HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,752 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5M | $2.5B | 3.1% | $196.02 | +152.12% | 27 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 10.9M | $2.2B | 2.8% | $122.18 | +67.12% | 22 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.6M | $1.6B | 2.0% | $397.37 | +54.37% | 27 qtrssince 2018-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 2.6M | $1.5B | 1.8% | $411.79 | +36.48% | 18 qtrssince 2021-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL A | 1,878 | $1.4B | 1.7% | $287,002.29 | +154.68% | 22 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2M | $1.2B | 1.5% | $322.40 | +89.64% | 27 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.2B | 1.5% | $268.85 | +80.65% | 22 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 5.4M | $1.2B | 1.5% | $121.73 | +83.43% | 22 qtrssince 2020-Q1 | Increased 52 |
NVIDIA CORP | 7.3M | $1.2B | 1.4% | $114.90 | +37.27% | 27 qtrssince 2018-Q4 | Increased 51 |
EXXON MOBIL CORP | 8M | $866.9M | 1.1% | $75.47 | +41.41% | 27 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $784.7M | 1.0% | $113.39 | +149.64% | 27 qtrssince 2018-Q4 | Decreased 0 |
SHARKNINJA INC | 7M | $697.6M | 0.9% | $61.84 | +56.05% | 8 qtrssince 2023-Q3 | Increased 44 |
ALPHABET INC-CL A | 4M | $697M | 0.9% | $100.30 | +77.71% | 27 qtrssince 2018-Q4 | Increased 45 |
VANGUARD GROWTH ETF | 1.6M | $680.4M | 0.9% | $46.47 | +56.54% | 18 qtrssince 2021-Q1 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $631.5M | 0.8% | $476.83 | +14.66% | 5 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 2.2M | $611.9M | 0.8% | $157.04 | +70.90% | 27 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4M | $607.6M | 0.8% | $133.60 | +12.53% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 9.9M | $565.8M | 0.7% | $42.24 | +31.67% | 18 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.1M | $553.9M | 0.7% | $142.14 | +22.36% | 18 qtrssince 2021-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 721,510 | $532.5M | 0.7% | $307.25 | +138.41% | 27 qtrssince 2018-Q4 | Increased 51 |
HighTower Advisors, LLC manages $79.8B across 3752 positions as of Q2 2025. Top holdings: MSFT (3.1%), AAPL (2.8%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 265 new positions, 172 exits, 1550 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $79.8B across 3752 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