HighTower Advisors Portfolio holdings
AUM
$79.8B
1-Year Est. Return
17.44%
1 Year Est. Return
+17.44%
AUM
$73.7B
AUM Growth
+$564M
(+0.77%)
Holding
3,730
Top Buys
| 1 | +$139M | |
| 2 | +$137M | |
| 3 | +$81.5M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$79M |
| 5 |
American Electric Power
AEP
|
+$72.9M |
Top Sells
| 1 | +$86.3M | |
| 2 | +$83.9M | |
| 3 | +$64.7M | |
| 4 |
IBM
IBM
|
+$56.7M |
| 5 |
General Motors
GM
|
+$48.9M |
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Financials | 10.91% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Healthcare | 5.9% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.7T
| $2.45B | 3.32% |
11,026,265
-388,336
|
|
||
2
Microsoft
MSFT
$3.82T
| $1.86B | 2.53% |
4,956,755
-67,107
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.07T
| $1.52B | 2.06% |
1,903
+12
|
|
||
4
iShares Core S&P 500 ETF
IVV
$660B
| $1.44B | 1.95% |
2,562,155
+248,194
|
|
||
|
5
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.33B | 1.8% |
2,494,554
+14,405
|
|
||
6
Vanguard S&P 500 ETF
VOO
$757B
| $1.23B | 1.66% |
2,387,112
+266,055
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$661B
| $1.06B | 1.44% |
1,898,202
-256
|
|
||
8
Amazon
AMZN
$2.3T
| $992M | 1.35% |
5,211,444
-339,986
|
|
||
9
Exxon Mobil
XOM
$476B
| $960M | 1.3% |
8,072,641
-705,364
|
|
||
10
NVIDIA
NVDA
$4.38T
| $774M | 1.05% |
7,144,518
+170,536
|
|
||
11
JPMorgan Chase
JPM
$832B
| $665M | 0.9% |
2,711,347
-170,104
|
|
||
12
Johnson & Johnson
JNJ
$460B
| $661M | 0.9% |
3,982,788
+228,794
|
|
||
13
Alphabet (Google) Class A
GOOGL
$3.04T
| $605M | 0.82% |
3,913,902
-12,823
|
|
||
14
SharkNinja
SN
$13.4B
| $588M | 0.8% |
7,045,186
-134,570
|
|
||
15
Invesco QQQ Trust
QQQ
$383B
| $557M | 0.76% |
1,187,148
+57,483
|
|
||
16
Vanguard Growth ETF
VUG
$195B
| $548M | 0.74% |
1,478,780
+60,774
|
|
||
17
Visa
V
$671B
| $537M | 0.73% |
1,531,986
-49,140
|
|
||
18
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $526M | 0.71% |
10,356,242
-218,814
|
|
||
19
Vanguard Value ETF
VTV
$148B
| $505M | 0.69% |
2,924,994
+471,994
|
|
||
20
SPDR Gold Trust
GLD
$135B
| $462M | 0.63% |
1,604,924
-40,843
|
|
||
21
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$489M
| $459M | 0.62% |
11,678,752
+133,899
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$545B
| $445M | 0.6% |
1,618,346
-3,524
|
|
||
23
Procter & Gamble
PG
$345B
| $433M | 0.59% |
2,540,275
+29,229
|
|
||
24
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $431M | 0.58% |
7,383,609
+56,689
|
|
||
25
Schwab International Equity ETF
SCHF
$52B
| $428M | 0.58% |
21,650,268
-212,179
|
|