Filed: 8/13/2024ACC: 0001085146-24-003763
📋 What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3367 equity positions with a total reported market value of $64.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3367
Positions
$64.69B
Total AUM (reported)
841.13M
Total Shares
Allocation by class
COM$28.03B43.3%
CL A$2.54B3.9%
CORE S&P500 ETF$1.23B1.9%
TR UNIT$976.38M1.5%
S&P 500 ETF SHS$968.95M1.5%
CL B NEW$877.17M1.4%
CAP STK CL A$750.17M1.2%
Portfolio Concentration
Top 3$5.78B8.9%
4–10$6.72B10.4%
11–25$7.06B10.9%
Rest$45.12B69.8%
Top 3 weight
8.9%
Top 10 weight
19.3%
Voting Authority Distribution
Total shares with voting rights: 841.13M
Sole
Full voting authority
841.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3367
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3367
Rows:
APPLE INC
SOLEShares11.57M
TypeSH
Market value$2.38B
3.68%
Sole
11.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5M
TypeSH
Market value$2.18B
3.37%
Sole
5M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.24M
TypeSH
Market value$1.23B
1.90%
Sole
2.24M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.86K
TypeSH
Market value$1.14B
1.76%
Sole
1.86K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.22M
TypeSH
Market value$1.00B
1.55%
Sole
5.22M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.93M
TypeSH
Market value$968.95M
1.50%
Sole
1.93M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares2.29M
TypeSH
Market value$967.76M
1.50%
Sole
2.29M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares8.22M
TypeSH
Market value$943.69M
1.46%
Sole
8.22M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.16M
TypeSH
Market value$877.17M
1.36%
Sole
2.16M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6.83M
TypeSH
Market value$823.52M
1.27%
Sole
6.83M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.33M
TypeSH
Market value$750.17M
1.16%
Sole
4.33M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.72M
TypeSH
Market value$542.42M
0.84%
Sole
2.72M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.42M
TypeSH
Market value$529.23M
0.82%
Sole
1.42M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares10.34M
TypeSH
Market value$510.99M
0.79%
Sole
10.34M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.46M
TypeSH
Market value$506.31M
0.78%
Sole
3.46M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.03M
TypeSH
Market value$493.16M
0.76%
Sole
1.03M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.83M
TypeSH
Market value$490.71M
0.76%
Sole
1.83M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares457.30K
TypeSH
Market value$414.18M
0.64%
Sole
457.30K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares5.50M
TypeSH
Market value$413.12M
0.64%
Sole
5.50M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares279.39K
TypeSH
Market value$404.36M
0.63%
Sole
279.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.20M
TypeSH
Market value$402.93M
0.62%
Sole
2.20M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.88M
TypeSH
Market value$402.39M
0.62%
Sole
6.88M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.10M
TypeSH
Market value$402.32M
0.62%
Sole
1.10M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.43M
TypeSH
Market value$400.67M
0.62%
Sole
2.43M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.53M
TypeSH
Market value$399.83M
0.62%
Sole
1.53M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.57M | SH | $2.38B 3.68% | 11.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5M | SH | $2.18B 3.37% | 5M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.24M | SH | $1.23B 1.90% | 2.24M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.86K | SH | $1.14B 1.76% | 1.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.22M | SH | $1.00B 1.55% | 5.22M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.93M | SH | $968.95M 1.50% | 1.93M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.29M | SH | $967.76M 1.50% | 2.29M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 8.22M | SH | $943.69M 1.46% | 8.22M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.16M | SH | $877.17M 1.36% | 2.16M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.83M | SH | $823.52M 1.27% | 6.83M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.33M | SH | $750.17M 1.16% | 4.33M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.72M | SH | $542.42M 0.84% | 2.72M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.42M | SH | $529.23M 0.82% | 1.42M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 10.34M | SH | $510.99M 0.79% | 10.34M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.46M | SH | $506.31M 0.78% | 3.46M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.03M | SH | $493.16M 0.76% | 1.03M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.83M | SH | $490.71M 0.76% | 1.83M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 457.30K | SH | $414.18M 0.64% | 457.30K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 5.50M | SH | $413.12M 0.64% | 5.50M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 279.39K | SH | $404.36M 0.63% | 279.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.20M | SH | $402.93M 0.62% | 2.20M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 6.88M | SH | $402.39M 0.62% | 6.88M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.10M | SH | $402.32M 0.62% | 1.10M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.43M | SH | $400.67M 0.62% | 2.43M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.53M | SH | $399.83M 0.62% | 1.53M | 0.00 | 0.00 |
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