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 US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
Cummins
CMI
|
+$105M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.36% |
| 2 | Technology | 13.56% |
| 3 | Financials | 8.24% |
| 4 | Healthcare | 6.32% |
| 5 | Industrials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
iShares National Muni Bond ETF
MUB
$54.3B
| $182M | 0.17% |
1,689,093
-48,120
| -3% | -$5.15M |
2013 Q2
52 quarters
|
|
127
Avantis US Small Cap Value ETF
AVUV
$32.2B
| $179M | 0.17% |
1,433,034
+20,680
| +1% | +$2.47M |
2020 Q1
25 quarters
|
|
128
Philip Morris
PM
$325B
| $177M | 0.17% |
980,986
+9,240
| +1% | +$1.6M |
2013 Q2
52 quarters
|
|
129
Avantis Emerging Markets Equity ETF
AVEM
$26.7B
| $176M | 0.17% |
1,824,994
-53,031
| -3% | -$4.89M |
2020 Q1
25 quarters
|
|
130
iShares MSCI EAFE ETF
EFA
$76.5B
| $175M | 0.17% |
1,680,238
+12,035
| +0.7% | +$1.24M |
2013 Q2
52 quarters
|
|
131
iShares Core US Aggregate Bond ETF
AGG
$139B
| $174M | 0.17% |
1,754,022
-259,058
| -13% | -$25.6M |
2013 Q2
52 quarters
|
|
132
Vanguard FTSE Europe ETF
VGK
$29.8B
| $171M | 0.16% |
1,927,285
-19,328
| -1% | -$1.69M |
2021 Q1
21 quarters
|
|
133
Schwab US Dividend Equity ETF
SCHD
$120B
| $166M | 0.16% |
5,226,355
+91,694
| +2% | +$2.91M |
2015 Q4
42 quarters
|
|
134
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.2B
| $165M | 0.16% |
234,897
-111
| -0% | -$74.3K |
2013 Q2
52 quarters
|
|
135
Boeing
BA
$138B
| $162M | 0.16% |
747,035
+69,538
| +10% | +$15.5M |
2020 Q1
25 quarters
|
|
136
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
| $161M | 0.15% |
4,329,141
+12,600
| +0.3% | +$473K |
2022 Q2
16 quarters
|
|
137
JPMorgan Core Plus Bond ETF
JCPB
$17.4B
| $160M | 0.15% |
3,398,048
+174,304
| +5% | +$8.17M |
2020 Q3
23 quarters
|
|
138
iShares Core S&P Total US Stock Market ETF
ITOT
$95.2B
| $158M | 0.15% |
962,318
+43,772
| +5% | +$6.95M |
2013 Q2
52 quarters
|
|
139
iShares Morningstar Mid-Cap ETF
IMCB
$1.75B
| $157M | 0.15% |
1,622,630
-304,883
| -16% | -$27.8M |
2016 Q1
41 quarters
|
|
140
Linde
LIN
$235B
| $155M | 0.15% |
298,058
-15,219
| -5% | -$7.71M |
2018 Q4
30 quarters
|
|
141
American Express
AXP
$218B
| $155M | 0.15% |
456,856
-25,486
| -5% | -$8.16M |
2020 Q1
25 quarters
|
|
142
Stryker
SYK
$119B
| $153M | 0.15% |
486,005
+37,269
| +8% | +$11.7M |
2013 Q2
52 quarters
|
|
143
iShares S&P 500 Value ETF
IVE
$50.5B
| $152M | 0.15% |
670,326
+6,646
| +1% | +$1.48M |
2013 Q2
52 quarters
|
|
144
Netflix
NFLX
$261B
| $149M | 0.14% |
2,081,767
-473,401
| -19% | -$41.7M |
2013 Q3
51 quarters
|
|
145
CrowdStrike
CRWD
$249B
| $145M | 0.14% |
759,148
-44,592
| -6% | -$6.34M |
2019 Q4
26 quarters
|
|
146
General Mills
GIS
$18.1B
| $144M | 0.14% |
4,140,772
+1,203,993
| +41% | +$41.6M |
2013 Q2
52 quarters
|
|
147
Abbott
ABT
$189B
| $144M | 0.14% |
1,585,681
-92,701
| -6% | -$8.46M |
2020 Q1
25 quarters
|
|
148
Vanguard Morningstar Mega Cap Value ETF
MGV
$14.1B
| $143M | 0.14% |
877,045
+41,857
| +5% | +$6.49M |
2021 Q1
21 quarters
|
|
149
T-Mobile US
TMUS
$164B
| $143M | 0.14% |
850,176
+75,692
| +10% | +$14.3M |
2015 Q1
45 quarters
|
|
150
Brookfield Infrastructure
BIPC
$4.66B
| $142M | 0.14% |
3,691,022
+974,260
| +36% | +$39.3M |
2022 Q4
14 quarters
|
|
Similar funds
HighTower Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
- HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
- HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
- HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
- HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
- HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
- HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.