HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,633 positions
APPLE INC | 12.4M | $2.4B | 4.0% | $94.25 | +101.82% | 16 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 5.2M | $2B | 3.3% | $181.68 | +102.66% | 21 qtrssince 2018-Q4 | Increased 59 |
BERKSHIRE HATHAWAY INC DEL | 1,993 | $1.1B | 1.8% | $276,441.67 | +96.29% | 16 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.2M | $1B | 1.8% | $365.53 | +26.23% | 21 qtrssince 2018-Q4 | Increased 52 |
SPDR S&P 500 ETF TR | 2.1M | $1B | 1.7% | $291.20 | +58.05% | 21 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 2.6M | $922.5M | 1.5% | $239.77 | +48.75% | 16 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 5.6M | $851.8M | 1.4% | $119.51 | +27.13% | 16 qtrssince 2020-Q1 | Increased 50 |
VANGUARD INDEX FDS | 1.8M | $781.3M | 1.3% | $360.54 | +17.11% | 12 qtrssince 2021-Q1 | Increased 52 |
JOHNSON & JOHNSON | 3.9M | $611.8M | 1.0% | $129.18 | +12.31% | 21 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 4.2M | $593.4M | 1.0% | $97.42 | +42.03% | 21 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 5.4M | $534.2M | 0.9% | $54.95 | +68.58% | 21 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 3.1M | $530.4M | 0.9% | $104.09 | +54.11% | 21 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 6.6M | $464.2M | 0.8% | $58.14 | +12.81% | 21 qtrssince 2018-Q4 | Increased 45 |
INVESCO QQQ TR | 1.1M | $445.3M | 0.7% | $353.49 | +14.59% | 2 qtrssince 2023-Q3 | Increased 44 |
PEPSICO INC | 2.6M | $439.3M | 0.7% | $124.22 | +23.62% | 21 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 1.6M | $415.9M | 0.7% | $208.66 | +22.22% | 12 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED INTL FD | 8.6M | $414.1M | 0.7% | $40.73 | +8.99% | 12 qtrssince 2021-Q1 | Increased 48 |
NVIDIA CORP | 788,950 | $390.4M | 0.7% | $11.30 | +336.87% | 21 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.3M | $389.7M | 0.7% | $41.85 | +22.24% | 12 qtrssince 2021-Q1 | Increased 47 |
VANGUARD INDEX FDS | 1.6M | $389.2M | 0.7% | $204.51 | +12.12% | 12 qtrssince 2021-Q1 | Increased 59 |
HighTower Advisors, LLC manages $59.6B across 3633 positions as of Q4 2023. Top holdings: AAPL (4.0%), MSFT (3.3%), BRK/A (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 266 new positions, 221 exits, 1540 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $59.6B across 3633 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR