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 | |
|---|---|---|---|---|---|---|---|
1976
Liberty Media Corporation Series C Common Stock
FWONK
$27.8B
| $1.51M | ﹤0.01% |
16,332
+3,669
| +29% | +$362K |
2021 Q3
20 quarters
|
|
1977
Zimmer Biomet
ZBH
$19.5B
| $1.51M | ﹤0.01% |
16,949
-2,622
| -13% | -$248K |
2021 Q1
22 quarters
|
|
1978
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.17B
| $1.5M | ﹤0.01% |
5,859
-185
| -3% | -$47.3K |
2019 Q2
29 quarters
|
|
1979
GATX Corp
GATX
$6.68B
| $1.5M | ﹤0.01% |
8,797
-1,308
| -13% | -$234K |
2017 Q4
35 quarters
|
|
1980
Baidu
BIDU
$26.6B
| $1.49M | ﹤0.01% |
17,182
+4,218
| +33% | +$427K |
2020 Q1
26 quarters
|
|
1981
PureCycle Technologies
PCT
$344M
| $1.49M | ﹤0.01% |
337,659
-68,835
| -17% | -$441K |
2021 Q4
19 quarters
|
|
1982
Paycom
PAYC
$11.2B
| $1.49M | ﹤0.01% |
6,840
+880
| +15% | +$172K |
2018 Q1
34 quarters
|
|
1983
Rithm Capital
RITM
$5.01B
| $1.49M | ﹤0.01% |
166,401
+1,910
| +1% | +$18.5K |
2016 Q1
42 quarters
|
|
1984
Agree Realty
ADC
$9.03B
| $1.48M | ﹤0.01% |
22,138
+1,616
| +8% | +$120K |
2020 Q1
26 quarters
|
|
1985
Willis Towers Watson
WTW
$30.9B
| $1.48M | ﹤0.01% |
5,128
-518
| -9% | -$164K |
2021 Q1
22 quarters
|
|
1986
Invesco DB Commodity Index Tracking Fund
DBC
$1.82B
| $1.48M | ﹤0.01% |
45,672
+2,813
| +7% | +$85.6K |
2020 Q4
23 quarters
|
|
1987
Roundhill Generative AI & Technology ETF
CHAT
$1.5B
| $1.48M | ﹤0.01% |
16,038
+1,302
| +9% | +$115K |
2026 Q2
1 quarter
|
|
1988
AngloGold Ashanti
AU
$43.7B
| $1.47M | ﹤0.01% |
15,693
-1,448
| -8% | -$138K |
2025 Q1
6 quarters
|
|
1989
Boston Properties
BXP
$10.2B
| $1.47M | ﹤0.01% |
24,122
+1,768
| +8% | +$119K |
2013 Q2
53 quarters
|
|
1990
DoubleLine Ultrashort Income ETF
DLUX
$206M
| $1.47M | ﹤0.01% |
+29,481
| New | +$1.48M |
2026 Q3
0 quarters
|
|
1991
WisdomTree Cybersecurity Fund
WCBR
$202M
| $1.47M | ﹤0.01% |
32,118
-1,415
| -4% | -$57.2K |
2025 Q2
5 quarters
|
|
1992
Chicago Atlantic BDC
LIEN
$207M
| $1.47M | ﹤0.01% |
153,824
-2,100
| -1% | -$20.7K |
2025 Q2
5 quarters
|
|
1993
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$197M
| $1.46M | ﹤0.01% |
55,870
+8,699
| +18% | +$237K |
2023 Q1
14 quarters
|
|
1994
Knight Transportation
KNX
$10.4B
| $1.46M | ﹤0.01% |
23,026
+259
| +1% | +$18.3K |
2024 Q4
7 quarters
|
|
1995
Gabelli Dividend & Income Trust
GDV
$2.52B
| $1.46M | ﹤0.01% |
51,723
+20,692
| +67% | +$616K |
2013 Q2
53 quarters
|
|
1996
NexGen Energy
NXE
$5.34B
| $1.46M | ﹤0.01% |
160,379
-2,129
| -1% | -$20.9K |
2025 Q2
5 quarters
|
|
1997
Globalstar
GSAT
$11.2B
| $1.46M | ﹤0.01% |
17,592
+231
| +1% | +$18.9K |
2017 Q1
38 quarters
|
|
1998
Reaves Utility Income Fund
UTG
$3.13B
| $1.46M | ﹤0.01% |
42,435
+10,565
| +33% | +$406K |
2021 Q1
22 quarters
|
|
1999
Advanced Drainage Systems
WMS
$9.27B
| $1.46M | ﹤0.01% |
11,492
-755
| -6% | -$106K |
2021 Q4
19 quarters
|
|
2000
OceanFirst Financial
OCFC
$1.74B
| $1.46M | ﹤0.01% |
88,048
+71,241
| +424% | +$1.35M |
2026 Q2
1 quarter
|
|
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.