HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,626 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 9.2M | $1.2B | 5.1% | $104.13 | +23.71% | 4 qtrssince 2020-Q1 | Increased 73 |
BERKSHIRE HATHAWAY INC-CL A | 2,248 | $781.9M | 3.3% | $274,089.87 | +25.91% | 4 qtrssince 2020-Q1 | Increased 58 |
MICROSOFT CORP | 3.2M | $701.9M | 2.9% | $116.04 | +83.31% | 9 qtrssince 2018-Q4 | Increased 64 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $545.4M | 2.3% | $232.30 | +49.48% | 9 qtrssince 2018-Q4 | Increased 55 |
BERKSHIRE HATHAWAY INC-CL B | 1.7M | $394.6M | 1.6% | $196.04 | +17.14% | 4 qtrssince 2020-Q1 | Increased 65 |
AMAZON.COM INC | 121,005 | $394.5M | 1.6% | $103.82 | +58.24% | 4 qtrssince 2020-Q1 | Increased 54 |
JOHNSON & JOHNSON | 2.2M | $338.6M | 1.4% | $113.84 | +18.93% | 9 qtrssince 2018-Q4 | Increased 63 |
SPDR GOLD TRUST | 1.6M | $280.9M | 1.2% | $149.18 | +19.12% | 9 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1M | $247.7M | 1.0% | $33.97 | +71.86% | 9 qtrssince 2018-Q4 | Increased 53 |
EXXON MOBIL CORP | 6M | $246.4M | 1.0% | $47.32 | -28.64% | 9 qtrssince 2018-Q4 | Increased 53 |
STEPAN CO | 2M | $236.4M | 1.0% | $70.39 | +54.16% | 9 qtrssince 2018-Q4 | Increased 43 |
ISHARES CORE S&P 500 ETF | 581,758 | $218.5M | 0.9% | $257.24 | +35.13% | 9 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 1.7M | $212.1M | 0.9% | $83.65 | +31.04% | 9 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 1.5M | $208.4M | 0.9% | $84.97 | +41.34% | 9 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 2.2M | $203M | 0.8% | $71.82 | +17.97% | 9 qtrssince 2018-Q4 | Increased 58 |
MCDONALDS CORP | 941,528 | $202M | 0.8% | $157.98 | +19.47% | 9 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 1.2M | $184.2M | 0.8% | $103.57 | +21.91% | 9 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL A | 100,331 | $176.5M | 0.7% | $57.60 | +49.59% | 9 qtrssince 2018-Q4 | Increased 49 |
MERCK & CO. INC. | 2M | $166.6M | 0.7% | $59.21 | +10.80% | 9 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC-CLASS A | 588,582 | $160.7M | 0.7% | $168.36 | +60.36% | 9 qtrssince 2018-Q4 | Increased 51 |
HighTower Advisors, LLC manages $24B across 2626 positions as of Q4 2020. Top holdings: AAPL (5.1%), BRK/A (3.3%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 432 new positions, 373 exits, 1256 increased. Top move: AAPL (INCREASED, conviction 73). Portfolio: $24.0B across 2626 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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