HighTower Advisors, LLC
Top Portfolio Positions
2,293 positions ·
$51,719,075,207 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,772,399 | $2,987,717,142 | 5.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,484,201 | $2,562,758,092 | 4.96% | |
| MSFT |
Microsoft Corp
Technology
|
5,058,749 | $1,872,597,117 | 3.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,802,707 | $1,822,712,470 | 3.52% | |
| NVDA |
Nvidia Corp
Technology
|
7,713,149 | $1,345,173,185 | 2.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,188,999 | $1,219,685,570 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,745,966 | $1,196,712,338 | 2.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,432,963 | $1,165,875,869 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,759,185 | $1,080,991,238 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,380,422 | $789,780,838 | 1.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,249,339 | 31,806 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $680,022 | 18,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $698,976 | 17,642 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $622,549 | 17,207 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $589,624 | 18,120 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $474,145 | 14,962 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $440,277 | 13,419 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $333,276 | 12,199 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,150 | 11,875 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $690,052 | 25,806 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $453,288 | 18,389 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $469,923 | 17,138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $445,594 | 15,701 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $441,209 | 15,607 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $465,858 | 17,102 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $526,101 | 16,971 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $414,632 | 11,994 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $464,532 | 13,227 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $297,780 | 9,087 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $285,081 | 8,309 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $205,522 | 6,135 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $207,609 | 6,635 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $343,357 | 11,377 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $316,250 | 11,000 | Shares | Sole | 2020-05-21 | |
| No 13F history on record for this holder in this stock. | ||||||