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 | |
|---|---|---|---|---|---|---|---|
1751
Tradr 2X Long ASTS Daily ETF
ASTX
$59.2M
| $2.16M | ﹤0.01% |
224,700
+4,925
| +2% | +$63.6K |
2025 Q3
4 quarters
|
|
1752
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$2.13B
| $2.16M | ﹤0.01% |
43,376
+1,007
| +2% | +$50.1K |
2024 Q4
7 quarters
|
|
1753
Millicom
TIGO
$13.3B
| $2.15M | ﹤0.01% |
24,720
-2,603
| -10% | -$246K |
2025 Q1
6 quarters
|
|
1754
UL Solutions
ULS
$16.2B
| $2.15M | ﹤0.01% |
32,825
-34,989
| -52% | -$2.74M |
2025 Q2
5 quarters
|
|
1755
State Street SPDR Portfolio Long Term Corporate Bond Index ETF
SPLB
$1.17B
| $2.15M | ﹤0.01% |
105,528
+11,860
| +13% | +$254K |
2025 Q4
3 quarters
|
|
1756
iShares Morningstar Growth ETF
ILCG
$2.93B
| $2.14M | ﹤0.01% |
18,314
-31
| -0.2% | -$3.56K |
2013 Q4
51 quarters
|
|
1757
Xtrackers Russell US Multifactor ETF
DEUS
$307M
| $2.14M | ﹤0.01% |
33,699
+2,199
| +7% | +$146K |
2025 Q1
6 quarters
|
|
1758
ASE Group
ASX
$78.5B
| $2.14M | ﹤0.01% |
48,112
+2,359
| +5% | +$92.4K |
2021 Q2
21 quarters
|
|
1759
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$71.5M
| $2.13M | ﹤0.01% |
75,345
-8,984
| -11% | -$260K |
2024 Q3
8 quarters
|
|
1760
Cenovus Energy
CVE
$52.6B
| $2.13M | ﹤0.01% |
68,561
-34,105
| -33% | -$1.03M |
2022 Q2
17 quarters
|
|
1761
Alliant Energy
LNT
$19B
| $2.13M | ﹤0.01% |
33,599
-9,551
| -22% | -$670K |
2020 Q1
26 quarters
|
|
1762
iShares Genomics Immunology and Healthcare ETF
IDNA
$325M
| $2.13M | ﹤0.01% |
+50,255
| New | +$1.84M |
2026 Q3
0 quarters
|
|
1763
OGE Energy
OGE
$10.7B
| $2.13M | ﹤0.01% |
46,796
-2,323
| -5% | -$109K |
2013 Q2
53 quarters
|
|
1764
Glaukos
GKOS
$14.5B
| $2.12M | ﹤0.01% |
12,885
+9,128
| +243% | +$1.53M |
2023 Q4
11 quarters
|
|
1765
Kodiak Gas Services
KGS
$4.53B
| $2.11M | ﹤0.01% |
39,839
-8,635
| -18% | -$528K |
2025 Q2
5 quarters
|
|
1766
MP Materials
MP
$6.91B
| $2.1M | ﹤0.01% |
44,437
+945
| +2% | +$48K |
2020 Q4
23 quarters
|
|
1767
US Foods
USFD
$23.3B
| $2.1M | ﹤0.01% |
22,776
+318
| +1% | +$32.1K |
2022 Q1
18 quarters
|
|
1768
Tower Semiconductor
TSEM
$16.7B
| $2.1M | ﹤0.01% |
9,228
+1,021
| +12% | +$231K |
2026 Q1
2 quarters
|
|
1769
Archrock
AROC
$4.8B
| $2.1M | ﹤0.01% |
69,287
-46,193
| -40% | -$1.57M |
2018 Q2
33 quarters
|
|
1770
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$33.2M
| $2.1M | ﹤0.01% |
84,675
+6,657
| +9% | +$166K |
2025 Q1
6 quarters
|
|
1771
Viatris
VTRS
$23.9B
| $2.1M | ﹤0.01% |
118,245
-12,714
| -10% | -$215K |
2021 Q1
22 quarters
|
|
1772
Ferrari
RACE
$72B
| $2.08M | ﹤0.01% |
5,306
-59
| -1% | -$23.6K |
2020 Q1
26 quarters
|
|
1773
Celsius Holdings
CELH
$8.12B
| $2.08M | ﹤0.01% |
76,141
+21,609
| +40% | +$641K |
2022 Q2
17 quarters
|
|
1774
CAVA Group
CAVA
$6.8B
| $2.08M | ﹤0.01% |
38,440
-1,490
| -4% | -$94.8K |
2023 Q4
11 quarters
|
|
1775
Saic
SAIC
$6.29B
| $2.08M | ﹤0.01% |
16,297
-1,836
| -10% | -$227K |
2013 Q4
51 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.