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 | |
|---|---|---|---|---|---|---|---|
1951
Equifax
EFX
$22B
| $1.56M | ﹤0.01% |
11,366
-1,167
| -9% | -$203K |
2015 Q2
45 quarters
|
|
1952
Eton Pharmaceutcials
ETON
$1.84B
| $1.55M | ﹤0.01% |
30,102
-22,805
| -43% | -$1.16M |
2026 Q1
2 quarters
|
|
1953
Atlantic Union Bankshares
AUB
$5.51B
| $1.55M | ﹤0.01% |
40,757
+1,693
| +4% | +$69.6K |
2023 Q4
11 quarters
|
|
1954
Carvana
CVNA
$79.8B
| $1.55M | ﹤0.01% |
24,725
+1,984
| +9% | +$136K |
2024 Q1
10 quarters
|
|
1955
Astronics
ATRO
$2.54B
| $1.55M | ﹤0.01% |
22,931
+20,148
| +724% | +$1.48M |
2026 Q1
2 quarters
|
|
1956
Innovator US Equity Buffer ETF November
BNOV
$195M
| $1.55M | ﹤0.01% |
31,569
-2,953
| -9% | -$144K |
2019 Q4
27 quarters
|
|
1957
FT Vest US Equity Moderate Buffer ETF June
GJUN
$497M
| $1.54M | ﹤0.01% |
36,820
+5,800
| +19% | +$242K |
2026 Q2
1 quarter
|
|
1958
Brown & Brown
BRO
$23.9B
| $1.54M | ﹤0.01% |
25,347
+823
| +3% | +$56.6K |
2019 Q2
29 quarters
|
|
1959
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.6B
| $1.54M | ﹤0.01% |
11,195
-240
| -2% | -$32.9K |
2021 Q2
21 quarters
|
|
1960
iShares High Yield Systematic Bond ETF
HYDB
$1.52B
| $1.54M | ﹤0.01% |
34,202
+1,441
| +4% | +$66.6K |
2021 Q2
21 quarters
|
|
1961
MKS Inc
MKSI
$14.6B
| $1.54M | ﹤0.01% |
5,791
+226
| +4% | +$66.8K |
2024 Q1
10 quarters
|
|
1962
MACOM Technology Solutions
MTSI
$17.7B
| $1.54M | ﹤0.01% |
5,394
-9,842
| -65% | -$2.76M |
2024 Q4
7 quarters
|
|
1963
T. Rowe Price Growth Stock ETF
TGRW
$1.08B
| $1.53M | ﹤0.01% |
31,640
+500
| +2% | +$23.6K |
2024 Q4
7 quarters
|
|
1964
Embraer S.A. ADS
EMBJ
$14B
| $1.53M | ﹤0.01% |
20,352
+152
| +0.8% | +$10.9K |
2020 Q4
23 quarters
|
|
1965
Crown Holdings
CCK
$13.1B
| $1.53M | ﹤0.01% |
14,529
-2,730
| -16% | -$314K |
2019 Q2
29 quarters
|
|
1966
Trulieve Cannabis Corp
TRLV
$1.86B
| $1.53M | ﹤0.01% |
140,376
-16,116
| -10% | -$164K |
2026 Q2
1 quarter
|
|
1967
Esquire Financial Holdings
ESQ
$1.6B
| $1.53M | ﹤0.01% |
13,134
-82
| -0.6% | -$10K |
2021 Q4
19 quarters
|
|
1968
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $1.53M | ﹤0.01% |
8,615
-90
| -1% | -$16.1K |
2015 Q4
43 quarters
|
|
1969
Franklin FTSE Japan ETF
FLJP
$4.19B
| $1.53M | ﹤0.01% |
36,885
+1,774
| +5% | +$71.9K |
2023 Q4
11 quarters
|
|
1970
Innovator Emerging Markets Power Buffer ETF July
EJUL
$207M
| $1.52M | ﹤0.01% |
48,854
+26,298
| +117% | +$813K |
2022 Q4
15 quarters
|
|
1971
TeraWulf
WULF
$6.33B
| $1.52M | ﹤0.01% |
102,532
+16,959
| +20% | +$297K |
2021 Q4
19 quarters
|
|
1972
XP
XP
$7.86B
| $1.52M | ﹤0.01% |
72,256
+11,356
| +19% | +$202K |
2025 Q2
5 quarters
|
|
1973
Revvity
RVTY
$17.2B
| $1.52M | ﹤0.01% |
9,921
+4,971
| +100% | +$611K |
2018 Q1
34 quarters
|
|
1974
ENI
E
$81.9B
| $1.51M | ﹤0.01% |
27,895
+4,118
| +17% | +$219K |
2023 Q2
13 quarters
|
|
1975
Alphatec Holdings
ATEC
$1.08B
| $1.51M | ﹤0.01% |
146,440
-2,089
| -1% | -$19.8K |
2017 Q4
35 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.