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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3304 檔
7.2%
In Q1 2024, HighTower Advisors, LLC's U.S. equity holdings reached a combined market value of $103.2B, distributed across 3304 disclosed stock positions.
During Q1 2024, HighTower Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.18% | -6.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.05% | -7.29% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.94% | -0.12% | -5.27% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.16% | +0.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.03% | -27.26% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.12% | -7.09% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.05% | -15.99% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.16% | -2.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.11% | -0.09% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -1.29% | EXIT | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.01% | -24.68% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.29% | -4.33% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | -11.50% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | +0.01% | +8.06% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.06% | -0.18% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.05% | -1.42% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | +0.03% | -12.68% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.12% | -6.27% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.05% | -0.58% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.03% | +405.43% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | +3.85% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | — | +1.50% | |
| 23 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.62% | -0.05% | +0.53% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -5.12% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | — | -2.36% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.15% | -14.28% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.08% | -5.03% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | — | -5.14% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.07% | -0.84% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.08% | -16.86% | |
| 31 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.54% | +0.20% | +9.57% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.02% | -0.62% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.10% | -2.39% | |
| 34 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.50% | — | -4.16% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | +0.02% | +39.59% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.13% | -12.77% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.03% | +4.83% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | — | +1.61% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.04% | -0.84% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.24% | +4.19% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.06% | -11.37% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.05% | -20.42% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.10% | -2.74% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | +0.12% | -7.22% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.04% | -14.99% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.04% | +3.68% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.37% | +0.02% | -0.35% | |
| 48 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.37% | — | +3.76% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.36% | +0.02% | -0.95% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | -0.05% | -8.41% |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3304 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-A) accounted for 7.2% of total reported equity market value during Q1 2024.
During Q1 2024, HighTower Advisors, LLC's top holdings by market value included MSFT (3.4%)、AAPL (3.2%)、BRK-A (1.9%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q1 2024, HighTower Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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