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 | |
|---|---|---|---|---|---|---|---|
1601
Incyte
INCY
$24.7B
| $2.72M | ﹤0.01% |
22,446
-26,688
| -54% | -$3.26M |
2015 Q1
46 quarters
|
|
1602
Penske Automotive Group
PAG
$13.9B
| $2.72M | ﹤0.01% |
13,588
-633
| -4% | -$133K |
2020 Q3
24 quarters
|
|
1603
LPL Financial
LPLA
$22.8B
| $2.72M | ﹤0.01% |
8,879
-3,376
| -28% | -$1.15M |
2021 Q1
22 quarters
|
|
1604
Capital Group Core Bond ETF
CGCB
$6.77B
| $2.71M | ﹤0.01% |
108,623
-508
| -0.5% | -$13.1K |
2025 Q2
5 quarters
|
|
1605
Invesco Senior Loan ETF
BKLN
$5.8B
| $2.71M | ﹤0.01% |
132,492
+6,110
| +5% | +$125K |
2013 Q2
53 quarters
|
|
1606
Procore
PCOR
$11.6B
| $2.71M | ﹤0.01% |
52,306
-1,723
| -3% | -$90.9K |
2021 Q3
20 quarters
|
|
1607
Commerce Bancshares
CBSH
$7.89B
| $2.7M | ﹤0.01% |
49,317
+26,836
| +119% | +$1.57M |
2019 Q4
27 quarters
|
|
1608
Vodafone
VOD
$35.6B
| $2.7M | ﹤0.01% |
167,049
-102,468
| -38% | -$1.63M |
2021 Q1
22 quarters
|
|
1609
ARK 21Shares Bitcoin ETF
ARKB
$2.62B
| $2.7M | ﹤0.01% |
97,384
-2,665
| -3% | -$62.9K |
2024 Q1
10 quarters
|
|
1610
OR Royalties Inc
OR
$6.5B
| $2.7M | ﹤0.01% |
78,496
+545
| +0.7% | +$18.2K |
2020 Q2
25 quarters
|
|
1611
Antero Resources
AR
$11.9B
| $2.69M | ﹤0.01% |
80,608
-66,886
| -45% | -$2.41M |
2021 Q2
21 quarters
|
|
1612
BioMarin Pharmaceuticals
BMRN
$11.1B
| $2.67M | ﹤0.01% |
44,557
+1,255
| +3% | +$79K |
2020 Q4
23 quarters
|
|
1613
Fairlead Tactical Sector ETF
TACK
$290M
| $2.67M | ﹤0.01% |
85,217
+2,305
| +3% | +$74.1K |
2022 Q2
17 quarters
|
|
1614
Tapestry
TPR
$26B
| $2.67M | ﹤0.01% |
23,171
-3,918
| -14% | -$524K |
2020 Q4
23 quarters
|
|
1615
White Mountains Insurance
WTM
$5.38B
| $2.66M | ﹤0.01% |
1,328
+12
| +0.9% | +$25.4K |
2022 Q1
18 quarters
|
|
1616
Mueller Industries
MLI
$12B
| $2.66M | ﹤0.01% |
43,932
+520
| +1% | +$32.4K |
2021 Q4
19 quarters
|
|
1617
Best Buy
BBY
$21.8B
| $2.66M | ﹤0.01% |
30,160
+7,850
| +35% | +$677K |
2020 Q1
26 quarters
|
|
1618
iShares MSCI Italy ETF
EWI
$1.25B
| $2.66M | ﹤0.01% |
45,221
+198
| +0.4% | +$12.2K |
2022 Q4
15 quarters
|
|
1619
Invesco KBW Bank ETF
KBWB
$6.78B
| $2.65M | ﹤0.01% |
30,399
+1,123
| +4% | +$107K |
2022 Q4
15 quarters
|
|
1620
State Street SPDR S&P Software & Services ETF
XSW
$505M
| $2.63M | ﹤0.01% |
13,531
-398
| -3% | -$76.2K |
2013 Q2
53 quarters
|
|
1621
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$802M
| $2.63M | ﹤0.01% |
84,136
+20,561
| +32% | +$609K |
2025 Q2
5 quarters
|
|
1622
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.18B
| $2.62M | ﹤0.01% |
7,954
+812
| +11% | +$254K |
2017 Q4
35 quarters
|
|
1623
Hedgeye Quality Growth ETF
HGRO
$120M
| $2.62M | ﹤0.01% |
86,821
+4,235
| +5% | +$129K |
2025 Q3
4 quarters
|
|
1624
Enova International
ENVA
$4.15B
| $2.61M | ﹤0.01% |
15,643
-6,652
| -30% | -$1.51M |
2020 Q3
24 quarters
|
|
1625
Invesco S&P MidCap Low Volatility ETF
XMLV
$734M
| $2.61M | ﹤0.01% |
41,428
-191
| -0.5% | -$12.9K |
2024 Q2
9 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.