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 | |
|---|---|---|---|---|---|---|---|
1826
Huntington Ingalls Industries
HII
$12.1B
| $1.9M | ﹤0.01% |
7,114
+17
| +0.2% | +$4.96K |
2017 Q1
38 quarters
|
|
1827
SoFi Technologies
SOFI
$20B
| $1.9M | ﹤0.01% |
120,854
-5,508
| -4% | -$97K |
2021 Q3
20 quarters
|
|
1828
Sprouts Farmers Market
SFM
$4.8B
| $1.9M | ﹤0.01% |
28,564
+9,461
| +50% | +$739K |
2021 Q2
21 quarters
|
|
1829
Annaly Capital Management
NLY
$13.9B
| $1.9M | ﹤0.01% |
100,328
+8,792
| +10% | +$197K |
2020 Q1
26 quarters
|
|
1830
The Ensign Group
ENSG
$11B
| $1.89M | ﹤0.01% |
11,016
+596
| +6% | +$104K |
2021 Q2
21 quarters
|
|
1831
Haemonetics
HAE
$5.6B
| $1.89M | ﹤0.01% |
17,985
-393
| -2% | -$36.6K |
2023 Q3
12 quarters
|
|
1832
Rayonier
RYN
$6.34B
| $1.89M | ﹤0.01% |
102,873
-15,486
| -13% | -$324K |
2013 Q2
53 quarters
|
|
1833
Unity
U
$23.4B
| $1.88M | ﹤0.01% |
46,008
-3,190
| -6% | -$123K |
2020 Q4
23 quarters
|
|
1834
BrightView Holdings
BV
$898M
| $1.88M | ﹤0.01% |
187,981
+27
| +0% | +$328 |
2021 Q1
22 quarters
|
|
1835
iShares Future Exponential Technologies ETF
XT
$3.93B
| $1.88M | ﹤0.01% |
22,520
+3,571
| +19% | +$292K |
2015 Q2
45 quarters
|
|
1836
iShares MSCI USA Small-Cap ETF
MSML
$277M
| $1.88M | ﹤0.01% |
26,382
-265
| -1% | -$19.8K |
2022 Q1
18 quarters
|
|
1837
iShares Fallen Angels USD Bond ETF
FALN
$1.72B
| $1.88M | ﹤0.01% |
72,375
+7,486
| +12% | +$201K |
2023 Q4
11 quarters
|
|
1838
Stride
LRN
$3.19B
| $1.88M | ﹤0.01% |
24,050
-325
| -1% | -$27.4K |
2020 Q3
24 quarters
|
|
1839
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$3.1B
| $1.87M | ﹤0.01% |
102,909
+12,669
| +14% | +$234K |
2023 Q2
13 quarters
|
|
1840
Sunoco
SUN
$12.3B
| $1.87M | ﹤0.01% |
25,677
-1,235
| -5% | -$92K |
2020 Q2
25 quarters
|
|
1841
Fulton Financial
FULT
$4.54B
| $1.87M | ﹤0.01% |
82,868
-2,627
| -3% | -$62.9K |
2016 Q4
39 quarters
|
|
1842
FT Vest US Equity Deep Buffer ETF November
DNOV
$413M
| $1.87M | ﹤0.01% |
35,415
| – | – |
2024 Q4
7 quarters
|
|
1843
SRH Total Return Fund
STEW
$1.83B
| $1.86M | ﹤0.01% |
107,287
+3,656
| +4% | +$66.9K |
2022 Q4
15 quarters
|
|
1844
First Trust California Municipal High income ETF
FCAL
$212M
| $1.86M | ﹤0.01% |
40,208
-3,273
| -8% | -$158K |
2019 Q1
30 quarters
|
|
1845
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
| $1.86M | ﹤0.01% |
72,831
+434
| +0.6% | +$8.97K |
2024 Q3
8 quarters
|
|
1846
iShares Large Cap Max Buffer Jun ETF
MAXJ
$163M
| $1.85M | ﹤0.01% |
62,922
+6,472
| +11% | +$190K |
2024 Q3
8 quarters
|
|
1847
United Community Banks
UCB
$4.46B
| $1.85M | ﹤0.01% |
55,550
+7
| +0% | +$247 |
2022 Q3
16 quarters
|
|
1848
iShares MSCI Belgium ETF
EWK
$259M
| $1.85M | ﹤0.01% |
71,741
+55,451
| +340% | +$1.49M |
2025 Q2
5 quarters
|
|
1849
Adasina Social Justice All Cap Global ETF
JSTC
$298M
| $1.85M | ﹤0.01% |
82,202
+153
| +0.2% | +$3.47K |
2024 Q1
10 quarters
|
|
1850
Avista
AVA
$3.43B
| $1.84M | ﹤0.01% |
52,434
+5,198
| +11% | +$202K |
2022 Q4
15 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.