Hightower Advisors, LLC

CIK Number: 0001462245

73.69B
Market Value
3,135
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
201.21
-0.18% 11.41M +3.90% 2.86B 102.66 3.91%
2 MSFT Microsoft Corpo...
497.50
+1.06% 5.02M +5.35% 2.12B 175.92 2.90%
3 IVV iShares Core S&...
614.96
+0.82% 2.31M +1.42% 1.36B 399.04 1.86%
4 BRK-A Berkshire Hatha...
728620.02
-0.19% 1.89K 0.00% 1.29B 281926.37 1.76%
5 AMZN Amazon.com, Inc...
217.26
+2.49% 5.55M +5.11% 1.22B 125.72 1.67%
6 VOO Vanguard 500 In...
564.28
+0.81% 2.12M +6.02% 1.14B 406.49 1.56%
7 BRK-B Berkshire Hatha...
485.71
-0.1% 2.48M +14.46% 1.12B 267.5 1.54%
8 SPY SPDR S&P 500 ET...
611.96
+0.80% 1.9M +2.91% 1.11B 322.59 1.52%
9 XOM Exxon Mobil Cor...
110.07
+1.57% 8.78M +5.54% 944.25M 89.86 1.29%
10 NVDA NVIDIA Corporat...
155.10
+0.51% 6.97M +2.70% 936.54M 17.28 1.28%
11 GOOGL Alphabet Inc.
173.50
+1.65% 3.93M -0.64% 743.33M 95.14 1.02%
12 SN SharkNinja, Inc...
94.28
+0.97% 7.18M +42.89% 699.02M 62.98 0.96%
13 JPM JPMorgan Chase ...
288.83
+1.68% 2.88M +5.38% 690.71M 125.52 0.94%
14 VUG Vanguard Growth...
433.78
+0.82% 1.42M +1.19% 582.01M 272.87 0.80%
15 QQQ Invesco QQQ Tru...
546.29
+0.95% 1.13M +4.69% 577.52M 483.5 0.79%
16 AVGO Broadcom Inc.
270.21
+2.10% 2.47M -1.11% 572.36M 38.88 0.78%
17 JNJ Johnson & Johns...
152.17
-0.07% 3.75M +5.60% 542.9M 140.94 0.74%
18 VEA Vanguard Develo...
56.48
+1.10% 10.58M +0.73% 505.7M 46.89 0.69%
19 V Visa Inc.
346.26
+0.29% 1.58M +3.39% 499.7M 219.85 0.68%
20 VTI Vanguard Total ...
302.04
+0.90% 1.62M -5.91% 470.03M 222.3 0.64%
21 IWF iShares Russell...
419.42
+0.96% 1.17M +6.08% 469.91M 172.65 0.64%
22 IJH iShares Core S&...
61.88
+1.38% 7.33M +3.92% 456.54M 48.23 0.62%
23 GOOG Alphabet Inc.
174.38
+1.69% 2.26M +0.69% 431.02M 82.32 0.59%
24 VIG Vanguard Divide...
203.59
+0.62% 2.19M -0.77% 429.66M 151.97 0.59%
25 SIXH ETC 6 Meridian ...
38.30
-0.47% 11.54M +2.97% 423.74M 32.56 0.58%
26 PG The Procter & G...
158.66
-0.19% 2.51M +9.37% 420.98M 122.37 0.58%
27 VTV Vanguard Value ...
176.23
+0.72% 2.45M +7.62% 415.29M 144.02 0.57%
28 COST Costco Wholesal...
983.03
-0.36% 448.9K +17.33% 411.31M 392.12 0.56%
29 SCHF Schwab Internat...
21.89
+1.08% 21.86M +115.25% 404.46M 18.26 0.55%
30 GLD SPDR Gold Share...
306.79
-0.11% 1.65M -0.43% 398.49M 162 0.54%
31 HD The Home Depot,...
363.71
+0.51% 1.02M +10.64% 396.46M 242.22 0.54%
32 PEP PepsiCo, Inc.
128.20
+0.14% 2.51M +0.10% 381.1M 142.56 0.52%
33 META Meta Platforms,...
726.45
+2.51% 622.36K +2.51% 364.4M 223.04 0.50%
34 LLY Eli Lilly and C...
795.71
+0.43% 470.37K +14.39% 363.12M 270.63 0.50%
35 IJR iShares Core S&...
109.20
+1.52% 3.13M +4.12% 360.51M 91.22 0.49%
36 TSLA Tesla, Inc.
326.14
-0.43% 869.34K -0.6% 351.07M 139.51 0.48%
37 MCD McDonald's Corp...
285.78
+0.08% 1.2M +14.37% 349.26M 202.37 0.48%
38 IBM International B...
292.32
+0.43% 1.58M +10.98% 347.35M 150.88 0.47%
39 CVX Chevron Corpora...
144.42
+0.83% 2.26M +7.95% 327.42M 120.86 0.45%
40 IEFA iShares Core MS...
82.55
+1.22% 4.66M -4.95% 327.23M 65.98 0.45%
41 MRK Merck & Co., In...
78.92
-0.94% 3.15M +9.86% 313.55M 68.19 0.43%
42 ORCL Oracle Corporat...
213.02
+1.09% 1.85M +19.20% 307.77M 85.69 0.42%
43 MA Mastercard Inco...
546.24
-0.63% 572.01K +18.31% 301.21M 329.78 0.41%
44 WMT Walmart Inc.
96.16
-1.13% 3.18M -0.87% 287.68M 46.7 0.39%
45 UNH UnitedHealth Gr...
302.52
+0.17% 557.93K -5.19% 282.24M 338.8 0.39%
46 DIS The Walt Disney...
121.64
+1.86% 2.52M +1.64% 280.95M 148.94 0.38%
47 ABBV AbbVie Inc.
186.97
+0.85% 1.57M +6.81% 279.67M 103.93 0.38%
48 SCHM Schwab U.S. Mid...
27.86
+1.18% 10.08M +209.29% 279.25M 21.88 0.38%
49 CSCO Cisco Systems, ...
68.97
+1.15% 4.63M +1.88% 274.08M 42.59 0.37%
50 SIXA ETC 6 Meridian ...
48.05
+0.38% 6.19M +3.61% 273.87M 34.83 0.37%
51 BX Blackstone Inc.
148.20
+3.22% 1.53M -0.08% 263.8M 68.9 0.36%
52 BAC Bank of America...
47.51
+1.40% 5.96M +10.67% 262.09M 28.42 0.36%
53 BND Vanguard Total ...
73.52
+0.29% 3.64M +4.24% 261.4M 77.15 0.36%
54 RTX RTX Corporation
142.71
+0.94% 2.26M +3.14% 261M 100.47 0.36%
55 UMI USCF Midstream ...
50.87
+1.86% 5.18M +1.15% 257.24M 30.75 0.35%
56 SCHX Schwab U.S. Lar...
24.23
+0.81% 11.04M +201.01% 255.82M 16.53 0.35%
57 QUAL iShares MSCI US...
180.45
+0.60% 1.41M +4.05% 251.22M 138.79 0.34%
58 RSP Invesco S&P 500...
180.32
+0.81% 1.43M +7.79% 250.24M 143.45 0.34%
59 SPLG SPDR Portfolio ...
72.20
+0.80% 3.5M +57.54% 241.61M 58.3 0.33%
60 CAT Caterpillar Inc...
382.01
+2.81% 653.92K +30.00% 237.22M 207.6 0.32%
61 VZ Verizon Communi...
42.13
+0.01% 5.9M +11.04% 235.76M 47.6 0.32%
62 VWO Vanguard Emergi...
49.45
+0.69% 5.13M +1.68% 226.12M 45.84 0.31%
63 VGT Vanguard Inform...
656.89
+0.75% 360.95K +8.68% 224.44M 385.14 0.31%
64 SCHE Schwab Emerging...
30.16
+0.72% 8.37M +7.16% 222.81M 27.2 0.30%
65 DGRW WisdomTree U.S....
82.94
+0.62% 2.72M +0.54% 220.47M 62.84 0.30%
66 ACN Accenture plc
296.02
+0.48% 622.07K +6.72% 218.84M 304.85 0.30%
67 ABT Abbott Laborato...
133.70
-2.69% 1.92M -0.75% 217.46M 101.08 0.30%
68 DFAC Dimensional U.S...
35.55
+1.01% 6.28M -1.26% 217.28M 26.75 0.30%
69 JEPI JPMorgan Equity...
56.44
+0.13% 3.68M +3.04% 211.83M 55.84 0.29%
70 JAAA Janus Henderson...
50.72
+0.12% 3.99M +23.40% 202.11M 50.48 0.28%
71 QCOM QUALCOMM Incorp...
158.18
+1.44% 1.3M +0.43% 200.41M 118.18 0.27%
72 DFUV Dimensional US ...
42.08
+0.97% 4.89M -0.38% 200.26M 39.97 0.27%
73 LMT Lockheed Martin...
458.13
-0.06% 411.21K +11.41% 199.82M 387.15 0.27%
74 DGRO iShares Core Di...
63.44
+0.69% 3.24M +4.28% 198.99M 46.41 0.27%
75 IWD iShares Russell...
192.93
+0.76% 1.07M +8.14% 197.33M 140.03 0.27%
76 LOW Lowe's Companie...
221.42
+0.33% 770.78K -6.31% 190.23M 193.54 0.26%
77 AGG iShares Core U....
99.08
+0.28% 1.96M +4.04% 190.17M 101.91 0.26%
78 WFC Wells Fargo & C...
79.98
+1.15% 2.7M +14.86% 189.38M 44.77 0.26%
79 IVW iShares S&P 500...
108.89
+0.98% 1.83M -1.1% 186.13M 55.44 0.25%
80 VB Vanguard Small ...
237.05
+1.40% 774.6K +4.48% 186.12M 199.55 0.25%
81 SCHB Schwab U.S. Bro...
23.61
+0.92% 8.15M +206.18% 184.92M 16.47 0.25%
82 AMGN Amgen Inc.
279.05
-0.47% 709.02K +0.77% 184.8M 230.67 0.25%
83 IEMG iShares Core MS...
59.96
+0.69% 3.51M -11.28% 183.52M 51.25 0.25%
84 VO Vanguard Mid Ca...
277.93
+0.78% 688.41K +7.06% 181.83M 225.07 0.25%
85 TFC Truist Financia...
42.55
+2.79% 4.12M +5.58% 178.71M 43.27 0.24%
86 IAU iShares Gold Tr...
62.80
-0.09% 3.61M -4.27% 178.67M 34.23 0.24%
87 TJX The TJX Compani...
122.30
-0.15% 1.48M +8.07% 178.55M 69.6 0.24%
88 MS Morgan Stanley
139.78
+1.50% 1.41M +3.07% 174.47M 89.56 0.24%
89 CMI Cummins Inc.
324.84
+1.91% 496.12K -0.1% 172.95M 217.31 0.24%
90 MUB iShares Nationa...
104.33
+0.13% 1.59M -5.01% 169.78M 108.33 0.23%
91 GS The Goldman Sac...
687.95
+2.70% 294.13K +19.55% 168.42M 369.66 0.23%
92 XLK Technology Sele...
251.16
+0.73% 723.32K +7.28% 168.19M 136.65 0.23%
93 NEE NextEra Energy,...
71.02
+0.97% 2.33M +0.84% 167.23M 65.24 0.23%
94 SHW The Sherwin-Wil...
342.00
-0.47% 489.32K -2.43% 166.34M 242.63 0.23%
95 AXP American Expres...
311.66
+0.99% 558.55K -0.93% 165.77M 134.04 0.23%
96 GILD Gilead Sciences...
107.67
+1.65% 1.79M +0.72% 165.68M 72.29 0.23%
97 KO The Coca-Cola C...
69.48
-0.21% 2.66M +13.92% 165.39M 49.82 0.23%
98 SBUX Starbucks Corpo...
91.88
+0.85% 1.79M +12.66% 163.29M 84.61 0.22%
99 GM General Motors ...
49.16
+2.15% 3.04M +0.61% 162.2M 40.31 0.22%
100 SPG Simon Property ...
160.63
+2.06% 935.48K +4.71% 161.1M 122.09 0.22%
101 TMUS T-Mobile US, In...
231.48
+0.25% 724.98K +0.22% 160.02M 132.41 0.22%
102 IWM iShares Russell...
215.50
+1.67% 722.89K +12.68% 159.73M 188.97 0.22%
103 TSM Taiwan Semicond...
224.01
+0.57% 799.9K -0.92% 157.97M 90.93 0.22%
104 IWB iShares Russell...
336.34
+0.86% 486.39K +0.54% 156.69M 201.57 0.21%
105 AVUS Avantis U.S. Eq...
99.92
+1.07% 1.62M -0.56% 156.69M 67.17 0.21%
106 VONG Vanguard Russel...
107.91
+0.93% 1.51M +4.67% 155.94M 66.13 0.21%
107 SYK Stryker Corpora...
390.56
-0.43% 432.33K +1.35% 155.66M 224.88 0.21%
108 SPMD SPDR Portfolio ...
54.24
+1.36% 2.8M +2.75% 153.39M 44.77 0.21%
109 AVDE Avantis Interna...
73.33
+1.40% 2.45M +1.54% 150.08M 54.68 0.21%
110 VGIT Vanguard Interm...
59.74
+0.23% 2.58M +1.86% 149.63M 59.76 0.20%
111 NFLX Netflix, Inc.
1306.80
+2.47% 164.9K +2.35% 146.98M 431.46 0.20%
112 TXN Texas Instrumen...
206.37
+0.48% 779.32K +2.53% 146.13M 152.42 0.20%
113 SPYG SPDR Portfolio ...
94.26
+0.96% 1.65M +11.34% 145.33M 61.05 0.20%
114 SCHD Schwab U.S. Div...
26.39
+0.71% 5.24M +219.66% 143.09M 23.17 0.20%
115 VEU Vanguard FTSE A...
66.77
+0.98% 2.49M +5.47% 142.93M 59.25 0.20%
116 ETN Eaton Corporati...
348.68
+1.85% 424.89K +6.89% 141.01M 187.63 0.19%
117 VTEB Vanguard Tax-Ex...
48.95
+0.09% 2.78M +41.71% 139.23M 50.58 0.19%
118 UNP Union Pacific C...
229.69
+1.27% 609.59K +3.22% 139.01M 189.67 0.19%
119 VBR Vanguard Small ...
195.46
+1.41% 696.59K +4.11% 138.05M 167.31 0.19%
120 LIN Linde plc
464.83
+1.01% 327.44K -1.84% 137.09M 363.41 0.19%
121 ITOT iShares Core S&...
133.78
+0.92% 1.04M -1.66% 133.96M 74.02 0.18%
122 CRM Salesforce, Inc...
270.60
+1.06% 392.34K +6.90% 131.17M 213.98 0.18%
123 ADBE Adobe Inc.
385.00
-0.66% 294.45K +14.38% 130.94M 433.88 0.18%
124 VYM Vanguard High D...
132.15
+0.88% 1.02M +1.68% 130.7M 105.98 0.18%
125 UPS United Parcel S...
100.72
+1.36% 1.03M -5.58% 130.24M 128.39 0.18%
126 USFR WisdomTree Floa...
50.29
0.00% 2.57M +10.93% 129.4M 50.31 0.18%
127 MCO Moody's Corpora...
482.31
+0.14% 272.46K -4.34% 128.97M 348.04 0.18%
128 AZO AutoZone, Inc.
3521.23
+0.91% 39.9K -3.99% 127.75M 1685.35 0.17%
129 DFIC Dimensional Int...
30.78
+1.32% 4.88M +5.63% 126.01M 22.94 0.17%
130 MDY SPDR S&P MIDCAP...
565.37
+1.38% 219.22K +52.46% 124.86M 453.86 0.17%
131 COP ConocoPhillips
90.86
+2.08% 1.26M +15.16% 124.68M 79.89 0.17%
132 PM Philip Morris I...
180.65
+0.58% 1.04M +3.09% 124.56M 92.39 0.17%
133 MKL Markel Corporat...
1996.57
+1.61% 72K +2.34% 124.3M 1152.85 0.17%
134 SCHG Schwab U.S. Lar...
28.88
+0.87% 4.46M +310.61% 124.26M 15.73 0.17%
135 SO The Southern Co...
90.25
-0.16% 1.5M +44.78% 123.87M 67.81 0.17%
136 GIS General Mills, ...
50.36
-0.63% 1.92M +2.66% 122.26M 64.35 0.17%
137 VGK Vanguard Europe...
76.61
+0.86% 1.91M +8.14% 121.2M 63.03 0.17%
138 DFIV Dimensional Int...
42.48
+1.11% 3.39M +5.01% 120.41M 35.91 0.16%
139 HON Honeywell Inter...
226.44
+2.10% 529.01K +12.55% 119.5M 168.4 0.16%
140 WHR Whirlpool Corpo...
95.62
+1.63% 1.03M +0.13% 118.44M 102.92 0.16%
141 VGSH Vanguard Short-...
58.76
+0.10% 2.03M +7.68% 118.16M 58.5 0.16%
142 EFA iShares MSCI EA...
88.55
+1.13% 1.52M +1.79% 115.15M 69.03 0.16%
143 MDT Medtronic plc
86.28
+0.36% 1.44M -0.99% 114.97M 100.76 0.16%
144 AEP American Electr...
102.35
+0.93% 1.24M +2.48% 114.34M 84.66 0.16%
145 DFAT Dimensional U.S...
53.88
+1.69% 2.04M -0.01% 113.7M 51.51 0.16%
146 SRE Sempra
74.89
-0.18% 1.27M -0.01% 111.6M 65.42 0.15%
147 IXUS iShares Core MS...
76.83
+1.05% 1.68M +4.41% 110.78M 62.15 0.15%
148 DFEM Dimensional Eme...
29.59
+0.59% 4.16M +4.20% 108.99M 23.75 0.15%
149 ISRG Intuitive Surgi...
534.45
+2.46% 208.05K +31.32% 108.59M 304.05 0.15%
150 AVEM Avantis Emergin...
68.37
+0.62% 1.85M +4.93% 108.53M 52.81 0.15%