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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
IEFAIshares Tr
Recent Activity
Decreased -2.5%
0.55%
$382.309M
4.898M shares@ $78.05 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -10.03%
0.53%
$364.317M
411,398 shares@ $885.56 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.74%
0.5%
$347.448M
617,708 shares@ $562.48 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -9.66%
0.5%
$344.369M
588,779 shares@ $584.89 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -9.75%
0.49%
$339.455M
383,084 shares@ $886.12 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.24%
0.38%
$259.419M
3.297M shares@ $78.69 avg price
QUALIshares Tr
Recent Activity
Decreased -0.78%
0.35%
$243.098M
1.356M shares@ $179.31 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.58%
0.35%
$238.597M
2.482M shares@ $96.12 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.01%
0.35%
$238.331M
483,697 shares@ $492.73 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.11%
0.34%
$234.556M
1.537M shares@ $152.63 avg price