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 | |
|---|---|---|---|---|---|---|---|
1076
AutoNation
AN
$5.69B
| $7.43M | 0.01% |
47,205
+42,703
| +949% | +$8.45M |
2020 Q3
24 quarters
|
|
1077
DoubleLine Yield Opportunities Fund
DLY
$632M
| $7.43M | 0.01% |
555,675
-8,491
| -2% | -$118K |
2022 Q2
17 quarters
|
|
1078
Manulife Financial
MFC
$72.8B
| $7.43M | 0.01% |
174,416
-17,119
| -9% | -$741K |
2015 Q1
46 quarters
|
|
1079
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.54B
| $7.42M | 0.01% |
147,936
+2,475
| +2% | +$130K |
2021 Q4
19 quarters
|
|
1080
Innovator US Equity Power Buffer ETF January
PJAN
$1.41B
| $7.39M | 0.01% |
145,656
-4,478
| -3% | -$225K |
2019 Q4
27 quarters
|
|
1081
Allspring Income Plus ETF
AINP
$250M
| $7.35M | 0.01% |
306,034
+56,186
| +22% | +$1.39M |
2026 Q1
2 quarters
|
|
1082
Sprott Physical Gold and Silver Trust
CEF
$6.46B
| $7.34M | 0.01% |
176,752
+15,347
| +10% | +$659K |
2014 Q3
48 quarters
|
|
1083
Qualys
QLYS
$6.04B
| $7.32M | 0.01% |
39,119
+711
| +2% | +$120K |
2018 Q2
33 quarters
|
|
1084
Invesco S&P Global Water Index ETF
CGW
$1.06B
| $7.31M | 0.01% |
117,281
-1,018
| -0.9% | -$65.9K |
2024 Q2
9 quarters
|
|
1085
State Street SPDR S&P Semiconductor ETF
XSD
$2.36B
| $7.27M | 0.01% |
13,735
-555
| -4% | -$285K |
2014 Q2
49 quarters
|
|
1086
Warner Music
WMG
$16.9B
| $7.24M | 0.01% |
262,287
+4,388
| +2% | +$121K |
2021 Q1
22 quarters
|
|
1087
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.22B
| $7.21M | 0.01% |
235,838
+141,650
| +150% | +$4.22M |
2021 Q1
22 quarters
|
|
1088
argenx
ARGX
$60.4B
| $7.17M | 0.01% |
7,473
+2,498
| +50% | +$2.35M |
2021 Q4
19 quarters
|
|
1089
Regal Rexnord
RRX
$11.7B
| $7.16M | 0.01% |
46,156
+519
| +1% | +$93.7K |
2023 Q2
13 quarters
|
|
1090
Curtiss-Wright
CW
$17.1B
| $7.13M | 0.01% |
13,117
-806
| -6% | -$531K |
2018 Q4
31 quarters
|
|
1091
Toyota
TM
$250B
| $7.08M | 0.01% |
38,692
+5,117
| +15% | +$960K |
2013 Q2
53 quarters
|
|
1092
nVent Electric
NVT
$18.5B
| $7.07M | 0.01% |
44,074
-7,936
| -15% | -$1.25M |
2020 Q4
23 quarters
|
|
1093
Ares Management
ARES
$30.6B
| $7.04M | 0.01% |
60,610
+4,761
| +9% | +$622K |
2018 Q1
34 quarters
|
|
1094
Jacobs Solutions
J
$18.5B
| $7.02M | 0.01% |
51,922
+1,865
| +4% | +$261K |
2016 Q3
40 quarters
|
|
1095
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$55.7M
| $6.95M | 0.01% |
197,988
+8,303
| +4% | +$302K |
2021 Q1
22 quarters
|
|
1096
Prudential Financial
PRU
$42.4B
| $6.94M | 0.01% |
61,115
-4,753
| -7% | -$567K |
2013 Q2
53 quarters
|
|
1097
Leidos
LDOS
$15.9B
| $6.93M | 0.01% |
56,920
-79,662
| -58% | -$10M |
2013 Q2
53 quarters
|
|
1098
Nuveen ESG Large-Cap Growth ETF
NULG
$2.81B
| $6.93M | 0.01% |
60,988
-5,450
| -8% | -$620K |
2017 Q4
35 quarters
|
|
1099
Fidelity Hedged Equity ETF
FHEQ
$998M
| $6.92M | 0.01% |
205,586
+4,791
| +2% | +$162K |
2025 Q4
3 quarters
|
|
1100
Lattice Semiconductor
LSCC
$16B
| $6.88M | 0.01% |
54,765
-10,567
| -16% | -$1.31M |
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.