HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,457 positions
Apple Inc. | 1.9M | $708.6M | 3.9% | $61.33 | +43.85% | 2 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 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% | $95.91 | +101.30% | 7 qtrssince 2018-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $464.6M | 2.5% | $229.16 | +23.61% | 7 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 111,631 | $308.5M | 1.7% | $97.49 | +41.50% | 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. | 1.2M | $222.3M | 1.2% | $182.83 | -2.36% | 2 qtrssince 2020-Q1 | Decreased 0 |
Johnson & Johnson | 1.5M | $213.2M | 1.2% | $104.90 | +12.93% | 7 qtrssince 2018-Q4 | Increased 49 |
Vanguard Index Funds S&P 500 ETF SHS | 722,346 | $204.8M | 1.1% | $224.06 | +15.76% | 7 qtrssince 2018-Q4 | Increased 52 |
SPDR GOLD SHARES | 1.2M | $195.6M | 1.1% | $139.21 | +19.70% | 7 qtrssince 2018-Q4 | Increased 61 |
STEPAN CO COM | 2M | $192.4M | 1.0% | $69.15 | +25.30% | 7 qtrssince 2018-Q4 | Increased 48 |
iShares Trust RUS 1000 GRW ETF | 951,753 | $182.7M | 1.0% | $31.68 | +45.99% | 7 qtrssince 2018-Q4 | Decreased 0 |
McDonald's Corp. | 835,680 | $154.1M | 0.8% | $152.13 | +4.86% | 7 qtrssince 2018-Q4 | Increased 43 |
JPMorgan Chase & Co. | 1.6M | $146.8M | 0.8% | $81.25 | -1.62% | 7 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 1.2M | $146.4M | 0.8% | $77.23 | +32.07% | 7 qtrssince 2018-Q4 | Increased 45 |
iShares Trust CORE S&P500 ETF | 467,312 | $144.7M | 0.8% | $235.58 | +20.32% | 7 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co., Inc | 1.9M | $144.4M | 0.8% | $58.19 | +4.41% | 7 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.2M | $143.2M | 0.8% | $89.47 | +16.92% | 7 qtrssince 2018-Q4 | Increased 45 |
VERIZON COMMUNICATIONS INC | 2.4M | $133.4M | 0.7% | $36.76 | +3.55% | 7 qtrssince 2018-Q4 | Increased 44 |
Home Depot Inc. | 496,254 | $124.7M | 0.7% | $147.70 | +45.40% | 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 Score: 4/5.0.
Active quarter - 285 new positions, 119 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
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