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 | |
|---|---|---|---|---|---|---|---|
2076
Morningstar
MORN
$9.14B
| $1.3M | ﹤0.01% |
6,849
-1,084
| -14% | -$210K |
2019 Q2
29 quarters
|
|
2077
Fidelity Enhanced Small Cap Core ETF
FESM
$6.72B
| $1.3M | ﹤0.01% |
28,862
-2,019
| -7% | -$95.1K |
2024 Q2
9 quarters
|
|
2078
iShares North American Natural Resources ETF
IGE
$800M
| $1.29M | ﹤0.01% |
21,003
+424
| +2% | +$26.3K |
2022 Q1
18 quarters
|
|
2079
Triple Flag Precious Metals
TFPM
$6.25B
| $1.29M | ﹤0.01% |
42,001
-220
| -0.5% | -$6.89K |
2023 Q2
13 quarters
|
|
2080
Jones Lang LaSalle
JLL
$16.8B
| $1.29M | ﹤0.01% |
4,226
+158
| +4% | +$54.8K |
2020 Q4
23 quarters
|
|
2081
Fortive
FTV
$20.2B
| $1.29M | ﹤0.01% |
23,555
-1,819
| -7% | -$108K |
2016 Q3
40 quarters
|
|
2082
Compass
COMP
$7.83B
| $1.29M | ﹤0.01% |
145,234
+18,096
| +14% | +$205K |
2021 Q4
19 quarters
|
|
2083
BorgWarner
BWA
$10.2B
| $1.29M | ﹤0.01% |
21,451
+669
| +3% | +$43.2K |
2020 Q1
26 quarters
|
|
2084
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.53B
| $1.29M | ﹤0.01% |
54,601
+41,464
| +316% | +$989K |
2026 Q1
2 quarters
|
|
2085
BlackRock Science and Technology Trust
BST
$1.55B
| $1.29M | ﹤0.01% |
25,772
-13,211
| -34% | -$640K |
2022 Q4
15 quarters
|
|
2086
AllianceBernstein
AB
$3.08B
| $1.29M | ﹤0.01% |
36,846
-1,493
| -4% | -$54.8K |
2017 Q1
38 quarters
|
|
2087
BeOne Medicines Ltd
ONC
$47.6B
| $1.28M | ﹤0.01% |
3,508
+2,601
| +287% | +$889K |
2026 Q2
1 quarter
|
|
2088
Rivian
RIVN
$17.8B
| $1.28M | ﹤0.01% |
85,855
+5,096
| +6% | +$82.6K |
2021 Q4
19 quarters
|
|
2089
Healthcare Realty
HR
$6.54B
| $1.28M | ﹤0.01% |
72,249
+3,804
| +6% | +$75K |
2022 Q3
16 quarters
|
|
2090
Neuberger Small-Mid Cap ETF
NBSM
$115M
| $1.28M | ﹤0.01% |
46,951
-400
| -0.8% | -$11.4K |
2025 Q3
4 quarters
|
|
2091
Symbotic
SYM
$4.52B
| $1.28M | ﹤0.01% |
30,413
-627
| -2% | -$26.4K |
2023 Q1
14 quarters
|
|
2092
GBank Financial Holdings
GBFH
$219M
| $1.28M | ﹤0.01% |
70,237
-22
| -0% | -$518 |
2025 Q2
5 quarters
|
|
2093
FS Bancorp
FSBW
$339M
| $1.28M | ﹤0.01% |
29,492
+8
| +0% | +$347 |
2019 Q2
29 quarters
|
|
2094
Align Technology
ALGN
$11.9B
| $1.28M | ﹤0.01% |
8,779
+1,061
| +14% | +$175K |
2020 Q1
26 quarters
|
|
2095
Owens Corning
OC
$8.94B
| $1.27M | ﹤0.01% |
10,883
+150
| +1% | +$20.9K |
2020 Q1
26 quarters
|
|
2096
Sanmina
SANM
$8.48B
| $1.27M | ﹤0.01% |
5,906
-1,019
| -15% | -$208K |
2024 Q4
7 quarters
|
|
2097
iShares US Transportation ETF
IYT
$2.18B
| $1.27M | ﹤0.01% |
16,164
+411
| +3% | +$35K |
2020 Q4
23 quarters
|
|
2098
Builders FirstSource
BLDR
$6.53B
| $1.27M | ﹤0.01% |
22,251
-1,442
| -6% | -$99K |
2021 Q3
20 quarters
|
|
2099
Barings BDC
BBDC
$899M
| $1.27M | ﹤0.01% |
146,995
+154
| +0.1% | +$1.36K |
2021 Q2
21 quarters
|
|
2100
The Gap Inc
GAP
$7.4B
| $1.27M | ﹤0.01% |
55,422
-658,792
| -92% | -$13.6M |
2023 Q4
11 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.