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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
NTNXNutanix Inc
Recent Activity
Exited
0%
$607,000
10,816 shares@ $56.13 avg price
0929⤦Blackrock Etf Trust
Recent Activity
Exited
0%
$591,000
21,520 shares@ $27.47 avg price
LYTSLsi Inds Inc Ohio
Recent Activity
Exited
0%
$581,000
39,978 shares@ $14.54 avg price
FTRIFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$578,000
44,645 shares@ $12.95 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$577,000
39,642 shares@ $14.56 avg price
G162⤦Brookfield Reins Ltd
Recent Activity
Exited
0%
$543,000
12,981 shares@ $41.84 avg price
TYGTortoise Energy Infra Corp
Recent Activity
Exited
0%
$542,000
15,708 shares@ $34.51 avg price
GUGGuggenheim Active Alloc Fd
Recent Activity
Exited
0%
$535,000
36,004 shares@ $14.86 avg price
BTUPeabody Energy Corp
Recent Activity
Exited
0%
$510,000
23,189 shares@ $22.0 avg price
CRVLCorvel Corp
Recent Activity
Exited
0%
$505,000
1,905 shares@ $265.1 avg price