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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
DRSLeonardo Drs Inc
Recent Activity
Exited
0%
$816,000
31,672 shares@ $25.77 avg price
EDUNew Oriental Ed & Technology
Recent Activity
Exited
0%
$792,000
10,187 shares@ $77.75 avg price
SASeabridge Gold Inc
Recent Activity
Exited
0%
$781,000
57,017 shares@ $13.7 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$743,000
274,464 shares@ $2.71 avg price
FROFrontline Plc
Recent Activity
Exited
0%
$687,000
26,553 shares@ $25.88 avg price
XAODXAbrdn Total Dynamic Dividend
Recent Activity
Exited
0%
$672,000
79,595 shares@ $8.45 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$671,000
238,608 shares@ $2.82 avg price
VIDIEtf Ser Solutions
Recent Activity
Exited
0%
$664,000
26,427 shares@ $25.13 avg price
MGNRAmerican Beacon Select Funds
Recent Activity
Exited
0%
$659,000
22,176 shares@ $29.72 avg price
SHOCEa Series Trust
Recent Activity
Exited
0%
$642,000
12,742 shares@ $50.39 avg price