HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,803 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.4M | $2.9B | 3.9% | $122.18 | +103.49% | 20 qtrssince 2020-Q1 | Increased 61 |
MICROSOFT CORP | 5M | $2.1B | 2.9% | $194.80 | +116.49% | 25 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P 500 ETF | 2.3M | $1.4B | 1.9% | $380.20 | +53.47% | 25 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL A | 1,891 | $1.3B | 1.8% | $283,808.76 | +138.94% | 20 qtrssince 2020-Q1 | Unchanged 0 |
AMAZON.COM INC | 5.6M | $1.2B | 1.7% | $117.75 | +87.95% | 20 qtrssince 2020-Q1 | Increased 53 |
VANGUARD S&P 500 ETF | 2.1M | $1.1B | 1.6% | $387.88 | +37.78% | 16 qtrssince 2021-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.1B | 1.5% | $267.36 | +69.12% | 20 qtrssince 2020-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $1.1B | 1.5% | $311.08 | +86.90% | 25 qtrssince 2018-Q4 | Increased 52 |
EXXON MOBIL CORP | 8.8M | $944.3M | 1.3% | $75.47 | +34.28% | 25 qtrssince 2018-Q4 | Increased 53 |
NVIDIA CORP | 7M | $936.5M | 1.3% | $113.95 | +20.62% | 25 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.9M | $743.3M | 1.0% | $99.48 | +91.48% | 25 qtrssince 2018-Q4 | Decreased 0 |
SHARKNINJA INC | 7.2M | $699M | 1.0% | $61.83 | +54.84% | 6 qtrssince 2023-Q3 | Increased 60 |
JPMORGAN CHASE & CO | 2.9M | $690.7M | 0.9% | $113.39 | +105.76% | 25 qtrssince 2018-Q4 | Increased 47 |
VANGUARD GROWTH ETF | 1.4M | $582M | 0.8% | $44.47 | +52.78% | 16 qtrssince 2021-Q1 | Increased 45 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $577.5M | 0.8% | $477.31 | +7.48% | 3 qtrssince 2024-Q2 | Increased 46 |
BROADCOM INC | 2.5M | $572.4M | 0.8% | $156.29 | +46.47% | 25 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.8M | $542.9M | 0.7% | $131.98 | +5.38% | 25 qtrssince 2018-Q4 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 10.6M | $505.7M | 0.7% | $42.24 | +9.39% | 16 qtrssince 2021-Q1 | Increased 44 |
VISA INC-CLASS A SHARES | 1.6M | $499.7M | 0.7% | $212.26 | +46.96% | 16 qtrssince 2021-Q1 | Increased 46 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $470M | 0.6% | $212.16 | +35.42% | 16 qtrssince 2021-Q1 | Decreased 0 |
HighTower Advisors, LLC manages $73.1B across 3803 positions as of Q4 2024. Top holdings: AAPL (3.9%), MSFT (2.9%), IVV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 254 new positions, 222 exits, 1742 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $73.1B across 3803 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