HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,257 positions
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 |
SPDR S&P 500 ETF Trust | 1.8M | $451.8M | 2.9% | $229.16 | +2.87% | 6 qtrssince 2018-Q4 | Increased 62 |
Microsoft Corp | 2.6M | $413.4M | 2.7% | $95.91 | +55.56% | 6 qtrssince 2018-Q4 | Increased 54 |
Berkshire Hathaway Inc | 1.3M | $244.1M | 1.6% | $182.83 | 0.00% | 1 qtr | New 70 |
Amazon.com Inc | 117,250 | $228.7M | 1.5% | $97.49 | 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% | $104.55 | +4.92% | 6 qtrssince 2018-Q4 | Increased 50 |
Stepan Co | 2M | $175.2M | 1.1% | $69.14 | +13.85% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 670,314 | $158.7M | 1.0% | $221.32 | -2.58% | 6 qtrssince 2018-Q4 | Increased 77 |
iShares Russell 1000 Growth ETF | 975,136 | $146.9M | 1.0% | $31.68 | +14.35% | 6 qtrssince 2018-Q4 | Increased 44 |
JPMorgan Chase & Co | 1.6M | $142.5M | 0.9% | $81.25 | -6.81% | 6 qtrssince 2018-Q4 | Increased 45 |
McDonald's Corp | 821,664 | $135.8M | 0.9% | $152.00 | -6.56% | 6 qtrssince 2018-Q4 | Increased 44 |
Merck & Co Inc | 1.8M | $135.5M | 0.9% | $58.04 | +3.34% | 6 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST GOLD SHS | 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% | $36.16 | -0.04% | 6 qtrssince 2018-Q4 | Increased 46 |
iShares Core S&P 500 ETF | 480,983 | $124.3M | 0.8% | $235.58 | -0.02% | 6 qtrssince 2018-Q4 | Increased 55 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 1.2M | $120M | 0.8% | $88.66 | +3.56% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 3.4M | $113.3M | 0.7% | $28.34 | -2.68% | 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 Score: 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR