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 | |
|---|---|---|---|---|---|---|---|
1551
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$632M
| $2.94M | ﹤0.01% |
27,343
+3,485
| +15% | +$379K |
2021 Q1
22 quarters
|
|
1552
abrdn Physical Platinum Shares ETF
PPLT
$1.75B
| $2.94M | ﹤0.01% |
190,500
-149
| -0.1% | -$2.33K |
2024 Q2
9 quarters
|
|
1553
AB InBev
BUD
$167B
| $2.93M | ﹤0.01% |
39,907
+1,536
| +4% | +$123K |
2015 Q3
44 quarters
|
|
1554
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.03B
| $2.93M | ﹤0.01% |
31,194
-275
| -0.9% | -$26.5K |
2017 Q3
36 quarters
|
|
1555
FT Vest US Equity Buffer ETF July
FJUL
$1.41B
| $2.93M | ﹤0.01% |
47,810
+11,072
| +30% | +$672K |
2024 Q3
8 quarters
|
|
1556
Brightstar Lottery PLC
BRSL
$1.77B
| $2.92M | ﹤0.01% |
292,271
-78
| -0% | -$848 |
2025 Q1
6 quarters
|
|
1557
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
| $2.92M | ﹤0.01% |
30,014
+5,587
| +23% | +$547K |
2017 Q2
37 quarters
|
|
1558
Angel Oak Income ETF
CARY
$1.38B
| $2.92M | ﹤0.01% |
145,003
+104,935
| +262% | +$2.16M |
2025 Q4
3 quarters
|
|
1559
Verisk Analytics
VRSK
$26.7B
| $2.92M | ﹤0.01% |
17,368
+22
| +0.1% | +$4.11K |
2021 Q1
22 quarters
|
|
1560
Invesco Water Resources ETF
PHO
$2.13B
| $2.91M | ﹤0.01% |
42,952
+1,926
| +5% | +$135K |
2013 Q2
53 quarters
|
|
1561
iShare MSCI Eurozone ETF
EZU
$9.38B
| $2.91M | ﹤0.01% |
43,222
-2,717
| -6% | -$189K |
2013 Q4
51 quarters
|
|
1562
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$536M
| $2.9M | ﹤0.01% |
328,168
+35,379
| +12% | +$348K |
2024 Q1
10 quarters
|
|
1563
Northern Trust
NTRS
$32.3B
| $2.9M | ﹤0.01% |
17,101
-18,441
| -52% | -$3.37M |
2014 Q2
49 quarters
|
|
1564
Invesco Dividend Achievers ETF
PFM
$826M
| $2.89M | ﹤0.01% |
52,734
-4,049
| -7% | -$229K |
2020 Q3
24 quarters
|
|
1565
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.45B
| $2.89M | ﹤0.01% |
129,348
-36,723
| -22% | -$820K |
2023 Q4
11 quarters
|
|
1566
WisdomTree
WT
$3.27B
| $2.89M | ﹤0.01% |
+118,854
| New | +$2.61M |
2026 Q3
0 quarters
|
|
1567
W.P. Carey
WPC
$15.1B
| $2.88M | ﹤0.01% |
44,574
-2,950
| -6% | -$209K |
2021 Q1
22 quarters
|
|
1568
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.72B
| $2.87M | ﹤0.01% |
61,814
-1,676
| -3% | -$78.4K |
2015 Q3
44 quarters
|
|
1569
KeyCorp
KEY
$22.7B
| $2.86M | ﹤0.01% |
142,660
-60,319
| -30% | -$1.34M |
2013 Q2
53 quarters
|
|
1570
WisdomTree US High Dividend Fund
DHS
$1.67B
| $2.86M | ﹤0.01% |
25,508
+575
| +2% | +$67.1K |
2021 Q1
22 quarters
|
|
1571
American Century Diversified Municipal Bond ETF
TAXF
$761M
| $2.84M | ﹤0.01% |
59,996
-1,790
| -3% | -$88.7K |
2023 Q4
11 quarters
|
|
1572
Waste Connections
WCN
$48.5B
| $2.84M | ﹤0.01% |
18,458
+2,876
| +18% | +$475K |
2021 Q1
22 quarters
|
|
1573
JPMorgan US Momentum Factor ETF
JMOM
$2.67B
| $2.83M | ﹤0.01% |
33,901
-356
| -1% | -$29.5K |
2023 Q2
13 quarters
|
|
1574
iShares Global Financials ETF
IXG
$721M
| $2.83M | ﹤0.01% |
22,246
-22,035
| -50% | -$2.91M |
2023 Q3
12 quarters
|
|
1575
State Street SPDR Portfolio Corporate Bond Index ETF
SPBO
$2.1B
| $2.82M | ﹤0.01% |
102,738
+5,408
| +6% | +$153K |
2025 Q3
4 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.