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 | |
|---|---|---|---|---|---|---|---|
976
APA Corp
APA
$16.3B
| $9.05M | 0.01% |
217,780
+16,884
| +8% | +$670K |
2020 Q1
26 quarters
|
|
977
AZZ Inc
AZZ
$4B
| $9.02M | 0.01% |
67,140
+4,398
| +7% | +$631K |
2023 Q3
12 quarters
|
|
978
Ross Stores
ROST
$74B
| $9.02M | 0.01% |
38,638
+3,027
| +9% | +$710K |
2013 Q2
53 quarters
|
|
979
Runway Growth Finance
RWAY
$276M
| $8.96M | 0.01% |
1,353,912
+10,781
| +0.8% | +$66.9K |
2021 Q4
19 quarters
|
|
980
Innovator US Equity Buffer ETF July
BJUL
$356M
| $8.95M | 0.01% |
161,520
-1,454
| -0.9% | -$80K |
2020 Q3
24 quarters
|
|
981
Lindsay Corp
LNN
$1.09B
| $8.93M | 0.01% |
79,752
+1,217
| +2% | +$141K |
2022 Q4
15 quarters
|
|
982
Unum
UNM
$12.4B
| $8.92M | 0.01% |
101,705
+426
| +0.4% | +$38.6K |
2020 Q2
25 quarters
|
|
983
Innovator US Equity Buffer ETF October
BOCT
$356M
| $8.9M | 0.01% |
161,799
-771
| -0.5% | -$41.7K |
2019 Q2
29 quarters
|
|
984
Digital Realty Trust
DLR
$68.1B
| $8.9M | 0.01% |
50,682
-268
| -0.5% | -$49.7K |
2013 Q2
53 quarters
|
|
985
Xylem
XYL
$21.6B
| $8.85M | 0.01% |
87,400
+166
| +0.2% | +$19K |
2021 Q1
22 quarters
|
|
986
Cemex
CX
$15.2B
| $8.85M | 0.01% |
930,220
+15,181
| +2% | +$171K |
2014 Q1
50 quarters
|
|
987
iShares ESG Advanced MSCI USA ETF
USXF
$1.38B
| $8.84M | 0.01% |
129,885
-63
| -0% | -$4.27K |
2024 Q1
10 quarters
|
|
988
Nasdaq
NDAQ
$60.2B
| $8.84M | 0.01% |
96,042
-7,308
| -7% | -$683K |
2019 Q2
29 quarters
|
|
989
DTE Energy
DTE
$29.1B
| $8.82M | 0.01% |
72,395
-3,424
| -5% | -$476K |
2014 Q4
47 quarters
|
|
990
Innovator US Equity Buffer ETF April
BAPR
$415M
| $8.82M | 0.01% |
161,382
-14,593
| -8% | -$789K |
2021 Q1
22 quarters
|
|
991
DELISTED
Warner Bros
WBD
| $8.81M | 0.01% |
284,570
-1,472
| -0.5% | -$40.8K |
2013 Q2
53 quarters
|
|
992
Evergy
EVRG
$20.8B
| $8.77M | 0.01% |
111,811
-2,464
| -2% | -$204K |
2018 Q2
33 quarters
|
|
993
Vanguard Consumer Discretionary ETF
VCR
$6.16B
| $8.77M | 0.01% |
24,048
+332
| +1% | +$129K |
2021 Q1
22 quarters
|
|
994
Prosperity Bancshares
PB
$8.76B
| $8.77M | 0.01% |
132,407
+111,572
| +536% | +$8.05M |
2018 Q4
31 quarters
|
|
995
Astoria US Quality Kings ETF
ROE
$251M
| $8.76M | 0.01% |
205,849
+128,721
| +167% | +$5.52M |
2024 Q1
10 quarters
|
|
996
Rocket Lab Corp
RKLB
$41.4B
| $8.76M | 0.01% |
125,749
+16,523
| +15% | +$1.19M |
2023 Q4
11 quarters
|
|
997
Schwab International Small-Cap Equity ETF
SCHC
$5.48B
| $8.75M | 0.01% |
175,918
+2,107
| +1% | +$105K |
2020 Q3
24 quarters
|
|
998
Expeditors International
EXPD
$25.2B
| $8.73M | 0.01% |
47,289
+1,036
| +2% | +$188K |
2013 Q2
53 quarters
|
|
999
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.14B
| $8.73M | 0.01% |
145,577
+20,593
| +16% | +$1.26M |
2020 Q2
25 quarters
|
|
1000
State Street SPDR Portfolio Nasdaq 100 ETF
QNDX
$150M
| $8.63M | 0.01% |
+344,263
| New | +$8.33M |
2026 Q3
0 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.