HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,798 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.5M | $3.3B | 3.2% | $134.16 | +138.30% | 26 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 9.9M | $2.5B | 2.4% | $200.45 | +33.72% | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.3M | $2.5B | 2.4% | $460.56 | +67.84% | 31 qtrssince 2018-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 2.7M | $2B | 1.9% | $429.92 | +78.95% | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.8M | $1.9B | 1.8% | $435.06 | +62.56% | 22 qtrssince 2021-Q1 | Increased 52 |
MICROSOFT CORP | 5M | $1.9B | 1.8% | $199.70 | +157.15% | 31 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 7.4M | $1.5B | 1.4% | $121.07 | +79.68% | 31 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1,946 | $1.5B | 1.4% | $343,128.87 | +120.90% | 26 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 6M | $1.4B | 1.4% | $132.37 | +101.27% | 26 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC | 3.6M | $1.3B | 1.3% | $102.23 | +239.03% | 31 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.5M | $1.2B | 1.2% | $274.59 | +83.91% | 26 qtrssince 2020-Q1 | Increased 51 |
SHARKNINJA INC | 6.3M | $964.8M | 0.9% | $64.27 | +197.53% | 12 qtrssince 2023-Q3 | Decreased 0 |
EXXON MOBIL CORP | 6.9M | $943.1M | 0.9% | $76.30 | +79.18% | 30 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 1.2M | $906.3M | 0.9% | $490.39 | +46.09% | 9 qtrssince 2024-Q2 | Increased 46 |
JPMORGAN CHASE & CO | 2.6M | $859.7M | 0.8% | $114.49 | +212.35% | 31 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.2M | $842.8M | 0.8% | $162.53 | +126.90% | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.3M | $832.8M | 0.8% | $243.55 | +55.77% | 22 qtrssince 2021-Q1 | Increased 45 |
VANGUARD INDEX FDS | 9.6M | $829.3M | 0.8% | $79.78 | +10.98% | 22 qtrssince 2021-Q1 | Increased 72 |
VANGUARD TAX-MANAGED FDS | 11.6M | $828.8M | 0.8% | $45.21 | +61.61% | 22 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.7M | $798.2M | 0.8% | $150.33 | +49.87% | 22 qtrssince 2021-Q1 | Increased 47 |
HighTower Advisors, LLC manages $104.1B across 3798 positions as of Q2 2026. Top holdings: AAPL (3.2%), JNJ (2.4%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 267 new positions, 265 exits, 1457 increased. Top move: VUG (INCREASED, conviction 72). Portfolio: $104.1B across 3798 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR