HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,397 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.6M | $1.9B | 4.2% | $112.95 | +43.65% | 13 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.9M | $1.4B | 3.1% | $172.44 | +61.28% | 18 qtrssince 2018-Q4 | Increased 59 |
BERKSHIRE HATHAWAY INC-CL A | 2,048 | $953.6M | 2.1% | $276,441.67 | +67.04% | 13 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2M | $826.2M | 1.8% | $284.08 | +37.12% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.8M | $752M | 1.6% | $358.91 | +8.73% | 18 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $665M | 1.5% | $216.52 | +40.90% | 13 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.9M | $599.3M | 1.3% | $129.87 | +8.61% | 18 qtrssince 2018-Q4 | Increased 50 |
EXXON MOBIL CORP | 4.9M | $536.1M | 1.2% | $50.57 | +95.51% | 18 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 4.8M | $493.4M | 1.1% | $107.64 | -5.24% | 13 qtrssince 2020-Q1 | Increased 52 |
VANGUARD S&P 500 ETF | 1.2M | $432.7M | 0.9% | $345.15 | +3.54% | 9 qtrssince 2021-Q1 | Decreased 0 |
PEPSICO INC | 2.3M | $413.8M | 0.9% | $123.59 | +33.42% | 18 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC-CL A | 3.9M | $402.1M | 0.9% | $96.34 | +3.94% | 18 qtrssince 2018-Q4 | Increased 44 |
SPDR GOLD TRUST | 1.9M | $342.6M | 0.7% | $158.77 | +16.01% | 18 qtrssince 2018-Q4 | Increased 45 |
EXCHANGE TRADED CONCEPTS TRU | 10.7M | $335.5M | 0.7% | $30.38 | -2.46% | 2 qtrssince 2022-Q4 | Increased 49 |
PROCTER & GAMBLE CO/THE | 2.2M | $330.8M | 0.7% | $103.02 | +31.71% | 18 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO | 2.5M | $329.4M | 0.7% | $97.38 | +23.15% | 18 qtrssince 2018-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 1.4M | $323.1M | 0.7% | $205.27 | +6.95% | 9 qtrssince 2021-Q1 | Decreased 0 |
MCDONALDS CORP | 1.1M | $314.8M | 0.7% | $175.31 | +48.69% | 18 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 2M | $301.7M | 0.7% | $138.00 | +4.81% | 9 qtrssince 2021-Q1 | Decreased 0 |
MERCK & CO. INC. | 2.7M | $286.8M | 0.6% | $62.96 | +54.61% | 18 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $45.8B across 3397 positions as of Q1 2023. Top holdings: AAPL (4.2%), MSFT (3.1%), BRK/A (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 239 new positions, 226 exits, 1316 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $45.8B across 3397 positions.
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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