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 | |
|---|---|---|---|---|---|---|---|
1576
Reinsurance Group of America
RGA
$17.9B
| $2.82M | ﹤0.01% |
11,460
-483
| -4% | -$117K |
2016 Q3
40 quarters
|
|
1577
Invesco BuyBack Achievers ETF
PKW
$1.75B
| $2.82M | ﹤0.01% |
19,716
+5
| +0% | +$739 |
2020 Q4
23 quarters
|
|
1578
Yelp
YELP
$1.11B
| $2.82M | ﹤0.01% |
+152,263
| New | +$3.58M |
2026 Q3
0 quarters
|
|
1579
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$633M
| $2.81M | ﹤0.01% |
143,139
-21,324
| -13% | -$434K |
2024 Q1
10 quarters
|
|
1580
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$381M
| $2.81M | ﹤0.01% |
17,990
-267
| -1% | -$41.4K |
2017 Q2
37 quarters
|
|
1581
Old Dominion Freight Line
ODFL
$36B
| $2.81M | ﹤0.01% |
16,150
+424
| +3% | +$86.8K |
2016 Q3
40 quarters
|
|
1582
Avantis Responsible US Equity ETF
AVSU
$479M
| $2.8M | ﹤0.01% |
31,817
-445
| -1% | -$39.4K |
2022 Q2
17 quarters
|
|
1583
Fiserv Inc
FISV
$33.9B
| $2.79M | ﹤0.01% |
61,661
-506
| -0.8% | -$25.9K |
2014 Q2
49 quarters
|
|
1584
Edison International
EIX
$23.2B
| $2.78M | ﹤0.01% |
51,739
-3,313
| -6% | -$224K |
2013 Q2
53 quarters
|
|
1585
D-Wave Quantum Inc
QBTS
$3.63B
| $2.78M | ﹤0.01% |
167,635
+110
| +0.1% | +$2.04K |
2025 Q1
6 quarters
|
|
1586
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.9B
| $2.77M | ﹤0.01% |
40,496
-9,844
| -20% | -$682K |
2016 Q2
41 quarters
|
|
1587
Fabrinet
FN
$11.7B
| $2.77M | ﹤0.01% |
6,531
+343
| +6% | +$157K |
2022 Q4
15 quarters
|
|
1588
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$102M
| $2.76M | ﹤0.01% |
105,882
+91,182
| +620% | +$2.32M |
2025 Q3
4 quarters
|
|
1589
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.28B
| $2.76M | ﹤0.01% |
106,578
+17,499
| +20% | +$435K |
2025 Q4
3 quarters
|
|
1590
Principal Financial Group
PFG
$24.1B
| $2.75M | ﹤0.01% |
24,550
+189
| +0.8% | +$21.4K |
2013 Q4
51 quarters
|
|
1591
Calvert Ultra-Short Investment Grade ETF
CVSB
$283M
| $2.75M | ﹤0.01% |
+54,465
| New | +$2.76M |
2026 Q3
0 quarters
|
|
1592
iShares MSCI Sweden ETF
EWD
$1.15B
| $2.75M | ﹤0.01% |
54,953
+570
| +1% | +$29.5K |
2016 Q1
42 quarters
|
|
1593
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
| $2.75M | ﹤0.01% |
60,803
+30,276
| +99% | +$1.4M |
2023 Q1
14 quarters
|
|
1594
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $2.74M | ﹤0.01% |
112,348
+515
| +0.5% | +$12.8K |
2020 Q4
23 quarters
|
|
1595
Solventum
SOLV
$15.1B
| $2.74M | ﹤0.01% |
31,130
+920
| +3% | +$78.7K |
2024 Q2
9 quarters
|
|
1596
iShares Global Clean Energy ETF
ICLN
$2B
| $2.73M | ﹤0.01% |
160,672
+12,846
| +9% | +$231K |
2020 Q2
25 quarters
|
|
1597
Solstice Advanced Materials
SOLS
$10.4B
| $2.73M | ﹤0.01% |
48,498
-2,879
| -6% | -$174K |
2025 Q4
3 quarters
|
|
1598
Viking Holdings
VIK
$40.1B
| $2.73M | ﹤0.01% |
34,824
-9,893
| -22% | -$930K |
2025 Q3
4 quarters
|
|
1599
Regency Centers
REG
$13.9B
| $2.72M | ﹤0.01% |
37,903
+534
| +1% | +$41.3K |
2014 Q3
48 quarters
|
|
1600
Vanguard New York Tax-Exempt Bond ETF
MUNY
$491M
| $2.72M | ﹤0.01% |
27,987
-655
| -2% | -$66.3K |
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.