HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,321 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP | 5.6M | $449M | 3.0% | $48.91 | +19.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $382.8M | 2.6% | $222.81 | +14.52% | 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% | $93.93 | +17.98% | 2 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $210.5M | 1.4% | $104.62 | +10.48% | 2 qtrssince 2018-Q4 | Increased 48 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 992,799 | $178.4M | 1.2% | $148.91 | +15.68% | 2 qtrssince 2018-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 829,466 | $166.5M | 1.1% | $202.07 | -0.59% | 2 qtrssince 2018-Q4 | Increased 48 |
AMAZON.COM INC | 93,384 | $166.4M | 1.1% | $74.29 | +19.86% | 2 qtrssince 2018-Q4 | Increased 49 |
STEPAN CO | 1.7M | $149M | 1.0% | $67.61 | +16.37% | 2 qtrssince 2018-Q4 | Increased 49 |
MERCK & CO. INC. | 1.7M | $144.9M | 1.0% | $57.90 | +11.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 910,218 | $137.8M | 0.9% | $31.08 | +15.95% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $132.8M | 0.9% | $79.57 | +4.93% | 2 qtrssince 2018-Q4 | Increased 46 |
MCDONALDS CORP | 695,991 | $132.2M | 0.9% | $149.20 | +8.86% | 2 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $124.7M | 0.8% | $75.31 | +14.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 1.2M | $120.6M | 0.8% | $80.43 | +15.41% | 2 qtrssince 2018-Q4 | Increased 43 |
VERIZON COMMUNICATIONS INC | 1.9M | $114.7M | 0.8% | $37.03 | +8.05% | 2 qtrssince 2018-Q4 | Increased 43 |
AT&T INC | 3.6M | $113.8M | 0.8% | $12.94 | +11.63% | 2 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 2.1M | $112.9M | 0.8% | $40.23 | +15.61% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1M | $109.9M | 0.7% | $85.22 | +13.53% | 2 qtrssince 2018-Q4 | Increased 42 |
BOEING CO/THE | 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 Rating: 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