HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,558 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 12.5M | $2.1B | 4.0% | $117.25 | +44.07% | 15 qtrssince 2020-Q1 | Increased 62 |
MICROSOFT CORP | 5.2M | $1.6B | 3.1% | $180.01 | +72.48% | 20 qtrssince 2018-Q4 | Increased 62 |
BERKSHIRE HATHAWAY INC-CL A | 1,995 | $1.1B | 2.0% | $276,441.67 | +92.26% | 15 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.6M | $916.9M | 1.7% | $239.78 | +46.09% | 15 qtrssince 2020-Q1 | Increased 59 |
ISHARES CORE S&P 500 ETF | 2.1M | $911.4M | 1.7% | $367.29 | +13.42% | 20 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $888.3M | 1.7% | $288.06 | +44.23% | 20 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 5.5M | $705.9M | 1.3% | $110.38 | +15.16% | 15 qtrssince 2020-Q1 | Increased 54 |
VANGUARD S&P 500 ETF | 1.7M | $678.2M | 1.3% | $359.76 | +5.99% | 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% | $130.65 | +11.22% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 4.1M | $539.5M | 1.0% | $98.31 | +32.12% | 20 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 3.1M | $447.8M | 0.8% | $104.59 | +31.05% | 20 qtrssince 2018-Q4 | Increased 53 |
PEPSICO INC | 2.5M | $431.3M | 0.8% | $127.40 | +22.98% | 20 qtrssince 2018-Q4 | Increased 48 |
ISHARES CORE MSCI EAFE ETF | 6.4M | $414.1M | 0.8% | $57.95 | +2.10% | 20 qtrssince 2018-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 1.7M | $392.8M | 0.7% | $208.66 | +7.75% | 11 qtrssince 2021-Q1 | Increased 50 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $389.5M | 0.7% | $353.46 | 0.00% | 1 qtr | New 61 |
PROCTER & GAMBLE CO/THE | 2.4M | $352.6M | 0.7% | $105.86 | +27.32% | 20 qtrssince 2018-Q4 | Increased 44 |
VANGUARD FTSE DEVELOPED ETF | 7.9M | $344.9M | 0.6% | $40.76 | -0.96% | 11 qtrssince 2021-Q1 | Increased 44 |
EXCHANGE TRADED CONCEPTS TRU | 10.7M | $342.2M | 0.6% | $30.38 | +0.96% | 4 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 1.3M | $333.1M | 0.6% | $44.29 | +9.07% | 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 Rating: 4/5.0.
Active quarter - 301 new positions, 245 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
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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