HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,605 positions
MICROSOFT CORP | 4.9M | $2.1B | 3.4% | $181.68 | +127.16% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.5M | $2B | 3.2% | $94.25 | +79.98% | 17 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1,888 | $1.2B | 1.9% | $276,441.67 | +129.50% | 17 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.2M | $1.2B | 1.9% | $365.68 | +39.32% | 22 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.1B | 1.7% | $291.20 | +74.47% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 5.2M | $937.8M | 1.5% | $119.51 | +50.93% | 17 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.2M | $913.8M | 1.5% | $239.77 | +75.38% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.8M | $841.2M | 1.4% | $360.54 | +29.30% | 13 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC | 4.2M | $631.7M | 1.0% | $97.42 | +53.46% | 22 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 5.4M | $627.7M | 1.0% | $55.37 | +96.32% | 22 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORPORATION | 661,312 | $597.7M | 1.0% | $11.30 | +697.13% | 22 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.7M | $590.9M | 1.0% | $129.18 | +14.21% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.8M | $552.5M | 0.9% | $104.09 | +82.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 9.3M | $468.7M | 0.8% | $41.18 | +13.56% | 13 qtrssince 2021-Q1 | Increased 48 |
VANGUARD INDEX FDS | 1.3M | $430.7M | 0.7% | $41.85 | +35.52% | 13 qtrssince 2021-Q1 | Decreased 0 |
VISA INC | 1.5M | $429.5M | 0.7% | $208.66 | +31.26% | 13 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 5.8M | $427.7M | 0.7% | $58.14 | +19.02% | 22 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.4M | $424.9M | 0.7% | $124.22 | +28.36% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $423.9M | 0.7% | $204.51 | +23.27% | 13 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 6.8M | $414.9M | 0.7% | $44.27 | +32.81% | 22 qtrssince 2018-Q4 | Increased 71 |
HighTower Advisors, LLC manages $61.7B across 3605 positions as of Q1 2024. Top holdings: MSFT (3.4%), AAPL (3.2%), BRK/A (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 262 new positions, 314 exits, 1379 increased. Top move: IJH (INCREASED, conviction 71). Portfolio: $61.7B across 3605 positions.
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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
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