HighTower Advisors, LLC
CIK 1462245 · Holdings on Dec 31, 2024 · First reported Feb 7, 2025
Top ten holdings
Q4 2024- AAPL3.91%
- MSFT2.90%
- IVV1.86%
- BRK.A1.76%
- AMZN1.67%
- VOO1.56%
- BRK.B1.54%
- SPY1.52%
- EXMOC1.29%
- NVDA1.28%
Share classes counted separately19.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight increased · +0.26 pp1.41% → 1.67%Shares +270.02K (+5.11%)
- AAPLWeight increased · +0.25 pp3.66% → 3.91%Shares +428.00K (+3.90%)
- SNWeight increased · +0.18 pp0.78% → 0.96%Shares +2.16M (+42.89%)
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 | $2.86B | 3.91% | 11.41M shares | 3.66% → 3.91%+0.25 pp +428.00K (+3.90%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $2.12B | 2.90% | 5.02M shares | 2.93% → 2.90%-0.03 pp +255.20K (+5.35%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $1.36B | 1.86% | 2.31M shares | 1.88% → 1.86%-0.02 pp +32.42K (+1.42%) | Added | ↗▾ |
| 04 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.29B | 1.76% | 1.89K shares | 1.87% → 1.76%-0.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $1.22B | 1.67% | 5.55M shares | 1.41% → 1.67%+0.26 pp +270.02K (+5.11%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $1.14B | 1.56% | 2.12M shares | 1.51% → 1.56%+0.05 pp +120.41K (+6.02%) | Added | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $1.12B | 1.54% | 2.48M shares | 1.43% → 1.54%+0.11 pp +313.41K (+14.46%) | Added | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.11B | 1.52% | 1.90M shares | 1.51% → 1.52%+0.01 pp +53.68K (+2.91%) | Added | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $944.25M | 1.29% | 8.78M shares | 1.39% → 1.29%-0.10 pp +460.54K (+5.54%) | Added | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $936.54M | 1.28% | 6.97M shares | 1.18% → 1.28%+0.10 pp +183.31K (+2.70%) | Added | ↗▾ |
Options overlay 315
$29.89M 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 | |
|---|---|---|---|---|---|
AVGOBROADCOM INC View history and evidence | Put | 291.70K | $3.32M | +92.30K (+46.29%) | ▾ |
TSLATESLA INC View history and evidence | Put | 63.30K | $3.29M | +30.50K (+92.99%) | ▾ |
METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | Put | 60.10K | $2.74M | +50.00K (+495.05%) | ▾ |
3 / 315 options · preview only
Exited positions 328
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EFT TECHTARGET | Non-derivative | -1,346,696 | -$32.93M | SEC filing ↗ | SEC filing ↗ |
| IBDP ISHARES IBONDS DEC 2024 TERM | Non-derivative | -727,204 | -$18.33M | SEC filing ↗ | SEC filing ↗ |
| MRO MARATHON OIL CORP | Non-derivative | -472,110 | -$12.57M | SEC filing ↗ | SEC filing ↗ |
3 / 328 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 73132320388
}Research all 3,803 reported holdings.
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