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 | |
|---|---|---|---|---|---|---|---|
1726
GraniteShares Gold Shares
BAR
$1.26B
| $2.26M | ﹤0.01% |
55,123
+4,401
| +9% | +$185K |
2020 Q3
24 quarters
|
|
1727
DaVita
DVA
$11B
| $2.24M | ﹤0.01% |
12,830
-853
| -6% | -$171K |
2022 Q4
15 quarters
|
|
1728
FT Vest Investment Grade & Target Income ETF
LQTI
$232M
| $2.24M | ﹤0.01% |
123,903
+46,933
| +61% | +$878K |
2026 Q2
1 quarter
|
|
1729
Nabors Industries
NBR
$1.38B
| $2.24M | ﹤0.01% |
28,622
-4,780
| -14% | -$409K |
2024 Q2
9 quarters
|
|
1730
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
| $2.23M | ﹤0.01% |
235,159
+165,173
| +236% | +$1.59M |
2013 Q2
53 quarters
|
|
1731
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.4B
| $2.23M | ﹤0.01% |
33,611
+286
| +0.9% | +$19.4K |
2020 Q1
26 quarters
|
|
1732
Neuberger Energy Transition & Infrastructure ETF
NBET
$55.6M
| $2.23M | ﹤0.01% |
56,846
+435
| +0.8% | +$17.8K |
2026 Q1
2 quarters
|
|
1733
Permian Basin Royalty Trust
PBT
$1.45B
| $2.22M | ﹤0.01% |
70,610
-150
| -0.2% | -$4.75K |
2022 Q1
18 quarters
|
|
1734
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.5B
| $2.22M | ﹤0.01% |
40,362
+183
| +0.5% | +$10.1K |
2021 Q1
22 quarters
|
|
1735
National Fuel Gas
NFG
$7.29B
| $2.22M | ﹤0.01% |
29,219
-5,553
| -16% | -$451K |
2013 Q2
53 quarters
|
|
1736
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
| $2.22M | ﹤0.01% |
24,436
+1,289
| +6% | +$116K |
2019 Q3
28 quarters
|
|
1737
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$318M
| $2.21M | ﹤0.01% |
92,753
+6,813
| +8% | +$169K |
2024 Q1
10 quarters
|
|
1738
Expand Energy Corp
EXE
$20.4B
| $2.21M | ﹤0.01% |
26,319
-874
| -3% | -$80.6K |
2022 Q3
16 quarters
|
|
1739
Omeros
OMER
$1.27B
| $2.2M | ﹤0.01% |
115,775
+407
| +0.4% | +$6.16K |
2014 Q3
48 quarters
|
|
1740
iShares China Large-Cap ETF
FXI
$3.84B
| $2.19M | ﹤0.01% |
64,492
-1,915
| -3% | -$66.6K |
2016 Q2
41 quarters
|
|
1741
Federal Agricultural Mortgage
AGM
$1.93B
| $2.19M | ﹤0.01% |
10,582
+131
| +1% | +$28.6K |
2017 Q2
37 quarters
|
|
1742
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
| $2.18M | ﹤0.01% |
48,428
+3,041
| +7% | +$141K |
2021 Q2
21 quarters
|
|
1743
Credicorp
BAP
$29.3B
| $2.18M | ﹤0.01% |
5,750
+566
| +11% | +$217K |
2025 Q4
3 quarters
|
|
1744
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
| $2.18M | ﹤0.01% |
46,248
+19,209
| +71% | +$917K |
2023 Q4
11 quarters
|
|
1745
Graphic Packaging
GPK
$3.22B
| $2.18M | ﹤0.01% |
240,339
-3,842
| -2% | -$41.1K |
2020 Q2
25 quarters
|
|
1746
Synchrony
SYF
$22.5B
| $2.17M | ﹤0.01% |
30,562
-942
| -3% | -$71.7K |
2015 Q4
43 quarters
|
|
1747
LSB Industries
LXU
$823M
| $2.17M | ﹤0.01% |
221,911
+11
| +0% | +$119 |
2021 Q1
22 quarters
|
|
1748
Clean Harbors
CLH
$15.5B
| $2.17M | ﹤0.01% |
6,983
-535
| -7% | -$167K |
2021 Q1
22 quarters
|
|
1749
Campbell Soup
CPB
$6.79B
| $2.16M | ﹤0.01% |
109,134
-5,773
| -5% | -$128K |
2013 Q4
51 quarters
|
|
1750
CubeSmart
CUBE
$10B
| $2.16M | ﹤0.01% |
57,566
-2,381
| -4% | -$96.2K |
2019 Q4
27 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.