Hightower Advisors, LLC Top Holdings and 13F Report (2024)

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About Hightower Advisors, LLC

Investment Activity

Hightower Advisors, LLC has $61.73 billion in total holdings as of March 31, 2024.
Hightower Advisors, LLC owns shares of 3,304 different stocks, but just 310 companies or ETFs make up 80% of its holdings.
Approximately 5.67% of the portfolio was purchased this quarter.
About 9.46% of the portfolio was sold this quarter.
This quarter, Hightower Advisors, LLC has purchased 3,350 new stocks and bought additional shares in 1,379 stocks.
Hightower Advisors, LLC sold shares of 1,515 stocks and completely divested from 312 stocks this quarter.

Largest Holdings

Microsoft: $2,075,155,937
Apple: $1,979,945,462
Berkshire Hathaway: $1,197,817,000
iShares Core S&P 500 ETF: $1,154,735,000
SPDR S&P 500 ETF Trust: $1,054,870,180

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC: $44,838,000 Holding
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund: $29,459,000 Holding
FIDELITY WISE ORIGIN BITCOIN: $12,410,000 Holding
ProShares K 1 Free Crude Oil Strategy ETF: $11,521,000 Holding
KLAVIYO INC: $11,197,000 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 5,477,908 shares (about $332.79M)
Dimensional US Marketwide Value ETF: 4,507,199 shares (about $184.35M)
Walmart: 1,932,473 shares (about $116.29M)
Schwab International Equity ETF: 2,231,794 shares (about $87.10M)
iShares MSCI USA Quality Factor ETF: 496,081 shares (about $81.51M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 802,712 shares (about $395.32M)
NVIDIA: 220,838 shares (about $195.95M)
Berkshire Hathaway: 413,809 shares (about $173.99M)
Apple: 926,296 shares (about $155.62M)
Microsoft: 354,036 shares (about $145.53M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$2,075,155,937	$145,529,439 ▼	-6.6%	5,048,325	3.4%	Computer and Technology
AAPL Apple	$1,979,945,462	$155,620,893 ▼	-7.3%	11,785,150	3.2%	Computer and Technology
BRK.A Berkshire Hathaway	$1,197,817,000	$66,615,882 ▼	-5.3%	1,888	1.9%	Finance
IVV iShares Core S&P 500 ETF	$1,154,735,000	$1,266,038 ▲	0.1%	2,196,302	1.9%	ETF
SPY SPDR S&P 500 ETF Trust	$1,054,870,180	$395,317,644 ▼	-27.3%	2,141,966	1.7%	Finance
AMZN Amazon.com	$937,982,764	$71,577,467 ▼	-7.1%	5,244,935	1.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$913,798,000	$173,988,388 ▼	-16.0%	2,173,351	1.5%	Finance
VOO Vanguard S&P 500 ETF	$841,213,000	$18,472,042 ▼	-2.1%	1,750,322	1.4%	ETF
GOOGL Alphabet	$631,852,515	$577,656 ▼	-0.1%	4,282,310	1.0%	Computer and Technology
XOM Exxon Mobil	$627,795,186	$4,865,283 ▲	0.8%	5,404,273	1.0%	Oils/Energy
NVDA NVIDIA	$597,956,604	$195,947,751 ▼	-24.7%	673,912	1.0%	Computer and Technology
JNJ Johnson & Johnson	$590,873,177	$26,720,691 ▼	-4.3%	3,735,584	1.0%	Medical
JPM JPMorgan Chase & Co.	$552,516,000	$71,792,038 ▼	-11.5%	2,760,870	0.9%	Finance
VEA Vanguard FTSE Developed Markets ETF	$468,677,000	$34,962,625 ▲	8.1%	9,341,428	0.8%	ETF
VUG Vanguard Growth ETF	$430,671,000	$779,979 ▼	-0.2%	1,251,188	0.7%	ETF
V Visa	$429,584,950	$6,208,832 ▼	-1.4%	1,572,812	0.7%	Business Services
IEFA iShares Core MSCI EAFE ETF	$427,685,000	$62,086,256 ▼	-12.7%	5,762,268	0.7%	ETF
PEP PepsiCo	$424,906,006	$28,437,789 ▼	-6.3%	2,425,111	0.7%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$423,934,000	$2,482,186 ▼	-0.6%	1,631,221	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$414,873,000	$332,789,450 ▲	405.4%	6,829,051	0.7%	ETF
IWF iShares Russell 1000 Growth ETF	$406,453,000	$15,075,292 ▲	3.9%	1,206,286	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$396,101,000	$5,865,624 ▲	1.5%	2,169,376	0.6%	ETF
SIXH ETC 6 Meridian Hedged Equity Index Option Strategy	$383,772,000	$2,036,364 ▲	0.5%	10,798,159	0.6%	ETF
PG Procter & Gamble	$362,714,000	$19,587,602 ▼	-5.1%	2,236,788	0.6%	Consumer Staples
MRK Merck & Co., Inc.	$356,895,000	$8,641,702 ▼	-2.4%	2,704,145	0.6%	Medical
GLD SPDR Gold Shares	$351,661,513	$58,597,864 ▼	-14.3%	1,712,618	0.6%	Finance
AVGO Broadcom	$349,324,078	$18,485,421 ▼	-5.0%	294,703	0.6%	Computer and Technology
HD Home Depot	$346,911,000	$18,778,472 ▼	-5.1%	903,446	0.6%	Retail/Wholesale
GOOG Alphabet	$344,034,000	$2,904,883 ▼	-0.8%	2,262,070	0.6%	Computer and Technology
LLY Eli Lilly and Company	$340,889,400	$69,120,617 ▼	-16.9%	448,089	0.6%	Medical
SN SharkNinja	$336,178,000	$29,358,211 ▲	9.6%	5,396,959	0.5%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$331,310,000	$2,058,590 ▼	-0.6%	2,997,834	0.5%	ETF
UNH UnitedHealth Group	$311,229,240	$7,612,821 ▼	-2.4%	631,549	0.5%	Medical
PXD Pioneer Natural Resources	$308,443,000	$13,382,952 ▼	-4.2%	1,174,821	0.5%	Oils/Energy
SCHF Schwab International Equity ETF	$307,117,000	$87,098,518 ▲	39.6%	7,869,501	0.5%	ETF
META Meta Platforms	$306,357,446	$44,846,172 ▼	-12.8%	655,859	0.5%	Computer and Technology
DIS Walt Disney	$305,001,559	$14,061,475 ▲	4.8%	2,562,330	0.5%	Consumer Discretionary
SCHM Schwab U.S. Mid-Cap ETF	$300,803,000	$4,751,784 ▲	1.6%	3,693,867	0.5%	ETF
VTV Vanguard Value ETF	$292,364,000	$2,481,774 ▼	-0.8%	1,795,222	0.5%	ETF
CVX Chevron	$283,767,000	$11,407,941 ▲	4.2%	1,797,905	0.5%	Oils/Energy
MCD McDonald's	$277,478,000	$35,601,999 ▼	-11.4%	984,220	0.4%	Retail/Wholesale
COST Costco Wholesale	$273,788,052	$70,272,220 ▼	-20.4%	373,847	0.4%	Retail/Wholesale
ABBV AbbVie	$266,208,520	$7,508,487 ▼	-2.7%	1,496,138	0.4%	Medical
IBM International Business Machines	$254,104,100	$19,775,665 ▼	-7.2%	1,365,550	0.4%	Computer and Technology
MA Mastercard	$246,666,102	$43,508,936 ▼	-15.0%	512,722	0.4%	Business Services
ABT Abbott Laboratories	$237,939,480	$8,453,856 ▲	3.7%	2,095,558	0.4%	Medical
SCHX Schwab US Large-Cap ETF	$227,809,000	$803,490 ▼	-0.4%	3,670,508	0.4%	ETF
SIXA ETC 6 Meridian Mega Cap Equity ETF	$227,684,000	$8,257,822 ▲	3.8%	5,542,562	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$224,391,378	$2,145,450 ▼	-0.9%	1,326,717	0.4%	ETF
QCOM QUALCOMM	$223,454,000	$20,511,532 ▼	-8.4%	1,318,498	0.4%	Computer and Technology
LOW Lowe's Companies	$220,140,000	$2,260,900 ▼	-1.0%	863,949	0.4%	Retail/Wholesale
CSCO Cisco Systems	$219,879,000	$4,404,037 ▲	2.0%	4,410,125	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$219,056,000	$11,009,783 ▲	5.3%	3,015,790	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$214,018,000	$1,274,271 ▼	-0.6%	5,124,087	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$209,876,000	$81,513,766 ▲	63.5%	1,277,275	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$207,739,000	$13,073,805 ▼	-5.9%	6,501,800	0.3%	ETF
VZ Verizon Communications	$204,214,000	$6,781,651 ▲	3.4%	4,866,066	0.3%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$203,822,000	$12,987,944 ▲	6.8%	3,951,948	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$202,472,000	$184,346,400 ▲	1,017.0%	4,950,363	0.3%	ETF
BX Blackstone	$200,016,000	$36,202,915 ▼	-15.3%	1,522,734	0.3%	Financial Services
AGG iShares Core U.S. Aggregate Bond ETF	$199,451,000	$12,156,016 ▲	6.5%	2,036,560	0.3%	Finance
ORCL Oracle	$194,950,000	$4,378,487 ▼	-2.2%	1,551,056	0.3%	Computer and Technology
BAC Bank of America	$193,572,577	$61,301,042 ▼	-24.1%	5,161,214	0.3%	Finance
WMT Walmart	$192,111,000	$116,289,383 ▲	153.4%	3,192,461	0.3%	Retail/Wholesale
UMI USCF Midstream Energy Income Fund	$190,487,000	$1,123,436 ▼	-0.6%	4,721,837	0.3%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$188,430,000	$2,514,445 ▲	1.4%	2,473,287	0.3%	Manufacturing
ACN Accenture	$181,122,457	$5,090,992 ▼	-2.7%	523,196	0.3%	Business Services
SHW Sherwin-Williams	$179,975,000	$1,118,394 ▼	-0.6%	518,654	0.3%	Construction
IWD iShares Russell 1000 Value ETF	$178,876,000	$5,086,640 ▼	-2.8%	998,710	0.3%	ETF
VB Vanguard Small-Cap ETF	$178,597,000	$3,463,458 ▼	-1.9%	781,381	0.3%	ETF
TSLA Tesla	$176,331,560	$1,004,209 ▼	-0.6%	1,029,323	0.3%	Auto/Tires/Trucks
DGRO iShares Core Dividend Growth ETF	$175,125,000	$2,808,190 ▲	1.6%	3,015,588	0.3%	ETF
UPS United Parcel Service	$174,780,000	$4,179,460 ▲	2.4%	1,176,572	0.3%	Transportation
AMGN Amgen	$174,398,000	$21,446,978 ▼	-11.0%	613,260	0.3%	Medical
VGT Vanguard Information Technology ETF	$172,507,000	$12,081,221 ▼	-6.5%	329,001	0.3%	ETF
CAT Caterpillar	$171,602,600	$11,512,074 ▼	-6.3%	473,514	0.3%	Industrial Products
GM General Motors	$169,622,000	$3,121,673 ▼	-1.8%	3,740,552	0.3%	Auto/Tires/Trucks
SCL Stepan	$168,255,000	$16,007,795 ▼	-8.7%	1,868,655	0.3%	Basic Materials
VO Vanguard Mid-Cap ETF	$165,359,000	$20,858,192 ▼	-11.2%	662,627	0.3%	ETF
IAU iShares Gold Trust	$162,722,000	$4,967,572 ▼	-3.0%	3,873,170	0.3%	Finance
LMT Lockheed Martin	$161,728,000	$8,512,766 ▲	5.6%	355,819	0.3%	Aerospace
LINDE PLC	$160,104,000	$1,702,982 ▼	-1.1%	344,937	0.3%	SHS
AVDE Avantis International Equity ETF	$156,167,000	$5,291,353 ▲	3.5%	2,450,044	0.3%	ETF
MUB iShares National Muni Bond ETF	$154,743,000	$8,589,373 ▲	5.9%	1,438,026	0.3%	ETF
AVUS Avantis U.S. Equity ETF	$154,635,000	$2,367,187 ▼	-1.5%	1,727,503	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$154,042,000	$686,826 ▼	-0.4%	739,903	0.2%	ETF
SYK Stryker	$153,226,000	$2,782,964 ▼	-1.8%	427,805	0.2%	Medical
SIXL ETC 6 Meridian Low Beta Equity Strategy ETF	$153,105,000	$648,946 ▲	0.4%	4,393,227	0.2%	ETF
UNP Union Pacific	$148,568,000	$8,773,997 ▼	-5.6%	604,906	0.2%	Transportation
COP ConocoPhillips	$148,544,000	$805,322 ▲	0.5%	1,166,481	0.2%	Oils/Energy
SCHE Schwab Emerging Markets Equity ETF	$147,265,000	$33,744,488 ▲	29.7%	5,833,131	0.2%	ETF
IWB iShares Russell 1000 ETF	$146,796,000	$6,397,151 ▼	-4.2%	509,586	0.2%	ETF
SCHB Schwab US Broad Market ETF	$146,442,000	$3,442,926 ▲	2.4%	2,398,587	0.2%	ETF
IWM iShares Russell 2000 ETF	$144,734,729	$17,392,359 ▼	-10.7%	712,932	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$144,640,000	$5,412,846 ▼	-3.6%	1,712,829	0.2%	ETF
TJX TJX Companies	$143,695,004	$5,880,317 ▼	-3.9%	1,418,594	0.2%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$143,600,000	$3,995,227 ▼	-2.7%	748,331	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$143,019,000	$1,287,232 ▲	0.9%	968,065	0.2%	ETF
AZO AutoZone	$142,800,000	$859,482 ▼	-0.6%	45,358	0.2%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$140,726,000	$18,680,623 ▲	15.3%	2,432,535	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Hightower Advisors, LLC Top Holdings and 13F Report (2024)

About Hightower Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

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Hightower Advisors, LLC Top Holdings and 13F Report (2024)

About Hightower Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHightower Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information