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 | |
|---|---|---|---|---|---|---|---|
1676
iShares Global Comm Services ETF
IXP
$453M
| $2.43M | ﹤0.01% |
20,579
-834
| -4% | -$97.9K |
2025 Q3
4 quarters
|
|
1677
Parnassus Core Select ETF
PRCS
$180M
| $2.43M | ﹤0.01% |
85,014
-7,229
| -8% | -$208K |
2025 Q2
5 quarters
|
|
1678
First Trust Energy AlphaDEX Fund
FXN
$379M
| $2.43M | ﹤0.01% |
111,300
-40
| -0% | -$896 |
2020 Q2
25 quarters
|
|
1679
Ligand Pharmaceuticals
LGND
$6.18B
| $2.43M | ﹤0.01% |
7,774
-510
| -6% | -$151K |
2023 Q1
14 quarters
|
|
1680
Flowserve
FLS
$10.5B
| $2.43M | ﹤0.01% |
33,197
-1,288
| -4% | -$96.7K |
2022 Q3
16 quarters
|
|
1681
iShares Top 20 U.S. Stocks ETF
TOPT
$753M
| $2.43M | ﹤0.01% |
69,499
+636
| +0.9% | +$21.4K |
2025 Q2
5 quarters
|
|
1682
Tenet Healthcare
THC
$22.8B
| $2.42M | ﹤0.01% |
9,466
-829
| -8% | -$204K |
2023 Q2
13 quarters
|
|
1683
Hawaiian Electric Industries
HE
$1.49B
| $2.42M | ﹤0.01% |
270,178
-102,030
| -27% | -$1.2M |
2025 Q1
6 quarters
|
|
1684
Innovator Growth-100 Power Buffer ETF - August
NAUG
$64.2M
| $2.42M | ﹤0.01% |
72,341
-138
| -0.2% | -$4.48K |
2024 Q3
8 quarters
|
|
1685
BlackRock Intermediate Muni Income Bond ETF
INMU
$805M
| $2.42M | ﹤0.01% |
105,518
+22,341
| +27% | +$529K |
2021 Q4
19 quarters
|
|
1686
Dollar Tree
DLTR
$25.9B
| $2.41M | ﹤0.01% |
21,143
+9,536
| +82% | +$1.19M |
2014 Q4
47 quarters
|
|
1687
Humana
HUM
$54B
| $2.41M | ﹤0.01% |
6,305
+162
| +3% | +$63K |
2014 Q3
48 quarters
|
|
1688
Innovator International Developed Power Buffer ETF October
IOCT
$201M
| $2.4M | ﹤0.01% |
63,487
+3,970
| +7% | +$150K |
2022 Q4
15 quarters
|
|
1689
First Trust Expanded Technology ETF
XPND
$36.2M
| $2.39M | ﹤0.01% |
59,743
+19,535
| +49% | +$765K |
2024 Q3
8 quarters
|
|
1690
Moog Inc Class A
MOG.A
$10.8B
| $2.39M | ﹤0.01% |
6,255
-206
| -3% | -$81K |
2018 Q2
33 quarters
|
|
1691
ALPS Medical Breakthroughs ETF
SBIO
$186M
| $2.38M | ﹤0.01% |
+40,899
| New | +$2.67M |
2026 Q3
0 quarters
|
|
1692
Invesco ESG NASDAQ 100 ETF
QQMG
$207M
| $2.38M | ﹤0.01% |
45,907
-600
| -1% | -$29.9K |
2024 Q4
7 quarters
|
|
1693
Cohen & Steers Natural Resources Active ETF
CSNR
$119M
| $2.37M | ﹤0.01% |
65,676
+46,980
| +251% | +$1.72M |
2026 Q1
2 quarters
|
|
1694
GlobalFoundries
GFS
$23.1B
| $2.36M | ﹤0.01% |
49,333
+8,178
| +20% | +$426K |
2025 Q1
6 quarters
|
|
1695
Healthpeak Properties
DOC
$13.8B
| $2.36M | ﹤0.01% |
118,107
+2,641
| +2% | +$56K |
2013 Q2
53 quarters
|
|
1696
Semtech
SMTC
$10.7B
| $2.35M | ﹤0.01% |
13,184
+5,915
| +81% | +$838K |
2025 Q3
4 quarters
|
|
1697
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$372M
| $2.35M | ﹤0.01% |
97,760
-7,273
| -7% | -$181K |
2024 Q4
7 quarters
|
|
1698
Vanguard Long-Term Bond ETF
BLV
$5.6B
| $2.35M | ﹤0.01% |
37,446
+8,485
| +29% | +$561K |
2021 Q1
22 quarters
|
|
1699
Tractor Supply
TSCO
$18.9B
| $2.35M | ﹤0.01% |
75,026
+8,189
| +12% | +$269K |
2016 Q1
42 quarters
|
|
1700
Travel + Leisure Co
TNL
$4.74B
| $2.35M | ﹤0.01% |
37,911
-9,795
| -21% | -$697K |
2023 Q3
12 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.