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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
OEFIshares S&p 100 (index Fund)
Recent Activity
Increased 8529%
0.74%
$103.375M
375,620 shares@ $275.22 avg price
IGSBIshares Tr
Recent Activity
Increased 73.17%
0.72%
$100.538M
1.909M shares@ $52.67 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 15.67%
0.7%
$97.368M
181,901 shares@ $535.29 avg price
AMATApplied Materials
Recent Activity
Increased 245.22%
0.69%
$96.63M
488,044 shares@ $198.0 avg price
DLTRDollar Tree Inc
Recent Activity
Increased 45.91%
0.69%
$95.994M
1.352M shares@ $71.03 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 976.73%
0.69%
$95.912M
2.036M shares@ $47.11 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 46.36%
0.61%
$84.705M
1.683M shares@ $50.32 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 213.44%
0.58%
$80.292M
1.816M shares@ $44.22 avg price
IWDIshares Tr
Recent Activity
Increased 24.62%
0.54%
$74.919M
825,144 shares@ $90.8 avg price
VOOVanguard Index Fds
Recent Activity
Increased 234.81%
0.5%
$70.301M
155,761 shares@ $451.34 avg price