HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings3,435 positions
Apple Inc | 11.9M | $2.3B | 4.5% | $90.58 | +111.00% | 14 qtrssince 2020-Q1 | Increased 60 |
Microsoft Corp | 4.9M | $1.7B | 3.3% | $172.13 | +92.90% | 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 |
SPDR S&P 500 ETF Trust | 2.1M | $916.8M | 1.8% | $285.45 | +49.24% | 19 qtrssince 2018-Q4 | Increased 51 |
iShares Core S&P 500 ETF | 1.9M | $860.6M | 1.7% | $357.26 | +19.49% | 19 qtrssince 2018-Q4 | Increased 53 |
Berkshire Hathaway Inc | 2.2M | $758.1M | 1.5% | $220.31 | +54.78% | 14 qtrssince 2020-Q1 | Increased 52 |
VANGUARD S&P500 INDEX ETF | 1.7M | $690.8M | 1.4% | $357.97 | +9.11% | 10 qtrssince 2021-Q1 | Increased 68 |
Amazon.com Inc | 5.2M | $673.5M | 1.3% | $118.58 | +9.93% | 14 qtrssince 2020-Q1 | Increased 54 |
Johnson & Johnson | 4M | $662.5M | 1.3% | $128.89 | +17.08% | 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 | 3.9M | $464.9M | 0.9% | $94.13 | +25.97% | 19 qtrssince 2018-Q4 | Increased 44 |
PepsiCo Inc | 2.3M | $429.8M | 0.8% | $120.98 | +36.42% | 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% | $96.51 | +40.12% | 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 DEV MKT ETF | 7.8M | $360.7M | 0.7% | $40.38 | +3.89% | 10 qtrssince 2021-Q1 | Increased 53 |
Visa Inc | 1.5M | $353.9M | 0.7% | $206.31 | +12.30% | 10 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TRUST GOLD SHS | 2M | $348.7M | 0.7% | $159.57 | +10.98% | 19 qtrssince 2018-Q4 | Increased 46 |
McDonald's Corp | 1.1M | $337.7M | 0.7% | $173.61 | +59.03% | 19 qtrssince 2018-Q4 | Increased 44 |
EXCHANGE TRADED CONCEPTS TRU | 10.8M | $337M | 0.7% | $30.08 | -1.72% | 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 Score: 4/5.0.
Active quarter - 316 new positions, 182 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
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR