HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,573 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 7.8M | $901.7M | 4.4% | $99.53 | +12.76% | 3 qtrssince 2020-Q1 | Increased 94 |
BERKSHIRE HATHAWAY INC-CL A | 2,247 | $719M | 3.5% | $274,058.27 | +15.26% | 3 qtrssince 2020-Q1 | Increased 58 |
MICROSOFT CORP | 2.6M | $557.3M | 2.7% | $97.52 | +103.40% | 8 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $478.3M | 2.3% | $229.85 | +34.41% | 8 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 110,712 | $348.2M | 1.7% | $98.20 | +60.12% | 3 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.2M | $262M | 1.3% | $183.18 | +14.88% | 3 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.6M | $236.4M | 1.1% | $106.20 | +19.31% | 8 qtrssince 2018-Q4 | Increased 51 |
SPDR GOLD TRUST | 1.3M | $225.4M | 1.1% | $142.38 | +25.15% | 8 qtrssince 2018-Q4 | Increased 53 |
STEPAN CO | 2M | $215.9M | 1.0% | $70.38 | +40.92% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 688,962 | $212M | 1.0% | $226.84 | +24.76% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 940,462 | $204M | 1.0% | $31.71 | +65.29% | 8 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.4M | $196.5M | 0.9% | $82.89 | +43.95% | 8 qtrssince 2018-Q4 | Increased 50 |
MCDONALDS CORP | 889,767 | $195.2M | 0.9% | $156.19 | +24.16% | 8 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 5.5M | $187.8M | 0.9% | $48.59 | -44.06% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 493,917 | $165.9M | 0.8% | $241.17 | +28.21% | 8 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.3M | $161.3M | 0.8% | $90.40 | +28.19% | 8 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO. INC. | 1.9M | $160.7M | 0.8% | $58.89 | +12.35% | 8 qtrssince 2018-Q4 | Increased 44 |
HOME DEPOT INC | 538,333 | $149.6M | 0.7% | $157.06 | +52.55% | 8 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 1.6M | $149.4M | 0.7% | $81.68 | +1.12% | 8 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 2.5M | $147.3M | 0.7% | $37.61 | +13.53% | 8 qtrssince 2018-Q4 | Increased 44 |
HighTower Advisors, LLC manages $20.7B across 2573 positions as of Q3 2020. Top holdings: AAPL (4.4%), BRK/A (3.5%), MSFT (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 249 new positions, 154 exits, 1065 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $20.7B across 2573 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