Changes in Holdings of HighTower Advisors, LLC Q3 2022 vs. Q4 2022

As the end of the year approaches, the financial markets are buzzing with activity as investors re-evaluate their portfolios. HighTower Advisors, LLC is no exception to this trend with significant changes recorded in their Q3 2022 vs. Q4 2022 13F Holdings.

Tech giants Apple Inc and Microsoft Corp remain top performers in the portfolio, with shares increasing by 2.4% and 13.2%, respectively. Another notable increase is seen in Berkshire Hathaway Inc Del’s Class A and B shares, with a 16.3% and 19.7% increase in value, respectively. Among the exchange-traded funds, SPDR S&P 500 ETF TR and iShares TR remain in the top 5, with gains of 16.4% and 12%, respectively.

However, not all of the portfolio’s holdings experienced gains. Amazon.com Inc saw a significant decrease of 20.4% while Alphabet Inc also experienced a loss of 4.7%. In contrast, Procter and Gamble Co and Exxon Mobil Corp saw significant gains of 31.4% and 31.1%, respectively.

Within the financial industry, Bank America Corp experienced an increase of 23.3%, while JPMorgan Chase & CO saw a 33.8% uptick. While both Visa Inc and Mastercard Incorporated are performers, only Visa experienced an increase of 20.2%.

Looking at the healthcare sector, Merck & Co Inc, and Abbott Labs experienced a 32.4% and a 12.2% increase in shares, respectively. At the same time, Johnson & Johnson saw a more modest gain of 11.5%.

At the time the report was filed, Exchange Traded Concepts Trust experienced significant value increases, amounting to $309,868 and $169,363 in Q3 2022 and Q4 2022, respectively. The reasons for these gains are unspecified in the report.

In the financial industry, Vanguard Index FDS, Schwab Strategic TR, and iShares TR were performers, with gains of 40.3%, 14.9%, and 22.2%, respectively. Vanguard Tax-Managed FDS saw a massive increase of 61.8%, while WisdomTree TR had a more modest increase of 17.7%.

In the commodities sector, SPDR Gold TR and iShares Gold TR both saw gains of 18% and 33.8%, respectively. The portfolio’s holdings in NextEra Energy Inc and Chevron Corp New were steady going, with increases of 4.1% and 24.7%, respectively.

In conclusion, the Q3 2022 vs. Q4 2022 13F Holdings demonstrates a mixed bag of gains and losses within the financial market. HighTower Advisors, LLC’s portfolio is still significantly holdings heavy in tech, healthcare, and exchange-traded funds, with significant gains and losses seen in these sectors. It remains to be seen how these holdings will perform in the coming years.