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 | |
|---|---|---|---|---|---|---|---|
2101
Oppenheimer Holdings
OPY
$956M
| $1.27M | ﹤0.01% |
+10,724
| New | +$1.24M |
2026 Q3
0 quarters
|
|
2102
Baillie Gifford International Concentrated Growth ETF
BGCG
| $1.26M | ﹤0.01% |
47,056
| – | – |
2026 Q2
1 quarter
|
|
2103
ProShares Russell 2000 High Income ETF
ITWO
$177M
| $1.26M | ﹤0.01% |
29,390
+16,467
| +127% | +$749K |
2026 Q2
1 quarter
|
|
2104
New Jersey Resources
NJR
$5.64B
| $1.26M | ﹤0.01% |
24,989
-1,365
| -5% | -$75.6K |
2020 Q4
23 quarters
|
|
2105
Schwab 1000 Index ETF
SCHK
$5.67B
| $1.26M | ﹤0.01% |
34,490
-3,383
| -9% | -$124K |
2024 Q2
9 quarters
|
|
2106
IDEX
IEX
$17.5B
| $1.26M | ﹤0.01% |
5,546
+3,067
| +124% | +$699K |
2013 Q2
53 quarters
|
|
2107
ProShares Ultra Technology
ROM
$1.02B
| $1.26M | ﹤0.01% |
7,941
-845
| -10% | -$121K |
2025 Q2
5 quarters
|
|
2108
International Paper
IP
$18.2B
| $1.26M | ﹤0.01% |
38,075
-4,002
| -10% | -$153K |
2013 Q2
53 quarters
|
|
2109
Aegon
AEG
$12.6B
| $1.26M | ﹤0.01% |
145,673
-32,380
| -18% | -$295K |
2023 Q4
11 quarters
|
|
2110
DELISTED
Roku
ROKU
| $1.26M | ﹤0.01% |
8,245
+1,972
| +31% | +$297K |
2019 Q1
30 quarters
|
|
2111
Globe Life
GL
$12.1B
| $1.26M | ﹤0.01% |
7,578
-12,235
| -62% | -$2.16M |
2024 Q2
9 quarters
|
|
2112
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$128M
| $1.25M | ﹤0.01% |
29,110
+930
| +3% | +$39.5K |
2024 Q2
9 quarters
|
|
2113
Honda
HMC
$44.5B
| $1.25M | ﹤0.01% |
39,555
+5,753
| +17% | +$177K |
2023 Q1
14 quarters
|
|
2114
EA Bridgeway Select Small-Cap Value ETF
BRSV
$311M
| $1.25M | ﹤0.01% |
+29,326
| New | +$1.3M |
2026 Q3
0 quarters
|
|
2115
Liberty All-Star Equity Fund
USA
$1.82B
| $1.25M | ﹤0.01% |
216,211
-54,245
| -20% | -$320K |
2022 Q1
18 quarters
|
|
2116
New York Times
NYT
$11.6B
| $1.25M | ﹤0.01% |
19,573
-1,095
| -5% | -$76K |
2023 Q1
14 quarters
|
|
2117
Commercial Metals
CMC
$6.85B
| $1.25M | ﹤0.01% |
20,077
-1,239
| -6% | -$83.4K |
2020 Q3
24 quarters
|
|
2118
VeriSign
VRSN
$28.1B
| $1.25M | ﹤0.01% |
4,418
-1,027
| -19% | -$291K |
2024 Q2
9 quarters
|
|
2119
Equitable Holdings
EQH
$15B
| $1.25M | ﹤0.01% |
24,290
+1,437
| +6% | +$72.3K |
2024 Q2
9 quarters
|
|
2120
Northern Trust STOXX Global ESG Select ETF
ESGG
$118M
| $1.24M | ﹤0.01% |
5,218
-6
| -0.1% | -$1.42K |
2023 Q4
11 quarters
|
|
2121
Janus Henderson B-BBB CLO ETF
JBBB
$1.45B
| $1.24M | ﹤0.01% |
26,255
+6,815
| +35% | +$323K |
2024 Q3
8 quarters
|
|
2122
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $1.24M | ﹤0.01% |
46,940
| – | – |
2025 Q1
6 quarters
|
|
2123
First Trust Japan AlphaDEX Fund
FJP
$258M
| $1.24M | ﹤0.01% |
15,838
-2,838
| -15% | -$217K |
2022 Q4
15 quarters
|
|
2124
Star Bulk Carriers
SBLK
$3.25B
| $1.24M | ﹤0.01% |
+42,079
| New | +$1.22M |
2026 Q3
0 quarters
|
|
2125
Sprott
SII
$2.75B
| $1.23M | ﹤0.01% |
+10,326
| New | +$1.23M |
2026 Q3
0 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.