HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,605 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.9M | $2.1B | 3.4% | $182.66 | +127.37% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.5M | $2B | 3.2% | $117.25 | +44.67% | 17 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,888 | $1.2B | 1.9% | $276,441.67 | +129.50% | 17 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $1.2B | 1.9% | $370.63 | +38.60% | 22 qtrssince 2018-Q4 | Increased 50 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2M | $1.1B | 1.7% | $293.28 | +74.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 5.2M | $937.8M | 1.5% | $110.82 | +62.76% | 17 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $913.8M | 1.5% | $239.78 | +75.37% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.8M | $841.2M | 1.4% | $362.05 | +29.87% | 13 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.2M | $631.7M | 1.0% | $99.48 | +50.58% | 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 CORP | 661,312 | $597.7M | 1.0% | $19.47 | +363.89% | 22 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.7M | $590.9M | 1.0% | $130.96 | +14.47% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.8M | $552.5M | 0.9% | $105.13 | +82.52% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 9.3M | $468.7M | 0.8% | $41.57 | +13.54% | 13 qtrssince 2021-Q1 | Increased 48 |
VANGUARD GROWTH ETF | 1.3M | $430.7M | 0.7% | $41.89 | +35.52% | 13 qtrssince 2021-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.5M | $429.5M | 0.7% | $208.66 | +31.26% | 13 qtrssince 2021-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 5.8M | $427.7M | 0.7% | $58.14 | +19.02% | 22 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.4M | $424.9M | 0.7% | $127.89 | +28.48% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $423.9M | 0.7% | $205.87 | +23.50% | 13 qtrssince 2021-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 6.8M | $414.9M | 0.7% | $56.32 | +5.23% | 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 Rating: 4/5.0.
Active quarter - 259 new positions, 312 exits, 1381 increased. Top move: IJH (INCREASED, conviction 71). Portfolio: $61.7B across 3605 positions.
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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