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JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$14.078BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EQTYValued Advisers Tr
Recent Activity
Increased 2.02%
7.56%
$1.063B
45.852M shares@ $23.19 avg price
AAPLApple Inc
Recent Activity
Increased 21.19%
3.12%
$438.533M
2.333M shares@ $188.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 125.4%
2.56%
$360.083M↑ Call
1.48M shares@ $243.29 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.61%
2.2%
$308.546M
1.824M shares@ $169.16 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 37.63%
2.17%
$304.431M
827,981 shares@ $367.68 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.56%
1.81%
$254.762M
480,344 shares@ $530.38 avg price
IVVIshares Tr
Recent Activity
Increased 47.77%
1.53%
$215.344M
439,700 shares@ $489.76 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3438.54%
1.39%
$194.867M
1.134M shares@ $171.88 avg price
CRMSalesforce Inc
Recent Activity
Increased 3.52%
1.19%
$167.285M
625,205 shares@ $267.57 avg price
VTIVanguard Index Fds
Recent Activity
Increased 73.37%
1.18%
$166.109M
832,861 shares@ $199.45 avg price