HighTower Advisors Portfolio holdings
AUM
$91.4B
1-Year Est. Return
20.23%
This Fund
S&P 500
1 Year Est. Return
+20.23%
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 | 13.97% |
| 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 | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Mid-Cap ETF
IJH
$112B
| $507M | 0.58% |
7,766,194
+296,329
|
|
||
27
Vanguard Dividend Appreciation ETF
VIG
$106B
| $506M | 0.57% |
2,345,899
+72,180
|
|
||
28
Visa
V
$638B
| $486M | 0.55% |
1,422,844
+16,115
|
|
||
29
PepsiCo
PEP
$233B
| $483M | 0.55% |
3,438,441
+536,099
|
|
||
30
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$538M
| $473M | 0.54% |
12,221,580
+263,500
|
|
||
31
Oracle
ORCL
$410B
| $465M | 0.53% |
1,653,059
-30,495
|
|
||
32
iShares Core MSCI EAFE ETF
IEFA
$176B
| $419M | 0.48% |
4,803,075
-89,338
|
|
||
33
Tesla
TSLA
$1.54T
| $412M | 0.47% |
926,332
+25,490
|
|
||
34
McDonald's
MCD
$233B
| $406M | 0.46% |
1,337,403
+97,363
|
|
||
35
Costco
COST
$444B
| $393M | 0.45% |
424,814
+10,149
|
|
||
36
Cisco
CSCO
$335B
| $389M | 0.44% |
5,685,868
+96,203
|
|
||
37
Eli Lilly
LLY
$947B
| $386M | 0.44% |
506,233
+7,392
|
|
||
38
IBM
IBM
$279B
| $386M | 0.44% |
1,368,186
+89,893
|
|
||
39
Home Depot
HD
$383B
| $384M | 0.44% |
948,549
+25,155
|
|
||
40
AbbVie
ABBV
$395B
| $380M | 0.43% |
1,641,784
+51,071
|
|
||
41
Procter & Gamble
PG
$370B
| $379M | 0.43% |
2,464,930
+49,983
|
|
||
42
Schwab US Large- Cap ETF
SCHX
$64.4B
| $374M | 0.42% |
14,199,707
-86,994
|
|
||
43
Chevron
CVX
$358B
| $370M | 0.42% |
2,382,701
-16,154
|
|
||
44
iShares Core S&P Small-Cap ETF
IJR
$97.1B
| $354M | 0.4% |
2,977,717
+128,435
|
|
||
45
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$452M
| $352M | 0.4% |
7,090,064
+438,682
|
|
||
46
Bank of America
BAC
$408B
| $350M | 0.4% |
6,780,890
+414,977
|
|
||
47
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
| $349M | 0.4% |
10,445,370
+303,891
|
|
||
48
RTX Corp
RTX
$266B
| $339M | 0.38% |
2,025,185
-219,867
|
|
||
49
iShares Core Dividend Growth ETF
DGRO
$38.6B
| $338M | 0.38% |
4,961,939
+673,706
|
|
||
50
Merck
MRK
$303B
| $325M | 0.37% |
3,869,125
+102,336
|
|