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 | |
|---|---|---|---|---|---|---|---|
2251
Almonty Industries
ALM
$2.37B
| $1.03M | ﹤0.01% |
77,977
+64,966
| +499% | +$976K |
2025 Q3
4 quarters
|
|
2252
PIMCO Investment Grade Corporate Bond Exchange-Traded Fund
CORP
$1.34B
| $1.03M | ﹤0.01% |
11,178
-2,429
| -18% | -$230K |
2020 Q4
23 quarters
|
|
2253
Enpro
NPO
$5.79B
| $1.02M | ﹤0.01% |
3,344
-910
| -21% | -$288K |
2023 Q2
13 quarters
|
|
2254
TRI-Continental Corp
TY
$1.81B
| $1.02M | ﹤0.01% |
29,769
+106
| +0.4% | +$3.73K |
2014 Q1
50 quarters
|
|
2255
Invesco S&P SmallCap Quality ETF
XSHQ
$299M
| $1.02M | ﹤0.01% |
22,620
-45
| -0.2% | -$2.15K |
2024 Q3
8 quarters
|
|
2256
Molina Healthcare
MOH
$10.9B
| $1.02M | ﹤0.01% |
5,370
+275
| +5% | +$56.7K |
2020 Q4
23 quarters
|
|
2257
Valley National Bancorp
VLY
$7.88B
| $1.01M | ﹤0.01% |
80,349
-1,256
| -2% | -$17.8K |
2021 Q2
21 quarters
|
|
2258
Tyson Foods
TSN
$20.7B
| $1.01M | ﹤0.01% |
20,020
-26,810
| -57% | -$1.5M |
2013 Q3
52 quarters
|
|
2259
NYLIM FTSE International Equity Currency Neutral ETF
HFXI
$2.44B
| $1.01M | ﹤0.01% |
27,202
-1,462
| -5% | -$55.1K |
2023 Q4
11 quarters
|
|
2260
Littelfuse
LFUS
$9.8B
| $1.01M | ﹤0.01% |
2,384
-162
| -6% | -$68.3K |
2020 Q4
23 quarters
|
|
2261
Granite Construction
GVA
$5.5B
| $1.01M | ﹤0.01% |
8,695
+438
| +5% | +$53.8K |
2023 Q3
12 quarters
|
|
2262
VanEck Morningstar SMID Moat ETF
SMOT
$331M
| $1.01M | ﹤0.01% |
26,826
-763
| -3% | -$30.3K |
2023 Q3
12 quarters
|
|
2263
JPMorgan Inflation Managed Bond ETF
JCPI
$904M
| $1.01M | ﹤0.01% |
21,824
+1,142
| +6% | +$54K |
2024 Q4
7 quarters
|
|
2264
Capital Group International Core Equity ETF
CGIC
$2.57B
| $1.01M | ﹤0.01% |
27,935
-390
| -1% | -$14.2K |
2025 Q3
4 quarters
|
|
2265
BJs Wholesale Club
BJ
$13.9B
| $1M | ﹤0.01% |
10,901
-1,428
| -12% | -$133K |
2021 Q3
20 quarters
|
|
2266
iShares US Healthcare Providers ETF
IHF
$1.5B
| $1M | ﹤0.01% |
18,247
-6,420
| -26% | -$364K |
2019 Q4
27 quarters
|
|
2267
AtriCure
ATRC
$2.89B
| $1M | ﹤0.01% |
17,812
+9,322
| +110% | +$420K |
2026 Q2
1 quarter
|
|
2268
VanEck CEF Muni Income ETF
XMPT
$203M
| $999K | ﹤0.01% |
51,986
-1,798
| -3% | -$38.2K |
2022 Q4
15 quarters
|
|
2269
iShares MSCI Austria ETF
EWO
$171M
| $997K | ﹤0.01% |
23,426
+35
| +0.1% | +$1.51K |
2025 Q2
5 quarters
|
|
2270
iShares ESG Screened S&P Mid-Cap ETF
XJH
$421M
| $992K | ﹤0.01% |
20,338
-7,968
| -28% | -$407K |
2021 Q4
19 quarters
|
|
2271
iShares US Pharmaceuticals ETF
IHE
$1.69B
| $987K | ﹤0.01% |
9,819
+247
| +3% | +$25.3K |
2022 Q4
15 quarters
|
|
2272
Mount Logan Capital Inc
MLCI
$40M
| $986K | ﹤0.01% |
289,024
+2,631
| +0.9% | +$8.51K |
2025 Q4
3 quarters
|
|
2273
Defiance Large Cap ex-Mag 7 ETF
XMAG
$202M
| $986K | ﹤0.01% |
38,847
+24,567
| +172% | +$634K |
2025 Q4
3 quarters
|
|
2274
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.69B
| $984K | ﹤0.01% |
10,393
+182
| +2% | +$18.3K |
2018 Q1
34 quarters
|
|
2275
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share
TXCP
$4.35B
| $981K | ﹤0.01% |
10,550
-492
| -4% | -$48.8K |
2020 Q3
24 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.