Charis Jones

@Hightower Advisors, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$69.999B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
INTAIntapp Inc Recent Activity New Position	0.01%	$2.097M 43,732 shares@ $47.96 avg price	New Position
SWSmurfit Westrock Plc Recent Activity New Position	0.01%	$2.01M 40,687 shares@ $49.41 avg price	New Position
MAXJIshares Tr Recent Activity New Position	0.01%	$1.957M 75,400 shares@ $25.96 avg price	New Position
EIMEaton Vance Mun Bd Fd Recent Activity New Position	0.01%	$1.901M 176,383 shares@ $10.78 avg price	New Position
ETHEGrayscale Ethereum Tr Eth Recent Activity New Position	0.01%	$1.872M 85,778 shares@ $21.83 avg price	New Position
NAUGInnovator Etfs Trust Recent Activity New Position	0.01%	$1.809M 72,433 shares@ $24.98 avg price	New Position
POWLPowell Inds Inc Recent Activity New Position	0.01%	$1.805M 8,146 shares@ $221.59 avg price	New Position
PLMRPalomar Hldgs Inc Recent Activity New Position	0.01%	$1.711M 18,067 shares@ $94.71 avg price	New Position
QXOQxo Inc Recent Activity New Position	0.01%	$1.492M 94,447 shares@ $15.8 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$1.481M 45,903 shares@ $32.27 avg price	New Position