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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
IEMGIshares Inc
Recent Activity
Increased 11.41%
0.33%
$227.393M
3.961M shares@ $57.41 avg price
AMGNAmgen Inc
Recent Activity
Increased 16.57%
0.33%
$226.815M
738,707 shares@ $307.05 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 6.87%
0.33%
$225.451M
2.71M shares@ $83.21 avg price
QCOMQualcomm Inc
Recent Activity
Increased 7.57%
0.32%
$221.391M
1.299M shares@ $170.44 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.45%
0.31%
$215.944M
369,076 shares@ $585.1 avg price
BACBank America Corp
Recent Activity
Increased 6.05%
0.31%
$213.908M
5.388M shares@ $39.7 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.41%
0.31%
$212.643M
3.574M shares@ $59.51 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 12.46%
0.3%
$206.097M
582,894 shares@ $353.58 avg price
CATCaterpillar Inc
Recent Activity
Increased 5.66%
0.29%
$196.827M
503,020 shares@ $391.3 avg price
NEENextera Energy Inc
Recent Activity
Increased 8.67%
0.28%
$195.464M
2.314M shares@ $84.47 avg price