HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings3,203 positions
Apple Inc | 9.6M | $1.3B | 3.8% | $74.15 | +79.90% | 6 qtrssince 2020-Q1 | Increased 59 |
BERKSHIRE HATHAWAY INC CL A | 2,172 | $909.2M | 2.6% | $274,089.87 | +52.14% | 6 qtrssince 2020-Q1 | Decreased 0 |
Microsoft Corp | 3.3M | $901.8M | 2.6% | $122.61 | +111.64% | 11 qtrssince 2018-Q4 | Increased 56 |
SPDR S&P 500 ETF Trust | 1.5M | $647.3M | 1.9% | $236.86 | +68.49% | 11 qtrssince 2018-Q4 | Increased 50 |
Amazon.com Inc | 144,710 | $497.1M | 1.4% | $112.17 | +53.35% | 6 qtrssince 2020-Q1 | Increased 51 |
Berkshire Hathaway Inc | 1.8M | $494.4M | 1.4% | $199.40 | +39.38% | 6 qtrssince 2020-Q1 | Decreased 0 |
Johnson & Johnson | 2.5M | $409.3M | 1.2% | $117.21 | +21.52% | 11 qtrssince 2018-Q4 | Increased 54 |
Exxon Mobil Corp | 5.4M | $342.1M | 1.0% | $47.32 | +10.87% | 11 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 839,362 | $330.3M | 1.0% | $337.41 | +8.37% | 2 qtrssince 2021-Q1 | Increased 44 |
iShares Russell 1000 Growth ETF | 1.1M | $286.1M | 0.8% | $34.63 | +90.12% | 11 qtrssince 2018-Q4 | Increased 44 |
Visa Inc | 1.2M | $282.1M | 0.8% | $204.33 | +10.03% | 2 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TRUST GOLD SHS | 1.7M | $274.7M | 0.8% | $149.92 | +9.94% | 11 qtrssince 2018-Q4 | Increased 46 |
iShares Core S&P 500 ETF | 610,687 | $262.5M | 0.8% | $264.07 | +51.30% | 11 qtrssince 2018-Q4 | Decreased 0 |
Pioneer Natural Resources Co | 1.6M | $260.4M | 0.8% | — | — | 11 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 1.7M | $257.5M | 0.7% | $83.76 | +62.91% | 11 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 102,032 | $248.7M | 0.7% | $58.82 | +105.62% | 11 qtrssince 2018-Q4 | Increased 44 |
ISHARES CORE S&P SMALL-CAP ETF | 2.1M | $242M | 0.7% | $72.21 | +43.97% | 11 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 1.6M | $241.9M | 0.7% | $133.05 | +5.65% | 2 qtrssince 2021-Q1 | Increased 44 |
Stepan Co | 2M | $239.3M | 0.7% | $69.34 | +56.30% | 11 qtrssince 2018-Q4 | Unchanged 0 |
Walt Disney Co/The | 1.3M | $225.9M | 0.7% | $178.26 | -4.40% | 2 qtrssince 2021-Q1 | Increased 47 |
HighTower Advisors, LLC manages $34.5B across 3203 positions as of Q2 2021. Top holdings: AAPL (3.8%), BRK/A (2.6%), MSFT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 306 new positions, 243 exits, 1508 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $34.5B across 3203 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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