HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings3,222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10.3M | $1.5B | 3.9% | $106.99 | +28.99% | 7 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 3.9M | $1.1B | 2.9% | $143.05 | +91.75% | 12 qtrssince 2018-Q4 | Increased 63 |
BERKSHIRE HATHAWAY INC-CL A | 2,179 | $896.4M | 2.4% | $274,549.49 | +51.95% | 7 qtrssince 2020-Q1 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.7M | $742.2M | 2.0% | $259.22 | +57.98% | 12 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P 500 ETF | 1.4M | $583.8M | 1.6% | $345.08 | +18.90% | 12 qtrssince 2018-Q4 | Increased 80 |
AMAZON.COM INC | 163,626 | $537.6M | 1.4% | $118.66 | +39.11% | 7 qtrssince 2020-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 1.8M | $491.8M | 1.3% | $200.24 | +38.48% | 7 qtrssince 2020-Q1 | Increased 50 |
JOHNSON & JOHNSON | 2.9M | $473.2M | 1.3% | $122.02 | +18.78% | 12 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL A | 148,150 | $396M | 1.1% | $82.07 | +62.49% | 12 qtrssince 2018-Q4 | Increased 67 |
VANGUARD S&P 500 ETF | 925,384 | $365M | 1.0% | $342.39 | +9.71% | 3 qtrssince 2021-Q1 | Increased 48 |
EXXON MOBIL CORP | 5.2M | $305.2M | 0.8% | $47.32 | +7.61% | 12 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.1M | $289.9M | 0.8% | $34.77 | +91.58% | 12 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.3M | $287.9M | 0.8% | $205.01 | +4.61% | 3 qtrssince 2021-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 1.7M | $282.3M | 0.8% | $86.79 | +70.35% | 12 qtrssince 2018-Q4 | Increased 45 |
SPDR GOLD TRUST | 1.7M | $281.3M | 0.8% | $150.28 | +7.34% | 12 qtrssince 2018-Q4 | Increased 45 |
PEPSICO INC | 1.8M | $265M | 0.7% | $111.88 | +19.28% | 12 qtrssince 2018-Q4 | Increased 54 |
PIONEER NATURAL RESOURCE | 1.6M | $260.5M | 0.7% | — | — | 12 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.6M | $248.7M | 0.7% | $135.15 | +6.50% | 3 qtrssince 2021-Q1 | Increased 45 |
ALPHABET INC-CL C | 90,994 | $242.6M | 0.6% | $68.74 | +94.25% | 12 qtrssince 2018-Q4 | Increased 50 |
MCDONALDS CORP | 999,886 | $240.9M | 0.6% | $161.23 | +37.50% | 12 qtrssince 2018-Q4 | Increased 44 |
HighTower Advisors, LLC manages $37.4B across 3222 positions as of Q3 2021. Top holdings: AAPL (3.9%), MSFT (2.9%), BRK/A (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 264 new positions, 205 exits, 1600 increased. Top move: IVV (INCREASED, conviction 80). Portfolio: $37.4B across 3222 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