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 | |
|---|---|---|---|---|---|---|---|
2351
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$651M
| $878K | ﹤0.01% |
+38,467
| New | +$881K |
2026 Q3
0 quarters
|
|
2352
Capital Group Municipal High-Income ETF
CGHM
$3.75B
| $878K | ﹤0.01% |
36,464
-148,950
| -80% | -$3.77M |
2025 Q4
3 quarters
|
|
2353
iShares ESG Aware MSCI USA Value ETF
EVUS
$397M
| $876K | ﹤0.01% |
24,160
+98
| +0.4% | +$3.58K |
2024 Q4
7 quarters
|
|
2354
iShares Core Moderate Allocation ETF
AOM
$1.86B
| $873K | ﹤0.01% |
17,914
+96
| +0.5% | +$4.74K |
2023 Q2
13 quarters
|
|
2355
Steris
STE
$25.7B
| $873K | ﹤0.01% |
4,157
-103
| -2% | -$22.9K |
2017 Q3
36 quarters
|
|
2356
ECB Bancorp
ECBK
$181M
| $873K | ﹤0.01% |
43,009
+4
| +0% | +$82 |
2024 Q1
10 quarters
|
|
2357
Nextpower Inc. Common Stock
NXT
$14.3B
| $872K | ﹤0.01% |
11,188
-6,366
| -36% | -$597K |
2024 Q2
9 quarters
|
|
2358
Jackson Financial
JXN
$9.18B
| $872K | ﹤0.01% |
6,740
+1,227
| +22% | +$157K |
2023 Q3
12 quarters
|
|
2359
VanEck Short Muni ETF
SMB
$395M
| $870K | ﹤0.01% |
51,440
+11,337
| +28% | +$195K |
2025 Q3
4 quarters
|
|
2360
iShares Cybersecurity and Tech ETF
IHAK
$1.16B
| $870K | ﹤0.01% |
12,869
+2,322
| +22% | +$149K |
2021 Q3
20 quarters
|
|
2361
Grayscale Ethereum Staking ETF Shares
ETHE
$1.47B
| $870K | ﹤0.01% |
40,587
+1,530
| +4% | +$26.7K |
2024 Q3
8 quarters
|
|
2362
Strive US Semiconductor ETF
SHOC
$195M
| $867K | ﹤0.01% |
7,743
-5,960
| -43% | -$633K |
2024 Q4
7 quarters
|
|
2363
Tema ETF Trust Tema Heart & Health ETF
HRTS
$58.1M
| $864K | ﹤0.01% |
23,800
+13,650
| +134% | +$505K |
2026 Q2
1 quarter
|
|
2364
Skyworks Solutions
SWKS
$21.1B
| $863K | ﹤0.01% |
10,101
-1,520
| -13% | -$107K |
2013 Q2
53 quarters
|
|
2365
FS Specialty Lending Fund
FSSL
$900M
| $862K | ﹤0.01% |
74,127
-9,849
| -12% | -$112K |
2025 Q4
3 quarters
|
|
2366
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$198M
| $860K | ﹤0.01% |
27,871
+1,094
| +4% | +$33.5K |
2024 Q3
8 quarters
|
|
2367
Schwab Municipal Bond ETF
SCMB
$4.04B
| $860K | ﹤0.01% |
35,601
+15,828
| +80% | +$398K |
2025 Q2
5 quarters
|
|
2368
Howard Hughes
HHH
$4.96B
| $860K | ﹤0.01% |
11,682
-1,265
| -10% | -$84.8K |
2020 Q2
25 quarters
|
|
2369
Burlington
BURL
$15.3B
| $859K | ﹤0.01% |
3,216
-10,566
| -77% | -$3.28M |
2017 Q4
35 quarters
|
|
2370
Skydance Corporation
SKYD
$37.9B
| $857K | ﹤0.01% |
82,983
-4,108
| -5% | -$40.1K |
2025 Q3
4 quarters
|
|
2371
Nutrien
NTR
$33.8B
| $853K | ﹤0.01% |
12,146
-1,462
| -11% | -$104K |
2018 Q1
34 quarters
|
|
2372
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$292M
| $853K | ﹤0.01% |
+22,715
| New | +$855K |
2026 Q3
0 quarters
|
|
2373
SPX Corp
SPXC
$7.76B
| $853K | ﹤0.01% |
5,029
-344
| -6% | -$69.9K |
2024 Q2
9 quarters
|
|
2374
Kratos Defense & Security Solutions
KTOS
$6.38B
| $852K | ﹤0.01% |
19,948
+11,647
| +140% | +$594K |
2025 Q2
5 quarters
|
|
2375
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$317M
| $851K | ﹤0.01% |
44,274
-4,285
| -9% | -$85.7K |
2025 Q4
3 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.