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 | |
|---|---|---|---|---|---|---|---|
2376
United States Oil Fund
USO
$1.85B
| $851K | ﹤0.01% |
5,844
-6
| -0.1% | -$792 |
2020 Q2
25 quarters
|
|
2377
Nicolet Bankshares
NIC
$3.62B
| $850K | ﹤0.01% |
5,216
+43
| +0.8% | +$7.31K |
2025 Q1
6 quarters
|
|
2378
TG Therapeutics
TGTX
$9.8B
| $848K | ﹤0.01% |
15,208
-5,042
| -25% | -$273K |
2017 Q1
38 quarters
|
|
2379
Harley-Davidson
HOG
$3.27B
| $847K | ﹤0.01% |
+34,657
| New | +$916K |
2026 Q3
0 quarters
|
|
2380
InvenTrust Properties
IVT
$2.46B
| $846K | ﹤0.01% |
28,067
+7,772
| +38% | +$260K |
2021 Q4
19 quarters
|
|
2381
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$6.88B
| $844K | ﹤0.01% |
16,001
+299
| +2% | +$16K |
2021 Q4
19 quarters
|
|
2382
Invesco Building & Construction ETF
PKB
$248M
| $840K | ﹤0.01% |
9,258
-292,498
| -97% | -$29.1M |
2023 Q1
14 quarters
|
|
2383
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.69B
| $839K | ﹤0.01% |
20,599
-237
| -1% | -$9.9K |
2017 Q1
38 quarters
|
|
2384
Invesco Preferred ETF
PGX
$3.51B
| $838K | ﹤0.01% |
83,244
-33,512
| -29% | -$356K |
2013 Q2
53 quarters
|
|
2385
EXL Service
EXLS
$6.52B
| $836K | ﹤0.01% |
24,319
+1,484
| +6% | +$49.5K |
2023 Q2
13 quarters
|
|
2386
Applied Digital
APLD
$4.83B
| $836K | ﹤0.01% |
34,287
-3,081
| -8% | -$86.4K |
2024 Q3
8 quarters
|
|
2387
Hecla Mining
HL
$8.8B
| $831K | ﹤0.01% |
48,793
-8,793
| -15% | -$155K |
2021 Q2
21 quarters
|
|
2388
Park National Corp
PRK
$3.19B
| $829K | ﹤0.01% |
4,641
+128
| +3% | +$24.7K |
2023 Q2
13 quarters
|
|
2389
JPMorgan BetaBuilders Europe ETF
BBEU
$9.2B
| $827K | ﹤0.01% |
10,928
-6
| -0.1% | -$472 |
2022 Q4
15 quarters
|
|
2390
Invesco CurrencyShares Euro Currency Trust
FXE
$325M
| $826K | ﹤0.01% |
7,904
+4,873
| +161% | +$517K |
2025 Q2
5 quarters
|
|
2391
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.19B
| $826K | ﹤0.01% |
2,938
+1,160
| +65% | +$326K |
2021 Q2
21 quarters
|
|
2392
DELISTED
Atkore
ATKR
| $824K | ﹤0.01% |
8,698
-205
| -2% | -$17.8K |
2020 Q2
25 quarters
|
|
2393
Virtus Reaves Utilities ETF
UTES
$1.17B
| $822K | ﹤0.01% |
11,707
-4,708
| -29% | -$360K |
2025 Q2
5 quarters
|
|
2394
Innovator Growth-100 Power Buffer ETF - February
NFEB
$81.6M
| $820K | ﹤0.01% |
26,265
| – | – |
2025 Q1
6 quarters
|
|
2395
Restaurant Brands International
QSR
$26.3B
| $820K | ﹤0.01% |
11,534
+876
| +8% | +$66K |
2020 Q2
25 quarters
|
|
2396
CareTrust REIT
CTRE
$9.8B
| $820K | ﹤0.01% |
22,408
-24
| -0.1% | -$959 |
2023 Q1
14 quarters
|
|
2397
Ericsson
ERIC
$34.2B
| $819K | ﹤0.01% |
89,486
-3,331
| -4% | -$33.6K |
2020 Q1
26 quarters
|
|
2398
Innovator Growth Accelerated Plus ETF January
QTJA
$26.2M
| $819K | ﹤0.01% |
23,797
-200
| -0.8% | -$6.68K |
2025 Q1
6 quarters
|
|
2399
Simpson Manufacturing
SSD
$8.03B
| $817K | ﹤0.01% |
4,780
-2,718
| -36% | -$505K |
2021 Q1
22 quarters
|
|
2400
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.16B
| $814K | ﹤0.01% |
18,565
+689
| +4% | +$30.9K |
2021 Q1
22 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.