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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
7020⤦Parsons Corp Del
Recent Activity
Exited
0%
$1.357M
750,000 shares@ $1.81 avg price
WORWorthington Enterprises Inc
Recent Activity
Exited
0%
$1.325M
28,137 shares@ $47.1 avg price
SILKSilk Rd Med Inc
Recent Activity
Exited
0%
$1.319M
48,793 shares@ $27.04 avg price
BZKanzhun Limited
Recent Activity
Exited
0%
$1.206M
64,263 shares@ $18.77 avg price
AACTAres Acquisition Corp Ii
Recent Activity
Exited
0%
$1.146M
107,420 shares@ $10.67 avg price
0923⤦Blackline Inc
Recent Activity
Exited
0%
$1.122M
1.125M shares@ $1.0 avg price
VUSEEtf Ser Solutions
Recent Activity
Exited
0%
$1.089M
20,120 shares@ $54.13 avg price
XYLDGlobal X Fds
Recent Activity
Exited
0%
$1.065M↑ Call
2.634M shares@ $0.41 avg price
TCOMTrip Com Group Ltd
Recent Activity
Exited
0%
$1.036M
22,044 shares@ $47.0 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$924,000
40,256 shares@ $22.96 avg price