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 | |
|---|---|---|---|---|---|---|---|
1376
Innovator US Equity Buffer ETF February
BFEB
$202M
| $4.12M | ﹤0.01% |
76,134
-324
| -0.4% | -$17.3K |
2020 Q1
26 quarters
|
|
1377
State Street SPDR S&P Global Infrastructure ETF
GII
$983M
| $4.1M | ﹤0.01% |
58,660
+1,347
| +2% | +$100K |
2024 Q4
7 quarters
|
|
1378
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.8B
| $4.09M | ﹤0.01% |
90,245
+3,326
| +4% | +$163K |
2017 Q4
35 quarters
|
|
1379
Kimco Realty
KIM
$17B
| $4.09M | ﹤0.01% |
184,230
-18,048
| -9% | -$439K |
2014 Q3
48 quarters
|
|
1380
Everpure Inc
P
$36B
| $4.09M | ﹤0.01% |
31,257
+1,544
| +5% | +$145K |
2020 Q4
23 quarters
|
|
1381
Tema Oncology ETF
CANC
$210M
| $4.08M | ﹤0.01% |
97,197
+20,796
| +27% | +$879K |
2026 Q1
2 quarters
|
|
1382
Workday
WDAY
$47.3B
| $4.08M | ﹤0.01% |
21,433
-2,324
| -10% | -$405K |
2021 Q1
22 quarters
|
|
1383
Stanley Black & Decker
SWK
$16.8B
| $4.07M | ﹤0.01% |
45,979
+1,888
| +4% | +$177K |
2013 Q2
53 quarters
|
|
1384
Guardant Health
GH
$20.5B
| $4.07M | ﹤0.01% |
22,802
+412
| +2% | +$67.3K |
2019 Q2
29 quarters
|
|
1385
Brookmont Catastrophic Bond ETF
ILS
$102M
| $4.06M | ﹤0.01% |
+201,303
| New | +$4.03M |
2026 Q3
0 quarters
|
|
1386
NGL Energy Partners
NGL
$1.89B
| $4.06M | ﹤0.01% |
275,280
+1,990
| +0.7% | +$32.7K |
2017 Q3
36 quarters
|
|
1387
First Trust Financials AlphaDEX Fund
FXO
$1.09B
| $4.06M | ﹤0.01% |
66,915
-706
| -1% | -$45.9K |
2016 Q3
40 quarters
|
|
1388
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.16B
| $4.05M | ﹤0.01% |
288,605
+2,605
| +0.9% | +$37.4K |
2013 Q2
53 quarters
|
|
1389
Nomura Focused Emerging Markets Equity ETF
EMEQ
$576M
| $4.05M | ﹤0.01% |
61,684
+29
| +0% | +$1.88K |
2026 Q1
2 quarters
|
|
1390
Global X Silver Miners ETF NEW
SIL
$3.7B
| $4.05M | ﹤0.01% |
47,065
+2,083
| +5% | +$181K |
2019 Q4
27 quarters
|
|
1391
iShares Morningstar Small-Cap Growth ETF
ISCG
$958M
| $4.04M | ﹤0.01% |
66,047
-11
| -0% | -$699 |
2022 Q1
18 quarters
|
|
1392
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$488M
| $4.02M | ﹤0.01% |
511,117
+19,723
| +4% | +$163K |
2021 Q1
22 quarters
|
|
1393
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
| $4.02M | ﹤0.01% |
71,053
-225
| -0.3% | -$12.6K |
2025 Q1
6 quarters
|
|
1394
IQVIA
IQV
$43.7B
| $4.02M | ﹤0.01% |
14,941
+5,013
| +50% | +$1.21M |
2020 Q3
24 quarters
|
|
1395
Bitwise Bitcoin ETF
BITB
$2.55B
| $3.99M | ﹤0.01% |
88,008
+11,627
| +15% | +$449K |
2024 Q1
10 quarters
|
|
1396
Invesco BulletShares 2035 Municipal Bond ETF
BSMZ
$53.7M
| $3.96M | ﹤0.01% |
168,461
+106,622
| +172% | +$2.64M |
2026 Q1
2 quarters
|
|
1397
Canadian Imperial Bank of Commerce
CM
$105B
| $3.96M | ﹤0.01% |
35,980
+207
| +0.6% | +$24.2K |
2015 Q3
44 quarters
|
|
1398
Atmos Energy
ATO
$29.8B
| $3.95M | ﹤0.01% |
25,260
-28,441
| -53% | -$4.82M |
2020 Q1
26 quarters
|
|
1399
Hedgeye Capital Allocation ETF
HECA
$272M
| $3.95M | ﹤0.01% |
145,157
-2,232
| -2% | -$61.4K |
2025 Q3
4 quarters
|
|
1400
NatWest
NWG
$62.5B
| $3.94M | ﹤0.01% |
217,257
+10,903
| +5% | +$201K |
2021 Q4
19 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.