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 | |
|---|---|---|---|---|---|---|---|
2226
Peabody Energy
BTU
$2.12B
| $1.06M | ﹤0.01% |
43,516
+151
| +0.3% | +$3.8K |
2025 Q3
4 quarters
|
|
2227
Philips
PHG
$29.7B
| $1.06M | ﹤0.01% |
43,284
-4,720
| -10% | -$124K |
2017 Q2
37 quarters
|
|
2228
First Trust Nasdaq Semiconductor ETF
FTXL
$1.02B
| $1.06M | ﹤0.01% |
4,171
-924
| -18% | -$217K |
2023 Q1
14 quarters
|
|
2229
Toro Company
TTC
$10B
| $1.06M | ﹤0.01% |
10,944
+628
| +6% | +$60.1K |
2016 Q4
39 quarters
|
|
2230
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$59.1M
| $1.05M | ﹤0.01% |
43,962
+82
| +0.2% | +$1.93K |
2026 Q2
1 quarter
|
|
2231
Doximity
DOCS
$5.95B
| $1.05M | ﹤0.01% |
37,067
+352
| +1% | +$8.5K |
2021 Q3
20 quarters
|
|
2232
Innovator Buffer Step-Up Strategy ETF
BSTP
$58.8M
| $1.05M | ﹤0.01% |
26,127
| – | – |
2024 Q1
10 quarters
|
|
2233
iShares MSCI Mexico ETF
EWW
$1.67B
| $1.05M | ﹤0.01% |
14,753
-20,262
| -58% | -$1.53M |
2019 Q2
29 quarters
|
|
2234
Old Second Bancorp
OSBC
$1.24B
| $1.05M | ﹤0.01% |
42,818
-745
| -2% | -$18.5K |
2022 Q3
16 quarters
|
|
2235
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$464M
| $1.05M | ﹤0.01% |
21,724
-1,335
| -6% | -$68K |
2020 Q4
23 quarters
|
|
2236
Pembina Pipeline
PBA
$29.3B
| $1.05M | ﹤0.01% |
23,467
+1,600
| +7% | +$77.3K |
2016 Q1
42 quarters
|
|
2237
Rollins
ROL
$18.6B
| $1.05M | ﹤0.01% |
34,717
+9,374
| +37% | +$352K |
2018 Q2
33 quarters
|
|
2238
Coeur Mining
CDE
$14.3B
| $1.04M | ﹤0.01% |
59,311
-12,738
| -18% | -$231K |
2019 Q4
27 quarters
|
|
2239
First Citizens BancShares
FCNCA
$25.7B
| $1.04M | ﹤0.01% |
507
-7
| -1% | -$15.1K |
2023 Q1
14 quarters
|
|
2240
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$31.6M
| $1.04M | ﹤0.01% |
33,061
+61
| +0.2% | +$1.96K |
2026 Q1
2 quarters
|
|
2241
Integer Holdings
ITGR
$4.31B
| $1.04M | ﹤0.01% |
8,258
-45
| -0.5% | -$5.21K |
2018 Q4
31 quarters
|
|
2242
Cheniere Energy
CQP
$29.9B
| $1.04M | ﹤0.01% |
17,136
+1,640
| +11% | +$108K |
2018 Q2
33 quarters
|
|
2243
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.4M
| $1.04M | ﹤0.01% |
36,386
-25,288
| -41% | -$719K |
2025 Q1
6 quarters
|
|
2244
First Horizon
FHN
$11.1B
| $1.04M | ﹤0.01% |
45,230
-2,663
| -6% | -$66.5K |
2019 Q2
29 quarters
|
|
2245
NOV
NOV
$6.45B
| $1.04M | ﹤0.01% |
55,583
+13,139
| +31% | +$264K |
2021 Q1
22 quarters
|
|
2246
Nuveen Municipal Value Fund
NUV
$1.74B
| $1.04M | ﹤0.01% |
125,341
+2,701
| +2% | +$24.1K |
2013 Q2
53 quarters
|
|
2247
Smurfit Westrock
SW
$22.2B
| $1.04M | ﹤0.01% |
23,506
+310
| +1% | +$14.3K |
2024 Q3
8 quarters
|
|
2248
ProShares Investment Grade-Interest Rate Hedged
IGHG
$408M
| $1.04M | ﹤0.01% |
13,330
+543
| +4% | +$42.3K |
2025 Q1
6 quarters
|
|
2249
Cambria US EW ETF
USEW
$190M
| $1.03M | ﹤0.01% |
18,648
| – | – |
2025 Q4
3 quarters
|
|
2250
Transocean
RIG
$6.19B
| $1.03M | ﹤0.01% |
195,905
-8,367
| -4% | -$45.8K |
2015 Q2
45 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.