HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,220 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP | 5.6M | $381.7M | 2.9% | $48.91 | 0.00% | 1 qtr | New 80 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $380.2M | 2.9% | $222.81 | 0.00% | 1 qtr | New 80 |
APPLE INC | 2M | $312.1M | 2.4% | $37.39 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 2.7M | $276.6M | 2.1% | $93.93 | 0.00% | 1 qtr | New 80 |
JOHNSON & JOHNSON | 1.5M | $193.2M | 1.5% | $104.55 | 0.00% | 1 qtr | New 70 |
BERKSHIRE HATHAWAY INC-CL B | 825,378 | $168.4M | 1.3% | $202.08 | 0.00% | 1 qtr | New 69 |
MCDONALDS CORP | 847,489 | $150.5M | 1.2% | $149.20 | 0.00% | 1 qtr | New 69 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 896,415 | $138.3M | 1.1% | $146.40 | 0.00% | 1 qtr | New 69 |
AMAZON.COM INC | 90,980 | $137.3M | 1.1% | $73.90 | 0.00% | 1 qtr | New 69 |
MERCK & CO. INC. | 1.8M | $135.5M | 1.0% | $57.90 | 0.00% | 1 qtr | New 69 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 962,365 | $126M | 1.0% | $31.08 | 0.00% | 1 qtr | New 59 |
JPMORGAN CHASE & CO | 1.2M | $117.9M | 0.9% | $79.22 | 0.00% | 1 qtr | New 59 |
PROCTER & GAMBLE CO/THE | 1.3M | $115.6M | 0.9% | $75.31 | 0.00% | 1 qtr | New 59 |
STEPAN CO | 1.5M | $110.1M | 0.8% | $66.02 | 0.00% | 1 qtr | New 59 |
VERIZON COMMUNICATIONS INC | 1.9M | $108.2M | 0.8% | $37.01 | 0.00% | 1 qtr | New 59 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 960,484 | $106.7M | 0.8% | $94.94 | 0.00% | 1 qtr | New 59 |
INVESCO S&P 500 EQUAL WEIGHT | 1.1M | $103.7M | 0.8% | $80.22 | 0.00% | 1 qtr | New 58 |
INTEL CORP | 2.1M | $98.8M | 0.8% | $40.23 | 0.00% | 1 qtr | New 58 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 997,936 | $97.7M | 0.7% | $85.17 | 0.00% | 1 qtr | New 58 |
AT&T INC | 3.4M | $96.3M | 0.7% | $12.82 | 0.00% | 1 qtr | New 58 |
HighTower Advisors, LLC manages $13B across 2220 positions as of Q4 2018. Top holdings: XOM (2.9%), SPY (2.9%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 2074 new positions, 0 exits, 0 increased. Top move: XOM (NEW, conviction 80). Portfolio: $13.0B across 2220 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer