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 | |
|---|---|---|---|---|---|---|---|
1426
iShares Core International Aggregate Bond Fund
IAGG
$13B
| $3.73M | ﹤0.01% |
75,744
+3,782
| +5% | +$188K |
2018 Q3
32 quarters
|
|
1427
Brookfield Infrastructure Partners
BIP
$18.2B
| $3.72M | ﹤0.01% |
104,760
-2,406
| -2% | -$91.6K |
2014 Q4
47 quarters
|
|
1428
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.7B
| $3.72M | ﹤0.01% |
77,040
+8,063
| +12% | +$402K |
2025 Q3
4 quarters
|
|
1429
Tetra Tech
TTEK
$9.8B
| $3.7M | ﹤0.01% |
112,383
+43,036
| +62% | +$1.47M |
2016 Q3
40 quarters
|
|
|
GHXI
1430
Gores Holdings XI Inc
GHXI
| $3.7M | ﹤0.01% |
+370,000
| New | +$3.71M |
2026 Q3
0 quarters
|
|
1431
American Century US Quality Growth ETF
QGRO
$1.82B
| $3.69M | ﹤0.01% |
31,466
+141
| +0.5% | +$16.5K |
2024 Q2
9 quarters
|
|
1432
Dimensional World Equity ETF
DFAW
$1.72B
| $3.69M | ﹤0.01% |
44,781
+691
| +2% | +$58.1K |
2025 Q2
5 quarters
|
|
1433
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$577M
| $3.68M | ﹤0.01% |
69,396
+22,659
| +48% | +$1.21M |
2026 Q1
2 quarters
|
|
1434
Burford Capital
BUR
$793M
| $3.66M | ﹤0.01% |
934,103
-25,070
| -3% | -$105K |
2020 Q4
23 quarters
|
|
1435
DT Midstream
DTM
$12.2B
| $3.65M | ﹤0.01% |
30,514
-3,469
| -10% | -$466K |
2021 Q3
20 quarters
|
|
1436
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.21B
| $3.62M | ﹤0.01% |
117,499
-18,726
| -14% | -$577K |
2017 Q1
38 quarters
|
|
1437
Pan American Silver
PAAS
$15.5B
| $3.62M | ﹤0.01% |
79,506
+1,441
| +2% | +$68.7K |
2019 Q4
27 quarters
|
|
1438
Invesco NASDAQ Biotechnology ETF
IBBQ
$121M
| $3.61M | ﹤0.01% |
+102,754
| New | +$3.51M |
2026 Q3
0 quarters
|
|
1439
Roper Technologies
ROP
$47.5B
| $3.61M | ﹤0.01% |
10,324
+1,257
| +14% | +$482K |
2013 Q2
53 quarters
|
|
1440
Darden Restaurants
DRI
$25.9B
| $3.6M | ﹤0.01% |
18,654
+1,906
| +11% | +$398K |
2014 Q3
48 quarters
|
|
1441
Ero Copper
ERO
$3.03B
| $3.6M | ﹤0.01% |
+98,043
| New | +$3.14M |
2026 Q3
0 quarters
|
|
1442
Royal Gold
RGLD
$21.7B
| $3.59M | ﹤0.01% |
15,201
-457
| -3% | -$105K |
2019 Q2
29 quarters
|
|
1443
Global Payments
GPN
$24.3B
| $3.59M | ﹤0.01% |
43,914
+1,791
| +4% | +$153K |
2014 Q4
47 quarters
|
|
1444
Astera Labs
ALAB
$38.8B
| $3.58M | ﹤0.01% |
10,054
-75
| -0.7% | -$24.1K |
2024 Q4
7 quarters
|
|
1445
MSG Knickerbockers Corp.
MSGK
$7.58B
| $3.58M | ﹤0.01% |
8,832
-700
| -7% | -$277K |
2015 Q4
43 quarters
|
|
1446
Antero Midstream
AM
$9.7B
| $3.57M | ﹤0.01% |
177,150
+124,246
| +235% | +$2.74M |
2019 Q1
30 quarters
|
|
1447
Innovator International Developed Power Buffer ETF July
IJUL
$258M
| $3.57M | ﹤0.01% |
98,816
+39,664
| +67% | +$1.45M |
2020 Q4
23 quarters
|
|
1448
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$104M
| $3.57M | ﹤0.01% |
144,915
+14,932
| +11% | +$373K |
2025 Q1
6 quarters
|
|
1449
Petrobras
PBR
$118B
| $3.56M | ﹤0.01% |
170,426
-10,506
| -6% | -$200K |
2013 Q2
53 quarters
|
|
1450
Ameren
AEE
$31.8B
| $3.54M | ﹤0.01% |
35,669
-1,378
| -4% | -$149K |
2020 Q1
26 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.