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 | |
|---|---|---|---|---|---|---|---|
1051
PGIM Short Duration High Yield ETF
PSH
$221M
| $7.85M | 0.01% |
161,302
-40,854
| -20% | -$2.03M |
2024 Q4
7 quarters
|
|
1052
JPMorgan Nasdaq Equity Premium Yield ETF
ROCQ
$408M
| $7.78M | 0.01% |
137,550
+48,451
| +54% | +$2.69M |
2026 Q2
1 quarter
|
|
1053
NetApp
NTAP
$35.6B
| $7.74M | 0.01% |
36,863
-6,472
| -15% | -$1.19M |
2016 Q3
40 quarters
|
|
1054
UBS Group
UBS
$146B
| $7.74M | 0.01% |
160,839
+34,139
| +27% | +$1.79M |
2014 Q4
47 quarters
|
|
1055
10x Genomics
TXG
$7.65B
| $7.73M | 0.01% |
85,558
+68,806
| +411% | +$4.03M |
2026 Q2
1 quarter
|
|
1056
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.43B
| $7.73M | 0.01% |
253,905
-7,732
| -3% | -$234K |
2024 Q1
10 quarters
|
|
1057
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$288M
| $7.72M | 0.01% |
369,518
+93,993
| +34% | +$2.03M |
2024 Q3
8 quarters
|
|
1058
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$2.95B
| $7.71M | 0.01% |
395,156
-27,256
| -6% | -$533K |
2022 Q2
17 quarters
|
|
1059
Innovator US Equity Power Buffer ETF March
PMAR
$743M
| $7.7M | 0.01% |
157,287
-17,524
| -10% | -$849K |
2020 Q4
23 quarters
|
|
1060
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.24B
| $7.7M | 0.01% |
114,382
-2,260
| -2% | -$157K |
2013 Q2
53 quarters
|
|
1061
VanEck CLO ETF
CLOI
$1.82B
| $7.66M | 0.01% |
144,598
+99,826
| +223% | +$5.28M |
2024 Q4
7 quarters
|
|
1062
Pinnacle West Capital
PNW
$13B
| $7.65M | 0.01% |
82,245
+2,326
| +3% | +$233K |
2014 Q2
49 quarters
|
|
1063
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$209M
| $7.64M | 0.01% |
384,194
+49,427
| +15% | +$1.02M |
2024 Q3
8 quarters
|
|
1064
Elbit Systems
ESLT
$33.1B
| $7.61M | 0.01% |
11,212
-843
| -7% | -$640K |
2020 Q2
25 quarters
|
|
1065
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.6B
| $7.59M | 0.01% |
83,517
-213,337
| -72% | -$20.2M |
2016 Q2
41 quarters
|
|
1066
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.05B
| $7.58M | 0.01% |
77,710
+2,336
| +3% | +$232K |
2017 Q2
37 quarters
|
|
1067
Halozyme
HALO
$11.4B
| $7.55M | 0.01% |
68,345
+53,321
| +355% | +$5.15M |
2020 Q4
23 quarters
|
|
1068
Global X Copper Miners ETF NEW
COPX
$5.8B
| $7.53M | 0.01% |
88,938
+3,647
| +4% | +$308K |
2024 Q1
10 quarters
|
|
1069
NRG Energy
NRG
$20.4B
| $7.51M | 0.01% |
78,543
-235,695
| -75% | -$28.4M |
2019 Q3
28 quarters
|
|
1070
Unlimited HFGM Global Macro ETF
HFGM
$142M
| $7.51M | 0.01% |
239,660
+5,860
| +3% | +$183K |
2025 Q2
5 quarters
|
|
1071
Fidelity MSCI Health Care Index ETF
FHLC
$4.03B
| $7.5M | 0.01% |
91,827
+207
| +0.2% | +$16.8K |
2015 Q3
44 quarters
|
|
1072
Banco Santander
SAN
$176B
| $7.49M | 0.01% |
541,895
+26,260
| +5% | +$375K |
2015 Q3
44 quarters
|
|
1073
DELISTED
Kenvue
KVUE
| $7.46M | 0.01% |
422,673
+1,144
| +0.3% | +$21.5K |
2023 Q3
12 quarters
|
|
1074
PGIM Ultra Short Municipal Bond ETF
PUSH
$208M
| $7.46M | 0.01% |
149,986
+35,457
| +31% | +$1.78M |
2025 Q3
4 quarters
|
|
1075
Omnicom Group
OMC
$24B
| $7.44M | 0.01% |
101,074
+7,723
| +8% | +$631K |
2013 Q2
53 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.