HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,450 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10.8M | $1.9B | 4.2% | $111.65 | +52.96% | 9 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.4M | $1.3B | 3.0% | $164.13 | +85.41% | 14 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL A | 2,129 | $1.1B | 2.5% | $274,794.43 | +95.22% | 9 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $853.4M | 1.9% | $275.33 | +58.08% | 14 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE S&P 500 ETF | 1.6M | $711.6M | 1.6% | $359.01 | +21.51% | 14 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $684.8M | 1.5% | $208.40 | +71.60% | 9 qtrssince 2020-Q1 | Increased 51 |
JOHNSON & JOHNSON | 3.6M | $635.2M | 1.4% | $127.92 | +25.67% | 14 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 182,644 | $596M | 1.3% | $123.75 | +34.39% | 9 qtrssince 2020-Q1 | Increased 52 |
ALPHABET INC-CL A | 186,044 | $517.9M | 1.2% | $94.87 | +48.49% | 14 qtrssince 2018-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 996,927 | $413.9M | 0.9% | $347.35 | +14.95% | 5 qtrssince 2021-Q1 | Increased 44 |
SPDR GOLD TRUST | 2.2M | $394.5M | 0.9% | $157.17 | +14.89% | 14 qtrssince 2018-Q4 | Increased 55 |
EXXON MOBIL CORP | 4.7M | $391M | 0.9% | $47.32 | +54.28% | 14 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.1M | $349.7M | 0.8% | $118.20 | +26.17% | 14 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.5M | $343.5M | 0.8% | $205.84 | +4.09% | 5 qtrssince 2021-Q1 | Increased 45 |
PIONEER NATURAL RESOURCE | 1.2M | $309M | 0.7% | — | — | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.1M | $305.5M | 0.7% | $36.32 | +86.35% | 14 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2M | $301.6M | 0.7% | $98.97 | +37.36% | 14 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.8M | $295.1M | 0.7% | $137.37 | +11.39% | 5 qtrssince 2021-Q1 | Increased 47 |
ALPHABET INC-CL C | 101,548 | $284M | 0.6% | $76.63 | +84.75% | 14 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO | 2M | $274.9M | 0.6% | $94.19 | +34.53% | 14 qtrssince 2018-Q4 | Increased 45 |
HighTower Advisors, LLC manages $44.9B across 3450 positions as of Q1 2022. Top holdings: AAPL (4.2%), MSFT (3.0%), BRK/A (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 286 new positions, 208 exits, 1546 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $44.9B across 3450 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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