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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$65.247M
82,653 shares@ $789.41 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$62.797M
59,209 shares@ $1060.6 avg price
PXJInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$19.137M
599,167 shares@ $31.94 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$13.039M
56,042 shares@ $232.66 avg price
HSCZIshares Tr
Recent Activity
Exited
0%
$7.648M
239,421 shares@ $31.95 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$6.879M
45,776 shares@ $150.28 avg price
SQSPSquarespace Inc
Recent Activity
Exited
0%
$6.761M
154,857 shares@ $43.66 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$5.811M
29,915 shares@ $194.26 avg price
SIXSix Flags Entmt Corp New
Recent Activity
Exited
0%
$4.104M
123,756 shares@ $33.17 avg price
AAXJIshares Tr
Recent Activity
Exited
0%
$3.177M
44,187 shares@ $71.9 avg price