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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QQQInvesco Qqq Tr
| 0.76% | $526.347M 1.103M shares@ $477.08 avg price | Increased 6.62% |
IJHIshares Tr
| 0.63% | $439.337M 7.051M shares@ $62.32 avg price | Increased 2.55% |
VIGVanguard Specialized Funds
| 0.63% | $438.024M 2.211M shares@ $198.1 avg price | Increased 1.83% |
AVGOBroadcom Inc
| 0.62% | $431.285M 2.697M shares@ $159.92 avg price | Increased 865.32% |
PEPPepsico Inc
| 0.61% | $426.141M 2.504M shares@ $170.2 avg price | Increased 2.96% |
VVisa Inc
| 0.6% | $419.597M 1.531M shares@ $274.09 avg price | Increased 0.13% |
SCHFSchwab Strategic Tr
| 0.6% | $417.639M 10.157M shares@ $41.13 avg price | Increased 3.1% |
SIXHExchange Traded Concepts Tru
| 0.6% | $416.726M 11.211M shares@ $37.17 avg price | Increased 1.9% |
VTVVanguard Index Fds
| 0.57% | $397.798M 2.279M shares@ $174.53 avg price | Increased 2.91% |
GOOGAlphabet Inc
| 0.54% | $375.864M 2.248M shares@ $167.22 avg price | Increased 2.33% |