HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,806 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.3M | $2.9B | 3.3% | $125.87 | +101.55% | 23 qtrssince 2020-Q1 | Increased 60 |
MICROSOFT CORP | 5M | $2.6B | 3.0% | $199.12 | +157.96% | 28 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE S&P 500 ETF | 2.6M | $1.8B | 2.0% | $402.30 | +65.15% | 28 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 2.7M | $1.6B | 1.8% | $419.15 | +45.15% | 19 qtrssince 2021-Q1 | Increased 52 |
NVIDIA CORP | 7.6M | $1.4B | 1.6% | $116.96 | +55.47% | 28 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL A | 1,829 | $1.4B | 1.6% | $287,002.29 | +161.08% | 23 qtrssince 2020-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2M | $1.3B | 1.5% | $330.72 | +100.08% | 28 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.3B | 1.4% | $272.27 | +83.36% | 23 qtrssince 2020-Q1 | Increased 51 |
AMAZON.COM INC | 5.5M | $1.2B | 1.4% | $123.07 | +80.53% | 23 qtrssince 2020-Q1 | Increased 51 |
ALPHABET INC-CL A | 4M | $974.6M | 1.1% | $102.23 | +138.57% | 28 qtrssince 2018-Q4 | Increased 51 |
EXXON MOBIL CORP | 8.2M | $927.6M | 1.1% | $76.30 | +47.41% | 28 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 2.7M | $858.6M | 1.0% | $114.49 | +173.16% | 28 qtrssince 2018-Q4 | Increased 45 |
VANGUARD GROWTH ETF | 1.6M | $765.9M | 0.9% | $47.40 | +68.09% | 19 qtrssince 2021-Q1 | Increased 46 |
JOHNSON & JOHNSON | 4M | $736.5M | 0.8% | $133.60 | +35.09% | 28 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.2M | $721.6M | 0.8% | $482.57 | +23.91% | 6 qtrssince 2024-Q2 | Increased 47 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.2M | $716.3M | 0.8% | $240.47 | +35.64% | 19 qtrssince 2021-Q1 | Increased 55 |
BROADCOM INC | 2.2M | $712.8M | 0.8% | $156.29 | +109.91% | 28 qtrssince 2018-Q4 | Decreased 0 |
SHARKNINJA INC | 6.3M | $652.9M | 0.7% | $61.84 | +71.77% | 9 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 10.9M | $651M | 0.7% | $43.67 | +34.47% | 19 qtrssince 2021-Q1 | Increased 49 |
VANGUARD VALUE ETF | 3.3M | $606.5M | 0.7% | $143.69 | +28.61% | 19 qtrssince 2021-Q1 | Increased 46 |
HighTower Advisors, LLC manages $88.1B across 3806 positions as of Q3 2025. Top holdings: AAPL (3.3%), MSFT (3.0%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 256 new positions, 211 exits, 1931 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $88.1B across 3806 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