HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,339 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11M | $2B | 4.3% | $111.65 | +55.35% | 8 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 4.3M | $1.4B | 3.2% | $161.36 | +103.48% | 13 qtrssince 2018-Q4 | Increased 65 |
BERKSHIRE HATHAWAY INC-CL A | 2,182 | $983.4M | 2.2% | $274,794.43 | +64.74% | 8 qtrssince 2020-Q1 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $893.5M | 2.0% | $274.67 | +63.98% | 13 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE S&P 500 ETF | 1.5M | $722.9M | 1.6% | $356.31 | +26.63% | 13 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 3.5M | $594.9M | 1.3% | $126.92 | +20.76% | 13 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 173,785 | $579.1M | 1.3% | $121.58 | +38.71% | 8 qtrssince 2020-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $568.8M | 1.2% | $205.58 | +45.92% | 8 qtrssince 2020-Q1 | Increased 52 |
ALPHABET INC-CL A | 184,369 | $534.2M | 1.2% | $94.45 | +53.63% | 13 qtrssince 2018-Q4 | Increased 60 |
VANGUARD S&P 500 ETF | 988,601 | $431.6M | 0.9% | $346.92 | +19.10% | 4 qtrssince 2021-Q1 | Increased 47 |
PEPSICO INC | 2.1M | $359.6M | 0.8% | $117.92 | +29.17% | 13 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.1M | $336.4M | 0.7% | $36.32 | +104.81% | 13 qtrssince 2018-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 1.5M | $325.2M | 0.7% | $205.56 | +1.68% | 4 qtrssince 2021-Q1 | Increased 50 |
PROCTER & GAMBLE CO/THE | 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% | $92.89 | +52.92% | 13 qtrssince 2018-Q4 | Increased 49 |
MCDONALDS CORP | 1.1M | $302.1M | 0.7% | $170.54 | +42.98% | 13 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL C | 100,951 | $292.3M | 0.6% | $76.25 | +90.06% | 13 qtrssince 2018-Q4 | Increased 48 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.7M | $290.5M | 0.6% | $136.18 | +16.84% | 4 qtrssince 2021-Q1 | Increased 46 |
SPDR GOLD TRUST | 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 Rating: 4.5/5.0.
Active quarter - 307 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