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 | |
|---|---|---|---|---|---|---|---|
1401
Lazard International Dynamic Equity ETF
IDEQ
$1.68B
| $3.91M | ﹤0.01% |
111,565
+11,294
| +11% | +$399K |
2026 Q2
1 quarter
|
|
1402
Federal Signal
FSS
$7.04B
| $3.9M | ﹤0.01% |
35,177
+295
| +0.8% | +$35.3K |
2023 Q1
14 quarters
|
|
1403
Postal Realty Trust
PSTL
$749M
| $3.89M | ﹤0.01% |
170,090
+562
| +0.3% | +$13.2K |
2022 Q1
18 quarters
|
|
1404
T. Rowe Price Small-Mid Cap ETF
TMSL
$3.2B
| $3.88M | ﹤0.01% |
95,430
+19,068
| +25% | +$816K |
2024 Q4
7 quarters
|
|
1405
IonQ
IONQ
$13.4B
| $3.86M | ﹤0.01% |
88,075
-67
| -0.1% | -$2.72K |
2024 Q1
10 quarters
|
|
1406
Teck Resources
TECK
$29.6B
| $3.86M | ﹤0.01% |
58,708
+43,041
| +275% | +$2.75M |
2021 Q1
22 quarters
|
|
1407
Advanced Energy
AEIS
$8.89B
| $3.85M | ﹤0.01% |
13,652
-709
| -5% | -$208K |
2020 Q4
23 quarters
|
|
1408
iShares MSCI Netherlands ETF
EWN
$602M
| $3.83M | ﹤0.01% |
56,458
-362
| -0.6% | -$24.7K |
2022 Q4
15 quarters
|
|
1409
Nova
NVMI
$10.1B
| $3.81M | ﹤0.01% |
9,898
-680
| -6% | -$271K |
2023 Q2
13 quarters
|
|
1410
Napco Security Technologies
NSSC
$1.08B
| $3.81M | ﹤0.01% |
106,999
-5,129
| -5% | -$189K |
2017 Q2
37 quarters
|
|
1411
Essex Property Trust
ESS
$17.6B
| $3.8M | ﹤0.01% |
14,117
+98
| +0.7% | +$27.9K |
2013 Q4
51 quarters
|
|
1412
Centene
CNC
$35.3B
| $3.8M | ﹤0.01% |
61,216
+5,065
| +9% | +$331K |
2015 Q3
44 quarters
|
|
1413
Innovator US Equity Buffer ETF September
BSEP
$456M
| $3.8M | ﹤0.01% |
70,401
+1,542
| +2% | +$82.7K |
2020 Q3
24 quarters
|
|
1414
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
| $3.8M | ﹤0.01% |
139,755
-12,770
| -8% | -$375K |
2016 Q3
40 quarters
|
|
1415
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.88B
| $3.8M | ﹤0.01% |
81,025
-141
| -0.2% | -$6.62K |
2021 Q1
22 quarters
|
|
1416
NEOS S&P 500 High Income ETF
SPYI
$12.5B
| $3.78M | ﹤0.01% |
71,098
-19,935
| -22% | -$1.06M |
2023 Q4
11 quarters
|
|
1417
Innovator International Developed Power Buffer ETF January
IJAN
$229M
| $3.77M | ﹤0.01% |
98,124
-3,068
| -3% | -$119K |
2020 Q4
23 quarters
|
|
1418
ResMed
RMD
$33.7B
| $3.76M | ﹤0.01% |
17,021
+546
| +3% | +$119K |
2016 Q1
42 quarters
|
|
1419
iShares US Real Estate ETF
IYR
$3.98B
| $3.76M | ﹤0.01% |
39,575
-4,527
| -10% | -$466K |
2016 Q4
39 quarters
|
|
1420
ON Semiconductor
ON
$27.7B
| $3.75M | ﹤0.01% |
48,815
+3,349
| +7% | +$269K |
2017 Q3
36 quarters
|
|
1421
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$59.1M
| $3.75M | ﹤0.01% |
103,045
| – | – |
2024 Q4
7 quarters
|
|
1422
Urban Outfitters
URBN
$7.4B
| $3.74M | ﹤0.01% |
49,011
+5,449
| +13% | +$411K |
2025 Q1
6 quarters
|
|
1423
Zebra Technologies
ZBRA
$15.3B
| $3.73M | ﹤0.01% |
10,000
+4,398
| +79% | +$1.45M |
2021 Q1
22 quarters
|
|
1424
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.49B
| $3.73M | ﹤0.01% |
30,412
-268
| -0.9% | -$33.4K |
2015 Q2
45 quarters
|
|
1425
CenterPoint Energy
CNP
$27.3B
| $3.73M | ﹤0.01% |
101,353
-2,878
| -3% | -$117K |
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.