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 |
|---|---|
IEMGISHARES INC | $40.4B |
APHAMPHENOL CORPORATION | $40.2B |
EQTYVALUED ADVISERS TR | $38.4B |
CIENCIENA CORP | $38.1B |
CVXCHEVRON CORP NEW | $37.9B |
AQLTISHARES TR | $35.9B |
XOMEXXON MOBIL CORP | $35.1B |
QCOMQUALCOMM INC | $34.9B |
UBERUBER TECHNOLOGIES INC | $34.0B |
IAU*ISHARES GOLD TR | $33.7B |
GNMAISHARES TR | $33.4B |
NDQINVESCO QQQ TR | $33.4B |
FTECFIDELITY COVINGTON TRUST | $33.2B |
JSIJANUS DETROIT STREET (TRUST JANUS HENDERSON SECURITIZED INCOME) | $32.9B |
PCGPG&E CORP | $32.6B |
DFAUDIMENSIONAL ETF (TRUST US CORE EQT MKT) | $32.6B |
PGPROCTER AND GAMBLE CO | $31.4B |
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | $31.3B |
MAMASTERCARD INCORPORATED | $30.6B |
CPRTCOPART INC | $29.3B |
HDHOME DEPOT INC | $29.3B |
BKBANK OF NEW YORK MEL | $29.2B |
FLOTISHARES TR | $28.7B |
INTUINTUIT | $28.3B |
DWDMORGAN STANLEY | $28.1B |
FTSLFIRST TR EXCHANGE-TRADED FD | $27.0B |
BILSPDR SER TR | $26.9B |
A4SAMERIPRISE FINL INC | $26.6B |
KMBKIMBERLY-CLARK CORP | $26.1B |
ZTSZOETIS INC | $25.9B |
VYMVANGUARD WHITEHALL FDS | $25.8B |
VCSHVANGUARD SCOTTSDALE FDS | $25.5B |
MCDMCDONALDS CORP | $24.6B |
SHYISHARES TR | $24.6B |
ACNACCENTURE PLC IRELAND | $24.3B |
AZOAUTOZONE INC | $24.3B |
HONHONEYWELL INTL INC | $24.2B |
BRK-BBERKSHIRE HATHAWAY | $23.8B |
SPSBSPDR SER TR | $23.6B |
TXNTEXAS INSTRS INC | $22.9B |
SPESPECIAL (OPPORTUNITIES FUND INC COM STK USD0.001) | $22.6B |
LLYELI LILLY & CO | $22.5B |
BTALAGF INVTS TR | $22.5B |
WMTWALMART INC | $22.3B |
ERIEERIE INDTY CO | $21.8B |
CLOZPANAGRAM BBB B | $21.7B |
SPYMSPDR SER TR | $21.5B |
VGTVANGUARD WORLD FD | $21.5B |
IJSISHARES TR | $21.3B |
CCLCARNIVAL CORP | $20.9B |
CBOECBOE GLOBAL MKTS INC | $20.9B |
BACBANK OF AMERICA CORP | $20.5B |
BACVERIZON COMMUNICATIONS INC | $20.4B |
IGLBISHARES TR | $19.8B |
CSCOCISCO SYS INC | $19.5B |
BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW | $19.5B |
TFLOISHARES TR | $19.0B |
COHRCOHERENT CORP | $18.7B |
BILSSPDR SER TR | $18.6B |
BPBP PLC | $18.5B |
CMECHICAGO MERCANTILE HLDGS INC | $18.5B |
NEENEXTERA ENERGY INC | $18.4B |
MRSHMARSH & MCLENNAN COS INC | $18.2B |
DISVDIMENSIONAL ETF (TRUST INTERNATIONAL SMALL CAP VALUE ETF) | $18.2B |
CHRCHURCHILL DOWNS INC | $18.2B |
MUMICRON TECHNOLOGY INC | $18.0B |
PYPLPAYPAL HLDGS INC | $17.9B |
AORGRWT ALLOCAT ETF | $17.8B |
PEPPEPSICO INC | $17.7B |
ITOTISHARES TR | $17.7B |
CMCSACOMCAST CORP NEW | $17.6B |
HWMHOWMET AEROSPACE INC | $17.5B |
EOIEATON VANCE ENHANCED EQUITY | $17.4B |
CIIBLACKROCK ENHANCD CAP & INM | $17.2B |
CBCHUBB LIMITED | $17.0B |
NUVNUVEEN MUN VALUE FD | $16.8B |
OKEONEOK INC NEW | $16.4B |
WMBWILLIAMS COS INC | $16.3B |
SPGIS&P GLOBAL INC | $16.1B |
FNCLFIDELITY COVINGTON TRUST | $16.0B |
WFCWELLS FARGO CO NEW | $15.9B |
NOWSERVICENOW INC | $15.8B |
PJANUS EQTY PWR BUF | $15.7B |
NFJVIRTUS DIVIDEND (INTEREST &PR COM) | $15.6B |
COSTCOSTCO WHSL CORP NEW | $14.8B |
CMGCHIPOTLE MEXICAN GRILL INC | $14.8B |
AMGNAMGEN INC | $14.7B |
METMETLIFE INC | $14.3B |
SMMDRUSEL 2500 ETF | $14.2B |
TPZTORTOISE CAPITAL SERIES TRUS | $14.1B |
CLCOLGATE PALMOLIVE CO | $14.1B |
TJXTJX COS INC NEW | $14.0B |
LMTLOCKHEED MARTIN CORP | $13.8B |
AIGAMERN INTL GROUP INC | $13.7B |
VGLTVANGUARD SCOTTSDALE FDS | $13.6B |
AKXANSYS INC | $13.4B |
TAT&T INC | $13.3B |
BKLNINVESCO EXCHNG TRADE | $13.2B |
DGSWISDOMTREE EMERGING (MARKETS SMALLCAP DIVIDEND FUND) | $13.0B |
USMVISHARES TR | $13.0B |