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 | |
|---|---|---|---|---|---|---|---|
1501
National Healthcare
NHC
$3.26B
| $3.23M | ﹤0.01% |
+14,696
| New | +$3.27M |
2026 Q3
0 quarters
|
|
1502
Dorian LPG
LPG
$2.07B
| $3.22M | ﹤0.01% |
+58,542
| New | +$2.81M |
2026 Q3
0 quarters
|
|
1503
Western Union
WU
$2.1B
| $3.22M | ﹤0.01% |
545,026
+512,615
| +1,582% | +$3.74M |
2013 Q2
53 quarters
|
|
1504
CoStar Group
CSGP
$12.5B
| $3.21M | ﹤0.01% |
117,125
+1,740
| +2% | +$52.3K |
2018 Q2
33 quarters
|
|
1505
FT Vest Growth-100 Buffer ETF June
QJUN
$713M
| $3.19M | ﹤0.01% |
93,025
+17,848
| +24% | +$595K |
2023 Q2
13 quarters
|
|
1506
Amcor
AMCR
$20.2B
| $3.18M | ﹤0.01% |
76,055
+2,106
| +3% | +$94.1K |
2026 Q1
2 quarters
|
|
1507
United Airlines
UAL
$35.5B
| $3.17M | ﹤0.01% |
28,563
-372
| -1% | -$43.8K |
2016 Q1
42 quarters
|
|
1508
VanEck Natural Resources ETF
HAP
$322M
| $3.17M | ﹤0.01% |
43,319
+1,601
| +4% | +$118K |
2021 Q1
22 quarters
|
|
1509
Vert Global Sustainable Real Estate ETF
VGSR
$506M
| $3.16M | ﹤0.01% |
297,329
-24,831
| -8% | -$282K |
2023 Q4
11 quarters
|
|
1510
Strive Enhanced Income Short Maturity ETF
BUXX
$550M
| $3.15M | ﹤0.01% |
156,290
+113,420
| +265% | +$2.29M |
2024 Q4
7 quarters
|
|
1511
Watsco Inc
WSO
$12.8B
| $3.15M | ﹤0.01% |
10,393
+326
| +3% | +$109K |
2021 Q1
22 quarters
|
|
1512
Invesco New York AMT-Free Municipal Bond ETF
PZT
$127M
| $3.14M | ﹤0.01% |
152,454
-27,093
| -15% | -$592K |
2024 Q1
10 quarters
|
|
1513
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$488M
| $3.13M | ﹤0.01% |
+84,357
| New | +$3.09M |
2026 Q3
0 quarters
|
|
1514
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.26B
| $3.12M | ﹤0.01% |
88,631
+10,209
| +13% | +$369K |
2022 Q4
15 quarters
|
|
1515
CDW
CDW
$21.4B
| $3.11M | ﹤0.01% |
24,302
+2,293
| +10% | +$323K |
2015 Q3
44 quarters
|
|
1516
Tortoise North American Pipeline ETF
TPYP
$879M
| $3.11M | ﹤0.01% |
78,094
+1,929
| +3% | +$82.3K |
2022 Q4
15 quarters
|
|
1517
iShares US Energy ETF
IYE
$1.82B
| $3.11M | ﹤0.01% |
47,985
-85,608
| -64% | -$5.5M |
2020 Q1
26 quarters
|
|
1518
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.22B
| $3.11M | ﹤0.01% |
163,556
+4,132
| +3% | +$79.8K |
2023 Q4
11 quarters
|
|
1519
iShares Dow Jones US ETF
IYY
$2.95B
| $3.1M | ﹤0.01% |
16,745
+2,235
| +15% | +$414K |
2013 Q2
53 quarters
|
|
1520
ServisFirst Bancshares
SFBS
$4.47B
| $3.1M | ﹤0.01% |
77,582
+3,278
| +4% | +$142K |
2014 Q2
49 quarters
|
|
1521
Pacer Global Cash Cows Dividend ETF
GCOW
$3.7B
| $3.09M | ﹤0.01% |
69,126
+19,005
| +38% | +$875K |
2022 Q1
18 quarters
|
|
1522
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$310M
| $3.09M | ﹤0.01% |
86,364
+11,477
| +15% | +$427K |
2025 Q4
3 quarters
|
|
1523
Northern Trust International Quality Dividend ETF
IQDF
$1.12B
| $3.08M | ﹤0.01% |
89,481
-288
| -0.3% | -$10.1K |
2019 Q1
30 quarters
|
|
1524
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $3.07M | ﹤0.01% |
16,645
-336
| -2% | -$65.6K |
2021 Q1
22 quarters
|
|
1525
Hedgeye Fourth Turning ETF
HEFT
$80.4M
| $3.07M | ﹤0.01% |
116,455
-2,500
| -2% | -$66K |
2026 Q1
2 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.