HighTower Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2024
Date filed
2/7/2025
Form type
13F-HR
Num holdings
3,803
Total value ($000)
$73,132,320
Net value change ($000)
+3,132,893 (4.5%)
New positions
253
Sold out positions
222
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 298,998 11.7%
AMZN 233,533 23.7%
SN 152,800 28.0%
AVGO 141,623 32.9%
BRK-B 126,545 12.7%
TSLA 122,206 53.4%
JPM 114,437 19.9%
NVDA 111,986 13.6%
SPYM 91,444 60.9%
GOOGL 87,969 13.4%
Top Reduces (Value $000, Stocks/ETFs)
UNH -62,130 -18.0%
IEFA -55,083 -14.4%
VEA -48,729 -8.8%
ANET -48,684 -100.0%
PEP -45,037 -10.6%
LYB -44,606 -44.8%
IEMG -43,871 -19.3%
AMGN -41,819 -18.5%
EFT -32,929 -100.0%
JNJ -32,703 -5.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 29,884 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type