HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,305 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $489.3M | 2.9% | $228.15 | +28.27% | 5 qtrssince 2018-Q4 | Increased 54 |
Microsoft Corp. | 2.6M | $407.2M | 2.4% | $95.11 | +56.44% | 5 qtrssince 2018-Q4 | Increased 53 |
EXXON MOBIL CORP | 5.6M | $388.2M | 2.3% | $49.10 | +6.40% | 5 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 1.4M | $209.4M | 1.2% | $104.39 | +16.15% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 1.5M | $208.2M | 1.2% | $81.57 | +42.81% | 5 qtrssince 2018-Q4 | Increased 49 |
STEPAN CO COM | 2M | $206.9M | 1.2% | $69.14 | +31.43% | 5 qtrssince 2018-Q4 | Increased 50 |
iShares Trust RUS 1000 GRW ETF | 948,467 | $166.9M | 1.0% | $31.56 | +33.68% | 5 qtrssince 2018-Q4 | Increased 44 |
Merck & Co., Inc | 1.8M | $160.5M | 0.9% | $58.04 | +21.16% | 5 qtrssince 2018-Q4 | Increased 44 |
McDonald's Corp. | 794,607 | $157.1M | 0.9% | $152.34 | +10.73% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.2M | $148.4M | 0.9% | $88.66 | +24.26% | 5 qtrssince 2018-Q4 | Increased 47 |
AT&T INC | 3.7M | $145.7M | 0.9% | $12.79 | +44.15% | 5 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 1.1M | $142.3M | 0.8% | $75.57 | +39.23% | 5 qtrssince 2018-Q4 | Increased 43 |
ISHARES CORE S&P SMALL CAP ETF | 1.7M | $138.8M | 0.8% | $66.17 | +14.30% | 5 qtrssince 2018-Q4 | Increased 49 |
VERIZON COMMUNICATIONS INC | 2.1M | $131.7M | 0.8% | $36.16 | +13.05% | 5 qtrssince 2018-Q4 | Increased 42 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 1.1M | $125.3M | 0.7% | $80.34 | +28.21% | 5 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO CO NEW | 2.3M | $124.3M | 0.7% | $40.96 | +10.73% | 5 qtrssince 2018-Q4 | Increased 44 |
INTEL CORP | 2M | $120.5M | 0.7% | $40.42 | +30.60% | 5 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 86,921 | $116.2M | 0.7% | $52.55 | +26.24% | 5 qtrssince 2018-Q4 | Increased 43 |
iShares Trust CORE S&P500 ETF | 354,915 | $114.7M | 0.7% | $235.60 | +24.28% | 5 qtrssince 2018-Q4 | Increased 43 |
Coca-Cola Co (The) | 1.9M | $107M | 0.6% | $37.70 | +19.80% | 5 qtrssince 2018-Q4 | Increased 42 |
HighTower Advisors, LLC manages $16.9B across 2305 positions as of Q4 2019. Top holdings: SPY (2.9%), MSFT (2.4%), XOM (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 187 new positions, 309 exits, 980 increased. Top move: SPY (INCREASED, conviction 54). Portfolio: $16.9B across 2305 positions.
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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
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