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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3588 檔
8.9%
The Q2 2025 SEC filing reveals that HighTower Advisors, LLC held a total portfolio value of $103.2B, covering 3588 public equity positions.
During Q2 2025, HighTower Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IVV) accounted for 8.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 3588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.18% | +0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.05% | +1.13% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.16% | +0.21% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.16% | +7.13% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.71% | -0.12% | -1.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.03% | +11.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.05% | -0.80% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.12% | +4.12% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.01% | -0.25% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -1.29% | EXIT | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | — | -0.17% | |
| 12 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.87% | +0.20% | +0.03% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.11% | +1.02% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.06% | +4.96% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.15% | -3.69% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.08% | -12.65% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.29% | -0.13% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | +0.01% | -4.16% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.04% | +7.14% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.13% | +32.17% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.05% | +6.14% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.05% | -8.28% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | +0.28% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | +0.02% | +1.26% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | — | +3.45% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | -0.03% | +1.17% | |
| 27 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.58% | -0.05% | +2.39% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.15% | -7.88% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.05% | -9.18% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.03% | +0.88% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | -2.96% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.03% | +2.82% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | -4.93% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.12% | +6.37% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | -1.17% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.12% | -5.45% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.01% | -7.57% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.06% | +0.36% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | +0.02% | +1.97% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.24% | +3.67% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | — | -6.20% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.41% | -0.05% | -1.04% | |
| 43 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.40% | — | +2.58% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | +0.02% | -5.22% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.04% | -1.12% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | — | +2.91% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.04% | +7.96% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | — | +1.93% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.37% | — | +5.40% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.10% | +0.66% |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3588 disclosed positions in Q2 2025.
During Q2 2025, HighTower Advisors, LLC's top holdings by market value included MSFT (3.1%)、AAPL (2.8%)、IVV (2.0%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q2 2025, 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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