Kovitz Investment Group Partners, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$30.1B
Holdings
1,133
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,133 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $1.2B |
METAMETA PLATFORMS INC | $1.0B |
GOOGALPHABET INC | $989.5M |
AAPLAPPLE INC | $881.1M |
SCHWSCHWAB CHARLES CORP | $814.5M |
BDXBECTON DICKINSON | $775.1M |
KEYSKEYSIGHT TECHNOLOGIES INC | $747.3M |
VVISA INC | $746.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $677.5M |
4I1PHILIP MORRIS INTL INC | $656.3M |
JJACOBS SOLUTIONS INC | $619.7M |
BRK/BBERKSHIRE HATHAWAY | $609.1M |
AXPAMERICAN EXPRESS CO | $600.1M |
LOWLOWES COS INC | $585.8M |
FISVFISERV INC | $576.5M |
PCARPACCAR INC | $557.5M |
CRMSALESFORCE INC | $557.4M |
KMXCARMAX INC | $539.2M |
PPGPPG INDS INC | $518.1M |
ORCLORACLE CORP | $512.9M |
DLTRDOLLAR TREE INC | $489.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $469.9M |
MSFTMICROSOFT CORP | $415.0M |
ANETARISTA NETWORKS INC | $410.1M |
SPYSPDR S&P 500 ETF TR | $391.1M |
JPMJPMORGAN CHASE & CO. | $377.3M |
AMDADV MICRO DEVICES | $364.5M |
ADIANALOG DEVICES INC | $335.9M |
DEODIAGEO PLC | $330.6M |
IVVISHARES TR | $319.3M |
AMATAPPLIED MATERIALS | $318.8M |
AMTMAMENTUM HLDGS INC | $311.0M |
GOOGLALPHABET INC | $276.8M |
AVGOBROADCOM INC | $273.5M |
IWFISHARES TR | $258.6M |
MSIMOTOROLA SOLUTIONS INC | $258.5M |
NVDANVIDIA CORPORATION | $250.7M |
JAAAHENDRSON AAA CL | $250.5M |
VTIVANGUARD INDEX FDS | $198.1M |
VTVVANGUARD INDEX FDS | $194.3M |
HASHASBRO INC | $179.0M |
APOAPOLLO GLOBAL MGMT | $176.3M |
UNHUNITEDHEALTH GROUP INC | $170.2M |
SCHGSCHWAB STRATEGIC TR | $162.8M |
IWDISHARES TR | $159.2M |
PHPARKER-HANNIFIN CORP | $146.9M |
AJGGALLAGHER ARTHUR J & CO | $141.1M |
BXBLACKSTONE INC | $134.6M |
HAYWHAYWARD HLDGS INC | $128.9M |
SPHQINVESCO EXCHANGETRAD | $127.7M |
MRKMERCK & CO INC | $123.9M |
IEFISHARES TR | $120.8M |
LULULULULEMON ATHLETICA INC | $114.2M |
GXOGXO LOGISTICS INCORPORATED | $114.0M |
IVEISHARES TR | $112.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $111.2M |
ABTABBOTT LABS | $109.8M |
OEFISHARES S&P 100 (INDEX FUND) | $108.0M |
ZBRAZEBRA TECHNOLOGIES COPORATI | $107.3M |
DGRWWISDOM TREE TR | $106.6M |
IJRISHARES TR | $106.4M |
SBUXSTARBUCKS CORP | $104.5M |
LRCXEURLAM RESEARCH CORP | $96.6M |
IGSBISHARES TR | $96.4M |
VMBSVANGUARD SCOTTSDALE FDS | $95.9M |
RTXRTX CORPORATION | $89.5M |
VEAVANGUARD TAX-MANAGED FDS | $86.5M |
STZCONSTELLATION BRANDS INC | $83.7M |
DEDEERE & CO | $82.8M |
VOOVANGUARD INDEX FDS | $81.4M |
JMBSJANUS DETROIT STR TR | $79.9M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $76.9M |
MBBISHARES TR | $73.2M |
RSPINVESCO EXCHANGE TRADED FD T | $72.5M |
PNCPNC FINL SVCS GROUP INC | $68.8M |
VUGVANGUARD INDEX FDS | $66.5M |
DHRDANAHER CORPORATION | $66.5M |
AQLTISHARES TR | $64.5M |
IWBISHARES TR | $61.1M |
IVWISHARES TR | $58.1M |
QUALISHARES TR | $56.7M |
IGIBISHARES TR | $56.6M |
IWMISHARES TR | $54.3M |
PRFINVESCO EXCHANGE TRADED FD T | $53.8M |
AVUVAMERICAN CENTY ETF (TR AVANTIS US SMALL CAP VALUE) | $53.6M |
VGSHVANGUARD SCOTTSDALE FDS | $52.3M |
CRDTSIMPLIFY EXCHANGE TRADED FUN | $51.1M |
JNJJOHNSON & JOHNSON | $50.0M |
DFIVDIMENSIONAL ETF (TRUST INTERNATNAL VAL) | $48.8M |
TSLATESLA INC | $48.8M |
SGOVISHARES TR | $45.3M |
ADBEADOBE INC | $45.2M |
PGRPROGRESSIVE CORP | $45.1M |
SCHFSCHWAB STRATEGIC TR | $44.0M |
EFAISHARES TR | $42.5M |
TMUST-MOBILE US INC | $42.0M |
IEIISHARES TR | $42.0M |
PDECUS EQTY PWR BUF | $41.1M |
IJHISHARES TR | $40.9M |
SHWSHERWIN WILLIAMS CO | $40.5M |
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