Portfolio (Quarterly)
Guide ↗
HighTower Advisors, LLC
· CIK 0001462245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | SLQD | ISHARES TR | — | 199,468.0 | $10.1M | 0.01% | -3K | -1.5% | $50.70 | -1.0% |
| 862 | BUFB | INNOVATOR ETFS TRUST | — | 275,965.0 | $10.1M | 0.01% | +22K | +8.7% | $36.64 | +5.6% |
| 863 | PSH | PGIM ETF TR | — | 199,857.0 | $10.1M | 0.01% | -5K | -2.4% | $50.37 | -1.1% |
| 864 | BP | BP PLC | Energy | 289,523.0 | $10.1M | 0.01% | +3K | +1.1% | $34.73 | +32.9% |
| 865 | VCR | VANGUARD WORLD FD | — | 25,501.0 | $10.0M | 0.01% | -304.0 | -1.2% | $393.91 | -3.6% |
| 866 | IGF | ISHARES TR | — | 163,624.0 | $10.0M | 0.01% | +8K | +4.8% | $61.36 | +8.8% |
| 867 | EFX | EQUIFAX INC | Industrials | 46,218.0 | $10.0M | 0.01% | -13K | -22.6% | $216.98 | -24.3% |
| 868 | VRIG | INVESCO ACTIVELY MANAGED EXC | — | 398,615.0 | $10.0M | 0.01% | +64K | +19.2% | $25.10 | -0.2% |
| 869 | ATO | ATMOS ENERGY CORP | Utilities | 59,496.0 | $10.0M | 0.01% | -4K | -5.6% | $167.63 | +6.0% |
| 870 | CIFR | CIPHER MINING INC | Financial Services | 671,775.0 | $9.9M | 0.01% | +92K | +15.9% | $14.76 | +27.4% |
| 871 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 207,107.0 | $9.8M | 0.01% | +139K | +204.8% | $47.56 | -12.4% |
| 872 | SCHO | SCHWAB STRATEGIC TR | — | 403,072.0 | $9.8M | 0.01% | +16K | +4.2% | $24.37 | -1.1% |
| 873 | MEAR | ISHARES U S ETF TR | — | 194,734.0 | $9.8M | 0.01% | — | — | $50.32 | -0.3% |
| 874 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 71,076.0 | $9.8M | 0.01% | -17K | -19.0% | $137.80 | -0.9% |
| 875 | YUM | YUM BRANDS INC | Consumer Cyclical | 64,503.0 | $9.8M | 0.01% | -2K | -2.6% | $151.28 | +0.7% |
| 876 | CSL | CARLISLE COS INC | Industrials | 30,411.0 | $9.7M | 0.01% | -2K | -7.1% | $319.86 | +4.3% |
| 877 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 43,577.0 | $9.7M | 0.01% | -3K | -6.9% | $223.17 | -33.0% |
| 878 | SPLV | INVESCO EXCH TRADED FD TR II | — | 135,737.0 | $9.7M | 0.01% | -6K | -3.9% | $71.42 | +2.8% |
| 879 | QLD | PROSHARES TR | — | 136,905.0 | $9.6M | 0.01% | +75K | +121.8% | $70.41 | +26.6% |
| 880 | VPU | VANGUARD WORLD FD | — | 52,028.0 | $9.6M | 0.01% | +2K | +3.7% | $185.04 | +3.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.8%
Financial Services
20.3%
Consumer Cyclical
10.6%
Healthcare
9.4%
Industrials
8.9%
Communication Services
8.1%
Consumer Defensive
5.3%
Energy
5.3%
Utilities
3.0%
Basic Materials
2.3%