JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$14.078B

Total holdings1053

Assets growth rate20.28%

Assets growth rate (2-Q avg)34.49%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovitz Investment Group Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1053 positions.

Assets under management

The assets under management (AUM) of Kovitz Investment Group Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.078B in assets, with a quarterly growth rate of 20.28% and a 2-quarter average growth rate of 34.49%. The portfolio is managed by JEREMY WILSON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JMBSJanus Detroit Str Tr Recent Activity New Position	0.56%	$78.715M 1.691M shares@ $46.55 avg price	New Position
VGITVanguard Intermediate-term Treasury Etf Recent Activity New Position	0.49%	$68.099M 1.139M shares@ $59.8 avg price	New Position
AVUVAmerican Centy Etf (tr Avantis Us Small Cap Value) Recent Activity New Position	0.37%	$51.568M 541,711 shares@ $95.2 avg price	New Position
CRDTSimplify Exchange Traded Fun Recent Activity New Position	0.36%	$50.573M 1.997M shares@ $25.33 avg price	New Position
DFIVDimensional Etf (trust Internatnal Val) Recent Activity New Position	0.34%	$47.699M 1.258M shares@ $37.93 avg price	New Position
GOVTIshares Tr Recent Activity New Position	0.25%	$34.438M 1.474M shares@ $23.37 avg price	New Position
SPESpecial Opportunities Fd Inc 2.75 Cnv Pfd C Recent Activity New Position	0.23%	$31.101M 1.31M shares@ $23.76 avg price	New Position
BTALAgf Invts Tr Recent Activity New Position	0.2%	$27.772M 1.417M shares@ $19.61 avg price	New Position
DFAUDimensional Etf (trust Us Core Eqt Mkt) Recent Activity New Position	0.2%	$27.205M 688,391 shares@ $39.52 avg price	New Position
JSIJanus Detroit Street (trust Janus Henderson Securitized Income) Recent Activity New Position	0.17%	$22.816M 433,647 shares@ $52.62 avg price	New Position