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 | |
|---|---|---|---|---|---|---|---|
2426
HCI Group
HCI
$2.38B
| $778K | ﹤0.01% |
4,476
+1,358
| +44% | +$247K |
2024 Q2
9 quarters
|
|
2427
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$44.2M
| $777K | ﹤0.01% |
31,138
-51,282
| -62% | -$1.26M |
2026 Q1
2 quarters
|
|
2428
Glass House Brands
GLAS
$120M
| $777K | ﹤0.01% |
138,525
+32,226
| +30% | +$306K |
2026 Q2
1 quarter
|
|
2429
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$592M
| $777K | ﹤0.01% |
13,854
+382
| +3% | +$21.3K |
2021 Q3
20 quarters
|
|
2430
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$289M
| $774K | ﹤0.01% |
44,361
+32
| +0.1% | +$579 |
2022 Q4
15 quarters
|
|
2431
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.09B
| $768K | ﹤0.01% |
26,924
| – | – |
2025 Q4
3 quarters
|
|
2432
Invesco S&P International Developed Quality ETF
IDHQ
$1.23B
| $767K | ﹤0.01% |
17,781
+37
| +0.2% | +$1.64K |
2024 Q2
9 quarters
|
|
2433
Otter Tail
OTTR
$3.19B
| $766K | ﹤0.01% |
8,703
-3,483
| -29% | -$316K |
2023 Q1
14 quarters
|
|
2434
Ameris Bancorp
ABCB
$5.55B
| $766K | ﹤0.01% |
9,635
-169
| -2% | -$14.7K |
2024 Q4
7 quarters
|
|
2435
TTM Technologies
TTMI
$7.81B
| $764K | ﹤0.01% |
6,219
-4,169
| -40% | -$535K |
2025 Q2
5 quarters
|
|
2436
Mayville Engineering Co
MEC
$327M
| $761K | ﹤0.01% |
+50,721
| New | +$1.22M |
2026 Q3
0 quarters
|
|
2437
FT Vest US Equity Deep Buffer ETF August
DAUG
$445M
| $761K | ﹤0.01% |
15,998
| – | – |
2025 Q2
5 quarters
|
|
2438
Marathon Digital Holdings
MARA
$2.71B
| $760K | ﹤0.01% |
67,101
-3,895
| -5% | -$44.8K |
2021 Q1
22 quarters
|
|
2439
DELISTED
LXP Industrial Trust
LXP
| $760K | ﹤0.01% |
12,470
+1,733
| +16% | +$104K |
2014 Q2
49 quarters
|
|
2440
Select STOXX Europe Aerospace & Defense ETF
EUAD
$940M
| $760K | ﹤0.01% |
18,132
+7,104
| +64% | +$314K |
2025 Q2
5 quarters
|
|
2441
RadNet
RDNT
$6.02B
| $759K | ﹤0.01% |
11,012
+542
| +5% | +$38.2K |
2023 Q4
11 quarters
|
|
2442
Global X Lithium & Battery Tech ETF
LIT
$1.07B
| $757K | ﹤0.01% |
11,064
-361
| -3% | -$26.1K |
2020 Q2
25 quarters
|
|
2443
FuboTV Inc
FUBO
$229M
| $754K | ﹤0.01% |
84,198
-3
| -0% | -$30 |
2025 Q2
5 quarters
|
|
2444
Capital Group Municipal Income ETF
CGMU
$7.53B
| $753K | ﹤0.01% |
29,036
+13,358
| +85% | +$360K |
2024 Q3
8 quarters
|
|
2445
Ovintiv
OVV
$17.6B
| $752K | ﹤0.01% |
13,004
+1,911
| +17% | +$117K |
2023 Q3
12 quarters
|
|
2446
Pacer Trendpilot 100 ETF
PTNQ
$1.16B
| $751K | ﹤0.01% |
8,419
-1,686
| -17% | -$145K |
2025 Q2
5 quarters
|
|
2447
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.67B
| $750K | ﹤0.01% |
18,518
-293
| -2% | -$11.5K |
2025 Q4
3 quarters
|
|
2448
Deutsche Bank
DB
$67.9B
| $750K | ﹤0.01% |
20,891
+453
| +2% | +$17K |
2025 Q1
6 quarters
|
|
2449
International Flavors & Fragrances
IFF
$20.3B
| $749K | ﹤0.01% |
8,973
+172
| +2% | +$14.2K |
2015 Q3
44 quarters
|
|
2450
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $748K | ﹤0.01% |
12,230
+782
| +7% | +$47.5K |
2025 Q3
4 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.