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 | |
|---|---|---|---|---|---|---|---|
1301
Nuveen High Yield Municipal Income ETF
NHYM
$134M
| $4.63M | ﹤0.01% |
200,740
+7,217
| +4% | +$177K |
2026 Q2
1 quarter
|
|
1302
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$494M
| $4.62M | ﹤0.01% |
197,423
+42,795
| +28% | +$1.06M |
2025 Q4
3 quarters
|
|
1303
First Trust Cloud Computing ETF
SKYY
$3.14B
| $4.62M | ﹤0.01% |
28,170
+603
| +2% | +$92.3K |
2014 Q4
47 quarters
|
|
1304
Weitz Core Plus Bond ETF
WCPB
$235M
| $4.62M | ﹤0.01% |
190,632
+66,251
| +53% | +$1.66M |
2026 Q1
2 quarters
|
|
1305
First Trust Emerging Markets AlphaDEX Fund
FEM
$753M
| $4.62M | ﹤0.01% |
143,288
+8,831
| +7% | +$285K |
2015 Q4
43 quarters
|
|
1306
Innovator US Equity Buffer ETF August
BAUG
$266M
| $4.61M | ﹤0.01% |
83,376
-4,286
| -5% | -$235K |
2019 Q3
28 quarters
|
|
1307
Waters Corp
WAT
$90.5B
| $4.61M | ﹤0.01% |
10,484
+376
| +4% | +$151K |
2021 Q1
22 quarters
|
|
1308
Accel Entertainment
ACEL
$1.09B
| $4.61M | ﹤0.01% |
432,085
+31
| +0% | +$370 |
2021 Q3
20 quarters
|
|
1309
Schwab US REIT ETF
SCHH
$11.3B
| $4.6M | ﹤0.01% |
208,537
-758
| -0.4% | -$18K |
2017 Q4
35 quarters
|
|
1310
SentinelOne
S
$7.73B
| $4.59M | ﹤0.01% |
193,365
+168,415
| +675% | +$3.48M |
2021 Q3
20 quarters
|
|
1311
Innovator US Equity Buffer ETF June
BJUN
$242M
| $4.58M | ﹤0.01% |
92,216
+5,617
| +6% | +$277K |
2021 Q2
21 quarters
|
|
1312
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$118M
| $4.58M | ﹤0.01% |
78,296
-16,124
| -17% | -$961K |
2025 Q3
4 quarters
|
|
1313
Goldman Sachs Ultra Short Municipal Income ETF
GUMI
$90.7M
| $4.57M | ﹤0.01% |
91,075
-2,497
| -3% | -$126K |
2025 Q4
3 quarters
|
|
1314
Atlassian
TEAM
$38B
| $4.57M | ﹤0.01% |
25,489
+5,184
| +26% | +$747K |
2022 Q4
15 quarters
|
|
1315
Chipotle Mexican Grill
CMG
$44.6B
| $4.57M | ﹤0.01% |
143,021
+6,697
| +5% | +$232K |
2015 Q3
44 quarters
|
|
1316
Vanguard Materials ETF
VAW
$2.96B
| $4.56M | ﹤0.01% |
20,916
-1,151
| -5% | -$264K |
2021 Q1
22 quarters
|
|
1317
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
| $4.55M | ﹤0.01% |
60,145
-60,021
| -50% | -$4.84M |
2016 Q1
42 quarters
|
|
1318
PayPal
PYPL
$49.2B
| $4.54M | ﹤0.01% |
86,438
-53,917
| -38% | -$2.97M |
2015 Q3
44 quarters
|
|
1319
Toll Brothers
TOL
$13.6B
| $4.54M | ﹤0.01% |
33,680
-11,616
| -26% | -$1.69M |
2020 Q3
24 quarters
|
|
1320
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$334M
| $4.51M | ﹤0.01% |
179,000
+29,008
| +19% | +$751K |
2025 Q1
6 quarters
|
|
1321
DoubleLine Income Solutions Fund
DSL
$1.12B
| $4.5M | ﹤0.01% |
450,470
+7,683
| +2% | +$81.4K |
2013 Q4
51 quarters
|
|
1322
Applovin
APP
$136B
| $4.49M | ﹤0.01% |
15,444
-6,746
| -30% | -$2.48M |
2023 Q2
13 quarters
|
|
1323
DELISTED
Qorvo
QRVO
| $4.47M | ﹤0.01% |
39,087
-433
| -1% | -$42.5K |
2015 Q1
46 quarters
|
|
1324
Credo Technology Group
CRDO
$24.7B
| $4.46M | ﹤0.01% |
22,905
-168
| -0.7% | -$36.2K |
2025 Q1
6 quarters
|
|
1325
TKO Group
TKO
$14.2B
| $4.45M | ﹤0.01% |
24,788
+385
| +2% | +$72.5K |
2023 Q3
12 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.