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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
BSMUInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$1.463M
66,186 shares@ $22.11 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$1.462M
607,662 shares@ $2.41 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$1.396M
53,600 shares@ $26.05 avg price
ESNTEssent Group Ltd
Recent Activity
New Position
0.01%
$1.313M
20,287 shares@ $64.73 avg price
XTJLInnovator Etfs Trust
Recent Activity
New Position
0.01%
$1.305M
39,634 shares@ $32.93 avg price
JHMLJohn Hancock Exchange Traded
Recent Activity
New Position
0.01%
$1.289M
18,663 shares@ $69.07 avg price
BSMVInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$1.278M
59,968 shares@ $21.32 avg price
EPACEnerpac Tool Group Corp
Recent Activity
New Position
0.01%
$1.201M
28,601 shares@ $42.0 avg price
ALEXAlexander & Baldwin Inc New
Recent Activity
New Position
0.01%
$1.151M
60,019 shares@ $19.18 avg price
TILEInterface Inc
Recent Activity
New Position
0.01%
$1.138M
60,073 shares@ $18.95 avg price