HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings2,395 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP | 5.6M | $427M | 2.5% | $48.93 | +14.92% | 3 qtrssince 2018-Q4 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $415.4M | 2.5% | $224.71 | +18.35% | 3 qtrssince 2018-Q4 | Increased 56 |
APPLE INC | 2M | $401M | 2.4% | $37.62 | +25.72% | 3 qtrssince 2018-Q4 | Increased 55 |
MICROSOFT CORP | 2.6M | $351.1M | 2.1% | $94.46 | +33.74% | 3 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 1.4M | $201.8M | 1.2% | $104.62 | +10.84% | 3 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $198.4M | 1.2% | $150.92 | +18.90% | 3 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 104,408 | $197.8M | 1.2% | $76.44 | +23.86% | 3 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 864,944 | $184.3M | 1.1% | $202.53 | +5.25% | 3 qtrssince 2018-Q4 | Increased 50 |
STEPAN CO | 1.9M | $176.4M | 1.0% | $69.33 | +19.52% | 3 qtrssince 2018-Q4 | Increased 54 |
MCDONALDS CORP | 796,528 | $165.3M | 1.0% | $152.92 | +16.83% | 3 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.4M | $159.4M | 0.9% | $80.63 | +15.25% | 3 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 941,169 | $148.1M | 0.9% | $31.29 | +20.05% | 3 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO. INC. | 1.7M | $140.9M | 0.8% | $57.90 | +12.75% | 3 qtrssince 2018-Q4 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 1.2M | $126.4M | 0.8% | $80.68 | +19.30% | 3 qtrssince 2018-Q4 | Increased 43 |
AT&T INC | 3.7M | $124.1M | 0.7% | $12.99 | +21.33% | 3 qtrssince 2018-Q4 | Increased 43 |
PROCTER & GAMBLE CO/THE | 1.1M | $124M | 0.7% | $75.31 | +21.08% | 3 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 2.1M | $117.6M | 0.7% | $37.15 | +5.12% | 3 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1M | $116M | 0.7% | $85.30 | +19.63% | 3 qtrssince 2018-Q4 | Increased 42 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.4M | $112.5M | 0.7% | $65.02 | +8.56% | 3 qtrssince 2018-Q4 | Increased 57 |
INTEL CORP | 2.1M | $98.8M | 0.6% | $40.23 | +3.68% | 3 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $16.8B across 2395 positions as of Q2 2019. Top holdings: XOM (2.5%), SPY (2.5%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 259 new positions, 165 exits, 1129 increased. Top move: IJR (INCREASED, conviction 57). Portfolio: $16.8B across 2395 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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