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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3629 檔
9.9%
During the Q3 2025 filing period, HighTower Advisors, LLC (CIK: 0001462245) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $103.2B across 3629 reported positions.
In Q3 2025, HighTower Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3629 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.05% | +2.88% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.18% | +3.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.16% | +1.88% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.16% | +3.89% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.01% | +3.51% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.57% | -0.12% | -2.61% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.03% | +22.86% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.05% | +1.51% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.12% | +4.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.11% | +6.47% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -1.29% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | +0.56% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.06% | +2.87% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.29% | -0.13% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.15% | +9.21% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.05% | +27.06% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.08% | +2.15% | |
| 18 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.74% | +0.20% | -10.19% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | +0.01% | +9.46% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.04% | +3.77% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | +10.26% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.13% | -5.58% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.07% | +2.35% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.15% | +1.44% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.59% | +0.02% | +2.23% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | -0.03% | +3.97% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | +3.17% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.05% | +1.15% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.12% | +18.47% | |
| 30 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.54% | -0.05% | +2.20% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.01% | -2.33% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | +0.03% | -1.83% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.01% | +3.98% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.06% | +7.70% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.05% | +2.76% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.03% | +1.76% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.08% | +1.44% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.12% | +7.07% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | +2.70% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.10% | +3.21% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | — | +2.07% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | +0.02% | -0.61% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.24% | -0.67% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.02% | +4.51% | |
| 45 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.40% | — | +6.60% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.04% | +6.52% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | — | +3.00% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.05% | -9.79% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | +0.01% | +15.71% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | — | +2.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +3.51% | Add |
| 2 | MSFT | Microsoft CORP | +0.4% | +3.37% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.47% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +2.15% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +27.06% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.89% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | -2.33% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -5.58% | Add |
| 9 | PLPC | Preformed Line Products Co | +0.2% | — | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +2.35% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +3.98% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +2.87% | Add |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | +10.26% | Add |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +8.98% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | +77.54% | Add |
| 16 | PYLD | Pimco Multisector Bond Actv | +0.1% | +95.51% | Add |
| 17 | VFLO | Victoryshares Free Cash Flow | +0.1% | +71.73% | Add |
| 18 | DGRO | Ishares Core Dividend Growth | +0.1% | +15.71% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +22.86% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +9.33% | Add |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +36.83% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +14.54% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +0.56% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +6.52% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | -0.54% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +1.17% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.21% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +23.14% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.49% | Trim |
| 30 | MS | Morgan Stanley | +0.1% | +4.29% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +6.53% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +1.88% | Add |
| 33 | BX | Blackstone Inc | 0% | +1.90% | Add |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +9.46% | Add |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +3.00% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +4.42% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | 0% | +2.23% | Add |
| 38 | VTV | Vanguard Value ETF | — | +3.77% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | — | +3.97% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.17% | Add |
| 41 | PEP | Pepsico Inc | 0% | +18.47% | Add |
| 42 | JNJ | Johnson & Johnson | -0.1% | -0.13% | Trim |
| 43 | AAPL | Apple Inc | -0.1% | +2.88% | Add |
| 44 | GM | General Motors Co | -0.1% | -83.75% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | +67.98% | Add |
| 46 | TFC | Truist Financial CORP | -0.2% | -75.37% | Trim |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -2.61% | Trim |
| 48 | QGRW | Wisdomtree US Quality Growth | — | NEW | New buy |
| 49 | WTV | Wisdomtree U.s. Value Fund | — | NEW | New buy |
| 50 | GFLW | Vs Free Cash Flow Growth ETF | — | NEW | New buy |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3629 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 9.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
QGRW
市值: $192.6M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $1.5B
During Q3 2025, HighTower Advisors, LLC's top holdings by market value included AAPL (3.3%)、MSFT (3.0%)、IVV (2.0%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q3 2025, HighTower Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 40 positions, trimming 7 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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