HighTower Advisors Portfolio holdings
AUM
$79.8B
1-Year Est. Return
17.44%
1 Year Est. Return
+17.44%
AUM
$79.8B
AUM Growth
+$6.15B
(+8.3%)
Holding
3,757
Top Buys
| 1 | +$113M | |
| 2 | +$107M | |
| 3 | +$96.7M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$79.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$76.9M |
Top Sells
| 1 | +$48.6M | |
| 2 | +$46.9M | |
| 3 | +$44.7M | |
| 4 |
Visa
V
|
+$44.5M |
| 5 |
GMO US Quality ETF
QLTY
|
+$43.7M |
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Financials | 10.32% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.82T
| $2.48B | 3.1% |
4,977,014
+20,259
|
|
||
2
Apple
AAPL
$3.7T
| $2.24B | 2.81% |
10,935,498
-90,767
|
|
||
3
iShares Core S&P 500 ETF
IVV
$660B
| $1.59B | 2% |
2,567,597
+5,442
|
|
||
4
Vanguard S&P 500 ETF
VOO
$757B
| $1.45B | 1.82% |
2,557,272
+170,160
|
|
||
5
Berkshire Hathaway Class A
BRK.A
$1.07T
| $1.37B | 1.71% |
1,878
-25
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$661B
| $1.22B | 1.53% |
1,972,545
+74,343
|
|
||
|
7
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.2B | 1.51% |
2,474,546
-20,008
|
|
||
8
Amazon
AMZN
$2.3T
| $1.19B | 1.49% |
5,416,060
+204,616
|
|
||
9
NVIDIA
NVDA
$4.38T
| $1.16B | 1.45% |
7,319,887
+175,369
|
|
||
10
Exxon Mobil
XOM
$476B
| $867M | 1.09% |
8,041,923
-30,718
|
|
||
11
JPMorgan Chase
JPM
$832B
| $785M | 0.98% |
2,706,677
-4,670
|
|
||
12
SharkNinja
SN
$13.4B
| $698M | 0.87% |
7,047,550
+2,364
|
|
||
13
Alphabet (Google) Class A
GOOGL
$3.04T
| $697M | 0.87% |
3,955,210
+41,308
|
|
||
14
Vanguard Growth ETF
VUG
$195B
| $680M | 0.85% |
1,552,072
+73,292
|
|
||
15
Invesco QQQ Trust
QQQ
$383B
| $631M | 0.79% |
1,144,734
-42,414
|
|
||
16
Broadcom
AVGO
$1.66T
| $612M | 0.77% |
2,219,820
-170,053
|
|
||
17
Johnson & Johnson
JNJ
$460B
| $608M | 0.76% |
3,977,429
-5,359
|
|
||
18
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $566M | 0.71% |
9,925,236
-431,006
|
|
||
19
Vanguard Value ETF
VTV
$148B
| $554M | 0.69% |
3,133,973
+208,979
|
|
||
|
20
Meta Platforms (Facebook)
META
$1.8T
| $533M | 0.67% |
721,510
+104,234
|
|
||
21
Vanguard Total Stock Market ETF
VTI
$545B
| $522M | 0.65% |
1,717,728
+99,382
|
|
||
|
22
Visa
V
$671B
| $499M | 0.63% |
1,406,729
-125,257
|
|
||
23
iShares Russell 1000 Growth ETF
IWF
$122B
| $497M | 0.62% |
1,170,425
+3,278
|
|
||
24
Schwab International Equity ETF
SCHF
$52B
| $484M | 0.61% |
21,922,381
+272,113
|
|
||
25
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $465M | 0.58% |
2,273,719
+75,900
|
|