HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,558 positions
APPLE INC | 12.5M | $2.1B | 4.0% | $94.25 | +79.23% | 15 qtrssince 2020-Q1 | Increased 62 |
MICROSOFT CORP | 5.2M | $1.6B | 3.1% | $179.05 | +72.32% | 20 qtrssince 2018-Q4 | Increased 62 |
BERKSHIRE HATHAWAY INC DEL | 1,995 | $1.1B | 2.0% | $276,441.67 | +92.26% | 15 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.6M | $916.9M | 1.7% | $239.77 | +46.10% | 15 qtrssince 2020-Q1 | Increased 59 |
ISHARES TR | 2.1M | $911.4M | 1.7% | $362.30 | +14.04% | 20 qtrssince 2018-Q4 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 2.1M | $888.3M | 1.7% | $286.03 | +44.13% | 20 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 5.5M | $705.9M | 1.3% | $119.17 | +6.67% | 15 qtrssince 2020-Q1 | Increased 54 |
VANGUARD INDEX FDS | 1.7M | $678.2M | 1.3% | $358.33 | +5.50% | 11 qtrssince 2021-Q1 | Increased 51 |
EXXON MOBIL CORP | 5.3M | $624.3M | 1.2% | $54.58 | +97.79% | 20 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 3.8M | $597M | 1.1% | $128.89 | +10.97% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 4.1M | $539.5M | 1.0% | $96.20 | +34.75% | 20 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 3.1M | $447.8M | 0.8% | $103.55 | +31.10% | 20 qtrssince 2018-Q4 | Increased 53 |
PEPSICO INC | 2.5M | $431.3M | 0.8% | $123.75 | +22.87% | 20 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 6.4M | $414.1M | 0.8% | $57.95 | +2.10% | 20 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 1.7M | $392.8M | 0.7% | $208.66 | +7.75% | 11 qtrssince 2021-Q1 | Increased 50 |
INVESCO QQQ TR | 1.1M | $389.5M | 0.7% | $353.46 | 0.00% | 1 qtr | New 61 |
PROCTER & GAMBLE CO | 2.4M | $352.6M | 0.7% | $105.86 | +27.32% | 20 qtrssince 2018-Q4 | Increased 44 |
VANGUARD TAX-MANAGED FDS | 7.9M | $344.9M | 0.6% | $40.38 | -0.96% | 11 qtrssince 2021-Q1 | Increased 44 |
EXCHANGE TRADED CONCEPTS TRU | 10.7M | $342.2M | 0.6% | $30.08 | +0.98% | 4 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $333.1M | 0.6% | $44.03 | +8.87% | 20 qtrssince 2018-Q4 | Increased 46 |
HighTower Advisors, LLC manages $53.2B across 3558 positions as of Q3 2023. Top holdings: AAPL (4.0%), MSFT (3.1%), BRK/A (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 302 new positions, 246 exits, 1719 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $53.2B across 3558 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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