HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,573 positions
Apple Inc | 7.8M | $901.7M | 4.4% | $61.43 | +82.71% | 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% | $97.96 | +104.19% | 8 qtrssince 2018-Q4 | Increased 55 |
SPDR S&P 500 ETF Trust | 1.4M | $478.3M | 2.3% | $229.16 | +34.79% | 8 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 110,712 | $348.2M | 1.7% | $97.49 | +61.50% | 3 qtrssince 2020-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 1.2M | $262M | 1.3% | $182.83 | +16.47% | 3 qtrssince 2020-Q1 | Decreased 0 |
Johnson & Johnson | 1.6M | $236.4M | 1.1% | $105.87 | +19.24% | 8 qtrssince 2018-Q4 | Increased 51 |
SPDR GOLD TRUST GOLD SHS | 1.3M | $225.4M | 1.1% | $142.38 | +25.15% | 8 qtrssince 2018-Q4 | Increased 53 |
Stepan Co | 2M | $215.9M | 1.0% | $69.15 | +40.99% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 688,962 | $212M | 1.0% | $224.06 | +26.19% | 8 qtrssince 2018-Q4 | Decreased 0 |
iShares Russell 1000 Growth ETF | 940,462 | $204M | 1.0% | $31.68 | +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 |
McDonald's Corp | 889,767 | $195.2M | 0.9% | $154.49 | +23.58% | 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% | $239.54 | +29.00% | 8 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 1.3M | $161.3M | 0.8% | $90.11 | +28.02% | 8 qtrssince 2018-Q4 | Increased 44 |
Merck & Co Inc | 1.9M | $160.7M | 0.8% | $58.47 | +12.29% | 8 qtrssince 2018-Q4 | Increased 44 |
Home Depot Inc/The | 538,333 | $149.6M | 0.7% | $154.87 | +54.54% | 8 qtrssince 2018-Q4 | Increased 46 |
JPMorgan Chase & Co | 1.6M | $149.4M | 0.7% | $81.25 | +1.67% | 8 qtrssince 2018-Q4 | Decreased 0 |
Verizon Communications Inc | 2.5M | $147.3M | 0.7% | $36.31 | +12.66% | 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 Score: 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
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