HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,339 positions
APPLE INC | 11M | $2B | 4.3% | $84.76 | +104.62% | 8 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 4.3M | $1.4B | 3.2% | $160.63 | +101.31% | 13 qtrssince 2018-Q4 | Increased 65 |
BERKSHIRE HATHAWAY INC DEL | 2,182 | $983.4M | 2.2% | $274,794.43 | +64.74% | 8 qtrssince 2020-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 1.9M | $893.5M | 2.0% | $272.76 | +63.44% | 13 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 1.5M | $722.9M | 1.6% | $351.06 | +27.15% | 13 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 3.5M | $594.9M | 1.3% | $125.28 | +19.53% | 13 qtrssince 2018-Q4 | Increased 58 |
AMAZON COM INC | 173,785 | $579.1M | 1.3% | $121.03 | +37.75% | 8 qtrssince 2020-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 1.9M | $568.8M | 1.2% | $205.66 | +45.38% | 8 qtrssince 2020-Q1 | Increased 52 |
ALPHABET INC | 184,369 | $534.2M | 1.2% | $93.86 | +52.87% | 13 qtrssince 2018-Q4 | Increased 60 |
VANGUARD INDEX FDS | 988,601 | $431.6M | 0.9% | $344.59 | +18.54% | 4 qtrssince 2021-Q1 | Increased 47 |
PEPSICO INC | 2.1M | $359.6M | 0.8% | $114.56 | +29.81% | 13 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 1.1M | $336.4M | 0.7% | $36.29 | +104.81% | 13 qtrssince 2018-Q4 | Increased 46 |
VISA INC | 1.5M | $325.2M | 0.7% | $205.56 | +1.68% | 4 qtrssince 2021-Q1 | Increased 50 |
PROCTER & GAMBLE CO | 1.9M | $315.6M | 0.7% | $98.13 | +47.51% | 13 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 5.1M | $314.4M | 0.7% | $47.32 | +10.72% | 13 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $307.4M | 0.7% | $92.25 | +52.38% | 13 qtrssince 2018-Q4 | Increased 49 |
MCDONALDS CORP | 1.1M | $302.1M | 0.7% | $168.45 | +42.43% | 13 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC | 100,951 | $292.3M | 0.6% | $75.84 | +88.97% | 13 qtrssince 2018-Q4 | Increased 48 |
VANGUARD SPECIALIZED FUNDS | 1.7M | $290.5M | 0.6% | $134.33 | +17.17% | 4 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TR | 1.7M | $288.4M | 0.6% | $150.28 | +12.99% | 13 qtrssince 2018-Q4 | Decreased 0 |
HighTower Advisors, LLC manages $45.6B across 3339 positions as of Q4 2021. Top holdings: AAPL (4.3%), MSFT (3.2%), BRK/A (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 309 new positions, 240 exits, 1648 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $45.6B across 3339 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
Verify source filings on SEC EDGAR