HighTower Advisors »

Fundx shares owned by HighTower Advisors

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by HighTower Advisors from 13F filings

Historical chart of HighTower Advisors investment in Fundx

Tip: Access up to 7 years of quarterly data

All positions including Fundx held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fundx by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 2.7k 76.67
2022-12-31 $242k 4.9k 49.00

More positions owned by HighTower Advisors

Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for HighTower Advisors

Top funds holding Fundx

One Capital Management
Gts Securities
Creative Planning
AlTi Global
Element Wealth
AIMZ Investment Advisors
HighTower Advisors
Morgan Stanley
MAI Wealth Advisors
Hanson McClain Advisors
UBS Group

View all funds holding Fundx