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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3457 檔
8.0%
At the close of Q3 2024, HighTower Advisors, LLC disclosed equity holdings valued at approximately $103.2B, spread across 3457 reported holdings.
During Q3 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 3457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.66% | +0.05% | -2.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.18% | -3.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.16% | +1.73% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.87% | -0.12% | +1.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | +0.03% | -18.59% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.16% | +5.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.05% | +0.39% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.12% | +1.57% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -1.29% | EXIT | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.01% | +0.99% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.11% | -5.24% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | +0.35% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.29% | +2.67% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.01% | +1.53% | |
| 15 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.78% | +0.20% | -8.60% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.06% | -0.99% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.15% | +6.61% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.05% | -6.03% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.03% | +2.55% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | — | +1.82% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.08% | +865.31% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | +2.95% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.05% | +0.13% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.60% | +0.02% | +3.09% | |
| 25 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.60% | -0.05% | +1.90% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | +0.02% | -0.09% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.15% | -3.18% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.04% | +2.90% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | -1.29% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | +0.03% | -2.51% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.07% | +2.32% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | — | +3.38% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.08% | -10.04% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.02% | +0.71% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.13% | -1.75% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.10% | -9.67% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.05% | -9.76% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | +4.63% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.06% | +8.64% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.12% | +6.41% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.24% | +11.68% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.10% | +2.68% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | — | +2.59% | |
| 44 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.38% | — | +3.04% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.05% | +17.80% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.01% | +3.07% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.03% | +3.20% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.07% | -0.25% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | +0.02% | +0.80% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | +0.02% | -0.78% |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3457 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 8.0% of total reported equity market value during Q3 2024.
During Q3 2024, HighTower Advisors, LLC's top holdings by market value included AAPL (3.7%)、MSFT (2.9%)、IVV (1.9%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q3 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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