Institutional Manager · CIK 0001462245

HighTower Advisors, LLC

CHICAGO, IL · File #028-13510

Latest AUM

$91.44B

Positions

3,644

Top-10 Concentration

44.2%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	APPLE INC	AAPL	+10,766,592	+$2.93B	+$64.7M
ADD	MICROSOFT CORP	MSFT	+4,906,863	+$2.37B	+$47.0M
ADD	NVIDIA CORPORATION	NVDA	+7,067,988	+$1.32B	+$25.4M
ADD	AMAZON COM INC	AMZN	+5,558,779	+$1.28B	+$13.8M
ADD	ALPHABET INC	GOOG	+3,748,211	+$1.17B	+$42.1M
ADD	SPDR S&P 500 ETF TR	SPY	+1,415,050	+$965.0M	+$401.4M
ADD	EXXON MOBIL CORP	XOM	+7,947,934	+$956.5M	+$14.9M
ADD	META PLATFORMS INC	META	+1,363,723	+$900.2M	+$259,344
ADD	BROADCOM INC	AVGO	+1,979,410	+$685.1M	+$60.1M
ADD	INVESCO QQQ TR	IVZ	+1,104,264	+$678.4M	+$60.4M

Sector Allocation

Technology

11.5%$10.54B

Financials

7.1%$6.53B

Healthcare

4.6%$4.21B

Consumer Discretionary

4.6%$4.19B

Industrials

3.5%$3.25B

Energy

2.3%$2.13B

Communication Services

1.7%$1.52B

1.6%$1.47B

1.3%$1.18B

0.6%$550.4M

0.4%$368.5M

Filing History

Feb 6, 202613F HOLDINGS REPORTQ/E Dec 20253,644 pos · $91.44B
Nov 7, 202513F HOLDINGS REPORTQ/E Sep 20253,830 pos · $88.08B
Aug 11, 202513F HOLDINGS REPORTQ/E Jun 20253,752 pos · $79.83B
May 13, 202513F HOLDINGS REPORTQ/E Mar 20253,723 pos · $73.69B
Feb 7, 202513F HOLDINGS REPORTQ/E Dec 20243,803 pos · $73.13B
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 20243,730 pos · $70.00B
Aug 13, 202413F COMBINATION REPORTQ/E Jun 20243,667 pos · $64.69B
May 6, 202413F COMBINATION REPORTQ/E Mar 20243,605 pos · $61.73B
Nov 8, 202313F COMBINATION REPORTQ/E Dec 20233,601 pos · $53.22B

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	11,007,492	$2.99B	7.81%
2	MICROSOFT CORP	MSFT	5,005,163	$2.42B	6.32%
3	ISHARES TR	464287200	2,689,285	$1.84B	4.81%
4	VANGUARD INDEX FDS	922908363	2,577,224	$1.62B	4.22%
5	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,078	$1.57B	4.09%
6	SPDR S&P 500 ETF TR	SPY	2,007,450	$1.37B	3.57%
7	NVIDIA CORPORATION	NVDA	7,210,488	$1.34B	3.51%
8	AMAZON COM INC	AMZN	5,618,779	$1.30B	3.38%
9	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,502,721	$1.26B	3.28%
10	ALPHABET INC	GOOG	3,884,911	$1.22B	3.17%
11	EXXON MOBIL CORP	XOM	8,073,034	$971.5M	2.54%
12	META PLATFORMS INC	META	1,364,123	$900.4M	2.35%
13	JPMORGAN CHASE & CO.	VYLD	2,672,170	$861.0M	2.25%
14	JOHNSON & JOHNSON	JNJ	3,948,748	$817.2M	2.13%
15	VANGUARD INDEX FDS	922908736	1,576,796	$769.3M	2.01%
16	BROADCOM INC	AVGO	2,160,410	$747.7M	1.95%
17	INVESCO QQQ TR	IVZ	1,203,564	$739.4M	1.93%
18	VANGUARD INDEX FDS	922908769	2,184,391	$732.4M	1.91%
19	SHARKNINJA INC	SN	6,327,774	$708.1M	1.85%
20	VANGUARD TAX-MANAGED FDS	921943858	11,092,054	$692.9M	1.81%