HighTower Advisors, LLC
CIK 1462245 · Holdings on Mar 31, 2026 · First reported May 5, 2026
Top ten holdings
Q1 2026- AAPL3.17%
- JNJ2.72%
- IVV2.21%
- MSFT1.99%
- SPY1.93%
- VOO1.68%
- BRK.A1.53%
- NVDA1.43%
- EXMOC1.29%
- AMZN1.27%
Share classes counted separately19.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JNJWeight increased · +1.83 pp0.89% → 2.72%Shares +6.54M (+165.51%)
- MSFTWeight decreased · -0.66 pp2.65% → 1.99%Shares +53.59K (+1.07%)
- SPYWeight increased · +0.43 pp1.50% → 1.93%Shares +795.26K (+39.62%)
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 | $2.99B | 3.17% | 11.77M shares | 3.27% → 3.17%-0.10 pp +764.91K (+6.95%) | Added | ↗▾ |
| 02 | JNJJOHNSON & JOHNSON View history and evidence | $2.56B | 2.72% | 10.48M shares | 0.89% → 2.72%+1.83 pp +6.54M (+165.51%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.08B | 2.21% | 3.18M shares | 2.01% → 2.21%+0.20 pp +495.51K (+18.43%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $1.87B | 1.99% | 5.06M shares | 2.65% → 1.99%-0.66 pp +53.59K (+1.07%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.82B | 1.93% | 2.80M shares | 1.50% → 1.93%+0.43 pp +795.26K (+39.62%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $1.58B | 1.68% | 2.65M shares | 1.77% → 1.68%-0.09 pp +74.66K (+2.90%) | Added | ↗▾ |
| 07 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.44B | 1.53% | 2.01K shares | 1.72% → 1.53%-0.19 pp -72 (-3.46%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $1.35B | 1.43% | 7.71M shares | 1.47% → 1.43%-0.04 pp +502.66K (+6.97%) | Added | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $1.22B | 1.29% | 7.19M shares | 1.06% → 1.29%+0.23 pp -884.03K (-10.95%) | Reduced | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $1.20B | 1.27% | 5.75M shares | 1.42% → 1.27%-0.15 pp +127.19K (+2.26%) | Added | ↗▾ |
Options overlay 6
$2.45M 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 | |
|---|---|---|---|---|---|
QYLDGLOBAL X NASD 100 COV CALLNASDAQ 100 COVER View history and evidence | Call | 12.28M | $2.11M | +2.03M (+19.75%) | ▾ |
XYLDGLOBAL X S&P 500 COVE CALL ES&P 500 COVERED View history and evidence | Call | 632.30K | $247.42K | +61.00K (+10.68%) | ▾ |
RYLDGLOBAL X RUSSELL 2000 COV CLRUSSELL 2000 View history and evidence | Call | 382.10K | $57.12K | +202.10K (+112.28%) | ▾ |
3 / 6 options · preview only
Exited positions 196
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXK EXACT SCIENCES CORP | Non-derivative | -1,227,761 | -$124.69M | SEC filing ↗ | SEC filing ↗ |
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -965,247 | -$88.74M | SEC filing ↗ | SEC filing ↗ |
| PNQI INVESCO NASDAQ INTERNET ETF | Non-derivative | -639,183 | -$34.48M | SEC filing ↗ | SEC filing ↗ |
3 / 196 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94218797148
}Research all 3,796 reported holdings.
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