Filed: 5/13/2025ACC: 0001085146-25-002999
๐ What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13FโHR report disclosing 3497 equity positions with a total reported market value of $73.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3497
Positions
$73.69B
Total AUM (reported)
992.41M
Total Shares
Allocation by class
COM$30.52B41.4%
CL A$3.09B4.2%
CORE S&P500 ETF$1.44B2.0%
CL B NEW$1.33B1.8%
S&P 500 ETF SHS$1.23B1.7%
TR UNIT$1.07B1.5%
COM NEW$822.65M1.1%
Portfolio Concentration
Top 3$5.83B7.9%
4โ10$7.78B10.6%
11โ25$7.85B10.7%
Rest$52.22B70.9%
Top 3 weight
7.9%
Top 10 weight
18.5%
Voting Authority Distribution
Total shares with voting rights: 992.41M
Sole
Full voting authority
992.41M
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)
Sole3497
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings3497
Rows:
APPLE INC
SOLEShares11.05M
TypeSH
Market value$2.45B
3.32%
Sole
11.05M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.06M
TypeSH
Market value$1.86B
2.53%
Sole
5.06M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.90K
TypeSH
Market value$1.52B
2.06%
Sole
1.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.56M
TypeSH
Market value$1.44B
1.95%
Sole
2.56M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.49M
TypeSH
Market value$1.33B
1.80%
Sole
2.49M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.39M
TypeSH
Market value$1.23B
1.66%
Sole
2.39M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.91M
TypeSH
Market value$1.06B
1.44%
Sole
1.91M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.22M
TypeSH
Market value$991.70M
1.35%
Sole
5.22M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares8.07M
TypeSH
Market value$960.08M
1.30%
Sole
8.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.45M
TypeSH
Market value$775.17M
1.05%
Sole
7.45M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.71M
TypeSH
Market value$665.09M
0.90%
Sole
2.71M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.98M
TypeSH
Market value$660.51M
0.90%
Sole
3.98M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.93M
TypeSH
Market value$605.57M
0.82%
Sole
3.93M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares7.05M
TypeSH
Market value$587.64M
0.80%
Sole
7.05M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.24M
TypeSH
Market value$557.87M
0.76%
Sole
1.24M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.48M
TypeSH
Market value$548.36M
0.74%
Sole
1.48M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.53M
TypeSH
Market value$536.90M
0.73%
Sole
1.53M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares10.36M
TypeSH
Market value$526.41M
0.71%
Sole
10.36M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.92M
TypeSH
Market value$505.26M
0.69%
Sole
2.92M
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares1.61M
TypeSH
Market value$462.46M
0.63%
Sole
1.61M
Shared
0.00
None
0.00
EXCHANGE TRADED CONCEPTS TRU
SOLEShares11.68M
TypeSH
Market value$458.62M
0.62%
Sole
11.68M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.62M
TypeSH
Market value$444.79M
0.60%
Sole
1.62M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares2.54M
TypeSH
Market value$432.91M
0.59%
Sole
2.54M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.38M
TypeSH
Market value$430.83M
0.58%
Sole
7.38M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares21.65M
TypeSH
Market value$428.24M
0.58%
Sole
21.65M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.05M | SH | $2.45B 3.32% | 11.05M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.06M | SH | $1.86B 2.53% | 5.06M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.90K | SH | $1.52B 2.06% | 1.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.56M | SH | $1.44B 1.95% | 2.56M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.49M | SH | $1.33B 1.80% | 2.49M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.39M | SH | $1.23B 1.66% | 2.39M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.91M | SH | $1.06B 1.44% | 1.91M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.22M | SH | $991.70M 1.35% | 5.22M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 8.07M | SH | $960.08M 1.30% | 8.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.45M | SH | $775.17M 1.05% | 7.45M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.71M | SH | $665.09M 0.90% | 2.71M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.98M | SH | $660.51M 0.90% | 3.98M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.93M | SH | $605.57M 0.82% | 3.93M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 7.05M | SH | $587.64M 0.80% | 7.05M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.24M | SH | $557.87M 0.76% | 1.24M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.48M | SH | $548.36M 0.74% | 1.48M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.53M | SH | $536.90M 0.73% | 1.53M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 10.36M | SH | $526.41M 0.71% | 10.36M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.92M | SH | $505.26M 0.69% | 2.92M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.61M | SH | $462.46M 0.63% | 1.61M | 0.00 | 0.00 |
EXCHANGE TRADED CONCEPTS TRUSOLE | ETC 6 HEDGED EQU | 11.68M | SH | $458.62M 0.62% | 11.68M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.62M | SH | $444.79M 0.60% | 1.62M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 2.54M | SH | $432.91M 0.59% | 2.54M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.38M | SH | $430.83M 0.58% | 7.38M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 21.65M | SH | $428.24M 0.58% | 21.65M | 0.00 | 0.00 |
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