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 | |
|---|---|---|---|---|---|---|---|
1326
Avantis Responsible International Equity ETF
AVSD
$382M
| $4.45M | ﹤0.01% |
55,830
+40
| +0.1% | +$3.26K |
2022 Q2
17 quarters
|
|
1327
Roundhill Memory ETF
DRAM
$19.9B
| $4.44M | ﹤0.01% |
73,478
+12,062
| +20% | +$687K |
2026 Q2
1 quarter
|
|
1328
Global X Uranium ETF
URA
$4.4B
| $4.43M | ﹤0.01% |
111,245
-9,478
| -8% | -$406K |
2022 Q3
16 quarters
|
|
1329
Putnam Focused Large Cap Growth ETF
PGRO
$200M
| $4.42M | ﹤0.01% |
91,920
-1,803
| -2% | -$84.3K |
2025 Q4
3 quarters
|
|
1330
SBA Communications
SBAC
$19.8B
| $4.42M | ﹤0.01% |
27,574
-5,508
| -17% | -$999K |
2017 Q1
38 quarters
|
|
1331
W.R. Berkley
WRB
$28.8B
| $4.41M | ﹤0.01% |
65,358
+919
| +1% | +$64.8K |
2021 Q1
22 quarters
|
|
1332
ICICI Bank
IBN
$124B
| $4.4M | ﹤0.01% |
159,781
-2,144
| -1% | -$63K |
2014 Q1
50 quarters
|
|
1333
Axon Enterprise
AXON
$25.7B
| $4.39M | ﹤0.01% |
10,398
+347
| +3% | +$187K |
2017 Q2
37 quarters
|
|
1334
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$899M
| $4.38M | ﹤0.01% |
181,596
-5,001
| -3% | -$122K |
2023 Q3
12 quarters
|
|
1335
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$4.2B
| $4.38M | ﹤0.01% |
44,381
+11,270
| +34% | +$1.13M |
2025 Q3
4 quarters
|
|
1336
State Street SPDR Portfolio Short Term Corporate Bond Index ETF
SPSB
$11B
| $4.37M | ﹤0.01% |
147,815
+1,343
| +0.9% | +$40.1K |
2013 Q2
53 quarters
|
|
1337
Range Resources
RRC
$12.1B
| $4.37M | ﹤0.01% |
118,036
-5,433
| -4% | -$213K |
2018 Q4
31 quarters
|
|
1338
Hudbay
HBM
$9.5B
| $4.37M | ﹤0.01% |
163,776
+26,010
| +19% | +$663K |
2025 Q2
5 quarters
|
|
1339
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$262M
| $4.36M | ﹤0.01% |
156,461
+41,757
| +36% | +$1.16M |
2024 Q3
8 quarters
|
|
1340
Rexford Industrial Realty
REXR
$7.97B
| $4.35M | ﹤0.01% |
120,006
-945
| -0.8% | -$34.9K |
2021 Q3
20 quarters
|
|
1341
Innovator US Equity Buffer ETF December
BDEC
$211M
| $4.34M | ﹤0.01% |
79,510
-357
| -0.4% | -$19.3K |
2021 Q4
19 quarters
|
|
1342
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.33B
| $4.34M | ﹤0.01% |
91,855
-1,490
| -2% | -$71.3K |
2016 Q3
40 quarters
|
|
1343
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.32B
| $4.34M | ﹤0.01% |
24,632
+819
| +3% | +$154K |
2024 Q1
10 quarters
|
|
1344
GMO US Value ETF
GMOV
$100M
| $4.34M | ﹤0.01% |
137,489
+6,925
| +5% | +$221K |
2025 Q1
6 quarters
|
|
1345
RBC Bearings
RBC
$15.4B
| $4.32M | ﹤0.01% |
8,655
-1,659
| -16% | -$895K |
2018 Q3
32 quarters
|
|
1346
Block Inc
XYZ
$51.1B
| $4.31M | ﹤0.01% |
58,641
+3,216
| +6% | +$256K |
2016 Q2
41 quarters
|
|
1347
Bunge Global
BG
$19.5B
| $4.31M | ﹤0.01% |
40,255
+15,086
| +60% | +$1.73M |
2023 Q4
11 quarters
|
|
1348
Zions Bancorporation
ZION
$9.6B
| $4.3M | ﹤0.01% |
68,696
-1,306
| -2% | -$89.7K |
2021 Q1
22 quarters
|
|
1349
Invesco International Dividend Achievers ETF
PID
$885M
| $4.3M | ﹤0.01% |
201,074
+1,408
| +0.7% | +$31.9K |
2020 Q1
26 quarters
|
|
1350
Coca-Cola Europacific Partners
CCEP
$52B
| $4.29M | ﹤0.01% |
42,225
-1,580
| -4% | -$167K |
2015 Q3
44 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.