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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
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$5.39M
27,128 shares@ $198.69 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$4.102M
75,337 shares@ $54.45 avg price
XBJLInnovator Etfs Trust
Recent Activity
New Position
0.01%
$3.949M
117,923 shares@ $33.49 avg price
CALXCalix Inc
Recent Activity
New Position
0.01%
$3.513M
90,623 shares@ $38.77 avg price
BUFCAb Active Etfs Inc
Recent Activity
New Position
0.01%
$3.25M
84,139 shares@ $38.63 avg price
CMBSIshares Tr
Recent Activity
New Position
0.01%
$3.086M
63,158 shares@ $48.87 avg price
FLMIFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$3.05M
122,062 shares@ $24.99 avg price
CWEBDirexion Shs Etf Tr
Recent Activity
New Position
0.01%
$3.043M
67,450 shares@ $45.12 avg price
QTJLInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.963M
95,607 shares@ $31.0 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.85M
114,566 shares@ $24.88 avg price