HighTower Advisors, LLC
CIK 1462245 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- AAPL4.01%
- MSFT3.06%
- BRK.A1.99%
- BRK.B1.72%
- IVV1.71%
- SPY1.67%
- AMZN1.33%
- VOO1.27%
- EXMOC1.17%
- JNJ1.12%
Share classes counted separately19.05%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $2.14B | 4.01% | 12.47M shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $1.63B | 3.06% | 5.16M shares | — | ↗▾ | |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.06B | 1.99% | 2.00K shares | — | ↗▾ | |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $916.87M | 1.72% | 2.62M shares | — | ↗▾ | |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $911.38M | 1.71% | 2.12M shares | — | ↗▾ | |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $888.30M | 1.67% | 2.08M shares | — | ↗▾ | |
| 07 | AMZNAMAZON.COM INC View history and evidence | $705.91M | 1.33% | 5.55M shares | — | ↗▾ | |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $678.16M | 1.27% | 1.73M shares | — | ↗▾ | |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $624.26M | 1.17% | 5.31M shares | — | ↗▾ | |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $596.97M | 1.12% | 3.83M shares | — | ↗▾ |
Options overlay 253
$28.96M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | Put | 1.53K | $13.17M | ▾ | |
ADBEADOBE INC View history and evidence | Put | 808 | $3.10M | ▾ | |
RTXRTX CORP View history and evidence | Put | 3.01K | $1.56M | ▾ |
3 / 253 options · preview only
Exited positions 295
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WEP MAGELLAN MIDSTREAM PARTNERS | Non-derivative | — | — | SEC filing ↗ | |
| KBWP INVESCO KBW PROPERTY & CASUA | Non-derivative | — | — | SEC filing ↗ | |
| SPAR SHYFT GROUP INC/THE | Non-derivative | — | — | SEC filing ↗ |
3 / 295 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1462245 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 53222634304
}Research all 3,558 reported holdings.
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