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 | |
|---|---|---|---|---|---|---|---|
1801
Crown Castle
CCI
$38.6B
| $1.99M | ﹤0.01% |
29,907
-6,744
| -18% | -$506K |
2015 Q4
43 quarters
|
|
1802
Innovator Growth-100 Power Buffer ETF January
NJAN
$328M
| $1.98M | ﹤0.01% |
32,670
| – | – |
2024 Q4
7 quarters
|
|
1803
VanEck Oil Services ETF
OIH
$1.84B
| $1.98M | ﹤0.01% |
5,233
+717
| +16% | +$285K |
2021 Q1
22 quarters
|
|
1804
iShares 1-3 Year International Treasury Bond ETF
ISHG
$818M
| $1.98M | ﹤0.01% |
26,714
+1,323
| +5% | +$99.3K |
2025 Q3
4 quarters
|
|
1805
Cambria Global EW 2 ETF
GEQ
$207M
| $1.97M | ﹤0.01% |
38,886
| – | – |
2026 Q2
1 quarter
|
|
1806
AbCellera Biologics
ABCL
$3.75B
| $1.96M | ﹤0.01% |
134,631
+26,698
| +25% | +$253K |
2023 Q3
12 quarters
|
|
1807
IAMGOLD
IAG
$9.8B
| $1.96M | ﹤0.01% |
106,607
-23,640
| -18% | -$422K |
2026 Q1
2 quarters
|
|
1808
Clearway Energy Class C
CWEN
$4.05B
| $1.96M | ﹤0.01% |
66,988
-8,740
| -12% | -$281K |
2020 Q1
26 quarters
|
|
1809
Ingersoll Rand
IR
$32.7B
| $1.95M | ﹤0.01% |
26,024
+464
| +2% | +$36.9K |
2020 Q1
26 quarters
|
|
1810
Innovator Growth-100 Power Buffer ETF October
NOCT
$312M
| $1.95M | ﹤0.01% |
30,212
+5,520
| +22% | +$349K |
2024 Q4
7 quarters
|
|
1811
WisdomTree Quantum Computing Fund
WQTM
$270M
| $1.95M | ﹤0.01% |
60,753
+3,055
| +5% | +$100K |
2025 Q4
3 quarters
|
|
1812
Innovator US Equity Ultra Buffer ETF December
UDEC
$233M
| $1.95M | ﹤0.01% |
45,473
-3,549
| -7% | -$150K |
2022 Q4
15 quarters
|
|
1813
iShares GNMA Bond ETF
GNMA
$423M
| $1.94M | ﹤0.01% |
46,423
-50
| -0.1% | -$2.17K |
2023 Q4
11 quarters
|
|
1814
SK Telecom
SKM
$13.3B
| $1.94M | ﹤0.01% |
55,622
+27,430
| +97% | +$968K |
2026 Q1
2 quarters
|
|
1815
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.1B
| $1.93M | ﹤0.01% |
38,555
+10,584
| +38% | +$531K |
2026 Q2
1 quarter
|
|
1816
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.97B
| $1.93M | ﹤0.01% |
46,057
+1,515
| +3% | +$67.4K |
2023 Q2
13 quarters
|
|
1817
Capital Group Conservative Equity ETF
CGCV
$2.41B
| $1.93M | ﹤0.01% |
60,152
+27,284
| +83% | +$901K |
2025 Q2
5 quarters
|
|
1818
Bank First Corp
BFC
$1.65B
| $1.92M | ﹤0.01% |
12,893
-25
| -0.2% | -$3.8K |
2025 Q1
6 quarters
|
|
1819
United Bankshares
UBSI
$6.48B
| $1.92M | ﹤0.01% |
41,710
+19,501
| +88% | +$926K |
2020 Q4
23 quarters
|
|
1820
WaterBridge Infrastructure LLC
WBI
$1.53B
| $1.91M | ﹤0.01% |
67,953
-5,464
| -7% | -$177K |
2025 Q3
4 quarters
|
|
1821
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.15B
| $1.91M | ﹤0.01% |
23,388
-63
| -0.3% | -$5.15K |
2024 Q1
10 quarters
|
|
1822
Immunovant
IMVT
$7.07B
| $1.91M | ﹤0.01% |
56,541
+437
| +0.8% | +$17.2K |
2021 Q4
19 quarters
|
|
1823
Ryder
R
$10.8B
| $1.91M | ﹤0.01% |
8,382
+2,218
| +36% | +$564K |
2020 Q2
25 quarters
|
|
1824
iShares US Oil & Gas Exploration & Production ETF
IEO
$877M
| $1.9M | ﹤0.01% |
14,430
+388
| +3% | +$50K |
2021 Q4
19 quarters
|
|
1825
BlackRock Taxable Municipal Bond Trust
BBN
$882M
| $1.9M | ﹤0.01% |
132,007
-2,498
| -2% | -$39K |
2015 Q3
44 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.