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 | |
|---|---|---|---|---|---|---|---|
2451
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
| $746K | ﹤0.01% |
7,770
-511
| -6% | -$53.5K |
2020 Q2
25 quarters
|
|
2452
iShares MSCI World ETF
URTH
$9.7B
| $745K | ﹤0.01% |
3,613
-31
| -0.9% | -$6.4K |
2020 Q1
26 quarters
|
|
2453
ABM Industries
ABM
$3.2B
| $743K | ﹤0.01% |
15,453
-2,036
| -12% | -$97.2K |
2021 Q3
20 quarters
|
|
2454
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.81B
| $743K | ﹤0.01% |
16,214
-6,687
| -29% | -$308K |
2025 Q2
5 quarters
|
|
2455
WEX
WEX
$5.97B
| $739K | ﹤0.01% |
4,382
+107
| +3% | +$19.4K |
2021 Q1
22 quarters
|
|
2456
iShares Systematic Bond ETF
SYSB
$1.39B
| $739K | ﹤0.01% |
8,770
+1,378
| +19% | +$120K |
2025 Q4
3 quarters
|
|
2457
Evolv Technologies
EVLV
$707M
| $738K | ﹤0.01% |
158,632
-335
| -0.2% | -$1.82K |
2022 Q1
18 quarters
|
|
2458
ACI Worldwide
ACIW
$6.09B
| $736K | ﹤0.01% |
15,067
-378
| -2% | -$20.3K |
2022 Q4
15 quarters
|
|
2459
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$106M
| $736K | ﹤0.01% |
25,881
-24,972
| -49% | -$705K |
2025 Q1
6 quarters
|
|
2460
Simplify Commodities Strategy No K-1 ETF
HARD
$50.5M
| $735K | ﹤0.01% |
21,824
-788
| -3% | -$25.6K |
2025 Q4
3 quarters
|
|
2461
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$241M
| $735K | ﹤0.01% |
11,450
+879
| +8% | +$56.9K |
2025 Q1
6 quarters
|
|
2462
Helmerich & Payne
HP
$3.8B
| $734K | ﹤0.01% |
19,772
+2,573
| +15% | +$100K |
2013 Q2
53 quarters
|
|
2463
Sonoco
SON
$4.84B
| $734K | ﹤0.01% |
15,027
-664
| -4% | -$36.3K |
2017 Q2
37 quarters
|
|
2464
Southwest Gas
SWX
$6.79B
| $733K | ﹤0.01% |
8,991
-584
| -6% | -$52.1K |
2015 Q3
44 quarters
|
|
2465
Diamondrock Hospitality Co
DRH
$2.95B
| $732K | ﹤0.01% |
59,200
-17,757
| -23% | -$221K |
2026 Q1
2 quarters
|
|
2466
HubSpot
HUBS
$10.6B
| $729K | ﹤0.01% |
3,559
+390
| +12% | +$87.9K |
2020 Q4
23 quarters
|
|
2467
Innovator Equity Dual Directional 15 Buffer ETF - May
DDFY
$75.7M
| $729K | ﹤0.01% |
35,577
+204
| +0.6% | +$4.14K |
2026 Q2
1 quarter
|
|
2468
Syndax Pharmaceuticals
SNDX
$851M
| $722K | ﹤0.01% |
38,427
-928
| -2% | -$18.8K |
2025 Q3
4 quarters
|
|
2469
Cleveland-Cliffs
CLF
$7.22B
| $722K | ﹤0.01% |
65,551
+1,404
| +2% | +$15.9K |
2019 Q4
27 quarters
|
|
2470
TXNM Energy Inc
TXNM
$6.48B
| $721K | ﹤0.01% |
12,364
+6,069
| +96% | +$350K |
2025 Q4
3 quarters
|
|
2471
Aramark
ARMK
$14.2B
| $719K | ﹤0.01% |
13,423
+56
| +0.4% | +$3.21K |
2023 Q4
11 quarters
|
|
2472
EnerSys
ENS
$5.09B
| $715K | ﹤0.01% |
3,898
-427
| -10% | -$80.9K |
2022 Q1
18 quarters
|
|
2473
Cohen & Steers Closed End Opportunity Fund
FOF
$334M
| $715K | ﹤0.01% |
57,324
-6,777
| -11% | -$90.4K |
2022 Q4
15 quarters
|
|
2474
BlackRock Technology and Private Equity Term Trust
BTX
$900M
| $715K | ﹤0.01% |
79,590
-16,542
| -17% | -$143K |
2023 Q4
11 quarters
|
|
2475
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.74B
| $714K | ﹤0.01% |
30,903
+1,198
| +4% | +$28.3K |
2013 Q2
53 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.