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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
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 976.73%
0.69%
$95.912M
2.036M shares@ $47.11 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -21.71%
0.64%
$89.247M
394,176 shares@ $226.42 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
MSIMotorola Solutions Inc
Recent Activity
Decreased -19.84%
0.57%
$79.857M
180,844 shares@ $441.59 avg price
JMBSJanus Detroit Str Tr
Recent Activity
New Position
0.56%
$78.715M
1.691M shares@ $46.55 avg price
MBBIshares Tr
Recent Activity
Decreased -0.39%
0.56%
$78.289M
816,968 shares@ $95.83 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
VGITVanguard Intermediate-term Treasury Etf
Recent Activity
New Position
0.49%
$68.099M
1.139M shares@ $59.8 avg price