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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
ORCLOracle Corp
Recent Activity
Increased 3.08%
0.38%
$264.242M
1.588M shares@ $166.45 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.21%
0.38%
$261.916M
3.487M shares@ $75.11 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 0.81%
0.36%
$248.762M
3.666M shares@ $67.86 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 7.18%
0.35%
$241.909M
4.544M shares@ $53.24 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.44%
0.35%
$241.565M
5.05M shares@ $47.84 avg price
VZVerizon Communications Inc
Recent Activity
Increased 8.24%
0.35%
$238.378M
5.309M shares@ $44.9 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 2.26%
0.34%
$237.365M
1.325M shares@ $179.17 avg price
UMIUscf Etf Tr
Recent Activity
Increased 4.62%
0.33%
$229.769M
5.122M shares@ $44.86 avg price
TSLATesla Inc
Recent Activity
Increased 2.41%
0.33%
$229.43M
937,519 shares@ $244.73 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 7.5%
0.33%
$227.785M
7.808M shares@ $29.18 avg price