HighTower Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,644 positions
APPLE INC | 11M | $3B | 3.3% | $104.35 | +159.81% | 24 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 5M | $2.4B | 2.6% | $197.89 | +142.84% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.7M | $1.8B | 2.0% | $405.50 | +67.53% | 29 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 2.6M | $1.6B | 1.8% | $417.13 | +49.05% | 20 qtrssince 2021-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2,078 | $1.6B | 1.7% | $343,128.87 | +120.15% | 24 qtrssince 2020-Q1 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.4B | 1.5% | $328.52 | +105.96% | 29 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 7.2M | $1.3B | 1.5% | $27.84 | +568.40% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 5.6M | $1.3B | 1.4% | $132.77 | +73.85% | 24 qtrssince 2020-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 2.5M | $1.3B | 1.4% | $272.50 | +84.46% | 24 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 3.9M | $1.2B | 1.3% | $100.18 | +211.84% | 29 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 8.1M | $971.5M | 1.1% | $76.30 | +57.51% | 29 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.4M | $900.4M | 1.0% | $474.28 | +38.82% | 29 qtrssince 2018-Q4 | Increased 68 |
JPMORGAN CHASE & CO | 2.7M | $861M | 0.9% | $113.39 | +180.20% | 29 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.9M | $817.2M | 0.9% | $131.93 | +54.38% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $769.3M | 0.8% | $47.35 | +71.15% | 20 qtrssince 2021-Q1 | Decreased 0 |
BROADCOM INC | 2.2M | $747.7M | 0.8% | $34.76 | +890.30% | 29 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 1.2M | $739.4M | 0.8% | $482.78 | +28.30% | 7 qtrssince 2024-Q2 | Increased 45 |
VANGUARD INDEX FDS | 2.2M | $732.4M | 0.8% | $239.06 | +39.06% | 20 qtrssince 2021-Q1 | Increased 44 |
SHARKNINJA INC | 6.3M | $708.1M | 0.8% | $61.84 | +83.85% | 10 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 11.1M | $692.9M | 0.8% | $43.65 | +41.77% | 20 qtrssince 2021-Q1 | Increased 45 |
HighTower Advisors, LLC manages $91.4B across 3644 positions as of Q4 2025. Top holdings: AAPL (3.3%), MSFT (2.6%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 243 new positions, 234 exits, 1660 increased. Top move: META (INCREASED, conviction 68). Portfolio: $91.4B across 3644 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
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