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 | |
|---|---|---|---|---|---|---|---|
1776
Deckers Outdoor
DECK
$11.6B
| $2.07M | ﹤0.01% |
26,498
-5,338
| -17% | -$492K |
2016 Q3
40 quarters
|
|
1777
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.06B
| $2.07M | ﹤0.01% |
74,104
+2,410
| +3% | +$68.2K |
2017 Q2
37 quarters
|
|
1778
Conagra Brands
CAG
$7.03B
| $2.06M | ﹤0.01% |
153,516
+19,364
| +14% | +$290K |
2013 Q2
53 quarters
|
|
1779
Entegris
ENTG
$22.5B
| $2.06M | ﹤0.01% |
13,373
+449
| +3% | +$63.2K |
2018 Q3
32 quarters
|
|
1780
Cohen & Steers Infrastructure Fund
UTF
$2.87B
| $2.06M | ﹤0.01% |
83,556
+17,750
| +27% | +$475K |
2015 Q3
44 quarters
|
|
1781
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $2.06M | ﹤0.01% |
36,745
-1,265
| -3% | -$70K |
2023 Q1
14 quarters
|
|
1782
Cullen/Frost Bankers
CFR
$9.8B
| $2.05M | ﹤0.01% |
13,397
-146
| -1% | -$23.6K |
2020 Q4
23 quarters
|
|
1783
Whirlpool
WHR
$1.91B
| $2.04M | ﹤0.01% |
66,644
-987,847
| -94% | -$37.5M |
2021 Q1
22 quarters
|
|
1784
First Financial Bancorp
FFBC
$3.43B
| $2.04M | ﹤0.01% |
65,219
+57
| +0.1% | +$1.9K |
2018 Q2
33 quarters
|
|
1785
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.2B
| $2.04M | ﹤0.01% |
24,837
+720
| +3% | +$60.2K |
2024 Q4
7 quarters
|
|
1786
ITT
ITT
$18.8B
| $2.04M | ﹤0.01% |
10,107
-655
| -6% | -$132K |
2021 Q1
22 quarters
|
|
1787
Amprius Technologies
AMPX
$1.16B
| $2.04M | ﹤0.01% |
210,434
-206,000
| -49% | -$2.15M |
2025 Q3
4 quarters
|
|
1788
Innovator Growth-100 Power Buffer ETF - May
NMAY
$57.8M
| $2.03M | ﹤0.01% |
67,068
-300
| -0.4% | -$8.88K |
2026 Q2
1 quarter
|
|
1789
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$226M
| $2.03M | ﹤0.01% |
106,423
+5,253
| +5% | +$103K |
2018 Q4
31 quarters
|
|
1790
Horizon Kinetics Japan Owner Operator ETF
JAPN
$25.6M
| $2.03M | ﹤0.01% |
80,780
| – | – |
2025 Q4
3 quarters
|
|
1791
Nuveen New York Quality Municipal Income Fund
NAN
$330M
| $2.03M | ﹤0.01% |
206,598
+7,917
| +4% | +$87K |
2018 Q1
34 quarters
|
|
1792
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$992M
| $2.02M | ﹤0.01% |
91,350
+21,392
| +31% | +$472K |
2026 Q2
1 quarter
|
|
1793
Albemarle
ALB
$11B
| $2.02M | ﹤0.01% |
19,136
-2,504
| -12% | -$311K |
2020 Q1
26 quarters
|
|
1794
Innovator US Equity Ultra Buffer ETF November
UNOV
$111M
| $2.02M | ﹤0.01% |
48,952
| – | – |
2025 Q4
3 quarters
|
|
1795
Norwegian Cruise Line
NCLH
$8.25B
| $2.02M | ﹤0.01% |
137,740
-4,570
| -3% | -$80K |
2020 Q1
26 quarters
|
|
1796
State Street Global Allocation ETF
GAL
$325M
| $2.01M | ﹤0.01% |
38,402
+4,692
| +14% | +$250K |
2026 Q1
2 quarters
|
|
1797
Super Micro Computer
SMCI
$17.7B
| $2.01M | ﹤0.01% |
48,993
-372
| -0.8% | -$12.6K |
2024 Q4
7 quarters
|
|
1798
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
| $2.01M | ﹤0.01% |
23,248
-123
| -0.5% | -$11.4K |
2017 Q1
38 quarters
|
|
1799
ESCO Technologies
ESE
$6B
| $2M | ﹤0.01% |
7,558
-495
| -6% | -$147K |
2024 Q2
9 quarters
|
|
1800
American Century Focused Dynamic Growth ETF
FDG
$404M
| $2M | ﹤0.01% |
14,918
-710
| -5% | -$93.4K |
2021 Q4
19 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.