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 |
|---|---|
MUFGMITSUBISHI UFJ FINL GROUP IN | $687K |
KEYKEYCORP | $685K |
TDTORONTO DOMINION | $682K |
MRVLMARVELL TECHNOLOGY INC | $677K |
CMSCMS ENERGY CORP | $672K |
MNSTMONSTER BEVERAGE | $669K |
SOXXISHARES TR | $668K |
XLVSELECT SECTOR SPDR TR | $665K |
ULUNILEVER PLC | $664K |
FVDFIRST TR VALUE LINE (DIVID INDE SHS) | $660K |
CTBICOMMUNITY TR BANCORP INC | $657K |
EX9EXELIXIS INC | $654K |
WABWABTEC | $653K |
DLNWISDOMTREE TR | $653K |
ZSZSCALER INC | $648K |
MEOHGRAYSCALE ETHEREUM MINI TR E | $646K |
BUDANHEUSER BUSCH INBEV SA/NV | $645K |
XLYSELECT SECTOR SPDR TR | $644K |
3M4MASIMO CORP | $643K |
LNCLINCOLN NATIONAL | $643K |
AXONAXON ENTERPRISE INC | $642K |
UALUNITED AIRLS HLDGS INC | $640K |
SCHMSCHWAB STRATEGIC TR | $639K |
CWENCLEARWAY ENERGY INC | $635K |
VSHVISHAY INTERTECHNOLOGY INC | $633K |
CNCCENTENE CORP DEL | $626K |
TRPTC ENERGY | $624K |
XLBSELECT SECTOR SPDR TR | $622K |
GRMNGARMIN LTD | $621K |
IYHISHARES TR | $620K |
ALNYALNYLAM PHARMACEUTICALS INC | $620K |
SPTLSPDR SER TR | $618K |
HTGCHERCULES CAPITAL INC | $609K |
VONGVANGUARD SCOTTSDALE FDS | $608K |
SCHASCHWAB STRATEGIC TR | $607K |
EDCONSOLIDATED EDISON INC | $605K |
SPYGSPDR SER TR | $604K |
ADMARCHER DANIELS MIDLAND CO COM | $596K |
BIIBBIOGEN INC | $593K |
PUKNPRUDENTIAL PLC | $592K |
PIIMPINJ INC | $584K |
WTWWILLIS TOWERS WATSON PLC LTD | $584K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $583K |
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $580K |
PDDPDD HOLDINGS | $576K |
AMGAFFILIATED MANAGE GR | $575K |
MINMFS INTERMEDIATE (INCOME TRUST) | $571K |
HOODROBINHOOD MKTS INC | $567K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $565K |
PCTPURECYCLE | $565K |
SCZISHARES TR | $565K |
AOSSMITH A O CORP | $564K |
FDLFIRST TR MORNINGSTAR DIVID L | $563K |
EXPEEXPEDIA GROUP INC | $561K |
AIZASSURANT INC | $556K |
NDAQNASDAQ INC | $551K |
DTDYNATRACE INC | $550K |
CSGPCOSTAR GROUP INC | $549K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $545K |
MTBM & T BK CORP | $545K |
DPZDOMINOS PIZZA INC | $542K |
ABRARBOR REALTY TRUST INC | $540K |
DRIDARDEN RESTAURANTS INC | $540K |
FSLRFIRST SOLAR INC | $535K |
CHTRCHARTER COMMUNICATIONS INC N | $535K |
HYIWESTERN ASSET HIGH (YIELD DEFIN COM) | $523K |
JBLJABIL INC | $519K |
VBKVANGUARD INDEX FDS | $514K |
CPAYCORPAY INC | $514K |
LNGCHENIERE ENERGY INC | $510K |
NOBLPROSHARES S&P 500 (DIVIDEND ARISTOCRATS ETF) | $510K |
STTSTATE STR CORP | $506K |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $505K |
DOCUDOCUSIGN INC | $502K |
BBHVANECK ETF TRUST | $500K |
ESMLESG AWARE MSCI | $498K |
MTBASIMPLIFY EXCHANGE TRADED FUND | $496K |
XSWSPDR SER TR | $496K |
ODFLOLD DOMINION FRIEGHT LINE IN | $495K |
FYBRFRONTIER COMMUNICATIONS PARE | $495K |
XHESPDR SER TR | $493K |
JBBBB-BBB CLO ETF | $493K |
RPVINVESCO S&P 500 PURE VALUE ETF | $492K |
IPGINTERPUBLIC GROUP COS INC | $488K |
PRDOPERDOCEO ED CORP COM | $487K |
MOATVANECK ETF TRUST | $485K |
GALSPDR SSGA GLOBAL ALLOCATION ETF | $484K |
RFREGIONS FINANCIAL | $483K |
PG4PRINCIPAL FINANCIAL | $482K |
EMLPFIRST TR EXCHANGE-TRADED FD | $481K |
PPLPPL CORP | $480K |
BHPBHP GROUP LTD | $478K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $475K |
SFSTIFEL FINL CORP | $473K |
SKYCHAMPION HOMES INC | $473K |
NSTSNSTS BANCORP INC COM | $472K |
TMOTHERMO FISHER SCIENTIFIC INC | $470K |
KHCKRAFT HEINZ CO | $469K |
MCXMCCORMICK & CO INC | $466K |
TROWPRICE T ROWE GROUP | $466K |