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 | |
|---|---|---|---|---|---|---|---|
1476
FT Vest US Equity Moderate Buffer ETF May
GMAY
$366M
| $3.42M | ﹤0.01% |
77,950
-690
| -0.9% | -$30.1K |
2026 Q2
1 quarter
|
|
1477
Coupang
CPNG
$27.2B
| $3.41M | ﹤0.01% |
246,005
+32,388
| +15% | +$519K |
2021 Q1
22 quarters
|
|
1478
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$987M
| $3.4M | ﹤0.01% |
35,947
+17
| +0% | +$1.62K |
2024 Q4
7 quarters
|
|
1479
FTAI Aviation
FTAI
$18.4B
| $3.39M | ﹤0.01% |
20,325
+204
| +1% | +$41.8K |
2015 Q4
43 quarters
|
|
1480
Lincoln Electric
LECO
$15.3B
| $3.39M | ﹤0.01% |
12,829
+731
| +6% | +$195K |
2019 Q3
28 quarters
|
|
1481
Broadstone Net Lease
BNL
$3.38B
| $3.38M | ﹤0.01% |
182,948
+13,681
| +8% | +$287K |
2024 Q2
9 quarters
|
|
1482
CBRE Group
CBRE
$38.4B
| $3.37M | ﹤0.01% |
26,257
+2,000
| +8% | +$287K |
2016 Q4
39 quarters
|
|
1483
Innovator Deepwater Frontier Tech ETF
LOUP
$173M
| $3.35M | ﹤0.01% |
37,753
+483
| +1% | +$43.5K |
2025 Q2
5 quarters
|
|
1484
iShares US Financial Services ETF
IYG
$2.31B
| $3.35M | ﹤0.01% |
37,215
+651
| +2% | +$62.1K |
2017 Q3
36 quarters
|
|
1485
Templeton Emerging Markets Income Fund
TEI
$287M
| $3.34M | ﹤0.01% |
542,582
+28,379
| +6% | +$189K |
2020 Q4
23 quarters
|
|
1486
Global X MLP ETF
MLPA
$2.28B
| $3.33M | ﹤0.01% |
62,552
-1,082
| -2% | -$60.5K |
2020 Q2
25 quarters
|
|
1487
Cognizant
CTSH
$28.2B
| $3.33M | ﹤0.01% |
57,927
+6,813
| +13% | +$374K |
2024 Q2
9 quarters
|
|
1488
iShares Intermediate Government/Credit Bond ETF
GVI
$3.83B
| $3.32M | ﹤0.01% |
32,256
-1,525
| -5% | -$160K |
2023 Q4
11 quarters
|
|
1489
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$362M
| $3.32M | ﹤0.01% |
145,553
-27,184
| -16% | -$633K |
2024 Q3
8 quarters
|
|
1490
Yum China
YUMC
$17.1B
| $3.32M | ﹤0.01% |
80,696
-25,470
| -24% | -$1.13M |
2021 Q1
22 quarters
|
|
1491
Acadian Asset Management
AAMI
$3.35B
| $3.31M | ﹤0.01% |
+36,074
| New | +$3.18M |
2026 Q3
0 quarters
|
|
1492
First Trust Structured Credit Income Opportunities ETF
SCIO
$570M
| $3.31M | ﹤0.01% |
165,894
+54,949
| +50% | +$1.12M |
2025 Q3
4 quarters
|
|
1493
Golar LNG
GLNG
$4.39B
| $3.28M | ﹤0.01% |
68,963
-12,067
| -15% | -$611K |
2025 Q2
5 quarters
|
|
1494
iShares US Financials ETF
IYF
$3.86B
| $3.27M | ﹤0.01% |
26,046
-7,160
| -22% | -$962K |
2016 Q4
39 quarters
|
|
1495
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.35B
| $3.26M | ﹤0.01% |
34,845
+32,287
| +1,262% | +$3.03M |
2026 Q2
1 quarter
|
|
1496
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$252M
| $3.26M | ﹤0.01% |
139,365
-16,053
| -10% | -$378K |
2024 Q1
10 quarters
|
|
1497
MakeMyTrip
MMYT
$4.81B
| $3.25M | ﹤0.01% |
68,797
+345
| +0.5% | +$19.1K |
2018 Q4
31 quarters
|
|
1498
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11B
| $3.24M | ﹤0.01% |
150,982
+8,000
| +6% | +$177K |
2023 Q2
13 quarters
|
|
1499
Global X US Preferred ETF
PFFD
$1.83B
| $3.23M | ﹤0.01% |
183,658
-81,924
| -31% | -$1.5M |
2023 Q1
14 quarters
|
|
1500
JFrog
FROG
$14.2B
| $3.23M | ﹤0.01% |
33,297
+25,438
| +324% | +$2.28M |
2023 Q2
13 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.