 0.01% |
100,606
-50,792
| -34% | -$4.84M |
2013 Q2
53 quarters
|
|
962
Coherent
COHR
$43B
| $9.44M | 0.01% |
32,802
-1,494
| -4% | -$449K |
2018 Q4
31 quarters
|
|
963
Capital Group Core Balanced ETF
CGBL
$7.98B
| $9.41M | 0.01% |
255,979
+13,901
| +6% | +$524K |
2024 Q1
10 quarters
|
|
964
ProShares Bitcoin Strategy ETF
BITO
$1.31B
| $9.39M | 0.01% |
838,429
+416,806
| +99% | +$4M |
2021 Q4
19 quarters
|
|
965
Arrowhead Research
ARWR
$6.75B
| $9.36M | 0.01% |
143,076
+2,682
| +2% | +$217K |
2018 Q3
32 quarters
|
|
966
iShares Biotechnology ETF
IBB
$11.1B
| $9.31M | 0.01% |
44,218
-1,786
| -4% | -$358K |
2013 Q2
53 quarters
|
|
967
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$784M
| $9.29M | 0.01% |
477,244
+78,218
| +20% | +$1.56M |
2023 Q4
11 quarters
|
|
968
Mid-America Apartment Communities
MAA
$13.7B
| $9.27M | 0.01% |
78,693
-2,659
| -3% | -$346K |
2018 Q3
32 quarters
|
|
969
Columbia EM Core ex-China ETF
XCEM
$1.93B
| $9.26M | 0.01% |
180,159
-8,069
| -4% | -$405K |
2022 Q3
16 quarters
|
|
970
Infleqtion Inc
INFQ
$1.91B
| $9.26M | 0.01% |
687,426
+18,293
| +3% | +$221K |
2026 Q1
2 quarters
|
|
971
Dow Inc
DOW
$23.9B
| $9.22M | 0.01% |
334,826
-32,073
| -9% | -$955K |
2019 Q2
29 quarters
|
|
972
ProShares S&P 500 High Income ETF
ISPY
$1.13B
| $9.21M | 0.01% |
192,780
-389
| -0.2% | -$18.7K |
2025 Q2
5 quarters
|
|
973
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.43B
| $9.2M | 0.01% |
185,919
-3,134
| -2% | -$157K |
2017 Q2
37 quarters
|
|
974
BlackRock US Industry Rotation ETF
INRO
$558M
| $9.15M | 0.01% |
+248,526
| New | +$9.07M |
2026 Q3
0 quarters
|
|
975
CF Industries
CF
$18.3B
| $9.11M | 0.01% |
79,039
+10,936
| +16% | +$1.35M |
2015 Q4
43 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.