HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings3,212 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10.7M | $1.5B | 4.0% | $111.65 | +21.41% | 11 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.4M | $1B | 2.7% | $165.01 | +40.18% | 16 qtrssince 2018-Q4 | Increased 55 |
BERKSHIRE HATHAWAY INC-CL A | 2,101 | $854M | 2.3% | $274,794.43 | +48.00% | 11 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $688.4M | 1.8% | $276.79 | +25.42% | 16 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE S&P 500 ETF | 1.8M | $636.5M | 1.7% | $358.49 | -2.98% | 16 qtrssince 2018-Q4 | Increased 53 |
JOHNSON & JOHNSON | 3.7M | $608.4M | 1.6% | $128.84 | +15.82% | 16 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 2.1M | $562.4M | 1.5% | $213.34 | +26.36% | 11 qtrssince 2020-Q1 | Increased 52 |
AMAZON.COM INC | 4.2M | $478.4M | 1.3% | $109.68 | +4.66% | 11 qtrssince 2020-Q1 | Increased 50 |
EXXON MOBIL CORP | 4.6M | $404M | 1.1% | $47.85 | +64.71% | 16 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 3.7M | $356.2M | 1.0% | $96.60 | +0.09% | 16 qtrssince 2018-Q4 | Increased 71 |
VANGUARD S&P 500 ETF | 1M | $344.4M | 0.9% | $346.08 | -8.00% | 7 qtrssince 2021-Q1 | Increased 45 |
PEPSICO INC | 2M | $329.4M | 0.9% | $118.55 | +26.50% | 16 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.5M | $274.3M | 0.7% | $205.37 | -16.12% | 7 qtrssince 2021-Q1 | Decreased 0 |
SPDR GOLD TRUST | 1.7M | $261.5M | 0.7% | $157.17 | -1.60% | 16 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 511,145 | $258.9M | 0.7% | $306.38 | +56.74% | 16 qtrssince 2018-Q4 | Increased 44 |
PROCTER & GAMBLE CO/THE | 2M | $253.3M | 0.7% | $99.26 | +14.53% | 16 qtrssince 2018-Q4 | Increased 44 |
MCDONALDS CORP | 1.1M | $245.1M | 0.7% | $171.08 | +27.11% | 16 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO. INC. | 2.8M | $245.1M | 0.7% | $61.88 | +26.94% | 16 qtrssince 2018-Q4 | Decreased 0 |
PIONEER NATURAL RESOURCE | 1.1M | $242.5M | 0.6% | — | — | 16 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.8M | $240.2M | 0.6% | $137.08 | -5.90% | 7 qtrssince 2021-Q1 | Increased 45 |
HighTower Advisors, LLC manages $37.3B across 3212 positions as of Q3 2022. Top holdings: AAPL (4.0%), MSFT (2.7%), BRK/A (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 193 new positions, 218 exits, 1315 increased. Top move: GOOGL (INCREASED, conviction 71). Portfolio: $37.3B across 3212 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