HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,666 positions
Apple Inc | 11.3M | $2.4B | 3.7% | $94.25 | +121.36% | 18 qtrssince 2020-Q1 | Decreased 0 |
Microsoft Corp | 4.9M | $2.2B | 3.4% | $181.68 | +141.75% | 23 qtrssince 2018-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 2.2M | $1.2B | 1.9% | $369.12 | +44.10% | 23 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC CL A | 1,857 | $1.1B | 1.8% | $276,441.67 | +121.47% | 18 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com Inc | 5.2M | $1B | 1.5% | $119.51 | +61.70% | 18 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 1.9M | $968.9M | 1.5% | $372.53 | +30.66% | 14 qtrssince 2021-Q1 | Increased 56 |
SPDR S&P 500 ETF Trust | 1.8M | $967M | 1.5% | $291.20 | +82.11% | 23 qtrssince 2018-Q4 | Decreased 0 |
Exxon Mobil Corp | 8.2M | $943.7M | 1.5% | $73.51 | +47.66% | 23 qtrssince 2018-Q4 | Increased 70 |
Berkshire Hathaway Inc | 2.2M | $877.2M | 1.4% | $239.77 | +69.66% | 18 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA Corp | 6.7M | $822.8M | 1.3% | $12.12 | +916.60% | 23 qtrssince 2018-Q4 | Increased 81 |
Alphabet Inc | 4.1M | $749.7M | 1.2% | $97.42 | +85.42% | 23 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 2.7M | $542.3M | 0.8% | $104.09 | +85.45% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $529.2M | 0.8% | $44.15 | +39.75% | 14 qtrssince 2021-Q1 | Increased 50 |
VANGUARD FTSE DEV MKT ETF | 10.3M | $511M | 0.8% | $41.69 | +11.52% | 14 qtrssince 2021-Q1 | Increased 49 |
Johnson & Johnson | 3.5M | $506.3M | 0.8% | $129.18 | +6.38% | 23 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust Series 1 | 1M | $493.2M | 0.8% | $475.26 | 0.00% | 1 qtr | New 61 |
VANGUARD TOTAL STOCK MARKET ETF | 1.8M | $490.7M | 0.8% | $210.70 | +23.59% | 14 qtrssince 2021-Q1 | Increased 50 |
Eli Lilly & Co | 456,196 | $414.1M | 0.6% | $205.18 | +334.55% | 23 qtrssince 2018-Q4 | Increased 46 |
SharkNinja Inc | 5.5M | $413.1M | 0.6% | $47.28 | +58.93% | 4 qtrssince 2023-Q3 | Increased 45 |
Broadcom Inc | 251,087 | $403.3M | 0.6% | $34.76 | +352.57% | 23 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $64.7B across 3666 positions as of Q2 2024. Top holdings: AAPL (3.7%), MSFT (3.4%), IVV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 261 new positions, 197 exits, 1460 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $64.7B across 3666 positions.
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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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