HighTower Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,752 positions
Microsoft Corp | 5M | $2.5B | 3.1% | $194.78 | +152.86% | 27 qtrssince 2018-Q4 | Increased 59 |
Apple Inc | 10.9M | $2.2B | 2.8% | $100.04 | +104.11% | 22 qtrssince 2020-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 2.6M | $1.6B | 2.0% | $392.86 | +55.73% | 27 qtrssince 2018-Q4 | Increased 50 |
VANGUARD S&P500 INDEX ETF | 2.6M | $1.5B | 1.8% | $409.81 | +36.64% | 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 |
SPDR S&P 500 ETF Trust | 2M | $1.2B | 1.5% | $320.20 | +90.37% | 27 qtrssince 2018-Q4 | Increased 52 |
Berkshire Hathaway Inc | 2.5M | $1.2B | 1.5% | $269.03 | +80.56% | 22 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com Inc | 5.4M | $1.2B | 1.5% | $129.25 | +69.73% | 22 qtrssince 2020-Q1 | Increased 52 |
NVIDIA Corp | 7.3M | $1.2B | 1.4% | $22.81 | +590.88% | 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% | $112.30 | +152.10% | 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 | 4M | $697M | 0.9% | $98.24 | +78.76% | 27 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.6M | $680.4M | 0.9% | $46.43 | +56.54% | 18 qtrssince 2021-Q1 | Increased 47 |
Invesco QQQ Trust Series 1 | 1.1M | $631.5M | 0.8% | $476.83 | +14.66% | 5 qtrssince 2024-Q2 | Decreased 0 |
Broadcom Inc | 2.2M | $611.9M | 0.8% | $34.76 | +685.87% | 27 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 4M | $607.6M | 0.8% | $131.93 | +12.40% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 9.9M | $565.8M | 0.7% | $41.84 | +32.10% | 18 qtrssince 2021-Q1 | Decreased 0 |
Vanguard Value ETF | 3.1M | $553.9M | 0.7% | $140.06 | +23.04% | 18 qtrssince 2021-Q1 | Increased 48 |
Facebook Inc | 721,510 | $532.5M | 0.7% | $305.31 | +140.77% | 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 Score: 4/5.0.
Active quarter - 266 new positions, 173 exits, 1551 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
Verify source filings on SEC EDGAR