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 | |
|---|---|---|---|---|---|---|---|
1901
iShares MSCI India ETF
INDA
$6.37B
| $1.69M | ﹤0.01% |
36,207
-133
| -0.4% | -$6.52K |
2023 Q3
12 quarters
|
|
1902
DELISTED
CBIZ
CBZ
| $1.69M | ﹤0.01% |
30,903
+322
| +1% | +$16.2K |
2019 Q3
28 quarters
|
|
1903
Host Hotels & Resorts
HST
$17.5B
| $1.69M | ﹤0.01% |
75,479
+6,963
| +10% | +$161K |
2022 Q3
16 quarters
|
|
1904
Jazz Pharmaceuticals
JAZZ
$15.5B
| $1.68M | ﹤0.01% |
7,268
+471
| +7% | +$116K |
2017 Q1
38 quarters
|
|
1905
Fidus Investment
FDUS
$772M
| $1.68M | ﹤0.01% |
87,250
-2,853
| -3% | -$56.3K |
2023 Q2
13 quarters
|
|
1906
Pinnacle Financial Partners Inc
PNFP
$15.3B
| $1.68M | ﹤0.01% |
17,941
-1,397
| -7% | -$141K |
2026 Q1
2 quarters
|
|
1907
Adams Diversified Equity Fund
ADX
$3.14B
| $1.67M | ﹤0.01% |
65,130
+1,200
| +2% | +$31.1K |
2020 Q1
26 quarters
|
|
1908
Innovator US Small Cap Power Buffer ETF October
KOCT
$171M
| $1.67M | ﹤0.01% |
44,296
-253,187
| -85% | -$9.6M |
2022 Q4
15 quarters
|
|
1909
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
| $1.66M | ﹤0.01% |
12,159
-245
| -2% | -$34.6K |
2022 Q4
15 quarters
|
|
1910
Primerica
PRI
$8.9B
| $1.66M | ﹤0.01% |
6,087
-1,276
| -17% | -$384K |
2019 Q1
30 quarters
|
|
1911
National Vision
EYE
$1.43B
| $1.66M | ﹤0.01% |
101,221
+19,473
| +24% | +$369K |
2025 Q3
4 quarters
|
|
1912
dLocal
DLO
$3.92B
| $1.66M | ﹤0.01% |
120,356
-4,847
| -4% | -$71.1K |
2026 Q2
1 quarter
|
|
1913
Genesis Energy
GEL
$1.57B
| $1.66M | ﹤0.01% |
120,310
+41
| +0% | +$624 |
2013 Q2
53 quarters
|
|
1914
Cambria Global Value ETF
GVAL
$555M
| $1.65M | ﹤0.01% |
43,692
+977
| +2% | +$37.1K |
2025 Q4
3 quarters
|
|
1915
Box
BOX
$5.99B
| $1.65M | ﹤0.01% |
49,309
-5,005
| -9% | -$161K |
2017 Q2
37 quarters
|
|
1916
Akamai
AKAM
$12.3B
| $1.65M | ﹤0.01% |
15,483
+435
| +3% | +$49.7K |
2015 Q3
44 quarters
|
|
1917
Phillips Edison & Co
PECO
$5.31B
| $1.64M | ﹤0.01% |
43,937
-852
| -2% | -$34.3K |
2021 Q4
19 quarters
|
|
1918
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$234M
| $1.64M | ﹤0.01% |
33,436
+1,061
| +3% | +$53.5K |
2023 Q2
13 quarters
|
|
1919
Lincoln National
LNC
$7.99B
| $1.63M | ﹤0.01% |
40,602
-4,703
| -10% | -$201K |
2013 Q2
53 quarters
|
|
1920
Ardmore Shipping
ASC
$797M
| $1.63M | ﹤0.01% |
+87,486
| New | +$1.51M |
2026 Q3
0 quarters
|
|
1921
Brookfield Renewable
BEPC
$5.7B
| $1.63M | ﹤0.01% |
57,834
-1,917
| -3% | -$62.7K |
2020 Q3
24 quarters
|
|
1922
YPF Sociedad Anonima ADS
YPF
$14.9B
| $1.63M | ﹤0.01% |
32,557
-7,693
| -19% | -$393K |
2024 Q4
7 quarters
|
|
1923
iShares US Home Construction ETF
ITB
$2.21B
| $1.63M | ﹤0.01% |
18,689
-996
| -5% | -$94.8K |
2013 Q4
51 quarters
|
|
1924
Blackstone Mortgage Trust
BXMT
$1.77B
| $1.62M | ﹤0.01% |
141,505
+11,409
| +9% | +$168K |
2017 Q2
37 quarters
|
|
1925
State Street SPDR S&P Health Care Equipment ETF
XHE
$157M
| $1.62M | ﹤0.01% |
17,848
-134
| -0.7% | -$12.2K |
2016 Q4
39 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.