HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings3,203 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 9.6M | $1.3B | 3.8% | $104.95 | +27.09% | 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% | $122.32 | +113.88% | 11 qtrssince 2018-Q4 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $647.3M | 1.9% | $237.60 | +69.14% | 11 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 144,710 | $497.1M | 1.4% | $112.59 | +53.13% | 6 qtrssince 2020-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 1.8M | $494.4M | 1.4% | $199.19 | +38.66% | 6 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.5M | $409.3M | 1.2% | $117.92 | +22.20% | 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&P 500 ETF | 839,362 | $330.3M | 1.0% | $338.98 | +8.70% | 2 qtrssince 2021-Q1 | Increased 44 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.1M | $286.1M | 0.8% | $34.66 | +90.12% | 11 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.2M | $282.1M | 0.8% | $204.33 | +10.03% | 2 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TRUST | 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% | $265.60 | +51.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
PIONEER NATURAL RESOURCE | 1.6M | $260.4M | 0.8% | — | — | 11 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $257.5M | 0.7% | $84.17 | +62.22% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 102,032 | $248.7M | 0.7% | $58.89 | +106.09% | 11 qtrssince 2018-Q4 | Increased 44 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 2.1M | $242M | 0.7% | $72.57 | +44.01% | 11 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.6M | $241.9M | 0.7% | $134.84 | +5.26% | 2 qtrssince 2021-Q1 | Increased 44 |
STEPAN CO | 2M | $239.3M | 0.7% | $70.58 | +58.91% | 11 qtrssince 2018-Q4 | Unchanged 0 |
WALT DISNEY CO/THE | 1.3M | $225.9M | 0.7% | $180.40 | -5.80% | 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 Rating: 4/5.0.
Active quarter - 304 new positions, 241 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