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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
VBRVanguard Index Fds
Recent Activity
Decreased -3.51%
0.2%
$134.271M
669,059 shares@ $200.69 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -4.58%
0.19%
$131.881M
401,019 shares@ $328.87 avg price
AZOAutozone Inc
Recent Activity
Decreased -6.79%
0.19%
$130.779M
41,554 shares@ $3147.21 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -3.4%
0.18%
$124.137M
1.21M shares@ $102.63 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.42%
0.18%
$121.47M
246,026 shares@ $493.73 avg price
SCLStepan Co
Recent Activity
Decreased -10.68%
0.17%
$116.692M
1.511M shares@ $77.26 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -4.39%
0.17%
$116.411M
2.318M shares@ $50.22 avg price
COPConocophillips
Recent Activity
Decreased -5.07%
0.17%
$115.173M
1.092M shares@ $105.5 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -4.2%
0.17%
$115.122M
747,399 shares@ $154.04 avg price
NFLXNetflix Inc
Recent Activity
Decreased -6.87%
0.17%
$114.272M
161,112 shares@ $709.28 avg price