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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
IJRIshares Tr
Recent Activity
Increased 7.05%
0.47%
$65.004M
867,507 shares@ $74.94 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1116.07%
0.47%
$64.951M
386,527 shares@ $168.04 avg price
JNJJohnson & Johnson
Recent Activity
Increased 19.74%
0.45%
$62.938M
427,843 shares@ $147.11 avg price
IEFAIshares Tr
Recent Activity
Increased 1530.03%
0.45%
$61.973M
835,536 shares@ $74.18 avg price
IEIIshares Tr
Recent Activity
Increased 74.48%
0.43%
$59.606M
497,746 shares@ $119.76 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1141.88%
0.41%
$57.435M
158,438 shares@ $362.51 avg price
QUALIshares Tr
Recent Activity
Increased 164.1%
0.41%
$57.128M
318,980 shares@ $179.1 avg price
IGIBIshares Tr
Recent Activity
Increased 74.22%
0.4%
$55.708M
1.036M shares@ $53.76 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 3587.01%
0.39%
$54.335M
1.382M shares@ $39.33 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 6213.32%
0.38%
$53.256M
908,739 shares@ $58.61 avg price