Hightower Advisors, LLC
CIK Number: 0001462245
73.69B
Market Value
3,131
# of Holdings
18 months
Avg. Holding Period
35.29%
Win Rate
23.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 11.41M | +3.90% | 2.86B | 102.66 | 3.91% |
| 2 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 5.02M | +5.35% | 2.12B | 175.92 | 2.90% |
| 3 | IVV | iShares Core S&... | 603.05 | +0.54% | 2.31M | +1.42% | 1.36B | 399.04 | 1.86% |
| 4 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 1.89K | 0.00% | 1.29B | 281926.37 | 1.76% |
| 5 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 5.55M | +5.11% | 1.22B | 125.72 | 1.67% |
| 6 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 2.12M | +6.02% | 1.14B | 406.49 | 1.56% |
| 7 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 2.48M | +14.46% | 1.12B | 267.5 | 1.54% |
| 8 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 1.9M | +2.91% | 1.11B | 322.59 | 1.52% |
| 9 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 8.78M | +5.54% | 944.25M | 89.86 | 1.29% |
| 10 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 6.97M | +2.70% | 936.54M | 17.28 | 1.28% |
| 11 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 3.93M | -0.64% | 743.33M | 95.14 | 1.02% |
| 12 | SN | SharkNinja, Inc... | 87.31 | +6.30% | 7.18M | +42.89% | 699.02M | 62.98 | 0.96% |
| 13 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 2.88M | +5.38% | 690.71M | 125.52 | 0.94% |
| 14 | VUG | Vanguard Growth... | 423.26 | +1.18% | 1.42M | +1.19% | 582.01M | 272.87 | 0.80% |
| 15 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 1.13M | +4.69% | 577.52M | 483.5 | 0.79% |
| 16 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 2.47M | -1.11% | 572.36M | 38.88 | 0.78% |
| 17 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 3.75M | +5.60% | 542.9M | 140.94 | 0.74% |
| 18 | VEA | Vanguard Develo... | 56.41 | +0.44% | 10.58M | +0.73% | 505.7M | 46.89 | 0.69% |
| 19 | V | Visa Inc. | 355.07 | +0.63% | 1.58M | +3.39% | 499.7M | 219.85 | 0.68% |
| 20 | VTI | Vanguard Total ... | 296.15 | +0.88% | 1.62M | -5.91% | 470.03M | 222.3 | 0.64% |
| 21 | IWF | iShares Russell... | 409.82 | +1.05% | 1.17M | +6.08% | 469.91M | 172.65 | 0.64% |
| 22 | IJH | iShares Core S&... | 60.66 | +0.67% | 7.33M | +3.92% | 456.54M | 48.23 | 0.62% |
| 23 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 2.26M | +0.69% | 431.02M | 82.32 | 0.59% |
| 24 | VIG | Vanguard Divide... | 200.94 | +0.24% | 2.19M | -0.77% | 429.66M | 151.97 | 0.59% |
| 25 | SIXH | ETC 6 Meridian ... | 38.55 | +0.10% | 11.54M | +2.97% | 423.74M | 32.56 | 0.58% |
| 26 | PG | The Procter & G... | 160.70 | +0.26% | 2.51M | +9.37% | 420.98M | 122.37 | 0.58% |
| 27 | VTV | Vanguard Value ... | 174.03 | +0.37% | 2.45M | +7.62% | 415.29M | 144.02 | 0.57% |
| 28 | COST | Costco Wholesal... | 984.10 | -0.62% | 448.9K | +17.33% | 411.31M | 392.12 | 0.56% |
| 29 | SCHF | Schwab Internat... | 21.89 | +0.44% | 21.86M | +115.25% | 404.46M | 18.26 | 0.55% |
| 30 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 1.65M | -0.43% | 398.49M | 162 | 0.54% |
| 31 | HD | The Home Depot,... | 353.06 | -0.45% | 1.02M | +10.64% | 396.46M | 242.22 | 0.54% |
| 32 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 2.51M | +0.10% | 381.1M | 142.56 | 0.52% |
| 33 | META | Meta Platforms,... | 701.33 | +2.70% | 622.36K | +2.51% | 364.4M | 223.04 | 0.50% |
| 34 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 470.37K | +14.39% | 363.12M | 270.63 | 0.50% |
| 35 | IJR | iShares Core S&... | 106.86 | +0.53% | 3.13M | +4.12% | 360.51M | 91.22 | 0.49% |
| 36 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 869.34K | -0.6% | 351.07M | 139.51 | 0.48% |
| 37 | MCD | McDonald's Corp... | 295.94 | -1.98% | 1.2M | +14.37% | 349.26M | 202.37 | 0.48% |
| 38 | IBM | International B... | 281.56 | +1.57% | 1.58M | +10.98% | 347.35M | 150.88 | 0.47% |
| 39 | CVX | Chevron Corpora... | 146.06 | +0.10% | 2.26M | +7.95% | 327.42M | 120.86 | 0.45% |
| 40 | IEFA | iShares Core MS... | 81.91 | -1.35% | 4.66M | -4.95% | 327.23M | 65.98 | 0.45% |
| 41 | MRK | Merck & Co., In... | 80.88 | -1.02% | 3.15M | +9.86% | 313.55M | 68.19 | 0.43% |
| 42 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 1.85M | +19.20% | 307.77M | 85.69 | 0.42% |
| 43 | MA | Mastercard Inco... | 568.14 | +1.09% | 572.01K | +18.31% | 301.21M | 329.78 | 0.41% |
| 44 | WMT | Walmart Inc. | 94.23 | -0.22% | 3.18M | -0.87% | 287.68M | 46.7 | 0.39% |
| 45 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 557.93K | -5.19% | 282.24M | 338.8 | 0.39% |
| 46 | DIS | The Walt Disney... | 119.45 | +1.28% | 2.52M | +1.64% | 280.95M | 148.94 | 0.38% |
| 47 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 1.57M | +6.81% | 279.67M | 103.93 | 0.38% |
| 48 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 10.08M | +209.29% | 279.25M | 21.88 | 0.38% |
| 49 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 4.63M | +1.88% | 274.08M | 42.59 | 0.37% |
| 50 | SIXA | ETC 6 Meridian ... | 47.91 | +0.18% | 6.19M | +3.61% | 273.87M | 34.83 | 0.37% |
| 51 | BX | Blackstone Inc. | 137.85 | +1.06% | 1.53M | -0.08% | 263.8M | 68.9 | 0.36% |
| 52 | BAC | Bank of America... | 44.36 | +0.61% | 5.96M | +10.67% | 262.09M | 28.42 | 0.36% |
| 53 | BND | Vanguard Total ... | 72.56 | -0.19% | 3.64M | +4.24% | 261.4M | 77.15 | 0.36% |
| 54 | RTX | RTX Corporation | 146.33 | +0.44% | 2.26M | +3.14% | 261M | 100.47 | 0.36% |
| 55 | UMI | USCF Midstream ... | 50.34 | -1% | 5.18M | +1.15% | 257.24M | 30.75 | 0.35% |
| 56 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 11.04M | +201.01% | 255.82M | 16.53 | 0.35% |
| 57 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 1.41M | +4.05% | 251.22M | 138.79 | 0.34% |
| 58 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 1.43M | +7.79% | 250.24M | 143.45 | 0.34% |
| 59 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 3.5M | +57.54% | 241.61M | 58.3 | 0.33% |
| 60 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 653.92K | +30.00% | 237.22M | 207.6 | 0.32% |
| 61 | VZ | Verizon Communi... | 42.42 | -1.37% | 5.9M | +11.04% | 235.76M | 47.6 | 0.32% |
| 62 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 5.13M | +1.68% | 226.12M | 45.84 | 0.31% |
| 63 | VGT | Vanguard Inform... | 633.02 | +1.56% | 360.95K | +8.68% | 224.44M | 385.14 | 0.31% |
| 64 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 8.37M | +7.16% | 222.81M | 27.2 | 0.30% |
| 65 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 2.72M | +0.54% | 220.47M | 62.84 | 0.30% |
| 66 | ACN | Accenture plc | 313.78 | +0.66% | 622.07K | +6.72% | 218.84M | 304.85 | 0.30% |
| 67 | ABT | Abbott Laborato... | 133.99 | -1.2% | 1.92M | -0.75% | 217.46M | 101.08 | 0.30% |
| 68 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 6.28M | -1.26% | 217.28M | 26.75 | 0.30% |
| 69 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 3.68M | +3.04% | 211.83M | 55.84 | 0.29% |
| 70 | JAAA | Janus Henderson... | 50.65 | 0.00% | 3.99M | +23.40% | 202.11M | 50.48 | 0.28% |
| 71 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 1.3M | +0.43% | 200.41M | 118.18 | 0.27% |
| 72 | DFUV | Dimensional US ... | 41.55 | +0.79% | 4.89M | -0.38% | 200.26M | 39.97 | 0.27% |
| 73 | LMT | Lockheed Martin... | 466.60 | -4.08% | 411.21K | +11.41% | 199.82M | 387.15 | 0.27% |
| 74 | DGRO | iShares Core Di... | 62.67 | -0.23% | 3.24M | +4.28% | 198.99M | 46.41 | 0.27% |
| 75 | IWD | iShares Russell... | 190.16 | +0.17% | 1.07M | +8.14% | 197.33M | 140.03 | 0.27% |
| 76 | LOW | Lowe's Companie... | 215.74 | -0.7% | 770.78K | -6.31% | 190.23M | 193.54 | 0.26% |
| 77 | AGG | iShares Core U.... | 97.78 | -0.19% | 1.96M | +4.04% | 190.17M | 101.91 | 0.26% |
| 78 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 2.7M | +14.86% | 189.38M | 44.77 | 0.26% |
| 79 | IVW | iShares S&P 500... | 106.17 | +1.01% | 1.83M | -1.1% | 186.13M | 55.44 | 0.25% |
| 80 | VB | Vanguard Small ... | 232.08 | +1.04% | 774.6K | +4.48% | 186.12M | 199.55 | 0.25% |
| 81 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 8.15M | +206.18% | 184.92M | 16.47 | 0.25% |
| 82 | AMGN | Amgen Inc. | 295.12 | -0.03% | 709.02K | +0.77% | 184.8M | 230.67 | 0.25% |
| 83 | IEMG | iShares Core MS... | 58.66 | -0.09% | 3.51M | -11.28% | 183.52M | 51.25 | 0.25% |
| 84 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 688.41K | +7.06% | 181.83M | 225.07 | 0.25% |
| 85 | TFC | Truist Financia... | 39.37 | +1.03% | 4.12M | +5.58% | 178.71M | 43.27 | 0.24% |
| 86 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 3.61M | -4.27% | 178.67M | 34.23 | 0.24% |
| 87 | TJX | The TJX Compani... | 124.16 | +0.20% | 1.48M | +8.07% | 178.55M | 69.6 | 0.24% |
| 88 | MS | Morgan Stanley | 130.65 | +0.90% | 1.41M | +3.07% | 174.47M | 89.56 | 0.24% |
| 89 | CMI | Cummins Inc. | 322.04 | +0.79% | 496.12K | -0.1% | 172.95M | 217.31 | 0.24% |
| 90 | MUB | iShares Nationa... | 103.96 | +0.08% | 1.59M | -5.01% | 169.78M | 108.33 | 0.23% |
| 91 | GS | The Goldman Sac... | 626.86 | +2.17% | 294.13K | +19.55% | 168.42M | 369.66 | 0.23% |
| 92 | XLK | Technology Sele... | 242.79 | +1.51% | 723.32K | +7.28% | 168.19M | 136.65 | 0.23% |
| 93 | NEE | NextEra Energy,... | 73.71 | -1.43% | 2.33M | +0.84% | 167.23M | 65.24 | 0.23% |
| 94 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 489.32K | -2.43% | 166.34M | 242.63 | 0.23% |
| 95 | AXP | American Expres... | 293.96 | +2.14% | 558.55K | -0.93% | 165.77M | 134.04 | 0.23% |
| 96 | GILD | Gilead Sciences... | 110.72 | +0.67% | 1.79M | +0.72% | 165.68M | 72.29 | 0.23% |
| 97 | KO | The Coca-Cola C... | 70.46 | -0.79% | 2.66M | +13.92% | 165.39M | 49.82 | 0.23% |
| 98 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 1.79M | +12.66% | 163.29M | 84.61 | 0.22% |
| 99 | GM | General Motors ... | 49.20 | +1.14% | 3.04M | +0.61% | 162.2M | 40.31 | 0.22% |
| 100 | SPG | Simon Property ... | 157.63 | +0.47% | 935.48K | +4.71% | 161.1M | 122.09 | 0.22% |
| 101 | TMUS | T-Mobile US, In... | 230.63 | +1.15% | 724.98K | +0.22% | 160.02M | 132.41 | 0.22% |
| 102 | IWM | iShares Russell... | 210.52 | +0.78% | 722.89K | +12.68% | 159.73M | 188.97 | 0.22% |
| 103 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 799.9K | -0.92% | 157.97M | 90.93 | 0.22% |
| 104 | IWB | iShares Russell... | 329.80 | +0.60% | 486.39K | +0.54% | 156.69M | 201.57 | 0.21% |
| 105 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 1.62M | -0.56% | 156.69M | 67.17 | 0.21% |
| 106 | VONG | Vanguard Russel... | 105.52 | +1.06% | 1.51M | +4.67% | 155.94M | 66.13 | 0.21% |
| 107 | SYK | Stryker Corpora... | 376.80 | -0.13% | 432.33K | +1.35% | 155.66M | 224.88 | 0.21% |
| 108 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 2.8M | +2.75% | 153.39M | 44.77 | 0.21% |
| 109 | AVDE | Avantis Interna... | 73.91 | +0.32% | 2.45M | +1.54% | 150.08M | 54.68 | 0.21% |
| 110 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 2.58M | +1.86% | 149.63M | 59.76 | 0.20% |
| 111 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 164.9K | +2.35% | 146.98M | 431.46 | 0.20% |
| 112 | TXN | Texas Instrumen... | 199.09 | +2.10% | 779.32K | +2.53% | 146.13M | 152.42 | 0.20% |
| 113 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 1.65M | +11.34% | 145.33M | 61.05 | 0.20% |
| 114 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 5.24M | +219.66% | 143.09M | 23.17 | 0.20% |
| 115 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 2.49M | +5.47% | 142.93M | 59.25 | 0.20% |
| 116 | ETN | Eaton Corporati... | 337.96 | +4.42% | 424.89K | +6.89% | 141.01M | 187.63 | 0.19% |
| 117 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 2.78M | +41.71% | 139.23M | 50.58 | 0.19% |
| 118 | UNP | Union Pacific C... | 224.53 | +0.52% | 609.59K | +3.22% | 139.01M | 189.67 | 0.19% |
| 119 | VBR | Vanguard Small ... | 191.26 | +0.97% | 696.59K | +4.11% | 138.05M | 167.31 | 0.19% |
| 120 | LIN | Linde plc | 465.93 | -0.01% | 327.44K | -1.84% | 137.09M | 363.41 | 0.19% |
| 121 | ITOT | iShares Core S&... | 131.11 | +0.61% | 1.04M | -1.66% | 133.96M | 74.02 | 0.18% |
| 122 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 392.34K | +6.90% | 131.17M | 213.98 | 0.18% |
| 123 | ADBE | Adobe Inc. | 401.12 | +2.41% | 294.45K | +14.38% | 130.94M | 433.88 | 0.18% |
| 124 | VYM | Vanguard High D... | 131.03 | +0.37% | 1.02M | +1.68% | 130.7M | 105.98 | 0.18% |
| 125 | UPS | United Parcel S... | 101.03 | +1.03% | 1.03M | -5.58% | 130.24M | 128.39 | 0.18% |
| 126 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 2.57M | +10.93% | 129.4M | 50.31 | 0.18% |
| 127 | MCO | Moody's Corpora... | 475.97 | +0.87% | 272.46K | -4.34% | 128.97M | 348.04 | 0.18% |
| 128 | AZO | AutoZone, Inc. | 3596.23 | -1.27% | 39.9K | -3.99% | 127.75M | 1685.35 | 0.17% |
| 129 | DFIC | Dimensional Int... | 30.93 | +0.31% | 4.88M | +5.63% | 126.01M | 22.94 | 0.17% |
| 130 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 219.22K | +52.46% | 124.86M | 453.86 | 0.17% |
| 131 | COP | ConocoPhillips | 95.02 | -2.01% | 1.26M | +15.16% | 124.68M | 79.89 | 0.17% |
| 132 | PM | Philip Morris I... | 183.22 | -0.6% | 1.04M | +3.09% | 124.56M | 92.39 | 0.17% |
| 133 | MKL | Markel Corporat... | 1954.65 | +1.34% | 72K | +2.34% | 124.3M | 1152.85 | 0.17% |
| 134 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 4.46M | +310.61% | 124.26M | 15.73 | 0.17% |
| 135 | SO | The Southern Co... | 88.83 | -1.68% | 1.5M | +44.78% | 123.87M | 67.81 | 0.17% |
| 136 | GIS | General Mills, ... | 53.50 | -0.11% | 1.92M | +2.66% | 122.26M | 64.35 | 0.17% |
| 137 | VGK | Vanguard Europe... | 77.47 | +0.32% | 1.91M | +8.14% | 121.2M | 63.03 | 0.17% |
| 138 | DFIV | Dimensional Int... | 43.08 | +0.38% | 3.39M | +5.01% | 120.41M | 35.91 | 0.16% |
| 139 | HON | Honeywell Inter... | 223.91 | -0.17% | 529.01K | +12.55% | 119.5M | 168.4 | 0.16% |
| 140 | WHR | Whirlpool Corpo... | 92.86 | +2.90% | 1.03M | +0.13% | 118.44M | 102.92 | 0.16% |
| 141 | VGSH | Vanguard Short-... | 58.45 | -0.03% | 2.03M | +7.68% | 118.16M | 58.5 | 0.16% |
| 142 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 1.52M | +1.79% | 115.15M | 69.03 | 0.16% |
| 143 | MDT | Medtronic plc | 87.94 | +0.77% | 1.44M | -0.99% | 114.97M | 100.76 | 0.16% |
| 144 | AEP | American Electr... | 101.86 | -1.01% | 1.24M | +2.48% | 114.34M | 84.66 | 0.16% |
| 145 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 2.04M | -0.01% | 113.7M | 51.51 | 0.16% |
| 146 | SRE | Sempra | 73.72 | -0.48% | 1.27M | -0.01% | 111.6M | 65.42 | 0.15% |
| 147 | IXUS | iShares Core MS... | 75.92 | -0.92% | 1.68M | +4.41% | 110.78M | 62.15 | 0.15% |
| 148 | DFEM | Dimensional Eme... | 29.30 | +1.09% | 4.16M | +4.20% | 108.99M | 23.75 | 0.15% |
| 149 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 208.05K | +31.32% | 108.59M | 304.05 | 0.15% |
| 150 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 1.85M | +4.93% | 108.53M | 52.81 | 0.15% |