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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
IYZIshares Tr
Recent Activity
New Position
0.01%
$2.759M
109,174 shares@ $25.28 avg price
KCESpdr Ser Tr
Recent Activity
New Position
0.01%
$2.68M
21,393 shares@ $125.28 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$2.63M
65,299 shares@ $40.28 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.546M
95,050 shares@ $26.79 avg price
BSMTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$2.453M
105,550 shares@ $23.25 avg price
XDQQInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.452M
76,664 shares@ $31.99 avg price
COOPMr Cooper Group Inc
Recent Activity
New Position
0.01%
$2.353M
25,519 shares@ $92.21 avg price
PACSPacs Group Inc
Recent Activity
New Position
0.01%
$2.303M
57,569 shares@ $40.01 avg price
UTESEtfis Ser Tr I
Recent Activity
New Position
0.01%
$2.119M
33,025 shares@ $64.17 avg price
KAUGInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.114M
84,438 shares@ $25.04 avg price