HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,796 positions
APPLE INC | 11.8M | $3B | 3.2% | $114.03 | +122.16% | 25 qtrssince 2020-Q1 | Increased 63 |
JOHNSON & JOHNSON | 10.5M | $2.6B | 2.7% | $200.45 | +20.65% | 30 qtrssince 2018-Q4 | Increased 88 |
ISHARES TR | 3.2M | $2.1B | 2.2% | $443.48 | +46.48% | 30 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 5.1M | $1.9B | 2.0% | $199.70 | +84.61% | 30 qtrssince 2018-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 2.8M | $1.8B | 1.9% | $418.91 | +54.46% | 30 qtrssince 2018-Q4 | Increased 67 |
VANGUARD INDEX FDS | 2.7M | $1.6B | 1.7% | $422.11 | +40.79% | 21 qtrssince 2021-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 2,006 | $1.4B | 1.5% | $343,128.87 | +109.29% | 25 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.7M | $1.3B | 1.4% | $37.36 | +365.71% | 30 qtrssince 2018-Q4 | Increased 54 |
EXXON MOBIL CORP | 7.2M | $1.2B | 1.3% | $76.30 | +128.93% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 5.7M | $1.2B | 1.3% | $134.44 | +54.91% | 25 qtrssince 2020-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 2.4M | $1.2B | 1.2% | $272.50 | +75.85% | 25 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 3.8M | $1.1B | 1.1% | $100.18 | +186.69% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.4M | $789.9M | 0.8% | $475.42 | +20.14% | 30 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 2.7M | $783.2M | 0.8% | $113.39 | +156.95% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 11.7M | $748.9M | 0.8% | $44.67 | +42.36% | 21 qtrssince 2021-Q1 | Increased 47 |
VANGUARD INDEX FDS | 2.2M | $717.9M | 0.8% | $240.97 | +32.42% | 21 qtrssince 2021-Q1 | Increased 46 |
SHARKNINJA INC | 6.6M | $701.8M | 0.7% | $64.27 | +80.08% | 11 qtrssince 2023-Q3 | Increased 47 |
BROADCOM INC | 2.3M | $697.2M | 0.7% | $45.95 | +571.37% | 30 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 1.6M | $694.3M | 0.7% | $47.55 | +52.77% | 21 qtrssince 2021-Q1 | Increased 45 |
VANGUARD INDEX FDS | 3.5M | $690.8M | 0.7% | $145.27 | +33.78% | 21 qtrssince 2021-Q1 | Increased 45 |
HighTower Advisors, LLC manages $94.2B across 3796 positions as of Q1 2026. Top holdings: AAPL (3.2%), JNJ (2.7%), IVV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 350 new positions, 198 exits, 1974 increased. Top move: JNJ (INCREASED, conviction 88). Portfolio: $94.2B across 3796 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR