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 | |
|---|---|---|---|---|---|---|---|
2201
Innovator International Developed Power Buffer ETF April
IAPR
$190M
| $1.11M | ﹤0.01% |
33,186
| – | – |
2022 Q4
15 quarters
|
|
2202
Bitwise 10 Crypto Index ETF
BITW
$652M
| $1.11M | ﹤0.01% |
20,233
+3,783
| +23% | +$175K |
2025 Q4
3 quarters
|
|
2203
Innovator US Small Cap Power Buffer ETF January
KJAN
$310M
| $1.11M | ﹤0.01% |
24,350
+415
| +2% | +$19.1K |
2022 Q1
18 quarters
|
|
2204
Charles River Laboratories
CRL
$16.2B
| $1.11M | ﹤0.01% |
3,758
-23
| -0.6% | -$6.06K |
2017 Q3
36 quarters
|
|
2205
FT Vest US Equity Moderate Buffer ETF January
GJAN
$429M
| $1.11M | ﹤0.01% |
24,041
| – | – |
2025 Q1
6 quarters
|
|
2206
Roivant Sciences
ROIV
$28.6B
| $1.11M | ﹤0.01% |
30,301
+2,014
| +7% | +$73K |
2024 Q4
7 quarters
|
|
2207
Innovator US Equity Ultra Buffer ETF September
USEP
$243M
| $1.11M | ﹤0.01% |
26,362
+363
| +1% | +$15.2K |
2024 Q3
8 quarters
|
|
2208
BlackRock MuniYield Quality Fund III
MYI
$1.23B
| $1.11M | ﹤0.01% |
114,921
-8,025
| -7% | -$85.1K |
2024 Q2
9 quarters
|
|
2209
Nutex Health
NUTX
$1.19B
| $1.1M | ﹤0.01% |
+5,217
| New | +$960K |
2026 Q3
0 quarters
|
|
2210
Global Net Lease
GNL
$1.47B
| $1.1M | ﹤0.01% |
133,465
+15,103
| +13% | +$135K |
2022 Q4
15 quarters
|
|
2211
ROBO Global Artificial Intelligence ETF
THNQ
$432M
| $1.1M | ﹤0.01% |
11,333
+8
| +0.1% | +$717 |
2024 Q2
9 quarters
|
|
2212
Walker & Dunlop
WD
$1.32B
| $1.1M | ﹤0.01% |
31,246
+1,126
| +4% | +$49.7K |
2021 Q1
22 quarters
|
|
2213
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$309M
| $1.1M | ﹤0.01% |
18,543
| – | – |
2023 Q3
12 quarters
|
|
2214
AGCO
AGCO
$7.72B
| $1.09M | ﹤0.01% |
9,583
+223
| +2% | +$25.4K |
2020 Q1
26 quarters
|
|
2215
Caesars Entertainment
CZR
$5.98B
| $1.09M | ﹤0.01% |
36,879
+59
| +0.2% | +$1.76K |
2024 Q2
9 quarters
|
|
2216
Samsara
IOT
$24.2B
| $1.09M | ﹤0.01% |
28,609
-2,093
| -7% | -$80.2K |
2023 Q3
12 quarters
|
|
2217
Angel Oak UltraShort Income ETF
UYLD
$1.44B
| $1.09M | ﹤0.01% |
21,429
+7,290
| +52% | +$372K |
2026 Q1
2 quarters
|
|
2218
H&R Block
HRB
$6.08B
| $1.09M | ﹤0.01% |
26,572
+16,222
| +157% | +$738K |
2021 Q2
21 quarters
|
|
2219
Armstrong World Industries
AWI
$7.35B
| $1.08M | ﹤0.01% |
6,681
+284
| +4% | +$47.7K |
2017 Q2
37 quarters
|
|
2220
Teradata
TDC
$3.18B
| $1.08M | ﹤0.01% |
37,390
+23,608
| +171% | +$698K |
2020 Q3
24 quarters
|
|
2221
T. Rowe Price Value ETF
TVAL
$1.14B
| $1.08M | ﹤0.01% |
25,637
+3,251
| +15% | +$139K |
2025 Q1
6 quarters
|
|
2222
Virtus Newfleet ABS/MBS ETF
VABS
$113M
| $1.08M | ﹤0.01% |
45,400
+9,534
| +27% | +$230K |
2024 Q2
9 quarters
|
|
2223
Alamos Gold
AGI
$12B
| $1.08M | ﹤0.01% |
33,189
-9,917
| -23% | -$327K |
2020 Q1
26 quarters
|
|
2224
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$259M
| $1.07M | ﹤0.01% |
22,154
-2,971
| -12% | -$149K |
2024 Q4
7 quarters
|
|
2225
Neurocrine Biosciences
NBIX
$16.9B
| $1.07M | ﹤0.01% |
7,575
-630
| -8% | -$101K |
2017 Q4
35 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.