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 | |
|---|---|---|---|---|---|---|---|
1876
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$193M
| $1.76M | ﹤0.01% |
26,095
-7
| -0% | -$497 |
2023 Q2
13 quarters
|
|
1877
BioNTech
BNTX
$21.2B
| $1.76M | ﹤0.01% |
17,897
-1,461
| -8% | -$142K |
2021 Q1
22 quarters
|
|
1878
AltShares Merger Arbitrage ETF
ARB
$104M
| $1.76M | ﹤0.01% |
58,716
-86,912
| -60% | -$2.58M |
2022 Q3
16 quarters
|
|
1879
Pacer US Cash Cows Growth ETF
BUL
$134M
| $1.75M | ﹤0.01% |
28,744
+2,316
| +9% | +$144K |
2022 Q3
16 quarters
|
|
1880
FT Vest US Equity Moderate Buffer ETF September
GSEP
$363M
| $1.75M | ﹤0.01% |
41,585
+23,035
| +124% | +$958K |
2025 Q2
5 quarters
|
|
1881
MGM Resorts International
MGM
$8.47B
| $1.75M | ﹤0.01% |
56,350
+6,494
| +13% | +$277K |
2013 Q2
53 quarters
|
|
1882
AerCap
AER
$26.7B
| $1.75M | ﹤0.01% |
12,171
+585
| +5% | +$86.4K |
2021 Q3
20 quarters
|
|
1883
Brandes International ETF
BINV
$570M
| $1.74M | ﹤0.01% |
40,490
+8,949
| +28% | +$397K |
2025 Q3
4 quarters
|
|
1884
Korn Ferry
KFY
$4.23B
| $1.74M | ﹤0.01% |
24,351
-2,679
| -10% | -$213K |
2025 Q1
6 quarters
|
|
1885
First Capital
FCAP
$218M
| $1.73M | ﹤0.01% |
28,123
-1
| -0% | -$63 |
2019 Q2
29 quarters
|
|
1886
Invesco PHLX Semiconductor ETF
SOXQ
$2.67B
| $1.73M | ﹤0.01% |
17,403
+5,174
| +42% | +$489K |
2025 Q4
3 quarters
|
|
1887
Harbor Long-Term Growers ETF
WINN
$1.18B
| $1.73M | ﹤0.01% |
50,389
+175
| +0.3% | +$5.83K |
2022 Q4
15 quarters
|
|
1888
iRadimed
IRMD
$1.09B
| $1.73M | ﹤0.01% |
20,033
-23
| -0.1% | -$2.07K |
2024 Q1
10 quarters
|
|
1889
AvePoint
AVPT
$3.48B
| $1.72M | ﹤0.01% |
122,023
-59
| -0% | -$772 |
2021 Q3
20 quarters
|
|
1890
Old Republic International
ORI
$9.5B
| $1.72M | ﹤0.01% |
46,023
-856
| -2% | -$35.6K |
2021 Q2
21 quarters
|
|
1891
Vanguard World Funds Extended Duration ETF
EDV
$3.76B
| $1.71M | ﹤0.01% |
30,877
+6,589
| +27% | +$397K |
2021 Q2
21 quarters
|
|
1892
RLI Corp
RLI
$6.39B
| $1.71M | ﹤0.01% |
30,915
-1,551
| -5% | -$95.6K |
2019 Q2
29 quarters
|
|
1893
iShares Gold Trust Micro
IAUM
$6.14B
| $1.71M | ﹤0.01% |
41,259
-625
| -1% | -$26.6K |
2025 Q2
5 quarters
|
|
1894
Western Asset Managed Municipals Fund
MMU
$506M
| $1.71M | ﹤0.01% |
190,974
-9,975
| -5% | -$99.3K |
2021 Q1
22 quarters
|
|
1895
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.12B
| $1.7M | ﹤0.01% |
+91,764
| New | +$1.67M |
2026 Q3
0 quarters
|
|
1896
Shinhan Financial Group
SHG
$30.8B
| $1.7M | ﹤0.01% |
21,901
+1,536
| +8% | +$116K |
2024 Q3
8 quarters
|
|
1897
Digital Turbine
APPS
$928M
| $1.7M | ﹤0.01% |
152,917
-616
| -0.4% | -$6.67K |
2024 Q1
10 quarters
|
|
1898
Eastern Bankshares
EBC
$5.14B
| $1.7M | ﹤0.01% |
80,992
+61,244
| +310% | +$1.37M |
2020 Q4
23 quarters
|
|
1899
Invesco DB Energy Fund
DBE
$113M
| $1.69M | ﹤0.01% |
+46,105
| New | +$1.49M |
2026 Q3
0 quarters
|
|
1900
KB Financial Group
KB
$40.8B
| $1.69M | ﹤0.01% |
13,746
+1,924
| +16% | +$234K |
2024 Q4
7 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.