HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,321 positions
EXXON MOBIL CORP | 5.6M | $449M | 3.0% | $48.91 | +19.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 1.4M | $382.8M | 2.6% | $223.02 | +13.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2M | $375.5M | 2.5% | $37.39 | +20.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.6M | $304.2M | 2.0% | $94.43 | +16.61% | 2 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $210.5M | 1.4% | $104.39 | +8.98% | 2 qtrssince 2018-Q4 | Increased 48 |
INVESCO QQQ TR | 992,799 | $178.4M | 1.2% | $148.91 | +15.68% | 2 qtrssince 2018-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 829,466 | $166.5M | 1.1% | $204.16 | -1.60% | 2 qtrssince 2018-Q4 | Increased 48 |
AMAZON COM INC | 93,384 | $166.4M | 1.1% | $75.46 | +18.00% | 2 qtrssince 2018-Q4 | Increased 49 |
STEPAN CO | 1.7M | $149M | 1.0% | $66.45 | +15.88% | 2 qtrssince 2018-Q4 | Increased 49 |
MERCK & CO INC | 1.7M | $144.9M | 1.0% | $57.51 | +9.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 910,218 | $137.8M | 0.9% | $31.05 | +15.95% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $132.8M | 0.9% | $79.40 | +4.16% | 2 qtrssince 2018-Q4 | Increased 46 |
MCDONALDS CORP | 695,991 | $132.2M | 0.9% | $148.01 | +7.62% | 2 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 1.2M | $124.7M | 0.8% | $75.31 | +14.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 1.2M | $120.6M | 0.8% | $80.11 | +14.51% | 2 qtrssince 2018-Q4 | Increased 43 |
VERIZON COMMUNICATIONS INC | 1.9M | $114.7M | 0.8% | $35.92 | +6.23% | 2 qtrssince 2018-Q4 | Increased 43 |
AT&T INC | 3.6M | $113.8M | 0.8% | $12.52 | +11.33% | 2 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 2.1M | $112.9M | 0.8% | $40.39 | +15.15% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 1M | $109.9M | 0.7% | $85.04 | +12.40% | 2 qtrssince 2018-Q4 | Increased 42 |
BOEING CO | 261,138 | $99.6M | 0.7% | $313.37 | +18.86% | 2 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $15B across 2321 positions as of Q1 2019. Top holdings: XOM (3.0%), SPY (2.6%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 230 new positions, 148 exits, 1099 increased. Top move: QQQ (INCREASED, conviction 53). Portfolio: $15.0B across 2321 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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