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 US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
Cummins
CMI
|
+$105M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.36% |
| 2 | Technology | 13.56% |
| 3 | Financials | 8.24% |
| 4 | Healthcare | 6.32% |
| 5 | Industrials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Wells Fargo
WFC
$254B
| $218M | 0.21% |
2,642,793
-590,915
| -18% | -$47.5M |
2021 Q1
21 quarters
|
|
102
ASML
ASML
$641B
| $218M | 0.21% |
109,385
+434
| +0.4% | +$691K |
2014 Q3
47 quarters
|
|
103
iShares Russell 1000 ETF
IWB
$48.9B
| $215M | 0.21% |
524,619
+480
| +0.1% | +$190K |
2013 Q2
52 quarters
|
|
104
iShares Russell 2000 ETF
IWM
$76.2B
| $214M | 0.21% |
712,746
+70,330
| +11% | +$19.8M |
2016 Q2
40 quarters
|
|
105
Starbucks
SBUX
$120B
| $212M | 0.2% |
2,071,731
-108,227
| -5% | -$10.9M |
2013 Q2
52 quarters
|
|
106
Eaton
ETN
$153B
| $212M | 0.2% |
496,575
+4,943
| +1% | +$1.99M |
2013 Q2
52 quarters
|
|
107
Lockheed Martin
LMT
$149B
| $210M | 0.2% |
412,521
+18,971
| +5% | +$10.3M |
2013 Q2
52 quarters
|
|
108
TJX Companies
TJX
$154B
| $208M | 0.2% |
1,375,797
-56,653
| -4% | -$8.96M |
2013 Q2
52 quarters
|
|
109
KLA
KLAC
$220B
| $204M | 0.2% |
675,427
+70,037
| +12% | +$13.9M |
2016 Q3
39 quarters
|
|
110
Avantis US Equity ETF
AVUS
$14.8B
| $201M | 0.19% |
1,572,782
-39,920
| -2% | -$4.92M |
2020 Q1
25 quarters
|
|
111
GE Vernova
GEV
$236B
| $198M | 0.19% |
168,874
-7,989
| -5% | -$8.15M |
2024 Q2
8 quarters
|
|
112
Walt Disney
DIS
$191B
| $195M | 0.19% |
2,027,922
-88,219
| -4% | -$8.99M |
2021 Q1
21 quarters
|
|
113
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$39B
| $195M | 0.19% |
3,210,846
+130,527
| +4% | +$7.81M |
2017 Q2
36 quarters
|
|
114
Invesco NASDAQ 100 ETF
QQQM
$108B
| $195M | 0.19% |
643,133
+162,761
| +34% | +$46.1M |
2022 Q4
14 quarters
|
|
115
Gilead Sciences
GILD
$201B
| $194M | 0.19% |
1,534,627
+84,450
| +6% | +$11.1M |
2013 Q2
52 quarters
|
|
116
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.2B
| $193M | 0.19% |
3,279,242
-69,745
| -2% | -$4.12M |
2021 Q1
21 quarters
|
|
117
Union Pacific
UNP
$178B
| $193M | 0.19% |
708,990
-7,075
| -1% | -$1.86M |
2013 Q2
52 quarters
|
|
118
GE Aerospace
GE
$318B
| $191M | 0.18% |
509,793
+36,887
| +8% | +$11.5M |
2013 Q2
52 quarters
|
|
119
ETC 6 Meridian Low Beta Equity ETF
SIXL
$205M
| $187M | 0.18% |
4,794,458
-157,737
| -3% | -$6.05M |
2022 Q4
14 quarters
|
|
120
Janus Henderson AAA CLO ETF
JAAA
$32.6B
| $186M | 0.18% |
3,685,477
-137,838
| -4% | -$6.97M |
2021 Q4
18 quarters
|
|
121
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
| $185M | 0.18% |
761,123
-9,839
| -1% | -$2.29M |
2021 Q1
21 quarters
|
|
122
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
| $183M | 0.18% |
3,540,844
+677,158
| +24% | +$34.6M |
2019 Q1
29 quarters
|
|
123
Dimensional International Value ETF
DFIV
$22B
| $183M | 0.18% |
3,392,299
+23,430
| +0.7% | +$1.29M |
2021 Q3
19 quarters
|
|
124
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
| $182M | 0.18% |
1,909,445
+52,735
| +3% | +$4.96M |
2014 Q4
46 quarters
|
|
125
Oracle
ORCL
$424B
| $182M | 0.18% |
1,243,136
+28,890
| +2% | +$5.24M |
2013 Q2
52 quarters
|
|
Similar funds
HighTower Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
- HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
- HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
- HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
- HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
- HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
- HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.