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 | |
|---|---|---|---|---|---|---|---|
2401
Invesco S&P 500 Revenue ETF
RWL
$10.6B
| $814K | ﹤0.01% |
6,323
+396
| +7% | +$52.4K |
2016 Q4
39 quarters
|
|
2402
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$190M
| $811K | ﹤0.01% |
18,089
-1,893
| -9% | -$87.5K |
2024 Q4
7 quarters
|
|
2403
Global X 1-3 Month T-Bill ETF
CLIP
$2.35B
| $811K | ﹤0.01% |
8,083
+2,047
| +34% | +$205K |
2026 Q2
1 quarter
|
|
2404
SiriusXM
SIRI
$10.7B
| $806K | ﹤0.01% |
31,151
-1,138
| -4% | -$33.2K |
2013 Q2
53 quarters
|
|
2405
State Street SPDR S&P International Dividend ETF
DWX
$524M
| $802K | ﹤0.01% |
17,533
+167
| +1% | +$7.92K |
2013 Q4
51 quarters
|
|
2406
Zeta Global
ZETA
$9.36B
| $802K | ﹤0.01% |
25,392
+3,714
| +17% | +$98.6K |
2022 Q3
16 quarters
|
|
2407
Tradeweb Markets
TW
$27.8B
| $798K | ﹤0.01% |
7,918
+1,243
| +19% | +$128K |
2022 Q4
15 quarters
|
|
2408
Innovator Growth-100 Power Buffer ETF April
NAPR
$204M
| $798K | ﹤0.01% |
13,117
| – | – |
2024 Q2
9 quarters
|
|
2409
Manhattan Associates
MANH
$14.9B
| $798K | ﹤0.01% |
4,017
-1,685
| -30% | -$322K |
2022 Q3
16 quarters
|
|
2410
Cytokinetics
CYTK
$7.82B
| $798K | ﹤0.01% |
12,109
-1,300
| -10% | -$99.1K |
2018 Q3
32 quarters
|
|
2411
Robert Half
RHI
$4.3B
| $798K | ﹤0.01% |
21,704
+512
| +2% | +$20.2K |
2018 Q2
33 quarters
|
|
2412
Innovator US Equity Accelerated Plus ETF January
XTJA
$16.8M
| $797K | ﹤0.01% |
22,648
-180
| -0.8% | -$6.24K |
2024 Q4
7 quarters
|
|
2413
Krystal Biotech
KRYS
$9.05B
| $796K | ﹤0.01% |
2,394
+265
| +12% | +$91.8K |
2025 Q4
3 quarters
|
|
2414
Virtu Financial
VIRT
$5.26B
| $794K | ﹤0.01% |
14,395
-141
| -1% | -$8.45K |
2021 Q1
22 quarters
|
|
2415
Global X Rare Earth & Critical Materials ETF
EART
$40.4M
| $793K | ﹤0.01% |
+28,394
| New | +$820K |
2026 Q3
0 quarters
|
|
2416
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.62B
| $792K | ﹤0.01% |
23,865
+29
| +0.1% | +$1K |
2022 Q1
18 quarters
|
|
2417
Schwab Government Money Market ETF
SGVT
$931M
| $791K | ﹤0.01% |
7,850
+4,992
| +175% | +$502K |
2026 Q2
1 quarter
|
|
2418
Macerich
MAC
$7.11B
| $786K | ﹤0.01% |
35,159
-9,295
| -21% | -$226K |
2019 Q4
27 quarters
|
|
2419
Chesapeake Utilities
CPK
$3.54B
| $786K | ﹤0.01% |
6,116
-977
| -14% | -$129K |
2021 Q3
20 quarters
|
|
2420
Navigator Holdings
NVGS
$1.3B
| $785K | ﹤0.01% |
33,850
+20,633
| +156% | +$451K |
2017 Q1
38 quarters
|
|
2421
Sunbelt Rentals Holdings
SUNB
$33.7B
| $784K | ﹤0.01% |
10,713
+7,951
| +288% | +$593K |
2026 Q2
1 quarter
|
|
2422
Bio-Rad Laboratories Class A
BIO
$9.9B
| $782K | ﹤0.01% |
2,069
-651
| -24% | -$227K |
2020 Q1
26 quarters
|
|
2423
Fidelity National Information Services
FIS
$15.2B
| $780K | ﹤0.01% |
23,695
+2,268
| +11% | +$91.9K |
2015 Q3
44 quarters
|
|
2424
Invesco Large Cap Growth ETF
PWB
$2.45B
| $779K | ﹤0.01% |
4,805
+912
| +23% | +$144K |
2024 Q1
10 quarters
|
|
2425
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$912M
| $779K | ﹤0.01% |
36,125
+113
| +0.3% | +$2.6K |
2024 Q4
7 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.