HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,730 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11M | $2.6B | 3.7% | $117.25 | +97.07% | 19 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.8M | $2.1B | 2.9% | $182.66 | +132.15% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.3M | $1.3B | 1.9% | $377.31 | +49.70% | 24 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL A | 1,891 | $1.3B | 1.9% | $283,808.76 | +141.78% | 19 qtrssince 2020-Q1 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $1.1B | 1.5% | $303.21 | +85.66% | 24 qtrssince 2018-Q4 | Increased 52 |
VANGUARD S&P 500 ETF | 2M | $1.1B | 1.5% | $379.06 | +36.48% | 15 qtrssince 2021-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 2.2M | $997.7M | 1.4% | $240.63 | +90.12% | 19 qtrssince 2020-Q1 | Increased 50 |
AMAZON.COM INC | 5.3M | $984.4M | 1.4% | $112.45 | +67.16% | 19 qtrssince 2020-Q1 | Increased 51 |
EXXON MOBIL CORP | 8.3M | $975.2M | 1.4% | $74.04 | +48.68% | 24 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 6.8M | $824.6M | 1.2% | $113.32 | +7.10% | 24 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 4M | $655.4M | 0.9% | $99.48 | +63.97% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $576.3M | 0.8% | $106.94 | +90.73% | 24 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 3.6M | $575.6M | 0.8% | $131.58 | +18.07% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD FTSE DEVELOPED ETF | 10.5M | $554.4M | 0.8% | $42.21 | +19.51% | 15 qtrssince 2021-Q1 | Increased 45 |
SHARKNINJA INC | 5M | $546.2M | 0.8% | $47.28 | +124.18% | 5 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD GROWTH ETF | 1.4M | $538M | 0.8% | $44.19 | +43.63% | 15 qtrssince 2021-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $526.3M | 0.8% | $475.64 | +1.66% | 2 qtrssince 2024-Q2 | Increased 46 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $488.1M | 0.7% | $212.16 | +30.92% | 15 qtrssince 2021-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 7.1M | $439.3M | 0.6% | $56.44 | +8.34% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 2.2M | $438M | 0.6% | $141.31 | +36.63% | 15 qtrssince 2021-Q1 | Increased 45 |
HighTower Advisors, LLC manages $70B across 3730 positions as of Q3 2024. Top holdings: AAPL (3.7%), MSFT (2.9%), IVV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 270 new positions, 176 exits, 1608 increased. Top move: SPY (INCREASED, conviction 52). Portfolio: $70.0B across 3730 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