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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
LOWLowes Cos Inc
Recent Activity
Decreased -2.86%
0.32%
$222.881M
822,653 shares@ $270.93 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.17%
0.32%
$220.878M
1.937M shares@ $114.03 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.01%
0.32%
$218.134M
6.361M shares@ $34.29 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -1.89%
0.3%
$204.8M
4.913M shares@ $41.69 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -2.49%
0.28%
$191.513M
501,625 shares@ $381.79 avg price
AGGIshares Tr
Recent Activity
Decreased -1.55%
0.28%
$191.06M
1.886M shares@ $101.29 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -2.34%
0.27%
$187.308M
3.771M shares@ $49.68 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1%
0.26%
$175.845M
741,408 shares@ $237.18 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.22%
0.25%
$169.66M
643,030 shares@ $263.85 avg price
LINLinde Plc
Recent Activity
Decreased -0.7%
0.23%
$158.988M
337,161 shares@ $471.55 avg price