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 | |
|---|---|---|---|---|---|---|---|
2051
Globus Medical
GMED
$9.6B
| $1.34M | ﹤0.01% |
17,904
-2,682
| -13% | -$212K |
2018 Q2
33 quarters
|
|
2052
FormFactor
FORM
$6.85B
| $1.34M | ﹤0.01% |
8,968
+18
| +0.2% | +$2.06K |
2018 Q2
33 quarters
|
|
2053
Rigetti Computing
RGTI
$3.3B
| $1.34M | ﹤0.01% |
84,939
-1,655
| -2% | -$26.7K |
2025 Q1
6 quarters
|
|
2054
American States Water
AWR
$3.52B
| $1.34M | ﹤0.01% |
16,226
-1,621
| -9% | -$140K |
2020 Q1
26 quarters
|
|
2055
DocuSign
DOCU
$15.1B
| $1.33M | ﹤0.01% |
19,814
+459
| +2% | +$27.3K |
2018 Q4
31 quarters
|
|
2056
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$177M
| $1.33M | ﹤0.01% |
58,971
+49,760
| +540% | +$1.12M |
2021 Q2
21 quarters
|
|
2057
Tortoise Energy ETF
TNGY
$567M
| $1.33M | ﹤0.01% |
125,132
-2,714
| -2% | -$29.1K |
2025 Q2
5 quarters
|
|
2058
iShares MSCI Emerging Markets Asia ETF
EEMA
$771M
| $1.32M | ﹤0.01% |
+11,410
| New | +$1.31M |
2026 Q3
0 quarters
|
|
2059
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$543M
| $1.32M | ﹤0.01% |
28,476
-3,662
| -11% | -$171K |
2022 Q3
16 quarters
|
|
2060
MDU Resources
MDU
$4.18B
| $1.32M | ﹤0.01% |
71,010
-1,713
| -2% | -$34.3K |
2020 Q4
23 quarters
|
|
|
MBGL
2061
Mobility Global Inc
MBGL
$7.45B
| $1.32M | ﹤0.01% |
+76,702
| New | +$1.54M |
2026 Q3
0 quarters
|
|
2062
Arrow Financial
AROW
$716M
| $1.32M | ﹤0.01% |
35,690
+430
| +1% | +$16.9K |
2020 Q1
26 quarters
|
|
2063
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$488M
| $1.31M | ﹤0.01% |
24,545
+7,271
| +42% | +$399K |
2024 Q2
9 quarters
|
|
2064
DigitalOcean
DOCN
$10.2B
| $1.31M | ﹤0.01% |
9,852
+3,045
| +45% | +$383K |
2025 Q3
4 quarters
|
|
2065
Woodside Energy
WDS
$40.1B
| $1.31M | ﹤0.01% |
59,274
+10,589
| +22% | +$238K |
2022 Q2
17 quarters
|
|
2066
AGNC Investment
AGNC
$10.5B
| $1.31M | ﹤0.01% |
144,795
+23,345
| +19% | +$248K |
2018 Q2
33 quarters
|
|
2067
United Microelectronic
UMC
$38.6B
| $1.31M | ﹤0.01% |
53,549
+5,940
| +12% | +$127K |
2023 Q1
14 quarters
|
|
2068
Innovator US Equity Ultra Buffer ETF July
UJUL
$304M
| $1.31M | ﹤0.01% |
31,600
| – | – |
2024 Q3
8 quarters
|
|
2069
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.53B
| $1.31M | ﹤0.01% |
71,129
-10,450
| -13% | -$196K |
2024 Q1
10 quarters
|
|
2070
Clear Secure
YOU
$5.7B
| $1.31M | ﹤0.01% |
31,131
+24,784
| +390% | +$1.19M |
2025 Q4
3 quarters
|
|
2071
Baxter International
BAX
$13.4B
| $1.31M | ﹤0.01% |
54,402
+19,484
| +56% | +$479K |
2020 Q1
26 quarters
|
|
2072
Evercore
EVR
$11.3B
| $1.31M | ﹤0.01% |
5,070
-889
| -15% | -$270K |
2023 Q1
14 quarters
|
|
2073
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.48B
| $1.3M | ﹤0.01% |
27,071
+289
| +1% | +$15K |
2015 Q3
44 quarters
|
|
2074
Nutanix
NTNX
$16.5B
| $1.3M | ﹤0.01% |
18,508
+10,933
| +144% | +$687K |
2025 Q2
5 quarters
|
|
2075
Lamb Weston
LW
$7.72B
| $1.3M | ﹤0.01% |
31,234
-239
| -0.8% | -$11.9K |
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.