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Charis Jones

@Hightower Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$69.999BTotal holdings3457
Assets growth rate8.22%Assets growth rate (2-Q avg)6.5%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Hightower Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3457 positions.

Assets under management

The assets under management (AUM) of Hightower Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 69.999B in assets, with a quarterly growth rate of 8.22% and a 2-quarter average growth rate of 6.5%. The portfolio is managed by Charis Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.33%
3.66%
$2.561B
11.302M shares@ $226.63 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.82%
2.94%
$2.052B
4.805M shares@ $426.97 avg price
IVVIshares Tr
Recent Activity
Increased 1.74%
1.88%
$1.316B
2.282M shares@ $576.79 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Increased 1.84%
1.87%
$1.307B
1,891 shares@ $691177.69 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -18.58%
1.52%
$1.059B
1.867M shares@ $566.99 avg price
VOOVanguard Index Fds
Recent Activity
Increased 5.52%
1.51%
$1.056B
2.041M shares@ $517.38 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.39%
1.43%
$997.657M
2.167M shares@ $460.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.58%
1.41%
$984.695M
5.307M shares@ $185.55 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.76%
1.4%
$975.364M
8.363M shares@ $116.63 avg price
NVDANvidia Corporation
Recent Activity
Increased 1%
1.18%
$825.049M
6.901M shares@ $119.56 avg price