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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
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -2.47%
0.23%
$154.672M
1.626M shares@ $95.15 avg price
SYKStryker Corporation
Recent Activity
Decreased -6.25%
0.22%
$153.985M
433,253 shares@ $355.42 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -9.8%
0.22%
$152.202M
674,212 shares@ $225.75 avg price
IWBIshares Tr
Recent Activity
Decreased -0.5%
0.22%
$152.1M
483,777 shares@ $314.41 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.34%
0.22%
$149.074M
1.094M shares@ $136.28 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -1.61%
0.22%
$148.723M
2.361M shares@ $63.01 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -2.77%
0.22%
$148.511M
723,389 shares@ $205.3 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -12.81%
0.21%
$140.169M
809,321 shares@ $173.2 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -0.38%
0.2%
$135.641M
3.026M shares@ $44.82 avg price
MCOMoodys Corp
Recent Activity
Decreased -2.98%
0.2%
$135.099M
284,833 shares@ $474.31 avg price