HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings2,395 positions
EXXON MOBIL CORP | 5.6M | $427M | 2.5% | $48.93 | +14.92% | 3 qtrssince 2018-Q4 | Increased 53 |
SPDR S&P 500 ETF TR | 1.4M | $415.4M | 2.5% | $224.82 | +17.38% | 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% | $94.95 | +32.23% | 3 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 1.4M | $201.8M | 1.2% | $104.39 | +9.32% | 3 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 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% | $77.49 | +22.19% | 3 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 864,944 | $184.3M | 1.1% | $204.53 | +4.22% | 3 qtrssince 2018-Q4 | Increased 50 |
STEPAN CO | 1.9M | $176.4M | 1.0% | $68.10 | +19.08% | 3 qtrssince 2018-Q4 | Increased 54 |
MCDONALDS CORP | 796,528 | $165.3M | 1.0% | $151.44 | +15.70% | 3 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.4M | $159.4M | 0.9% | $80.40 | +14.47% | 3 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 941,169 | $148.1M | 0.9% | $31.26 | +20.05% | 3 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO INC | 1.7M | $140.9M | 0.8% | $57.51 | +11.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 1.2M | $126.4M | 0.8% | $80.34 | +18.38% | 3 qtrssince 2018-Q4 | Increased 43 |
AT&T INC | 3.7M | $124.1M | 0.7% | $12.58 | +21.00% | 3 qtrssince 2018-Q4 | Increased 43 |
PROCTER AND GAMBLE CO | 1.1M | $124M | 0.7% | $75.31 | +21.08% | 3 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 2.1M | $117.6M | 0.7% | $36.00 | +3.47% | 3 qtrssince 2018-Q4 | Increased 45 |
VANGUARD SPECIALIZED FUNDS | 1M | $116M | 0.7% | $85.12 | +18.45% | 3 qtrssince 2018-Q4 | Increased 42 |
ISHARES TR | 1.4M | $112.5M | 0.7% | $64.72 | +8.18% | 3 qtrssince 2018-Q4 | Increased 57 |
INTEL CORP | 2.1M | $98.8M | 0.6% | $40.39 | +3.28% | 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 Score: 4/5.0.
Active quarter - 260 new positions, 166 exits, 1129 increased. Top move: IJR (INCREASED, conviction 57). Portfolio: $16.8B across 2395 positions.
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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
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