test

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
KBWPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$22.39M
193,791 shares@ $115.54 avg price
EVTRMorgan Stanley Etf Trust
Recent Activity
New Position
0.03%
$19.37M
374,609 shares@ $51.71 avg price
PRNInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$19.248M
125,863 shares@ $152.93 avg price
ZAUGInnovator Etfs Trust
Recent Activity
New Position
0.02%
$9.419M
381,910 shares@ $24.67 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$8.873M
58,803 shares@ $150.9 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$7.491M
1.331M shares@ $5.63 avg price
GARPIshares Tr
Recent Activity
New Position
0.01%
$6.825M
127,697 shares@ $53.45 avg price
AJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$6.282M
233,316 shares@ $26.93 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$6.214M
239,038 shares@ $26.0 avg price
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.01%
$5.532M
207,358 shares@ $26.68 avg price