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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3796 檔
11.0%
As reported in its official Q1 2026 Form 13F filing, HighTower Advisors, LLC's tracked investment portfolio stood at $103.2B with 3796 total positions.
In Q1 2026, HighTower Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3796 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.05% | +6.95% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | -0.29% | +165.51% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | +0.16% | +18.43% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.18% | +1.07% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.93% | +0.03% | +39.62% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.16% | +2.90% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.53% | -0.12% | -3.46% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.01% | +6.97% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -1.29% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.12% | +2.26% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.05% | -2.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.11% | -3.24% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.13% | +1.19% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | — | -0.37% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.01% | +5.36% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.05% | +2.45% | |
| 17 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.74% | +0.20% | +4.73% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.08% | +4.26% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.06% | +0.79% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.04% | +1.74% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.15% | -0.81% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.24% | +7.82% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.07% | +0.79% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.15% | -2.82% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | +8.01% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | -0.52% | |
| 27 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.56% | -0.05% | +0.89% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.56% | +0.02% | +2.77% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.03% | -1.85% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | +0.03% | +4.20% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | — | -0.29% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.02% | +5.30% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | — | -4.79% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.05% | +3.67% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.06% | +1.59% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.13% | -6.39% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.05% | -1.57% | |
| 38 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.43% | — | +4.26% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.03% | -6.80% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.08% | -9.62% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | — | +10.71% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | -0.02% | +14.55% | |
| 43 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.40% | -0.06% | +10.21% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | +0.61% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | +0.01% | +2.94% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.10% | +1.79% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.38% | +0.02% | -0.96% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.01% | +3.34% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.05% | -8.83% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.05% | +2.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.8% | +165.51% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +39.62% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -10.95% | Trim |
| 4 | CVX | Chevron CORP | +0.2% | +7.82% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.43% | Add |
| 6 | UMI | Uscf Midstream Energy Income | +0.1% | +10.21% | Add |
| 7 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +2796.65% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +45.27% | Add |
| 9 | PEP | Pepsico Inc | +0.1% | +8.01% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +3.67% | Add |
| 11 | PLPC | Preformed Line Products Co | +0.1% | +0.19% | Add |
| 12 | GBDC | Golub Capital Bdc Inc | +0.1% | +206.60% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -6.39% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +14.55% | Add |
| 15 | GIS | General Mills Inc | +0.1% | +109.54% | Add |
| 16 | LINE | Lineage Inc | 0% | +213.43% | Add |
| 17 | VZ | Verizon Communications Inc | 0% | -5.11% | Trim |
| 18 | SBUX | Starbucks CORP | 0% | +21.38% | Add |
| 19 | XLE | Ss Energy Select Sector | 0% | +11.66% | Add |
| 20 | MO | Altria Group Inc | 0% | +10.06% | Add |
| 21 | AMAT | Applied Materials Inc | 0% | +1.09% | Add |
| 22 | SNPS | Synopsys Inc | 0% | +446.83% | Add |
| 23 | OWL | Blue Owl Capital Inc | 0% | +175.40% | Add |
| 24 | FDX | Fedex CORP | 0% | +13.90% | Add |
| 25 | COP | Conocophillips | 0% | +9.71% | Add |
| 26 | EWZ | Ishares Msci Brazil ETF | 0% | +917.24% | Add |
| 27 | GLDM | Spdr Gold Minishares Trust | 0% | +18.82% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +5.36% | Add |
| 29 | PG | Procter & Gamble Co/the | 0% | +10.71% | Add |
| 30 | SIXH | Etc 6 Meridian Hedged Equity | 0% | +0.89% | Add |
| 31 | WMT | Walmart Inc | 0% | +0.61% | Add |
| 32 | GEV | GE Vernova Inc | 0% | +0.26% | Add |
| 33 | NEE | Nextera Energy Inc | 0% | +3.45% | Add |
| 34 | TGT | Target CORP | 0% | +105.87% | Add |
| 35 | PYLD | Pimco Multisector Bond Actv | 0% | +16.28% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.97% | Add |
| 37 | LMT | Lockheed Martin CORP | 0% | -7.28% | Trim |
| 38 | AEP | American Electric Power | 0% | +0.35% | Add |
| 39 | AMGN | Amgen Inc | 0% | +4.28% | Add |
| 40 | AVDE | Avantis International Equity | 0% | +12.56% | Add |
| 41 | KLAC | Kla CORP | 0% | +25.87% | Add |
| 42 | PKB | Invesco Building & Construct | 0% | +3327.12% | Add |
| 43 | OXY | Occidental Petroleum CORP | 0% | +76.39% | Add |
| 44 | VICI | Vici Properties Inc | 0% | +30.41% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | +5.30% | Add |
| 46 | MRK | Merck & Co. Inc. | 0% | -4.79% | Trim |
| 47 | SIXA | Etc 6 Meridian Mega Cap Equi | 0% | +4.26% | Add |
| 48 | UNP | Union Pacific CORP | 0% | +15.44% | Add |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +21.25% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | 0% | +2.77% | Add |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3796 disclosed positions in Q1 2026.
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, JNJ, IVV) accounted for 11.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $93.8M
Top Position Liquidated / Trimmed
EXK
前期市值: $124.7M
During Q1 2026, HighTower Advisors, LLC's top holdings by market value included AAPL (3.2%)、JNJ (2.7%)、IVV (2.2%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2026, HighTower Advisors, LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 115 positions, trimming 78 holdings, and fully liquidating 4 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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