HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,254 positions
Apple Inc. | 10.8M | $1.5B | 3.8% | $84.76 | +57.98% | 10 qtrssince 2020-Q1 | Decreased 0 |
Microsoft Corp. | 4.3M | $1.1B | 2.9% | $163.28 | +51.90% | 15 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2,104 | $860.4M | 2.2% | $274,794.43 | +49.58% | 10 qtrssince 2020-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.9M | $715.8M | 1.8% | $273.73 | +30.32% | 15 qtrssince 2018-Q4 | Increased 50 |
Johnson & Johnson | 3.6M | $643.5M | 1.7% | $126.54 | +24.38% | 15 qtrssince 2018-Q4 | Increased 50 |
iShares Trust CORE S&P500 ETF | 1.7M | $628.9M | 1.6% | $353.78 | +0.94% | 15 qtrssince 2018-Q4 | Increased 53 |
Berkshire Hathaway Inc. | 2M | $543.9M | 1.4% | $210.10 | +29.95% | 10 qtrssince 2020-Q1 | Increased 51 |
Amazon.com, Inc. | 4.1M | $438.3M | 1.1% | $121.08 | -12.28% | 10 qtrssince 2020-Q1 | Increased 79 |
Alphabet Inc. | 184,312 | $401.7M | 1.0% | $94.25 | +14.52% | 15 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 4.5M | $389.7M | 1.0% | $47.32 | +63.94% | 15 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD SHARES | 2.2M | $365.6M | 0.9% | $157.17 | +7.84% | 15 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 1M | $350M | 0.9% | $344.75 | -5.15% | 6 qtrssince 2021-Q1 | Increased 44 |
PEPSICO INC | 2M | $332.5M | 0.9% | $114.83 | +25.94% | 15 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 1.6M | $315.6M | 0.8% | $205.37 | -7.20% | 6 qtrssince 2021-Q1 | Increased 45 |
The Procter & Gamble Co. | 2M | $284.8M | 0.7% | $99.08 | +29.84% | 15 qtrssince 2018-Q4 | Increased 43 |
PIONEER NAT RES CO | 1.2M | $265M | 0.7% | — | — | 15 qtrssince 2018-Q4 | Decreased 0 |
Merck & Co., Inc | 2.9M | $260.8M | 0.7% | $61.16 | +31.36% | 15 qtrssince 2018-Q4 | Increased 44 |
McDonald's Corp. | 1.1M | $259.1M | 0.7% | $168.45 | +32.63% | 15 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 503,089 | $258.7M | 0.7% | $296.48 | +59.83% | 15 qtrssince 2018-Q4 | Increased 44 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.7M | $246.1M | 0.6% | $135.39 | -1.98% | 6 qtrssince 2021-Q1 | Decreased 0 |
HighTower Advisors, LLC manages $38.7B across 3254 positions as of Q2 2022. Top holdings: AAPL (3.8%), MSFT (2.9%), BRK/A (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 199 new positions, 320 exits, 1261 increased. Top move: AMZN (INCREASED, conviction 79). Portfolio: $38.7B across 3254 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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