HighTower Advisors Portfolio holdings
AUM
$88.1B
1-Year Est. Return
17.71%
1 Year Est. Return
+17.71%
AUM
$88.1B
AUM Growth
+$8.24B
(+10%)
Holding
3,841
Top Buys
| 1 | +$153M | |
| 2 | +$112M | |
| 3 | +$105M | |
| 4 |
Apple
AAPL
|
+$80.5M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$75.6M |
Top Sells
| 1 | +$170M | |
| 2 | +$102M | |
| 3 | +$74.1M | |
| 4 |
Hartford Municipal Opportunities ETF
HMOP
|
+$39.3M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$37M |
Sector Composition
| 1 | Technology | 13.98% |
| 2 | Financials | 9.7% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.98% |
| 5 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.12T
| $2.87B | 3.25% |
11,251,676
+316,178
|
|
||
2
Microsoft
MSFT
$3.59T
| $2.6B | 2.96% |
5,026,020
+49,006
|
|
||
3
iShares Core S&P 500 ETF
IVV
$736B
| $1.75B | 1.99% |
2,615,857
+48,260
|
|
||
4
Vanguard S&P 500 ETF
VOO
$826B
| $1.63B | 1.85% |
2,656,702
+99,430
|
|
||
5
NVIDIA
NVDA
$4.43T
| $1.41B | 1.6% |
7,552,277
+232,390
|
|
||
|
6
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.38B | 1.57% |
1,829
-49
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$704B
| $1.35B | 1.53% |
2,022,179
+49,634
|
|
||
|
8
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.26B | 1.43% |
2,511,835
+37,289
|
|
||
9
Amazon
AMZN
$2.45T
| $1.21B | 1.37% |
5,488,859
+72,799
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.88T
| $975M | 1.11% |
4,009,035
+53,825
|
|
||
11
Exxon Mobil
XOM
$491B
| $928M | 1.05% |
8,227,390
+185,467
|
|
||
12
JPMorgan Chase
JPM
$858B
| $859M | 0.97% |
2,721,718
+15,041
|
|
||
13
Vanguard Growth ETF
VUG
$204B
| $766M | 0.87% |
1,596,677
+44,605
|
|
||
14
Johnson & Johnson
JNJ
$487B
| $737M | 0.84% |
3,972,159
-5,270
|
|
||
15
Invesco QQQ Trust
QQQ
$408B
| $722M | 0.82% |
1,201,723
+56,989
|
|
||
16
Vanguard Total Stock Market ETF
VTI
$569B
| $716M | 0.81% |
2,182,592
+464,864
|
|
||
17
Broadcom
AVGO
$1.84T
| $713M | 0.81% |
2,160,641
-59,179
|
|
||
18
SharkNinja
SN
$15.3B
| $653M | 0.74% |
6,329,649
-717,901
|
|
||
19
Vanguard FTSE Developed Markets ETF
VEA
$188B
| $651M | 0.74% |
10,863,869
+938,633
|
|
||
20
Vanguard Value ETF
VTV
$155B
| $607M | 0.69% |
3,252,212
+118,239
|
|
||
21
iShares Russell 1000 Growth ETF
IWF
$125B
| $604M | 0.69% |
1,290,494
+120,069
|
|
||
22
Meta Platforms (Facebook)
META
$1.7T
| $566M | 0.64% |
770,421
+48,911
|
|
||
|
23
Alphabet (Google) Class C
GOOG
$3.89T
| $535M | 0.61% |
2,194,786
+49,159
|
|
||
24
SPDR Gold Trust
GLD
$142B
| $534M | 0.61% |
1,501,749
+28,848
|
|
||
25
Schwab International Equity ETF
SCHF
$54.1B
| $522M | 0.59% |
22,411,217
+488,836
|
|