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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

HighTower Advisors, LLC ⇄ Commonwealth Equity Services, Llc

60Shared positions
63.8%Name overlap (Jaccard)
15+Only HighTower…
15+Only Commonwealth…

Shared holdings · Q2 2026

SecurityHighTower Advisors… weightCommonwealth Equity… weight
AAPL Apple Inc. 3.2% 3.1%
IVV iShares Core S&P 500 ETF 2.4% 2.5%
NVDA NVIDIA Corporation 1.4% 2.2%
SPY State Street SPDR S&P 500… 2.0% 1.4%
MSFT Microsoft Corporation 1.8% 1.4%
VOO Vanguard S&P 500 ETF 1.8% 1.1%
JNJ Johnson & Johnson 2.4% 0.4%
AMZN Amazon.com, Inc. 1.4% 1.2%
QQQ Invesco QQQ Trust, Series… 0.9% 1.5%
VEA Vanguard FTSE Developed… 0.8% 1.5%
GOOGL Alphabet Inc. 1.3% 0.9%
BRK-B Berkshire Hathaway Inc. 1.2% 0.7%
VUG Vanguard Morningstar… 0.8% 1.0%
VTI Vanguard Morningstar… 0.8% 0.9%
IWF iShares Russell 1000… 0.6% 1.0%
VTV Vanguard Morningstar… 0.8% 0.7%
BRK-A Berkshire Hathaway Inc. 1.4% 0.1%
JPM JPMorgan Chase & Co. 0.8% 0.6%
GOOG Alphabet Inc. 0.7% 0.7%
AVGO Broadcom Inc. 0.8% 0.5%
VIG Vanguard Dividend… 0.5% 0.7%
DGRO iShares Core Dividend… 0.4% 0.7%
WT WisdomTree, Inc. 0.7% 0.4%
META Meta Platforms, Inc. 0.7% 0.4%
LLY Eli Lilly and Company 0.5% 0.5%
CAT Caterpillar Inc. 0.6% 0.4%
CGDV Capital Group Dividend… 0.1% 0.8%
IJH iShares Core S&P Mid-Cap… 0.5% 0.4%
IJR iShares Core S&P… 0.5% 0.5%
SN SharkNinja, Inc. 0.9% 0.0%
IEFA iShares Core MSCI EAFE ETF 0.6% 0.3%
GLD SPDR Gold Shares 0.5% 0.4%
MU Micron Technology, Inc. 0.5% 0.4%
CGGR Capital Group Growth ETF 0.0% 0.8%
VWO Vanguard FTSE Emerging… 0.4% 0.4%
COST Costco Wholesale… 0.4% 0.4%
TSLA Tesla, Inc. 0.4% 0.4%
IVW iShares S&P 500 Growth ETF 0.3% 0.5%
ABBV AbbVie Inc. 0.5% 0.3%
V Visa Inc. 0.5% 0.3%
VO Vanguard Morningstar… 0.3% 0.4%
IWD iShares Russell 1000… 0.2% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.2% 0.5%
DFAC Dimensional - US Core… 0.2% 0.5%
CVX Chevron Corporation 0.5% 0.2%
RDVY First Trust Rising… 0.1% 0.6%
PG The Procter & Gamble… 0.4% 0.3%
RSP Invesco S&P 500 Equal… 0.3% 0.3%
CSCO Cisco Systems, Inc. 0.5% 0.2%
VYM Vanguard High Dividend… 0.2% 0.5%
XLK State Street Technology… 0.3% 0.4%
IBM International Business… 0.5% 0.2%
VGT Vanguard Information… 0.4% 0.2%
MRK Merck & Co., Inc. 0.5% 0.2%
VB Vanguard Morningstar… 0.3% 0.4%
SCHF Schwab International… 0.6% 0.1%
PEP PepsiCo, Inc. 0.5% 0.1%
WMT Walmart Inc. 0.3% 0.3%
PVAL Putnam Focused Large Cap… 0.1% 0.5%
SPDW State Street SPDR… 0.2% 0.4%

Distinctively HighTower Advisors…

SIXH 0.5%
SIXA 0.4%
PLPC Preformed Line… 0.4%
SIXL 0.2%
SIXS 0.1%
LINE Lineage, Inc. 0.1%
SXQG 0.1%
FRPH 0.0%
BBRE JPMorgan BetaBuilders… 0.0%
HUBG Hub Group, Inc. 0.0%
TH Target Hospitality… 0.0%
PXQ 0.0%
ROCY 0.0%
RPAR 0.0%
GMOI 0.0%

Distinctively Commonwealth Equity…

XONA.DE Exxon Mobil… 0.3%
FLCG 0.3%
RECS Columbia Research… 0.2%
FELV Fidelity Enhanced… 0.1%
FFLG 0.1%
CGCP Capital Group Core… 0.1%
CVIE 0.1%
AVNM 0.1%
CGSD Capital Group Short… 0.1%
FIVA 0.1%
AUSF 0.1%
JULW 0.1%
CGGE Capital Group Global… 0.1%
FFSM Fidelity Fundamental… 0.1%
FDLO Fidelity Low… 0.1%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology