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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -18.58%
1.52%
$1.059B
1.867M shares@ $566.99 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.23%
0.94%
$655.626M
4.101M shares@ $159.87 avg price
SNSharkninja Inc
Recent Activity
Decreased -8.59%
0.79%
$546.221M
5.025M shares@ $108.71 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.98%
0.77%
$538.029M
1.401M shares@ $383.94 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.03%
0.7%
$488.074M
1.724M shares@ $283.16 avg price
IWFIshares Tr
Recent Activity
Decreased -0.08%
0.6%
$414.163M
1.103M shares@ $375.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -3.17%
0.58%
$401.529M
1.653M shares@ $242.91 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.28%
0.57%
$397.704M
2.296M shares@ $173.23 avg price