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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3496 檔
8.6%
As reported in its official Q4 2024 Form 13F filing, HighTower Advisors, LLC's tracked investment portfolio stood at $103.2B with 3496 total positions.
During Q4 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 3496 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.05% | +3.79% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.18% | +6.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.16% | +1.42% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.76% | -0.12% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.12% | +4.66% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.16% | +3.94% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.05% | +14.46% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.03% | +3.69% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -1.29% | EXIT | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.01% | +4.56% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.11% | +0.42% | |
| 12 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.96% | +0.20% | +42.89% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | +5.38% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.06% | +1.19% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.15% | +8.84% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.08% | +2.36% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.29% | +7.40% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.01% | +0.73% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.05% | +3.35% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.05% | -5.91% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.02% | +6.08% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | -0.03% | +3.92% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.07% | +0.91% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | — | -0.77% | |
| 25 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.58% | -0.05% | +2.97% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | — | +9.37% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.04% | +7.62% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.05% | +30.36% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.55% | +0.02% | +115.25% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.15% | -0.44% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +10.64% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.12% | +0.10% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.13% | +20.29% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.08% | +14.36% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | +4.12% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.01% | +6.63% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.06% | +14.33% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.12% | +11.08% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.24% | +7.95% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | +0.03% | -4.95% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | — | +10.02% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.01% | +18.37% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.04% | +18.34% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | -3.35% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.10% | -5.24% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.03% | +1.64% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.10% | +6.80% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | — | +209.29% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.03% | +1.99% | |
| 50 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.37% | — | +3.61% |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3496 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 8.6% of total reported equity market value during Q4 2024.
During Q4 2024, HighTower Advisors, LLC's top holdings by market value included AAPL (3.9%)、MSFT (2.9%)、IVV (1.9%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q4 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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