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 |
|---|---|
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN | $5.4M |
LHXL3HARRIS TECHNOLOGIES INC | $5.3M |
MINOPIMCO ETF TR | $5.3M |
DSIISHARES TR | $5.3M |
GMGENERAL MTRS CO | $5.2M |
TRGPTARGA RES CORP | $5.2M |
BMYBRISTOL-MYERS SQUIBB CO | $5.2M |
ADPAUTOMATIC DATA PROC | $5.1M |
EPDENTERPRISE PRODS PARTNERS L | $5.1M |
PDXPIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $5.1M |
OXYOCCIDENTAL PETE CORP | $5.1M |
IWRISHARES TR | $5.0M |
DONSPDR DOW JONES INDL AVERAGE | $5.0M |
ELVELEVANCE HEALTH INC | $4.9M |
FIDUFIDELITY COVINGTON TRUST | $4.9M |
MPLXMPLX LP | $4.9M |
FSTAFIDELITY COVINGTON TRUST | $4.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4.8M |
NVSNNOVARTIS AG | $4.8M |
FTAIFTAI AVIATION LTD | $4.7M |
DFSVDIMENSIONAL US SMALL CAP VALU ETF | $4.7M |
PFEPFIZER INC | $4.6M |
KKRKKR & CO INC | $4.5M |
FDSFACTSET RESH SYS INC | $4.5M |
IUSBISHARES TR | $4.5M |
VXUSVANGUARD STAR FDS | $4.5M |
NOCNORTHROP GRUMMAN CORP | $4.5M |
COPCONOCOPHILLIPS | $4.4M |
MPCMARATHON PETE CORP | $4.4M |
XLCSELECT SECTOR SPDR TR | $4.4M |
ALSALLSTATE CORP | $4.4M |
CVNACARVANA CO | $4.4M |
LRCXLAM RESEARCH CORP | $4.4M |
NKENIKE INC | $4.3M |
WENWENDYS CO | $4.3M |
LQDISHARES IBOXX $ (INVESTMENT GRADE CORPORATE BOND ETF) | $4.3M |
VBVANGUARD INDEX FDS | $4.3M |
USFRWISDOMTREE TR | $4.3M |
BDJBLACKROCK ENHANCED (EQUITY DIVI COM) | $4.3M |
VTWOVANGUARD SCOTTSDALE FDS | $4.2M |
HCAHCA HEALTHCARE INC | $4.2M |
BWABORGWARNER INC | $4.2M |
OREALTY INCOME CORP | $4.2M |
DFPFLAHERTY & CRUMRINE DYNAMIC PF SHS | $4.2M |
—MONEYLION INC | $4.1M |
ECLECOLAB INC | $4.1M |
UCONFIRST TR EXCHNG TRADED FD VI | $4.0M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $4.0M |
FFC0OAKTREE SPECIALTY LENDING CO | $4.0M |
ECATBLACKROCK ESG CAP (ALLC TR SHS BEN INT) | $3.9M |
AEPAMERICAN ELEC PWR CO | $3.9M |
ACWXISHARES TR | $3.9M |
TSNTYSON FOODS INC | $3.9M |
PBRPETROLEO BRASILEIRO SA PETRO | $3.9M |
7HPHP INC | $3.9M |
FCTFIRST TR SR FLTG (RATE INCOME F COM) | $3.8M |
CTRACOTERRA ENERGY INC | $3.8M |
MDLZMONDELEZ INTL INC | $3.8M |
VOVANGUARD INDEX FDS | $3.8M |
IJKISHARES TR | $3.8M |
PEOEXELON CORP | $3.7M |
KRKROGER CO | $3.7M |
IBDRIBONDS DEC2026 | $3.7M |
ANETEURARISTA NETWORKS INC | $3.7M |
CSXCSX CORP | $3.7M |
FENYFIDELITY COVINGTON TRUST | $3.6M |
PANWPALO ALTO NETWORKS INC | $3.6M |
CWBSPDR SER TR | $3.6M |
INTCINTEL CORP | $3.5M |
CSTKINVESCO ACTIVELY MANAGED EXC | $3.5M |
HALHALLIBURTON CO | $3.5M |
EBCEASTERN BANKSHARES INC COM | $3.5M |
MCOMOODYS CORP | $3.5M |
PSXPHILLIPS 66 | $3.4M |
CCAPCRESCENT CAP BDC INC | $3.4M |
HYDBISHARES TR | $3.4M |
GILDGILEAD SCIENCES INC | $3.4M |
USBUS BANCORP DEL | $3.4M |
GPCGENUINE PARTS CO | $3.3M |
CRWDCROWDSTRIKE HLDGS INC | $3.3M |
XLKSELECT SECTOR SPDR TR | $3.3M |
ACWIISHARES TR | $3.3M |
SCHESCHWAB STRATEGIC TR | $3.3M |
SMHVANECK ETF TR | $3.2M |
MINTPIMCO ENHANCED SHORT | $3.2M |
GPNGLOBAL PMTS INC | $3.1M |
VMCVULCAN MATLS CO | $3.1M |
PODDINSULET CORP | $3.1M |
OVVQVINTIV INC | $3.1M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $3.1M |
GEGE AEROSPACE | $3.1M |
RCLROYAL CARIBBEAN | $3.1M |
CMICUMMINS INC | $3.1M |
EWEDWARDS LIFESCIENCE | $3.1M |
CECELANESE CORP DEL | $3.0M |
IXUSCORE MSCI TOTAL | $3.0M |
SUBISHARES SHORT-TERM | $3.0M |
SAPSAP SE | $3.0M |
PFGCPERFORMANCE FOOD | $2.9M |
AAALCOA CORP | $2.9M |