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 | |
|---|---|---|---|---|---|---|---|
2026
Sprott Energy Transition Materials ETF
SETM
$403M
| $1.39M | ﹤0.01% |
47,351
+5,855
| +14% | +$185K |
2025 Q2
5 quarters
|
|
2027
Invesco CEF Income Composite ETF
PCEF
$734M
| $1.39M | ﹤0.01% |
71,635
-10,133
| -12% | -$204K |
2022 Q1
18 quarters
|
|
2028
American Financial Group
AFG
$13.3B
| $1.39M | ﹤0.01% |
10,130
-391
| -4% | -$55.7K |
2020 Q1
26 quarters
|
|
2029
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$336M
| $1.39M | ﹤0.01% |
263,357
+8,663
| +3% | +$50.5K |
2021 Q4
19 quarters
|
|
2030
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
| $1.38M | ﹤0.01% |
28,517
-218
| -0.8% | -$11.1K |
2018 Q2
33 quarters
|
|
2031
Texas Roadhouse
TXRH
$12.2B
| $1.38M | ﹤0.01% |
8,838
+332
| +4% | +$63.4K |
2022 Q4
15 quarters
|
|
2032
Onto Innovation
ONTO
$10B
| $1.38M | ﹤0.01% |
4,470
+397
| +10% | +$114K |
2023 Q2
13 quarters
|
|
2033
Innovator US Small Cap Power Buffer ETF April
KAPR
$176M
| $1.37M | ﹤0.01% |
34,860
| – | – |
2023 Q2
13 quarters
|
|
2034
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$114M
| $1.37M | ﹤0.01% |
44,824
| – | – |
2023 Q4
11 quarters
|
|
2035
Simplify Interest Rate Hedge ETF
PFIX
$259M
| $1.37M | ﹤0.01% |
21,846
-2,181
| -9% | -$111K |
2025 Q4
3 quarters
|
|
2036
Tempus AI
TEM
$13.1B
| $1.37M | ﹤0.01% |
16,772
+3,201
| +24% | +$193K |
2025 Q1
6 quarters
|
|
2037
Goldman Sachs Innovate Equity ETF
GINN
$174M
| $1.37M | ﹤0.01% |
16,951
-293
| -2% | -$23.6K |
2023 Q3
12 quarters
|
|
2038
iShares MSCI Poland ETF
EPOL
$1.04B
| $1.37M | ﹤0.01% |
30,969
+21,074
| +213% | +$910K |
2025 Q1
6 quarters
|
|
2039
Maplebear
CART
$13.9B
| $1.37M | ﹤0.01% |
31,784
+14,917
| +88% | +$705K |
2024 Q2
9 quarters
|
|
2040
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.16B
| $1.37M | ﹤0.01% |
69,267
+1,954
| +3% | +$40.5K |
2023 Q4
11 quarters
|
|
2041
UDR
UDR
$11.5B
| $1.36M | ﹤0.01% |
40,623
+4,667
| +13% | +$175K |
2014 Q4
47 quarters
|
|
2042
Coca-Cola Femsa
KOF
$25.3B
| $1.36M | ﹤0.01% |
12,605
+3,540
| +39% | +$385K |
2022 Q4
15 quarters
|
|
2043
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$335M
| $1.36M | ﹤0.01% |
17,573
| – | – |
2018 Q2
33 quarters
|
|
2044
Invesco S&P 500 High Beta ETF
SPHB
$800M
| $1.36M | ﹤0.01% |
9,010
+7,092
| +370% | +$1.04M |
2023 Q3
12 quarters
|
|
2045
Congress Large Cap Growth ETF
CAML
$365M
| $1.36M | ﹤0.01% |
33,438
+3,101
| +10% | +$125K |
2025 Q4
3 quarters
|
|
2046
Everus Construction Group
ECG
$4.35B
| $1.36M | ﹤0.01% |
11,541
+2,581
| +29% | +$326K |
2024 Q4
7 quarters
|
|
2047
Icon
ICLR
$14.6B
| $1.36M | ﹤0.01% |
7,976
+1,692
| +27% | +$284K |
2016 Q4
39 quarters
|
|
2048
Alerian MLP Index ETNs due January 28 2044
AMJB
$802M
| $1.35M | ﹤0.01% |
39,094
-2,119
| -5% | -$77.7K |
2024 Q2
9 quarters
|
|
2049
Swarmer Inc
SWMR
$126M
| $1.35M | ﹤0.01% |
+75,574
| New | +$2.69M |
2026 Q3
0 quarters
|
|
2050
ANI Pharmaceuticals
ANIP
$1.62B
| $1.35M | ﹤0.01% |
18,546
+15,838
| +585% | +$1.22M |
2026 Q1
2 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.