HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,450 positions
Apple Inc. | 10.8M | $1.9B | 4.2% | $84.76 | +101.47% | 9 qtrssince 2020-Q1 | Decreased 0 |
Microsoft Corp. | 4.4M | $1.3B | 3.0% | $163.28 | +81.93% | 14 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 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 TR UNIT | 1.9M | $853.4M | 1.9% | $273.39 | +55.54% | 14 qtrssince 2018-Q4 | Increased 50 |
iShares Trust CORE S&P500 ETF | 1.6M | $711.6M | 1.6% | $353.59 | +20.47% | 14 qtrssince 2018-Q4 | Increased 52 |
Berkshire Hathaway Inc. | 1.9M | $684.8M | 1.5% | $208.40 | +69.35% | 9 qtrssince 2020-Q1 | Increased 51 |
Johnson & Johnson | 3.6M | $635.2M | 1.4% | $126.20 | +23.73% | 14 qtrssince 2018-Q4 | Increased 51 |
Amazon.com, Inc. | 182,644 | $596M | 1.3% | $123.06 | +32.45% | 9 qtrssince 2020-Q1 | Increased 52 |
Alphabet Inc. | 186,044 | $517.9M | 1.2% | $94.25 | +46.15% | 14 qtrssince 2018-Q4 | Increased 50 |
Vanguard Index Funds S&P 500 ETF SHS | 996,927 | $413.9M | 0.9% | $344.96 | +12.99% | 5 qtrssince 2021-Q1 | Increased 44 |
SPDR GOLD SHARES | 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% | $114.83 | +25.61% | 14 qtrssince 2018-Q4 | Increased 44 |
Visa Inc | 1.5M | $343.5M | 0.8% | $205.84 | +4.09% | 5 qtrssince 2021-Q1 | Increased 45 |
PIONEER NAT RES CO | 1.2M | $309M | 0.7% | — | — | 14 qtrssince 2018-Q4 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 1.1M | $305.5M | 0.7% | $36.29 | +86.35% | 14 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 2M | $301.6M | 0.7% | $98.97 | +37.36% | 14 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.8M | $295.1M | 0.7% | $135.39 | +10.24% | 5 qtrssince 2021-Q1 | Increased 47 |
Alphabet Inc. | 101,548 | $284M | 0.6% | $76.21 | +81.52% | 14 qtrssince 2018-Q4 | Increased 44 |
JPMorgan Chase & Co. | 2M | $274.9M | 0.6% | $93.39 | +30.35% | 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 Score: 4/5.0.
Active quarter - 286 new positions, 208 exits, 1547 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $44.9B across 3450 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR