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

About Hightower Advisors, LLC

Investment Activity

Hightower Advisors, LLC has $70.00 billion in total holdings as of September 30, 2024.
Hightower Advisors, LLC owns shares of 3,457 different stocks, but just 316 companies or ETFs make up 80% of its holdings.
Approximately 4.78% of the portfolio was purchased this quarter.
About 3.49% of the portfolio was sold this quarter.
This quarter, Hightower Advisors, LLC has purchased 3,367 new stocks and bought additional shares in 1,621 stocks.
Hightower Advisors, LLC sold shares of 1,393 stocks and completely divested from 181 stocks this quarter.

Largest Holdings

Apple: $2,561,290,831
Microsoft: $2,051,627,657
iShares Core S&P 500 ETF: $1,315,964,000
Berkshire Hathaway: $1,307,017,000
SPDR S&P 500 ETF Trust: $1,058,654,566

Largest New Holdings this Quarter

Invesco KBW Property & Casualty Insurance ETF: $22,390,000 Holding
MORGAN STANLEY ETF TRUST: $19,370,000 Holding
Invesco Dorsey Wright Industrials Momentum ETF: $19,248,000 Holding
INNOVATOR ETFS TRUST: $9,419,000 Holding
TE CONNECTIVITY PLC: $8,873,000 Holding

Largest Purchases this Quarter

Broadcom: 2,417,568 shares (about $386.61M)
Morgan Stanley: 569,589 shares (about $58.21M)
Vanguard S&P 500 ETF: 106,629 shares (about $55.17M)
RTX: 381,421 shares (about $40.10M)
Invesco S&P MidCap Quality ETF: 362,451 shares (about $37.18M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 426,258 shares (about $241.68M)
Global X Nasdaq 100 Covered Call ETF: 7,971,921 shares (about $143.93M)
Microsoft: 191,018 shares (about $81.56M)
Apple: 270,019 shares (about $61.19M)
SharkNinja: 472,740 shares (about $51.39M)

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	$2,561,290,831	$61,193,511 ▼	-2.3%	11,301,806	3.7%	Computer and Technology
MSFT Microsoft	$2,051,627,657	$81,557,669 ▼	-3.8%	4,805,162	2.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,315,964,000	$22,430,723 ▲	1.7%	2,281,537	1.9%	ETF
BRK.A Berkshire Hathaway	$1,307,017,000	$23,500,041 ▲	1.8%	1,891	1.9%	Finance
SPY SPDR S&P 500 ETF Trust	$1,058,654,566	$241,680,214 ▼	-18.6%	1,867,178	1.5%	Finance
VOO Vanguard S&P 500 ETF	$1,055,774,592	$55,166,883 ▲	5.5%	2,040,648	1.5%	ETF
BRK.B Berkshire Hathaway	$997,657,000	$3,863,568 ▲	0.4%	2,166,738	1.4%	Finance
AMZN Amazon.com	$984,695,434	$15,232,518 ▲	1.6%	5,306,909	1.4%	Retail/Wholesale
XOM Exxon Mobil	$975,364,207	$16,794,160 ▲	1.8%	8,363,462	1.4%	Oils/Energy
NVDA NVIDIA	$825,048,707	$8,091,522 ▲	1.0%	6,901,269	1.2%	Computer and Technology
GOOGL Alphabet	$655,626,252	$36,244,290 ▼	-5.2%	4,101,014	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$576,276,000	$1,989,123 ▲	0.3%	2,734,317	0.8%	Finance
JNJ Johnson & Johnson	$575,607,740	$14,944,367 ▲	2.7%	3,556,016	0.8%	Medical
VEA Vanguard FTSE Developed Markets ETF	$554,428,000	$8,376,105 ▲	1.5%	10,498,455	0.8%	ETF
SN SharkNinja	$546,221,000	$51,391,054 ▼	-8.6%	5,024,620	0.8%	Retail/Wholesale
VUG Vanguard Growth ETF	$538,029,000	$5,367,352 ▼	-1.0%	1,401,370	0.8%	ETF
QQQ Invesco QQQ	$526,346,595	$32,646,524 ▲	6.6%	1,103,269	0.8%	Finance
VTI Vanguard Total Stock Market ETF	$488,074,000	$31,336,162 ▼	-6.0%	1,723,701	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$439,337,000	$10,909,118 ▲	2.5%	7,050,741	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$438,024,000	$7,836,792 ▲	1.8%	2,211,138	0.6%	ETF
AVGO Broadcom	$431,284,790	$386,606,490 ▲	865.3%	2,696,955	0.6%	Computer and Technology
PEP PepsiCo	$426,141,000	$12,211,650 ▲	3.0%	2,503,842	0.6%	Consumer Staples
V Visa	$419,596,790	$540,764 ▲	0.1%	1,530,916	0.6%	Business Services
SCHF Schwab International Equity ETF	$417,639,000	$12,518,486 ▲	3.1%	10,156,561	0.6%	ETF
SIXH ETC 6 Meridian Hedged Equity Index Option Strategy	$416,726,000	$7,768,339 ▲	1.9%	11,211,360	0.6%	ETF
IWF iShares Russell 1000 Growth ETF	$414,163,000	$352,548 ▼	-0.1%	1,103,109	0.6%	ETF
GLD SPDR Gold Shares	$401,528,790	$13,186,337 ▼	-3.2%	1,653,059	0.6%	Finance
VTV Vanguard Value ETF	$397,798,000	$11,226,665 ▲	2.9%	2,279,319	0.6%	ETF
PG Procter & Gamble	$397,704,000	$5,183,896 ▼	-1.3%	2,295,820	0.6%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$382,309,000	$9,823,607 ▼	-2.5%	4,898,491	0.5%	ETF
GOOG Alphabet	$375,864,000	$8,535,276 ▲	2.3%	2,247,845	0.5%	Computer and Technology
HD Home Depot	$373,011,000	$12,202,309 ▲	3.4%	921,224	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$364,316,685	$40,645,329 ▼	-10.0%	411,398	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$351,437,000	$2,486,030 ▲	0.7%	3,005,132	0.5%	ETF
META Meta Platforms	$347,447,545	$6,177,140 ▼	-1.7%	617,708	0.5%	Computer and Technology
UNH UnitedHealth Group	$344,369,453	$36,860,193 ▼	-9.7%	588,779	0.5%	Medical
COST Costco Wholesale	$339,455,290	$36,704,527 ▼	-9.8%	383,084	0.5%	Retail/Wholesale
MRK Merck & Co., Inc.	$325,764,439	$14,425,931 ▲	4.6%	2,869,410	0.5%	Medical
MCD McDonald's	$320,808,470	$25,512,818 ▲	8.6%	1,054,238	0.5%	Retail/Wholesale
IBM International Business Machines	$314,762,000	$18,947,466 ▲	6.4%	1,423,795	0.4%	Computer and Technology
CVX Chevron	$308,208,000	$32,244,446 ▲	11.7%	2,094,149	0.4%	Oils/Energy
ABBV AbbVie	$291,173,180	$7,589,494 ▲	2.7%	1,473,611	0.4%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$270,683,000	$6,842,400 ▲	2.6%	3,258,331	0.4%	ETF
SIXA ETC 6 Meridian Mega Cap Equity ETF	$268,980,000	$7,939,505 ▲	3.0%	5,970,678	0.4%	ETF
RTX RTX	$265,330,411	$40,098,703 ▲	17.8%	2,523,837	0.4%	Aerospace
ORCL Oracle	$264,241,540	$7,876,536 ▲	3.1%	1,587,589	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$261,916,000	$8,124,439 ▲	3.2%	3,487,318	0.4%	ETF
WMT Walmart	$259,418,962	$649,351 ▼	-0.2%	3,297,113	0.4%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$248,762,000	$1,974,646 ▲	0.8%	3,666,338	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$243,098,000	$1,919,241 ▼	-0.8%	1,355,807	0.3%	ETF
CSCO Cisco Systems	$241,909,000	$16,194,418 ▲	7.2%	4,544,333	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$241,565,000	$1,048,760 ▲	0.4%	5,049,611	0.3%	ETF
DIS Walt Disney	$238,597,000	$3,847,303 ▼	-1.6%	2,482,466	0.3%	Consumer Discretionary
VZ Verizon Communications	$238,378,000	$18,144,729 ▲	8.2%	5,309,386	0.3%	Computer and Technology
MA Mastercard	$238,331,021	$7,400,281 ▼	-3.0%	483,697	0.3%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$237,365,000	$5,235,060 ▲	2.3%	1,324,876	0.3%	ETF
BX Blackstone	$234,556,110	$268,928 ▼	-0.1%	1,536,796	0.3%	Finance
UMI USCF Midstream Energy Income Fund	$229,769,000	$10,145,930 ▲	4.6%	5,122,145	0.3%	ETF
TSLA Tesla	$229,429,654	$5,389,713 ▲	2.4%	937,519	0.3%	Auto/Tires/Trucks
SCHE Schwab Emerging Markets Equity ETF	$227,785,000	$15,880,585 ▲	7.5%	7,807,789	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$227,393,000	$23,278,924 ▲	11.4%	3,961,246	0.3%	ETF
AMGN Amgen	$226,814,560	$32,228,118 ▲	16.6%	738,707	0.3%	Medical
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$225,451,000	$14,474,533 ▲	6.9%	2,709,658	0.3%	Manufacturing
LOW Lowe's Companies	$222,881,000	$6,576,815 ▼	-2.9%	822,653	0.3%	Retail/Wholesale
QCOM QUALCOMM	$221,391,000	$15,569,561 ▲	7.6%	1,299,006	0.3%	Computer and Technology
ABT Abbott Laboratories	$220,878,000	$2,616,293 ▼	-1.2%	1,937,025	0.3%	Medical
DFAC Dimensional U.S. Core Equity 2 ETF	$218,134,000	$2,241,562 ▼	-1.0%	6,361,475	0.3%	ETF
LMT Lockheed Martin	$215,944,000	$3,068,816 ▲	1.4%	369,076	0.3%	Aerospace
BAC Bank of America	$213,908,000	$12,190,262 ▲	6.0%	5,388,190	0.3%	Finance
JEPI JPMorgan Equity Premium Income ETF	$212,643,000	$4,989,978 ▲	2.4%	3,573,526	0.3%	ETF
ACN Accenture	$206,097,000	$22,824,355 ▲	12.5%	582,894	0.3%	Computer and Technology
DFUV Dimensional US Marketwide Value ETF	$204,800,000	$3,964,934 ▼	-1.9%	4,912,648	0.3%	ETF
CAT Caterpillar	$196,827,000	$10,534,717 ▲	5.7%	503,020	0.3%	Industrial Products
NEE NextEra Energy	$195,463,741	$15,586,908 ▲	8.7%	2,314,203	0.3%	Utilities
DGRO iShares Core Dividend Growth ETF	$195,012,000	$4,288,503 ▲	2.2%	3,110,822	0.3%	ETF
VGT Vanguard Information Technology ETF	$194,842,000	$2,213,927 ▲	1.1%	332,140	0.3%	ETF
SHW Sherwin-Williams	$191,513,205	$4,897,928 ▼	-2.5%	501,625	0.3%	Basic Materials
AGG iShares Core U.S. Aggregate Bond ETF	$191,060,000	$3,026,401 ▼	-1.6%	1,886,357	0.3%	Finance
IAU iShares Gold Trust	$187,307,900	$4,488,201 ▼	-2.3%	3,770,822	0.3%	Finance
IWD iShares Russell 1000 Value ETF	$187,093,000	$6,143,183 ▲	3.4%	985,658	0.3%	ETF
MUB iShares National Muni Bond ETF	$182,221,000	$20,974,698 ▲	13.0%	1,677,413	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$177,459,000	$10,809,821 ▲	6.5%	1,853,681	0.3%	ETF
SIXL ETC 6 Meridian Low Beta Equity Strategy ETF	$177,166,000	$4,706,985 ▲	2.7%	4,734,454	0.3%	ETF
SCHB Schwab US Broad Market ETF	$177,000,000	$12,738,345 ▲	7.8%	2,660,625	0.3%	ETF
VB Vanguard Small-Cap ETF	$175,845,000	$1,788,315 ▼	-1.0%	741,408	0.3%	ETF
VO Vanguard Mid-Cap ETF	$169,660,000	$2,104,952 ▼	-1.2%	643,030	0.2%	ETF
KO Coca-Cola	$167,582,000	$2,384,142 ▲	1.4%	2,331,880	0.2%	Consumer Staples
TFC Truist Financial	$166,892,000	$34,544,786 ▲	26.1%	3,901,891	0.2%	Finance
JAAA Janus Henderson AAA CLO ETF	$164,312,000	$23,451,544 ▲	16.6%	3,229,867	0.2%	ETF
AVDE Avantis International Equity ETF	$161,433,000	$3,280,119 ▲	2.1%	2,408,414	0.2%	ETF
CMI Cummins	$160,874,000	$5,964,931 ▲	3.9%	496,625	0.2%	Auto/Tires/Trucks
TJX TJX Companies	$160,871,173	$530,664 ▲	0.3%	1,409,348	0.2%	Retail/Wholesale
LINDE PLC	$158,987,757	$1,134,546 ▼	-0.7%	337,161	0.2%	SHS
TXN Texas Instruments	$156,950,000	$13,507,956 ▲	9.4%	760,062	0.2%	Computer and Technology
SBUX Starbucks	$154,747,670	$9,957,805 ▲	6.9%	1,633,585	0.2%	Retail/Wholesale
AVUS Avantis U.S. Equity ETF	$154,672,000	$3,928,891 ▼	-2.5%	1,625,656	0.2%	ETF
SYK Stryker	$153,985,045	$10,276,853 ▼	-6.3%	433,253	0.2%	Medical
VGIT Vanguard Intermediate-Term Treasury Index ETF	$153,017,000	$11,806,618 ▲	8.4%	2,532,606	0.2%	ETF
AXP American Express	$152,914,810	$10,623,137 ▲	7.5%	574,787	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$152,202,000	$16,546,650 ▼	-9.8%	674,212	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

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 (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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools