HighTower Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,806 positions
APPLE INC | 11.3M | $2.9B | 3.3% | $104.35 | +143.11% | 23 qtrssince 2020-Q1 | Increased 60 |
MICROSOFT CORP | 5M | $2.6B | 3.0% | $197.89 | +159.59% | 28 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 2.6M | $1.8B | 2.0% | $397.81 | +66.28% | 28 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.7M | $1.6B | 1.8% | $417.13 | +45.14% | 19 qtrssince 2021-Q1 | Increased 52 |
NVIDIA CORPORATION | 7.6M | $1.4B | 1.6% | $27.84 | +568.64% | 28 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 1,829 | $1.4B | 1.6% | $287,002.29 | +161.08% | 23 qtrssince 2020-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.3B | 1.5% | $328.52 | +100.62% | 28 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 2.5M | $1.3B | 1.4% | $272.50 | +84.49% | 23 qtrssince 2020-Q1 | Increased 51 |
AMAZON COM INC | 5.5M | $1.2B | 1.4% | $130.45 | +68.31% | 23 qtrssince 2020-Q1 | Increased 51 |
ALPHABET INC | 4M | $974.6M | 1.1% | $100.18 | +142.04% | 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% | $113.39 | +172.97% | 28 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.6M | $765.9M | 0.9% | $47.35 | +68.09% | 19 qtrssince 2021-Q1 | Increased 46 |
JOHNSON & JOHNSON | 4M | $736.5M | 0.8% | $131.93 | +37.44% | 28 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 1.2M | $721.6M | 0.8% | $482.57 | +23.91% | 6 qtrssince 2024-Q2 | Increased 47 |
VANGUARD INDEX FDS | 2.2M | $716.3M | 0.8% | $238.98 | +35.77% | 19 qtrssince 2021-Q1 | Increased 55 |
BROADCOM INC | 2.2M | $712.8M | 0.8% | $34.76 | +842.17% | 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 TAX-MANAGED FDS | 10.9M | $651M | 0.7% | $43.27 | +34.90% | 19 qtrssince 2021-Q1 | Increased 49 |
VANGUARD INDEX FDS | 3.3M | $606.5M | 0.7% | $141.61 | +29.05% | 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 Score: 4/5.0.
Active quarter - 260 new positions, 215 exits, 1932 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
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