HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings3,435 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.9M | $2.3B | 4.5% | $114.71 | +66.61% | 14 qtrssince 2020-Q1 | Increased 60 |
MICROSOFT CORP | 4.9M | $1.7B | 3.3% | $173.04 | +89.99% | 19 qtrssince 2018-Q4 | Increased 59 |
BERKSHIRE HATHAWAY INC-CL A | 2,028 | $1.1B | 2.1% | $276,441.67 | +85.30% | 14 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $916.8M | 1.8% | $287.48 | +47.60% | 19 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE S&P 500 ETF | 1.9M | $860.6M | 1.7% | $362.40 | +17.33% | 19 qtrssince 2018-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $758.1M | 1.5% | $220.33 | +52.91% | 14 qtrssince 2020-Q1 | Increased 52 |
VANGUARD S&P 500 ETF | 1.7M | $690.8M | 1.4% | $359.37 | +8.34% | 10 qtrssince 2021-Q1 | Increased 68 |
AMAZON.COM INC | 5.2M | $673.5M | 1.3% | $109.14 | +17.19% | 14 qtrssince 2020-Q1 | Increased 54 |
JOHNSON & JOHNSON | 4M | $662.5M | 1.3% | $130.65 | +16.35% | 19 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 5.1M | $551.2M | 1.1% | $52.83 | +83.96% | 19 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.9M | $464.9M | 0.9% | $96.35 | +22.68% | 19 qtrssince 2018-Q4 | Increased 44 |
PEPSICO INC | 2.3M | $429.8M | 0.8% | $124.54 | +35.57% | 19 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 6.3M | $424.4M | 0.8% | $57.92 | +5.93% | 19 qtrssince 2018-Q4 | Increased 63 |
JPMORGAN CHASE & CO | 2.5M | $368.3M | 0.7% | $97.48 | +38.12% | 19 qtrssince 2018-Q4 | Increased 44 |
PROCTER & GAMBLE CO/THE | 2.4M | $364.8M | 0.7% | $105.70 | +31.83% | 19 qtrssince 2018-Q4 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 7.8M | $360.7M | 0.7% | $40.77 | +2.66% | 10 qtrssince 2021-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 1.5M | $353.9M | 0.7% | $206.31 | +12.30% | 10 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TRUST | 2M | $348.7M | 0.7% | $159.57 | +10.98% | 19 qtrssince 2018-Q4 | Increased 46 |
MCDONALDS CORP | 1.1M | $337.7M | 0.7% | $175.91 | +57.91% | 19 qtrssince 2018-Q4 | Increased 44 |
EXCHANGE TRADED CONCEPTS TRU | 10.8M | $337M | 0.7% | $30.38 | -1.51% | 3 qtrssince 2022-Q4 | Increased 44 |
HighTower Advisors, LLC manages $50.8B across 3435 positions as of Q2 2023. Top holdings: AAPL (4.5%), MSFT (3.3%), BRK/A (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 314 new positions, 179 exits, 1698 increased. Top move: VOO (INCREASED, conviction 68). Portfolio: $50.8B across 3435 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