HighTower Advisors, LLC
CIK 1462245 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- AAPL4.03%
- MSFT3.31%
- BRK.A1.82%
- IVV1.76%
- SPY1.71%
- BRK.B1.55%
- AMZN1.43%
- VOO1.31%
- JNJ1.03%
- GOOGL1.00%
Share classes counted separately18.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EXMOCWeight decreased · -0.27 pp1.17% → 0.90%Shares +51.88K (+0.98%)
- MSFTWeight increased · +0.25 pp3.06% → 3.31%Shares +72.79K (+1.41%)
- VTIWeight increased · +0.19 pp0.46% → 0.65%Shares +493.91K (+43.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $2.40B | 4.03% | 12.45M shares | 4.01% → 4.03%+0.02 pp -27.08K (-0.22%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $1.97B | 3.31% | 5.23M shares | 3.06% → 3.31%+0.25 pp +72.79K (+1.41%) | Added | ↗▾ |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.08B | 1.82% | 1.99K shares | 1.99% → 1.82%-0.17 pp -2 (-0.10%) | Reduced | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $1.05B | 1.76% | 2.19M shares | 1.71% → 1.76%+0.05 pp +71.37K (+3.36%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.02B | 1.71% | 2.14M shares | 1.67% → 1.71%+0.04 pp +63.57K (+3.06%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $922.50M | 1.55% | 2.59M shares | 1.72% → 1.55%-0.17 pp -27.90K (-1.07%) | Reduced | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $851.77M | 1.43% | 5.61M shares | 1.33% → 1.43%+0.10 pp +59.07K (+1.06%) | Added | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $781.27M | 1.31% | 1.79M shares | 1.27% → 1.31%+0.04 pp +61.90K (+3.58%) | Added | ↗▾ |
| 09 | JNJJOHNSON & JOHNSON View history and evidence | $611.80M | 1.03% | 3.90M shares | 1.12% → 1.03%-0.09 pp +70.17K (+1.83%) | Added | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $593.43M | 1.00% | 4.25M shares | 1.01% → 1.00%-0.01 pp +123.47K (+2.99%) | Added | ↗▾ |
Options overlay 283
$52.71M 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 | 128.80K | $19.26M | +127.27K (+8290.88%) | ▾ |
NVDANVIDIA CORP View history and evidence | Put | 105.80K | $5.25M | +104.60K (+8709.33%) | ▾ |
ADBEADOBE INC View history and evidence | Put | 40.60K | $4.40M | +39.79K (+4924.75%) | ▾ |
3 / 283 options · preview only
Exited positions 302
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46434VAX8 ISHARES TR | Non-derivative | -1,330,146 | -$33.76M | SEC filing ↗ | SEC filing ↗ |
| PYZ INVESCO DORSEY WRIGHT BASIC | Non-derivative | -269,109 | -$21.14M | SEC filing ↗ | SEC filing ↗ |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | -175,804 | -$16.46M | SEC filing ↗ | SEC filing ↗ |
3 / 302 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 59577702015
}Research all 3,633 reported holdings.
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