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