HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings2,436 positions
BERKSHIRE HATHAWAY INC DEL | 2,412 | $752.1M | 4.1% | $310,345.58 | +0.36% | 4 qtrssince 2018-Q4 | Increased 94 |
APPLE INC | 2.1M | $467.4M | 2.5% | $38.11 | +40.98% | 4 qtrssince 2018-Q4 | Increased 55 |
SPDR S&P 500 ETF TR | 1.5M | $444M | 2.4% | $227.12 | +18.23% | 4 qtrssince 2018-Q4 | Increased 57 |
EXXON MOBIL CORP | 5.8M | $410M | 2.2% | $49.10 | +8.15% | 4 qtrssince 2018-Q4 | Increased 56 |
MICROSOFT | 2.6M | $357.9M | 1.9% | $94.95 | +37.69% | 4 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.4M | $281.3M | 1.5% | $205.79 | +1.08% | 4 qtrssince 2018-Q4 | Increased 69 |
INVESCO QQQ TR | 1.1M | $212.5M | 1.2% | $152.54 | +18.06% | 4 qtrssince 2018-Q4 | Increased 51 |
STEPAN CO | 2M | $189.8M | 1.0% | $68.43 | +25.47% | 4 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 1.4M | $186.5M | 1.0% | $104.39 | +2.31% | 4 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 102,869 | $178.4M | 1.0% | $77.49 | +12.01% | 4 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 820,523 | $176.2M | 1.0% | $152.34 | +19.55% | 4 qtrssince 2018-Q4 | Increased 44 |
JP MORGAN CHASE & CO | 1.5M | $172.1M | 0.9% | $80.81 | +20.73% | 4 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 922,915 | $147.3M | 0.8% | $31.26 | +22.12% | 4 qtrssince 2018-Q4 | Decreased 0 |
A T & T INC | 3.9M | $146.4M | 0.8% | $12.79 | +37.06% | 4 qtrssince 2018-Q4 | Increased 45 |
MERCK & COMPANY | 1.7M | $143.9M | 0.8% | $57.63 | +12.15% | 4 qtrssince 2018-Q4 | Increased 43 |
PROCTER AND GAMBLE CO | 1.1M | $141.3M | 0.8% | $75.45 | +37.99% | 4 qtrssince 2018-Q4 | Increased 43 |
BANK AMER CORP | 4.8M | $139.1M | 0.8% | $23.27 | +5.92% | 4 qtrssince 2018-Q4 | Increased 69 |
VANGUARD SPECIALIZED FUNDS | 1.1M | $129.6M | 0.7% | $86.54 | +21.53% | 4 qtrssince 2018-Q4 | Increased 46 |
VERIZON COMMUNICATIONS | 2.1M | $129.4M | 0.7% | $36.15 | +10.01% | 4 qtrssince 2018-Q4 | Increased 44 |
INVESCO EXCHANGE TRADED FD T | 1.2M | $124.9M | 0.7% | $80.34 | +19.26% | 4 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $18.4B across 2436 positions as of Q3 2019. Top holdings: BRK/A (4.1%), AAPL (2.5%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 185 new positions, 175 exits, 1054 increased. Top move: BRK/A (INCREASED, conviction 94). Portfolio: $18.4B across 2436 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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