HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,257 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL A | 2,247 | $611.2M | 4.0% | $274,021.00 | 0.00% | 1 qtr | New 87 |
APPLE INC | 2M | $506.3M | 3.3% | $61.33 | 0.00% | 1 qtr | New 87 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $451.8M | 2.9% | $229.85 | +4.93% | 6 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 2.6M | $413.4M | 2.7% | $95.49 | +59.75% | 6 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 1.3M | $244.1M | 1.6% | $183.18 | 0.00% | 1 qtr | New 70 |
AMAZON.COM INC | 117,250 | $228.7M | 1.5% | $98.20 | 0.00% | 1 qtr | New 70 |
EXXON MOBIL CORP | 5.7M | $216.7M | 1.4% | $48.59 | -41.14% | 6 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 1.5M | $193.8M | 1.3% | $104.87 | +7.81% | 6 qtrssince 2018-Q4 | Increased 50 |
STEPAN CO | 2M | $175.2M | 1.1% | $70.38 | +12.51% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 670,314 | $158.7M | 1.0% | $224.41 | -1.63% | 6 qtrssince 2018-Q4 | Increased 77 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 975,136 | $146.9M | 1.0% | $31.71 | +14.35% | 6 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO | 1.6M | $142.5M | 0.9% | $81.68 | -2.81% | 6 qtrssince 2018-Q4 | Increased 45 |
MCDONALDS CORP | 821,664 | $135.8M | 0.9% | $153.62 | -4.15% | 6 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO. INC. | 1.8M | $135.5M | 0.9% | $58.46 | +4.71% | 6 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 894,764 | $132.5M | 0.9% | $130.82 | +16.89% | 6 qtrssince 2018-Q4 | Increased 53 |
PROCTER & GAMBLE CO/THE | 1.2M | $127.4M | 0.8% | $75.82 | +22.95% | 6 qtrssince 2018-Q4 | Increased 43 |
VERIZON COMMUNICATIONS INC | 2.3M | $125.9M | 0.8% | $37.44 | +3.14% | 6 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE S&P 500 ETF | 480,983 | $124.3M | 0.8% | $237.30 | +1.61% | 6 qtrssince 2018-Q4 | Increased 55 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.2M | $120M | 0.8% | $88.97 | +6.40% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 3.4M | $113.3M | 0.7% | $28.66 | -2.45% | 6 qtrssince 2018-Q4 | Increased 68 |
HighTower Advisors, LLC manages $15.4B across 2257 positions as of Q1 2020. Top holdings: BRK/A (4.0%), AAPL (3.3%), SPY (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 265 new positions, 342 exits, 774 increased. Top move: BRK/A (NEW, conviction 87). Portfolio: $15.4B across 2257 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