HighTower Advisors, LLC
CIK 1462245 · Holdings on Mar 31, 2024 · First reported May 6, 2024
Top ten holdings
Q1 2024- MSFT3.36%
- AAPL3.21%
- BRK.A1.94%
- IVV1.87%
- SPY1.71%
- AMZN1.52%
- BRK.B1.48%
- VOO1.36%
- GOOGL1.02%
- EXMOC1.02%
Share classes counted separately18.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.82 pp4.03% → 3.21%Shares -906.20K (-7.28%)
- NVDAWeight increased · +0.31 pp0.66% → 0.97%Shares -127.64K (-16.18%)
- EXMOCWeight increased · +0.12 pp0.90% → 1.02%Shares +42.38K (+0.79%)
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 | MSFTMICROSOFT CORP View history and evidence | $2.07B | 3.36% | 4.93M shares | 3.31% → 3.36%+0.05 pp -302.14K (-5.77%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $1.98B | 3.21% | 11.54M shares | 4.03% → 3.21%-0.82 pp -906.20K (-7.28%) | Reduced | ↗▾ |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.20B | 1.94% | 1.89K shares | 1.82% → 1.94%+0.12 pp -105 (-5.27%) | Reduced | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $1.15B | 1.87% | 2.20M shares | 1.76% → 1.87%+0.11 pp +2.41K (+0.11%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.05B | 1.71% | 2.02M shares | 1.71% → 1.71%+0.00 pp -125.61K (-5.87%) | Reduced | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $937.76M | 1.52% | 5.20M shares | 1.43% → 1.52%+0.09 pp -409.84K (-7.31%) | Reduced | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $913.80M | 1.48% | 2.17M shares | 1.55% → 1.48%-0.07 pp -413.81K (-15.99%) | Reduced | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $841.21M | 1.36% | 1.75M shares | 1.31% → 1.36%+0.05 pp -38.44K (-2.15%) | Reduced | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $631.68M | 1.02% | 4.19M shares | 1.00% → 1.02%+0.02 pp -59.72K (-1.41%) | Reduced | ↗▾ |
| 10 | EXMOCEXXON MOBIL CORP View history and evidence | $627.75M | 1.02% | 5.40M shares | 0.90% → 1.02%+0.12 pp +42.38K (+0.79%) | Added | ↗▾ |
Options overlay 307
$16.86M 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 | |
|---|---|---|---|---|---|
SMCISUPER MICRO COMPUTER INC View history and evidence | Call | 27.40K | $2.02M | +27.40K | ▾ |
AAPLAPPLE INC View history and evidence | Put | 246.10K | $1.43M | -20.30K (-7.62%) | ▾ |
QYLDGLOBAL X NASD 100 COV CALLNASDAQ 100 COVER View history and evidence | Call | 7.31M | $1.31M | +7.31M | ▾ |
3 / 307 options · preview only
Exited positions 524
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Non-derivative | -1,087,703 | -$445.33M | SEC filing ↗ | SEC filing ↗ |
| RTX RTX CORP | Non-derivative | -2,302,235 | -$193.82M | SEC filing ↗ | SEC filing ↗ |
| TGT TARGET CORP | Non-derivative | -536,483 | -$76.37M | SEC filing ↗ | SEC filing ↗ |
3 / 524 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 61734758315
}Research all 3,605 reported holdings.
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