HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,633 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 12.4M | $2.4B | 4.0% | $117.25 | +62.22% | 16 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 5.2M | $2B | 3.3% | $182.66 | +102.85% | 21 qtrssince 2018-Q4 | Increased 59 |
BERKSHIRE HATHAWAY INC-CL A | 1,993 | $1.1B | 1.8% | $276,441.67 | +96.29% | 16 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $1B | 1.8% | $370.47 | +25.57% | 21 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $1B | 1.7% | $293.28 | +58.16% | 21 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 2.6M | $922.5M | 1.5% | $239.78 | +48.74% | 16 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 5.6M | $851.8M | 1.4% | $110.82 | +37.10% | 16 qtrssince 2020-Q1 | Increased 50 |
VANGUARD S&P 500 ETF | 1.8M | $781.3M | 1.3% | $362.05 | +17.63% | 12 qtrssince 2021-Q1 | Increased 52 |
JOHNSON & JOHNSON | 3.9M | $611.8M | 1.0% | $130.96 | +12.57% | 21 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 4.2M | $593.4M | 1.0% | $99.48 | +39.36% | 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% | $105.13 | +54.05% | 21 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 6.6M | $464.2M | 0.8% | $58.14 | +12.81% | 21 qtrssince 2018-Q4 | Increased 45 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $445.3M | 0.7% | $353.49 | +14.59% | 2 qtrssince 2023-Q3 | Increased 44 |
PEPSICO INC | 2.6M | $439.3M | 0.7% | $127.89 | +23.74% | 21 qtrssince 2018-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 1.6M | $415.9M | 0.7% | $208.66 | +22.22% | 12 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 8.6M | $414.1M | 0.7% | $41.12 | +8.98% | 12 qtrssince 2021-Q1 | Increased 48 |
NVIDIA CORP | 788,950 | $390.4M | 0.7% | $19.47 | +154.21% | 21 qtrssince 2018-Q4 | Increased 46 |
VANGUARD GROWTH ETF | 1.3M | $389.7M | 0.7% | $41.89 | +22.24% | 12 qtrssince 2021-Q1 | Increased 47 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $389.2M | 0.7% | $205.87 | +12.33% | 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 Rating: 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer