HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,723 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11M | $2.4B | 3.3% | $122.18 | +80.70% | 21 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 5M | $1.9B | 2.5% | $194.80 | +93.42% | 26 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 1,903 | $1.5B | 2.1% | $287,002.29 | +175.35% | 21 qtrssince 2020-Q1 | Increased 55 |
ISHARES CORE S&P 500 ETF | 2.6M | $1.4B | 2.0% | $396.91 | +39.26% | 26 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.3B | 1.8% | $268.85 | +95.76% | 21 qtrssince 2020-Q1 | Increased 50 |
VANGUARD S&P 500 ETF | 2.4M | $1.2B | 1.7% | $401.08 | +26.24% | 17 qtrssince 2021-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $1.1B | 1.4% | $311.08 | +77.08% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 5.2M | $991.5M | 1.3% | $117.75 | +63.67% | 21 qtrssince 2020-Q1 | Decreased 0 |
EXXON MOBIL CORP | 8.1M | $960.1M | 1.3% | $75.47 | +50.82% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 7.1M | $774.3M | 1.1% | $113.85 | -3.69% | 26 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 2.7M | $665.1M | 0.9% | $113.39 | +109.87% | 26 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4M | $660.5M | 0.9% | $133.60 | +19.85% | 26 qtrssince 2018-Q4 | Increased 47 |
ALPHABET INC-CL A | 3.9M | $605.2M | 0.8% | $99.48 | +54.70% | 26 qtrssince 2018-Q4 | Decreased 0 |
SHARKNINJA INC | 7M | $587.6M | 0.8% | $61.83 | +35.90% | 7 qtrssince 2023-Q3 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.2M | $556.7M | 0.8% | $476.83 | -2.00% | 4 qtrssince 2024-Q2 | Increased 47 |
VANGUARD GROWTH ETF | 1.5M | $548.4M | 0.7% | $45.17 | +36.07% | 17 qtrssince 2021-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 1.5M | $536.9M | 0.7% | $212.26 | +63.24% | 17 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 10.4M | $526.4M | 0.7% | $42.24 | +17.77% | 17 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 2.9M | $505.3M | 0.7% | $139.87 | +20.24% | 17 qtrssince 2021-Q1 | Increased 52 |
SPDR GOLD TRUST | 1.6M | $462.4M | 0.6% | $161.88 | +75.48% | 26 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $73.7B across 3723 positions as of Q1 2025. Top holdings: AAPL (3.3%), MSFT (2.5%), BRK/A (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 235 new positions, 234 exits, 1546 increased. Top move: VOO (INCREASED, conviction 57). Portfolio: $73.7B across 3723 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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