HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,457 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $708.6M | 3.9% | $61.33 | +43.85% | 2 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 2,245 | $600.1M | 3.3% | $274,021.00 | -3.21% | 2 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 2.6M | $528.5M | 2.9% | $95.49 | +98.41% | 7 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $464.6M | 2.5% | $229.85 | +22.63% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 111,631 | $308.5M | 1.7% | $98.20 | +36.48% | 2 qtrssince 2020-Q1 | Decreased 0 |
EXXON MOBIL CORP | 5.6M | $250.3M | 1.4% | $48.59 | -29.07% | 7 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.2M | $222.3M | 1.2% | $183.18 | -3.27% | 2 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $213.2M | 1.2% | $105.22 | +13.10% | 7 qtrssince 2018-Q4 | Increased 49 |
VANGUARD S&P 500 ETF | 722,346 | $204.8M | 1.1% | $226.84 | +13.82% | 7 qtrssince 2018-Q4 | Increased 52 |
SPDR GOLD TRUST | 1.2M | $195.6M | 1.1% | $139.21 | +19.70% | 7 qtrssince 2018-Q4 | Increased 61 |
STEPAN CO | 2M | $192.4M | 1.0% | $70.38 | +23.60% | 7 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 951,753 | $182.7M | 1.0% | $31.71 | +45.99% | 7 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 835,680 | $154.1M | 0.8% | $153.75 | +4.83% | 7 qtrssince 2018-Q4 | Increased 43 |
JPMORGAN CHASE & CO | 1.6M | $146.8M | 0.8% | $81.68 | -2.32% | 7 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $146.4M | 0.8% | $77.23 | +32.07% | 7 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE S&P 500 ETF | 467,312 | $144.7M | 0.8% | $237.30 | +18.88% | 7 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 1.9M | $144.4M | 0.8% | $58.61 | +4.14% | 7 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.2M | $143.2M | 0.8% | $89.75 | +16.37% | 7 qtrssince 2018-Q4 | Increased 45 |
VERIZON COMMUNICATIONS INC | 2.4M | $133.4M | 0.7% | $37.49 | +3.97% | 7 qtrssince 2018-Q4 | Increased 44 |
HOME DEPOT INC | 496,254 | $124.7M | 0.7% | $150.06 | +43.66% | 7 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $18.3B across 2457 positions as of Q2 2020. Top holdings: AAPL (3.9%), BRK/A (3.3%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 283 new positions, 117 exits, 894 increased. Top move: GLD (INCREASED, conviction 61). Portfolio: $18.3B across 2457 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