HighTower Advisors, LLC — 13F Holdings & Portfolio
CIK 1462245 · latest 13F-HR filed 2026-05-05
HighTower Advisors, LLC manages $94.22B in 13F-reported U.S. long-equity assets across 3,796 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.17%), JNJ (2.72%), IVV (2.21%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 350 new positions, exited 198, added to 1,474, and trimmed 1,164.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$94.22B
Long-equity book
3,796
Distinct positions
2026-03-31
Filed 2026-05-05
+350 / −198 / ↑1474 / ↓1164
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$1.75B +213.6%
- STATE STR SPDR S&P 500 ETF T$453.8M +33.2%
- EXXON MOBIL CORP$248.2M +25.5%
- ISHARES TR$238.4M +12.9%
- CHEVRON CORPORATION$211.2M +46.4%
Top Trims
- MICROSOFT CORP-$548.0M -22.6%
- ALPHABET INC-$134.9M -11.1%
- BERKSHIRE HATHAWAY INC DEL-$127.9M -8.2%
- ORACLE CORP-$126.2M -41.4%
- ELI LILLY & CO-$118.6M -22.6%
New Positions
- ASTRAZENECA PLC$93.8M
- INVESCO EXCHANGE TRADED FD T$27.7M
- PROSHARES TR$15.6M
- GMO ETF TRUST$9.6M
- NUVEEN S&P 500 DYNAMIC OVERW$9.5M
Exited Positions
- EXACT SCIENCES CORP$124.7M
- ASTRAZENECA PLC$88.7M
- INVESCO EXCHANGE TRADED FD T$34.5M
- INVESCO EXCHANGE TRADED FD T$24.6M
- NUVEEN S&P 500 BUY-WRITE INC$10.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $2.99B | 3.17% | 11,772,399 | SH |
| 2 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.56B | 2.72% | 10,484,201 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $2.08B | 2.21% | 3,184,798 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $1.87B | 1.99% | 5,058,749 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.82B | 1.93% | 2,802,707 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $1.58B | 1.68% | 2,651,883 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.44B | 1.53% | 2,006 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.35B | 1.43% | 7,713,149 | SH |
| 9 | EXXON MOBIL CORP | XOM | 30231G102 | $1.22B | 1.29% | 7,188,999 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $1.20B | 1.27% | 5,745,966 | SH |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.17B | 1.24% | 2,432,963 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $1.08B | 1.15% | 3,759,185 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $789.9M | 0.84% | 1,380,422 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $783.2M | 0.83% | 2,662,407 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $748.9M | 0.79% | 11,686,674 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $717.9M | 0.76% | 2,237,801 | SH |
| 17 | SHARKNINJA INC | SN | G8068L108 | $701.8M | 0.74% | 6,627,185 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $697.2M | 0.74% | 2,252,481 | SH |
| 19 | VANGUARD INDEX FDS | VUG | 922908736 | $694.3M | 0.74% | 1,589,188 | SH |
| 20 | VANGUARD INDEX FDS | VTV | 922908744 | $690.8M | 0.73% | 3,521,088 | SH |
| 21 | INVESCO QQQ TR | QQQ | 46090E103 | $689.1M | 0.73% | 1,193,756 | SH |
| 22 | CHEVRON CORPORATION | CVX | 166764100 | $666.6M | 0.71% | 3,221,753 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $614.9M | 0.65% | 2,143,650 | SH |
| 24 | SPDR GOLD TR | GLD | 78463V107 | $614.0M | 0.65% | 1,426,918 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $574.0M | 0.61% | 3,696,273 | SH |
| 26 | ISHARES TR | IWF | 464287614 | $544.1M | 0.58% | 1,275,960 | SH |
| 27 | EXCHANGE TRADED CONCEPTS TRU | SIXH | 301505665 | $526.4M | 0.56% | 12,488,185 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $524.5M | 0.56% | 21,192,861 | SH |
| 29 | ISHARES TR | IJH | 464287507 | $522.4M | 0.55% | 7,735,222 | SH |
| 30 | ISHARES TR | IEFA | 46432F842 | $515.4M | 0.55% | 5,692,802 | SH |
| 31 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $505.7M | 0.54% | 2,351,156 | SH |
| 32 | ISHARES TR | IJR | 464287804 | $438.1M | 0.46% | 3,524,240 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $437.3M | 0.46% | 3,635,404 | SH |
| 34 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $433.4M | 0.46% | 434,914 | SH |
| 35 | MCDONALDS CORP | MCD | 580135101 | $427.3M | 0.45% | 1,374,665 | SH |
| 36 | CATERPILLAR INC | CAT | 149123101 | $419.7M | 0.45% | 592,391 | SH |
| 37 | VISA INC | V | 92826C839 | $418.2M | 0.44% | 1,383,690 | SH |
| 38 | EXCHANGE TRADED CONCEPTS TRU | SIXA | 301505681 | $408.7M | 0.43% | 7,849,463 | SH |
| 39 | CISCO SYS INC | CSCO | 17275R102 | $408.0M | 0.43% | 5,258,519 | SH |
| 40 | ELI LILLY & CO | LLY | 532457108 | $405.5M | 0.43% | 440,797 | SH |
| 41 | PROCTER & GAMBLE CO | PG | 742718109 | $396.2M | 0.42% | 2,742,694 | SH |
| 42 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $393.5M | 0.42% | 7,281,199 | SH |
| 43 | USCF ETF TR | UMI | 90290T882 | $373.1M | 0.40% | 6,367,995 | SH |
| 44 | WALMART INC | WMT | 931142103 | $366.3M | 0.39% | 2,947,023 | SH |
| 45 | ISHARES TR | DGRO | 46434V621 | $361.4M | 0.38% | 5,148,918 | SH |
| 46 | ABBVIE INC | ABBV | 00287Y109 | $360.6M | 0.38% | 1,658,024 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $359.1M | 0.38% | 14,005,999 | SH |
| 48 | TESLA INC | TSLA | 88160R101 | $358.0M | 0.38% | 963,041 | SH |
| 49 | RTX CORPORATION | RTX | 75513E101 | $342.9M | 0.36% | 1,777,434 | SH |
| 50 | SPDR SERIES TRUST | SPYM | 78464A854 | $334.3M | 0.35% | 4,367,372 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $94.22B | 3,796 | 0001085146-26-000383 |
| 2025-12-31 | 2026-02-06 | $91.44B | 3,644 | 0001085146-26-000163 |