HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,730 positions
APPLE INC | 11M | $2.6B | 3.7% | $94.25 | +145.17% | 19 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.8M | $2.1B | 2.9% | $181.68 | +133.17% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $1.3B | 1.9% | $372.42 | +51.14% | 24 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 1,891 | $1.3B | 1.9% | $283,808.76 | +141.78% | 19 qtrssince 2020-Q1 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 1.8M | $1.1B | 1.5% | $301.13 | +86.24% | 24 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 2M | $1.1B | 1.5% | $377.28 | +36.54% | 15 qtrssince 2021-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 2.2M | $997.7M | 1.4% | $240.63 | +91.28% | 19 qtrssince 2020-Q1 | Increased 50 |
AMAZON COM INC | 5.3M | $984.4M | 1.4% | $120.93 | +54.09% | 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 CORPORATION | 6.8M | $824.6M | 1.2% | $14.19 | +753.58% | 24 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 4M | $655.4M | 0.9% | $97.42 | +69.05% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $576.3M | 0.8% | $105.88 | +91.11% | 24 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 3.6M | $575.6M | 0.8% | $129.80 | +18.27% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD TAX-MANAGED FDS | 10.5M | $554.4M | 0.8% | $41.81 | +19.14% | 15 qtrssince 2021-Q1 | Increased 45 |
SHARKNINJA INC | 5M | $546.2M | 0.8% | $47.28 | +124.18% | 5 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $538M | 0.8% | $44.15 | +43.63% | 15 qtrssince 2021-Q1 | Decreased 0 |
INVESCO QQQ TR | 1.1M | $526.3M | 0.8% | $475.64 | +1.66% | 2 qtrssince 2024-Q2 | Increased 46 |
VANGUARD INDEX FDS | 1.7M | $488.1M | 0.7% | $210.70 | +31.22% | 15 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 7.1M | $439.3M | 0.6% | $44.76 | +35.66% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD SPECIALIZED FUNDS | 2.2M | $438M | 0.6% | $139.33 | +37.45% | 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 Score: 4/5.0.
Active quarter - 271 new positions, 177 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
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