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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
AVGOBroadcom Inc
Recent Activity
Increased 865.32%
0.62%
$431.285M
2.697M shares@ $159.92 avg price
PEPPepsico Inc
Recent Activity
Increased 2.96%
0.61%
$426.141M
2.504M shares@ $170.2 avg price
VVisa Inc
Recent Activity
Increased 0.13%
0.6%
$419.597M
1.531M shares@ $274.09 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 3.1%
0.6%
$417.639M
10.157M shares@ $41.13 avg price
SIXHExchange Traded Concepts Tru
Recent Activity
Increased 1.9%
0.6%
$416.726M
11.211M shares@ $37.17 avg price
IWFIshares Tr
Recent Activity
Decreased -0.08%
0.6%
$414.163M
1.103M shares@ $375.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -3.17%
0.58%
$401.529M
1.653M shares@ $242.91 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.91%
0.57%
$397.798M
2.279M shares@ $174.53 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.28%
0.57%
$397.704M
2.296M shares@ $173.23 avg price
IEFAIshares Tr
Recent Activity
Decreased -2.5%
0.55%
$382.309M
4.898M shares@ $78.05 avg price