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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
HARDSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$2.384M
98,898 shares@ $24.11 avg price
CERECerevel Therapeutics Hldng I
Recent Activity
Exited
0%
$2.357M
57,988 shares@ $40.65 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$2.158M
60,980 shares@ $35.39 avg price
5306⤦Liberty Latin America Ltd
Recent Activity
Exited
0%
$2.145M
2.149M shares@ $1.0 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$2.128M
42,253 shares@ $50.37 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Exited
0%
$1.993M
72,276 shares@ $27.57 avg price
HEESH & E Equipment Services Inc
Recent Activity
Exited
0%
$1.929M
43,569 shares@ $44.28 avg price
EQCEquity Comwlth
Recent Activity
Exited
0%
$1.924M
98,837 shares@ $19.47 avg price
CMPRCimpress Plc
Recent Activity
Exited
0%
$1.405M
16,131 shares@ $87.1 avg price
EDOWFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.386M
41,358 shares@ $33.52 avg price