HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings3,222 positions
Apple Inc. | 10.3M | $1.5B | 3.9% | $78.09 | +76.75% | 7 qtrssince 2020-Q1 | Increased 63 |
Microsoft Corp. | 3.9M | $1.1B | 2.9% | $142.79 | +89.48% | 12 qtrssince 2018-Q4 | Increased 63 |
BERKSHIRE HATHAWAY INC DEL | 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 TR UNIT | 1.7M | $742.2M | 2.0% | $257.55 | +55.84% | 12 qtrssince 2018-Q4 | Increased 57 |
iShares Trust CORE S&P500 ETF | 1.4M | $583.8M | 1.6% | $339.78 | +18.28% | 12 qtrssince 2018-Q4 | Increased 80 |
Amazon.com, Inc. | 163,626 | $537.6M | 1.4% | $118.19 | +38.97% | 7 qtrssince 2020-Q1 | Increased 56 |
Berkshire Hathaway Inc. | 1.8M | $491.8M | 1.3% | $200.38 | +36.21% | 7 qtrssince 2020-Q1 | Increased 50 |
Johnson & Johnson | 2.9M | $473.2M | 1.3% | $120.74 | +16.33% | 12 qtrssince 2018-Q4 | Increased 58 |
Alphabet Inc. | 148,150 | $396M | 1.1% | $81.73 | +62.02% | 12 qtrssince 2018-Q4 | Increased 67 |
Vanguard Index Funds S&P 500 ETF SHS | 925,384 | $365M | 1.0% | $340.22 | +8.07% | 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 Trust RUS 1000 GRW ETF | 1.1M | $289.9M | 0.8% | $34.74 | +91.58% | 12 qtrssince 2018-Q4 | Increased 44 |
Visa Inc | 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% | $86.26 | +67.44% | 12 qtrssince 2018-Q4 | Increased 45 |
SPDR GOLD SHARES | 1.7M | $281.3M | 0.8% | $150.28 | +7.34% | 12 qtrssince 2018-Q4 | Increased 45 |
PEPSICO INC | 1.8M | $265M | 0.7% | $108.56 | +17.81% | 12 qtrssince 2018-Q4 | Increased 54 |
PIONEER NAT RES CO | 1.6M | $260.5M | 0.7% | — | — | 12 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.6M | $248.7M | 0.7% | $133.30 | +5.11% | 3 qtrssince 2021-Q1 | Increased 45 |
Alphabet Inc. | 90,994 | $242.6M | 0.6% | $68.46 | +92.84% | 12 qtrssince 2018-Q4 | Increased 50 |
McDonald's Corp. | 999,886 | $240.9M | 0.6% | $159.37 | +34.66% | 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 Score: 4/5.0.
Active quarter - 267 new positions, 207 exits, 1599 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
Verify source filings on SEC EDGAR