Hightower Advisors, LLC Top Holdings and 13F Report (2025)

About Hightower Advisors, LLC

Investment Activity

Hightower Advisors, LLC has $73.13 billion in total holdings as of December 31, 2024.
Hightower Advisors, LLC owns shares of 3,496 different stocks, but just 309 companies or ETFs make up 80% of its holdings.
Approximately 8.39% of the portfolio was purchased this quarter.
About 1.98% of the portfolio was sold this quarter.
This quarter, Hightower Advisors, LLC has purchased 3,457 new stocks and bought additional shares in 1,746 stocks.
Hightower Advisors, LLC sold shares of 1,328 stocks and completely divested from 223 stocks this quarter.

Largest Holdings

Apple: $2,859,818,008
Microsoft: $2,117,801,980
iShares Core S&P 500 ETF: $1,362,182,392
Berkshire Hathaway: $1,287,619,720
Amazon.com: $1,217,928,575

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $87,904,014 Holding
30292L107 - FRP: $59,067,382 Holding
040413205 - ARISTA NETWORKS INC: $57,258,232 Holding
512807306 - LAM RESEARCH CORP: $50,559,683 Holding
11276H106 - BROOKFIELD INFRASTRUCTURE CO: $29,670,572 Holding

Largest Purchases this Quarter

Schwab International Equity ETF: 11,705,886 shares (about $216.56M)
SharkNinja: 2,155,136 shares (about $209.82M)
Schwab U.S. Mid-Cap ETF: 6,819,239 shares (about $188.96M)
Schwab US Large-Cap ETF: 7,369,784 shares (about $170.83M)
Berkshire Hathaway: 313,411 shares (about $142.06M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 101,831 shares (about $29.51M)
iShares Core MSCI Emerging Markets ETF: 446,846 shares (about $23.33M)
LyondellBasell Industries: 298,811 shares (about $22.19M)
Alexandria Real Estate Equities: 223,081 shares (about $21.76M)
Middleby: 148,088 shares (about $20.06M)

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
AAPL Apple	$2,859,818,008	$104,301,574 ▲	3.8%	11,729,601	3.9%	Computer and Technology
MSFT Microsoft	$2,117,801,980	$138,216,161 ▲	7.0%	5,140,662	2.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,362,182,392	$19,087,358 ▲	1.4%	2,313,961	1.9%	ETF
BRK.A Berkshire Hathaway	$1,287,619,720		0.0%	1,891	1.8%	Finance
AMZN Amazon.com	$1,217,928,575	$54,232,416 ▲	4.7%	5,554,230	1.7%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$1,142,846,988	$43,325,183 ▲	3.9%	2,121,057	1.6%	ETF
BRK.B Berkshire Hathaway	$1,124,202,080	$142,062,956 ▲	14.5%	2,480,149	1.5%	Finance
SPY SPDR S&P 500 ETF Trust	$1,112,883,831	$39,593,565 ▲	3.7%	1,936,058	1.5%	Finance
XOM Exxon Mobil	$944,331,696	$54,409,917 ▲	6.1%	8,874,805	1.3%	Energy
NVDA NVIDIA	$937,401,029	$40,908,027 ▲	4.6%	7,216,182	1.3%	Computer and Technology
GOOGL Alphabet	$743,972,895	$3,109,232 ▲	0.4%	4,118,225	1.0%	Computer and Technology
SN SharkNinja	$699,021,088	$209,824,054 ▲	42.9%	7,179,756	1.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$690,712,677	$35,269,494 ▲	5.4%	2,881,451	0.9%	Finance
VUG Vanguard Growth ETF	$582,006,217	$6,828,078 ▲	1.2%	1,418,006	0.8%	ETF
QQQ Invesco QQQ	$577,647,367	$46,902,023 ▲	8.8%	1,200,765	0.8%	Finance
AVGO Broadcom	$575,682,202	$13,264,276 ▲	2.4%	2,760,561	0.8%	Computer and Technology
JNJ Johnson & Johnson	$543,046,584	$37,394,483 ▲	7.4%	3,818,994	0.7%	Medical
VEA Vanguard FTSE Developed Markets ETF	$505,699,168	$3,663,060 ▲	0.7%	10,575,056	0.7%	ETF
V Visa	$499,710,343	$16,174,544 ▲	3.3%	1,582,126	0.7%	Business Services
VTI Vanguard Total Stock Market ETF	$470,034,221	$29,511,647 ▼	-5.9%	1,621,870	0.6%	ETF
IWF iShares Russell 1000 Growth ETF	$469,910,983	$26,924,341 ▲	6.1%	1,170,155	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$456,540,367	$17,208,713 ▲	3.9%	7,326,920	0.6%	ETF
GOOG Alphabet	$431,475,422	$3,887,929 ▲	0.9%	2,268,284	0.6%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$429,660,398	$3,346,735 ▼	-0.8%	2,194,048	0.6%	ETF
SIXH ETC 6 Meridian Hedged Equity Index Option Strategy	$423,742,298	$12,240,527 ▲	3.0%	11,544,853	0.6%	ETF
PG Procter & Gamble	$420,976,864	$36,082,639 ▲	9.4%	2,511,046	0.6%	Consumer Staples
VTV Vanguard Value ETF	$415,292,928	$29,404,195 ▲	7.6%	2,453,000	0.6%	ETF
COST Costco Wholesale	$411,322,921	$95,801,204 ▲	30.4%	499,399	0.6%	Retail/Wholesale
SCHF Schwab International Equity ETF	$404,455,267	$216,558,890 ▲	115.3%	21,862,447	0.6%	ETF
GLD SPDR Gold Shares	$398,489,677	$1,765,612 ▼	-0.4%	1,645,767	0.5%	Finance
HD Home Depot	$396,460,001	$38,113,225 ▲	10.6%	1,019,204	0.5%	Retail/Wholesale
PEP PepsiCo	$381,103,955	$369,810 ▲	0.1%	2,506,274	0.5%	Consumer Staples
META Meta Platforms	$367,327,599	$61,968,711 ▲	20.3%	743,064	0.5%	Computer and Technology
LLY Eli Lilly and Company	$363,137,849	$45,593,399 ▲	14.4%	470,467	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$360,511,259	$14,259,972 ▲	4.1%	3,128,895	0.5%	ETF
TSLA Tesla	$355,073,831	$22,065,485 ▲	6.6%	999,640	0.5%	Auto/Tires/Trucks
MCD McDonald's	$349,262,433	$43,775,089 ▲	14.3%	1,205,306	0.5%	Retail/Wholesale
IBM International Business Machines	$347,351,646	$34,650,082 ▲	11.1%	1,581,564	0.5%	Computer and Technology
CVX Chevron	$327,423,884	$24,107,317 ▲	7.9%	2,260,590	0.4%	Energy
IEFA iShares Core MSCI EAFE ETF	$327,225,617	$17,040,298 ▼	-4.9%	4,656,028	0.4%	ETF
MRK Merck & Co., Inc.	$313,550,643	$28,551,918 ▲	10.0%	3,156,875	0.4%	Medical
ORCL Oracle	$307,912,171	$47,780,170 ▲	18.4%	1,879,192	0.4%	Computer and Technology
MA Mastercard	$301,214,371	$46,684,899 ▲	18.3%	572,415	0.4%	Business Services
WMT Walmart	$287,681,648	$9,965,745 ▼	-3.3%	3,186,720	0.4%	Retail/Wholesale
UNH UnitedHealth Group	$282,235,309	$15,604,254 ▼	-5.2%	557,932	0.4%	Medical
DIS Walt Disney	$280,951,365	$4,528,826 ▲	1.6%	2,523,138	0.4%	Consumer Discretionary
ABBV AbbVie	$279,669,461	$17,808,742 ▲	6.8%	1,573,829	0.4%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$279,249,475	$188,961,120 ▲	209.3%	10,077,570	0.4%	ETF
CSCO Cisco Systems	$274,082,542	$5,346,126 ▲	2.0%	4,634,736	0.4%	Computer and Technology
SIXA ETC 6 Meridian Mega Cap Equity ETF	$273,870,753	$9,548,818 ▲	3.6%	6,186,373	0.4%	ETF
BX Blackstone	$263,802,566	$222,828 ▼	-0.1%	1,535,499	0.4%	Finance
BAC Bank of America	$262,086,037	$25,275,075 ▲	10.7%	5,963,277	0.4%	Finance
BND Vanguard Total Bond Market ETF	$261,404,095	$10,631,032 ▲	4.2%	3,635,156	0.4%	ETF
RTX RTX	$261,155,673	$2,211,021 ▲	0.9%	2,545,387	0.4%	Aerospace
UMI USCF Midstream Energy Income Fund	$257,238,486	$2,923,988 ▲	1.1%	5,181,037	0.4%	ETF
SCHX Schwab US Large-Cap ETF	$255,817,319	$170,831,600 ▲	201.0%	11,036,122	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$251,219,059	$9,776,948 ▲	4.0%	1,410,709	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$250,235,238	$18,109,597 ▲	7.8%	1,428,238	0.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$241,611,101	$88,250,982 ▲	57.5%	3,504,658	0.3%	ETF
CAT Caterpillar	$237,217,890	$54,742,311 ▲	30.0%	653,925	0.3%	Industrials
VZ Verizon Communications	$235,761,035	$23,438,698 ▲	11.0%	5,895,500	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$226,119,540	$3,734,680 ▲	1.7%	5,134,413	0.3%	ETF
VGT Vanguard Information Technology ETF	$224,441,861	$17,917,170 ▲	8.7%	360,955	0.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$222,814,931	$14,893,519 ▲	7.2%	8,367,065	0.3%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$220,470,968	$1,178,341 ▲	0.5%	2,724,218	0.3%	Manufacturing
ACN Accenture	$218,836,916	$14,010,496 ▲	6.8%	622,765	0.3%	Computer and Technology
ABT Abbott Laboratories	$217,456,358	$1,640,547 ▼	-0.7%	1,922,521	0.3%	Medical
DFAC Dimensional U.S. Core Equity 2 ETF	$217,275,773	$2,767,650 ▼	-1.3%	6,281,462	0.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$211,829,621	$6,244,652 ▲	3.0%	3,682,072	0.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$202,113,900	$38,327,331 ▲	23.4%	3,985,681	0.3%	ETF
QCOM QUALCOMM	$200,411,691	$858,428 ▲	0.4%	1,304,594	0.3%	Computer and Technology
DFUV Dimensional US Marketwide Value ETF	$200,262,370	$763,199 ▼	-0.4%	4,893,997	0.3%	ETF
LMT Lockheed Martin	$199,821,640	$20,472,672 ▲	11.4%	411,206	0.3%	Aerospace
DGRO iShares Core Dividend Growth ETF	$198,986,086	$8,168,279 ▲	4.3%	3,243,986	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$197,326,947	$14,852,056 ▲	8.1%	1,065,883	0.3%	ETF
LOW Lowe's Companies	$190,229,192	$12,775,702 ▼	-6.3%	770,881	0.3%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$190,166,668	$7,378,645 ▲	4.0%	1,962,504	0.3%	Finance
WFC Wells Fargo & Company	$189,376,858	$24,503,643 ▲	14.9%	2,696,140	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$186,132,663	$2,071,619 ▼	-1.1%	1,833,277	0.3%	ETF
VB Vanguard Small-Cap ETF	$186,121,440	$7,975,857 ▲	4.5%	774,602	0.3%	ETF
SCHB Schwab US Broad Market ETF	$184,918,820	$124,522,636 ▲	206.2%	8,146,204	0.3%	ETF
AMGN Amgen	$184,805,657	$7,304,107 ▼	-3.8%	710,621	0.3%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$183,521,968	$23,334,298 ▼	-11.3%	3,514,400	0.3%	ETF
VO Vanguard Mid-Cap ETF	$181,829,833	$11,986,226 ▲	7.1%	688,410	0.2%	ETF
SIXL ETC 6 Meridian Low Beta Equity Strategy ETF	$181,456,205	$4,861,085 ▲	2.8%	4,864,778	0.2%	ETF
TFC Truist Financial	$178,713,595	$9,449,553 ▲	5.6%	4,119,723	0.2%	Finance
IAU iShares Gold Trust	$178,665,513	$8,027,899 ▼	-4.3%	3,608,675	0.2%	Finance
TJX TJX Companies	$178,552,512	$8,564,715 ▲	5.0%	1,480,357	0.2%	Retail/Wholesale
MS Morgan Stanley	$174,466,166	$5,200,104 ▲	3.1%	1,412,678	0.2%	Finance
CMI Cummins	$172,948,688	$174,648 ▼	-0.1%	496,124	0.2%	Auto/Tires/Trucks
MUB iShares National Muni Bond ETF	$169,779,209	$8,949,134 ▼	-5.0%	1,593,423	0.2%	ETF
GS The Goldman Sachs Group	$168,434,374	$44,596,910 ▲	36.0%	334,626	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$168,186,784	$11,419,054 ▲	7.3%	723,322	0.2%	ETF
NEE NextEra Energy	$167,231,238	$1,326,050 ▲	0.8%	2,332,700	0.2%	Utilities
SHW Sherwin-Williams	$166,335,089	$4,147,315 ▼	-2.4%	489,422	0.2%	Basic Materials
AXP American Express	$165,984,792	$14,439,089 ▲	9.5%	629,552	0.2%	Finance
GILD Gilead Sciences	$165,684,003	$1,177,348 ▲	0.7%	1,793,699	0.2%	Medical
KO Coca-Cola	$165,392,571	$20,209,721 ▲	13.9%	2,656,482	0.2%	Consumer Staples
SBUX Starbucks	$163,292,553	$14,227,886 ▲	9.5%	1,789,507	0.2%	Retail/Wholesale
GM General Motors	$162,201,250	$982,778 ▲	0.6%	3,044,889	0.2%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

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Hightower Advisors, LLC Top Holdings and 13F Report (2025)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hightower Advisors, LLC Top Holdings and 13F Report (2025)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools