HighTower Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,796 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.8M | $3B | 3.2% | $134.16 | +128.04% | 25 qtrssince 2020-Q1 | Increased 63 |
JOHNSON & JOHNSON | 10.5M | $2.6B | 2.7% | $204.13 | +27.54% | 30 qtrssince 2018-Q4 | Increased 88 |
ISHARES CORE S&P 500 ETF | 3.2M | $2.1B | 2.2% | $452.66 | +72.32% | 30 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 5.1M | $1.9B | 2.0% | $201.29 | +146.12% | 30 qtrssince 2018-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.8M | $1.8B | 1.9% | $429.92 | +80.58% | 30 qtrssince 2018-Q4 | Increased 67 |
VANGUARD S&P 500 ETF | 2.7M | $1.6B | 1.7% | $424.96 | +67.92% | 21 qtrssince 2021-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL A | 2,006 | $1.4B | 1.5% | $343,128.87 | +120.20% | 25 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 7.7M | $1.3B | 1.4% | $121.07 | +85.97% | 30 qtrssince 2018-Q4 | Increased 54 |
EXXON MOBIL CORP | 7.2M | $1.2B | 1.3% | $76.30 | +109.82% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 5.7M | $1.2B | 1.3% | $127.44 | +106.10% | 25 qtrssince 2020-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 2.4M | $1.2B | 1.2% | $272.27 | +85.12% | 25 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.8M | $1.1B | 1.1% | $102.23 | +238.35% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.4M | $789.9M | 0.8% | $481.06 | +22.61% | 30 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 2.7M | $783.2M | 0.8% | $114.49 | +216.91% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 11.7M | $748.9M | 0.8% | $45.21 | +62.76% | 21 qtrssince 2021-Q1 | Increased 47 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.2M | $717.9M | 0.8% | $242.82 | +58.08% | 21 qtrssince 2021-Q1 | Increased 46 |
SHARKNINJA INC | 6.6M | $701.8M | 0.7% | $64.27 | +187.99% | 11 qtrssince 2023-Q3 | Increased 47 |
BROADCOM INC | 2.3M | $697.2M | 0.7% | $163.45 | +140.43% | 30 qtrssince 2018-Q4 | Increased 47 |
VANGUARD GROWTH ETF | 1.6M | $694.3M | 0.7% | $47.60 | +52.77% | 21 qtrssince 2021-Q1 | Increased 45 |
VANGUARD VALUE ETF | 3.5M | $690.8M | 0.7% | $147.61 | +54.13% | 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 Rating: 4.5/5.0.
Active quarter - 344 new positions, 193 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
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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