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)

StockValue
IWOISHARES TR
$11.4M
MUBISHARES TR
$10.9M
ETNEATON CORP PLC
$10.8M
DYHTARGET CORPORATION
$10.7M
AGGISHARES TR
$10.7M
KMIKINDER MORGAN INC DEL
$10.7M
EOGEOG RES INC
$10.6M
CBRECBRE GROUP INC
$10.4M
TRYBARINGS BDC INC COM
$10.2M
SYYSYSCO CORP
$10.2M
IGFISHARES TR
$10.2M
SDHYPGIM SHORT DUR HIG (YLD OPP FD COM)
$10.2M
TLHISHARES TR
$10.1M
FDISFIDELITY COVINGTON TRUST
$9.8M
MMM3M CO
$9.8M
DISDISNEY WALT CO
$9.8M
IWPISHARES TR
$9.8M
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$9.7M
PSEPUS EQTY PWR BUF
$9.6M
TSCOTRACTOR SUPPLY CO
$9.6M
PAUGUS EQTY PWR BF
$9.6M
FLRNSPDR SER TR
$9.4M
FDXFEDEX CORP
$9.4M
PNOVUS EQTY PWR BUF
$9.2M
CROXCROCS INC
$9.2M
IWNISHARES TR
$9.2M
KOCOCA COLA CO
$9.0M
MGMMGM RESORTS INTERNATIONAL
$9.0M
PJULUS EQTY PWR BUF
$8.9M
VWOVANGUARD INTL EQUITY INDEX F
$8.9M
TLTISHARES TR
$8.9M
EPSWISDOMTREE U.S. LARGECAP FUND
$8.6M
PMAYUS EQTY PWR BUF
$8.5M
ROKROCKWELL AUTOMATION INC
$8.5M
PMARUS EQTY PWR BUF
$8.5M
VNQVANGUARD INDEX FDS
$8.4M
ARCCARES CAPITAL CORP
$8.4M
HYDVANECK ETF TR
$8.3M
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
$8.3M
PAPRUS EQT PWR BUF
$8.3M
NUENUCOR CORP
$8.2M
DALDELTA AIR LINES INC DEL
$8.1M
DDTOUS EQTY PWR BUF
$8.1M
HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
$8.1M
POCTUS EQTY PWR BUF
$8.0M
PLTRPALANTIR TECHNOLOGIES INC
$7.9M
AMTAMERICAN TOWER CORP NEW
$7.9M
SOSOUTHERN CO
$7.9M
TSITCW STRATEGIC INCOME (FD INC COM)
$7.9M
JEPIJ P MORGAN EXCHANGE TRADED F
$7.7M
CDWCDW CORP
$7.6M
WMWASTE MGMT INC DEL
$7.6M
NSCNORFOLK SOUTHN CORP
$7.6M
UNPUNION PAC CORP
$7.4M
APDAIR PRODS & CHEMS INC
$7.3M
AFLAFLAC INC
$7.3M
EMREMERSON ELEC CO
$7.2M
BLDRBUILDERS FIRSTSOURCE INC
$7.2M
PFFISHARES TR
$7.1M
LADRLADDER CAP CORP
$7.1M
GNRCGENERAC HLDGS INC
$7.0M
SPYSPDR S&P 500 ETF TR
$7.0M
TFCTRUIST FINL CORP
$7.0M
TRVCCITIGROUP INC
$6.9M
CATCATERPILLAR INC
$6.9M
SABASABA CAPITAL INCOME & OPPORT
$6.9M
VRTXVERTEX PHARMACEUTICALS INC
$6.8M
GDGENERAL DYNAMICS CORP
$6.8M
TYTRI CONTINENTAL CORPCOM
$6.8M
FCOMFIDELITY COVINGTON TRUST
$6.7M
BSVVANGUARD BD INDEX FDS
$6.6M
HSYHERSHEY CO
$6.6M
VIKVIKING HOLDINGS LTD
$6.6M
ITWILLINOIS TOOL WKS INC
$6.6M
CNHICNH INDL N V
$6.5M
PAYXPAYCHEX INC
$6.3M
EMBISHARES TR
$6.2M
TIPISHARES TR
$6.2M
TTCTORO CO
$6.2M
IYRISHARES TR
$6.1M
GDLGDL FD
$6.1M
LINLINDE PLC
$6.1M
ETENERGY TRANSFER L P
$6.1M
MDTMEDTRONIC PLC
$6.0M
NVONOVO-NORDISK A S
$5.9M
LLOEWS CORP
$5.9M
BRBROADRIDGE FINANCIAL
$5.9M
GLWCORNING INC
$5.9M
VLUEISHARES MSCI USA VALUE FACTOR ETF
$5.9M
EZUISHARES INC
$5.9M
VIGVANGUARD SPECIALIZED FUNDS
$5.8M
XYLXYLEM INC
$5.8M
AONAON PLC
$5.8M
GLPIGAMING & LEISURE PPTYS INC
$5.7M
DOWDOW INC
$5.6M
AQLTISHARES TR
$5.6M
DTFDTF TAX-FREE INCOME 2028 TERM COM
$5.6M
BKRBAKER HUGHES COMPANY
$5.5M
FHLCFIDELITY COVINGTON TRUST
$5.5M
MOALTRIA GROUP INC
$5.4M
PreviousPage 3 of 12Next