Kovitz Investment Group Partners
Latest statistics and disclosures from Kovitz Investment Group Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, META, GOOG, AAPL, SPY, and represent 15.96% of Kovitz Investment Group Partners's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$776M), GOOG (+$758M), META (+$720M), SCHW (+$635M), BDX (+$618M), KEYS (+$587M), V (+$558M), ICE (+$548M), PM (+$517M), J (+$481M).
- Started 195 new stock positions in PKG, MTBA, VTHR, MRVL, BRDG, ODFL, AEE, STLD, EMXC, WY.
- Reduced shares in these 10 stocks: EQTY (-$1.1B), AON (-$103M), LVS (-$63M), SPY (-$47M), VTI (-$43M), CAT (-$34M), Arista Networks (-$30M), ITOT (-$27M), IDXX (-$24M), EA (-$19M).
- Sold out of its positions in ASGI, AYI, AWF, APA, ASB, AEYE, OZK, BELFB, BE, BRX.
- Kovitz Investment Group Partners was a net buyer of stock by $14B.
- Kovitz Investment Group Partners has $31B in assets under management (AUM), dropping by 112.91%.
- Central Index Key (CIK): 0001665198
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Portfolio Holdings for Kovitz Investment Group Partners
Kovitz Investment Group Partners holds 1133 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Kovitz Investment Group Partners has 1133 total positions. Only the first 250 positions are shown.
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- Download the Kovitz Investment Group Partners December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon Common (AMZN) | 3.8 | $1.2B | +193% | 5.4M | 219.39 |
|
| Meta Platforms Cl A (META) | 3.3 | $1.0B | +255% | 1.7M | 585.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $990M | +326% | 5.2M | 190.44 |
|
| Apple Common (AAPL) | 2.9 | $892M | +52% | 3.6M | 250.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $821M | -5% | 1.4M | 586.08 |
|
| Charles Schwab Corporation (SCHW) | 2.7 | $815M | +354% | 11M | 74.01 |
|
| Becton Dickinson Common (BDX) | 2.5 | $775M | +392% | 3.4M | 226.87 |
|
| Keysight Technologies (KEYS) | 2.4 | $747M | +364% | 4.7M | 160.63 |
|
| Visa Com Cl A (V) | 2.4 | $747M | +295% | 2.4M | 316.04 |
|
| Intercontinental Exchange (ICE) | 2.2 | $678M | +423% | 4.5M | 149.01 |
|
| Philip Morris International (PM) | 2.1 | $656M | +372% | 5.5M | 120.35 |
|
| Jacobs Engineering Group (J) | 2.0 | $620M | +345% | 4.6M | 133.62 |
|
| Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B) | 2.0 | $609M | +210% | 1.3M | 453.28 |
|
| American Express Common (AXP) | 2.0 | $600M | +346% | 2.0M | 296.79 |
|
| Lowe's Companies (LOW) | 1.9 | $586M | +350% | 2.4M | 246.80 |
|
| Fiserv (FI) | 1.9 | $577M | +343% | 2.8M | 205.42 |
|
| Paccar (PCAR) | 1.8 | $558M | +370% | 5.4M | 104.02 |
|
| salesforce (CRM) | 1.8 | $557M | +166% | 1.7M | 334.33 |
|
| CarMax (KMX) | 1.8 | $539M | +347% | 6.6M | 81.76 |
|
| PPG Industries (PPG) | 1.7 | $518M | +482% | 4.3M | 119.45 |
|
| Oracle Corporation (ORCL) | 1.7 | $513M | +268% | 3.1M | 166.64 |
|
| Dollar Tree (DLTR) | 1.6 | $489M | +382% | 6.5M | 74.94 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $470M | +1905% | 903k | 520.23 |
|
| Microsoft Corporation (MSFT) | 1.4 | $415M | +18% | 985k | 421.50 |
|
| Arista Networks Com Shs (ANET) | 1.3 | $410M | NEW | 3.7M | 110.53 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $377M | +94% | 1.6M | 239.71 |
|
| Adv Micro Devices Common (AMD) | 1.2 | $365M | +2265% | 3.0M | 120.79 |
|
| Analog Devices Com Usd0.16 2/3 (ADI) | 1.1 | $336M | +301% | 1.6M | 212.46 |
|
| Diageo Spon Adr New (DEO) | 1.1 | $331M | +234% | 2.6M | 127.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $319M | +23% | 542k | 588.68 |
|
| Applied Materials Common (AMAT) | 1.0 | $319M | +301% | 2.0M | 162.63 |
|
| Amentum Hldgs Stock (AMTM) | 1.0 | $311M | +10851% | 15M | 21.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $277M | +39% | 1.5M | 189.30 |
|
| Broadcom (AVGO) | 0.9 | $274M | +326% | 1.2M | 231.84 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $259M | 644k | 401.58 |
|
|
| Motorola Solutions Com New (MSI) | 0.8 | $259M | +209% | 559k | 462.23 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $253M | +12% | 1.9M | 134.29 |
|
| Hendrson Aaa Cl Janus Detroit Str Tr (JAAA) | 0.8 | $251M | +23% | 4.9M | 50.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $198M | -17% | 684k | 289.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $194M | 1.1M | 169.30 |
|
|
| Hasbro (HAS) | 0.6 | $179M | +313% | 3.2M | 55.91 |
|
| Apollo Global Mgmt Stock (APO) | 0.6 | $176M | +3257% | 1.1M | 165.16 |
|
| UnitedHealth (UNH) | 0.6 | $170M | +84% | 337k | 505.86 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $163M | +81532% | 5.8M | 27.87 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $159M | +4% | 860k | 185.13 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $147M | +596% | 231k | 636.03 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $141M | +4176% | 497k | 283.85 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $135M | +675% | 781k | 172.42 |
|
| Hayward Hldgs (HAYW) | 0.4 | $129M | +385% | 8.4M | 15.29 |
|
| Invesco Exchangetrad S&p 500 Quality Etf (SPHQ) | 0.4 | $128M | -8% | 1.9M | 67.03 |
|
| Merck & Co (MRK) | 0.4 | $124M | +463% | 1.2M | 99.48 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $121M | +13% | 1.3M | 92.45 |
|
| Lululemon Athletica (LULU) | 0.4 | $114M | +9066% | 299k | 382.41 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $114M | +28112% | 2.6M | 43.50 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $113M | -3% | 590k | 190.88 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $111M | +31% | 2.2M | 50.37 |
|
| Abbott Labs Common (ABT) | 0.4 | $110M | +287% | 971k | 113.11 |
|
| Ishares S&p 100 Funds (OEF) | 0.4 | $108M | 374k | 288.85 |
|
|
| Zebra Technologies Coporati Cl A (ZBRA) | 0.4 | $107M | NEW | 278k | 386.22 |
|
| Wisdom Tree Tr Us Qlty Div Grt (DGRW) | 0.3 | $107M | +2% | 1.3M | 80.93 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $106M | +6% | 924k | 115.22 |
|
| Starbucks Corporation (SBUX) | 0.3 | $105M | +991% | 1.1M | 91.25 |
|
| Lam Research Corporation | 0.3 | $97M | +4318% | 1.3M | 72.23 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $96M | -2% | 1.9M | 51.70 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $96M | +3% | 2.1M | 45.34 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $90M | +875% | 773k | 115.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $87M | 1.8M | 47.82 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $84M | +840% | 379k | 221.00 |
|
| Deere & Company (DE) | 0.3 | $83M | +334% | 196k | 423.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $81M | -2% | 151k | 538.82 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $80M | +6% | 1.8M | 44.18 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.3 | $77M | +16% | 1.3M | 58.00 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $73M | -2% | 799k | 91.68 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $73M | +7% | 414k | 175.23 |
|
| PNC Financial Services (PNC) | 0.2 | $69M | +417% | 357k | 192.85 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $67M | +2% | 162k | 410.44 |
|
| Danaher Corporation (DHR) | 0.2 | $67M | +521% | 290k | 229.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $65M | +9% | 918k | 70.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $61M | -2% | 190k | 322.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $58M | 572k | 101.53 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $57M | 319k | 178.08 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $57M | +6% | 1.1M | 51.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $54M | 246k | 220.96 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $54M | -3% | 1.3M | 40.34 |
|
| American Centy Etf Funds (AVUV) | 0.2 | $54M | +2% | 555k | 96.53 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $52M | 898k | 58.18 |
|
|
| Simplify Exchange Traded Fun Simplify Opport (CRDT) | 0.2 | $51M | +2% | 2.0M | 25.10 |
|
| Johnson & Johnson (JNJ) | 0.2 | $50M | -19% | 346k | 144.62 |
|
| Dimensional Etf Funds (DFIV) | 0.2 | $49M | +9% | 1.4M | 35.48 |
|
| Tesla Motors (TSLA) | 0.2 | $49M | -14% | 121k | 403.84 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $45M | +40% | 452k | 100.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $45M | +2% | 102k | 444.68 |
|
| Progressive Corporation (PGR) | 0.1 | $45M | +90% | 188k | 239.61 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $44M | +12383% | 2.4M | 18.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $43M | -12% | 563k | 75.61 |
|
| Metropcs Communications (TMUS) | 0.1 | $42M | -6% | 190k | 220.73 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $42M | -26% | 364k | 115.55 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PDEC) | 0.1 | $41M | +9% | 1.1M | 38.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $41M | +8% | 657k | 62.31 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $41M | +24% | 119k | 339.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $40M | 775k | 52.22 |
|
|
| Amphenol Corporation Class A (APH) | 0.1 | $40M | +19% | 579k | 69.45 |
|
| Valued Advisers Tr Kovitz Core Eqt (EQTY) | 0.1 | $38M | -96% | 1.6M | 23.76 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $38M | NEW | 449k | 84.81 |
|
| Chevron Corporation (CVX) | 0.1 | $38M | +54% | 262k | 144.84 |
|
| Ishares Tr Core Us Treasur Bond (GOVT) | 0.1 | $36M | +6% | 1.6M | 22.98 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $35M | -24% | 326k | 107.57 |
|
| Qualcomm (QCOM) | 0.1 | $35M | -26% | 227k | 153.62 |
|
| Uber Technologies (UBER) | 0.1 | $34M | +824% | 564k | 60.32 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $34M | 682k | 49.51 |
|
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $33M | NEW | 778k | 42.93 |
|
| Invesco Qqq Tr Qqq Trust Series 1 (QQQ) | 0.1 | $33M | +31% | 65k | 511.24 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $33M | +21% | 179k | 184.88 |
|
| Janus Detroit Street Funds (JSI) | 0.1 | $33M | +46% | 635k | 51.81 |
|
| PG&E Corporation (PCG) | 0.1 | $33M | +5% | 1.6M | 20.18 |
|
| Dimensional Etf Funds (DFAU) | 0.1 | $33M | +16% | 804k | 40.49 |
|
| Procter & Gamble Company (PG) | 0.1 | $31M | -13% | 187k | 167.65 |
|
| Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC) | 0.1 | $31M | 1.3M | 24.02 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $31M | -35% | 58k | 526.58 |
|
| Copart (CPRT) | 0.1 | $29M | 510k | 57.39 |
|
|
| Home Depot (HD) | 0.1 | $29M | -19% | 75k | 388.99 |
|
| Bank Of New York Mel Common (BK) | 0.1 | $29M | +106% | 380k | 76.83 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $29M | -3% | 563k | 50.88 |
|
| Intuit (INTU) | 0.1 | $28M | +18% | 45k | 628.50 |
|
| Morgan Stanley Com New (MS) | 0.1 | $28M | -7% | 223k | 125.72 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $27M | 584k | 46.24 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $27M | -5% | 294k | 91.43 |
|
| Ameriprise Financial (AMP) | 0.1 | $27M | -15% | 50k | 532.43 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $26M | +11% | 199k | 131.04 |
|
| Zoetis Cl A (ZTS) | 0.1 | $26M | -11% | 159k | 162.93 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $26M | +16% | 203k | 127.59 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $26M | +1324% | 326k | 78.01 |
|
| McDonald's Corporation (MCD) | 0.1 | $25M | -9% | 85k | 289.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $25M | -13% | 300k | 81.98 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $24M | -19% | 69k | 351.79 |
|
| Autozone Common (AZO) | 0.1 | $24M | +27% | 7.6k | 3201.92 |
|
| Honeywell International (HON) | 0.1 | $24M | +27% | 107k | 225.89 |
|
| Berkshire Hathaway Class A (BRK.A) | 0.1 | $24M | -23% | 35.00 | 680920.00 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $24M | -25% | 792k | 29.86 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $23M | +43% | 122k | 187.51 |
|
| Special Funds (SPE) | 0.1 | $23M | 1.5M | 14.63 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $23M | -36% | 29k | 771.99 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $23M | -14% | 1.2M | 18.48 |
|
| Wal-Mart Stores (WMT) | 0.1 | $22M | -39% | 247k | 90.35 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $22M | NEW | 53k | 412.23 |
|
| Panagram Bbb B Series Portfolios Tr (CLOZ) | 0.1 | $22M | +211% | 805k | 26.95 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $22M | +47% | 312k | 68.94 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $22M | +6% | 35k | 621.81 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $21M | 196k | 108.61 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $21M | +2259% | 839k | 24.92 |
|
| CBOE Holdings (CBOE) | 0.1 | $21M | +48% | 107k | 195.40 |
|
| Bank Of America Corp Common (BAC) | 0.1 | $21M | -35% | 466k | 43.95 |
|
| Verizon Communications (VZ) | 0.1 | $20M | +10% | 510k | 39.99 |
|
| Ishares Tr Ishs 10+y Inv Gr Crp (IGLB) | 0.1 | $20M | +8% | 401k | 49.40 |
|
| Cisco Systems (CSCO) | 0.1 | $20M | -40% | 330k | 59.20 |
|
| Saba Capital Income & Oprnt Cef (BRW) | 0.1 | $20M | +3% | 2.6M | 7.62 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $19M | +158% | 377k | 50.47 |
|
| Coherent Corp (COHR) | 0.1 | $19M | NEW | 197k | 94.73 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $19M | -7% | 187k | 99.15 |
|
| BP Adr (6 Ord) (BP) | 0.1 | $19M | +7% | 625k | 29.56 |
|
| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $19M | 80k | 232.23 |
|
|
| Nextera Energy (NEE) | 0.1 | $18M | -3% | 256k | 71.69 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $18M | +671% | 86k | 212.41 |
|
| Dimensional Etf Funds (DISV) | 0.1 | $18M | +9% | 684k | 26.57 |
|
| Churchill Downs (CHDN) | 0.1 | $18M | 136k | 133.54 |
|
|
| Amgen Common (AMGN) | 0.1 | $18M | -25% | 69k | 260.64 |
|
| Micron Technology (MU) | 0.1 | $18M | +64% | 213k | 84.16 |
|
| Paypal Holdings (PYPL) | 0.1 | $18M | -33% | 209k | 85.35 |
|
| Grwt Allocat Etf Ishares Tr (AOR) | 0.1 | $18M | 311k | 57.32 |
|
|
| Pepsi (PEP) | 0.1 | $18M | -23% | 117k | 152.06 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $18M | -60% | 138k | 128.62 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $18M | -35% | 469k | 37.53 |
|
| Howmet Aerospace (HWM) | 0.1 | $18M | +602% | 160k | 109.37 |
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $17M | +2787% | 837k | 20.77 |
|
| BlackRock Enhanced Capital and Income (CII) | 0.1 | $17M | NEW | 854k | 20.10 |
|
| Chubb (CB) | 0.1 | $17M | +5% | 62k | 276.30 |
|
| Wells Fargo & Company (WFC) | 0.1 | $17M | -10% | 241k | 70.24 |
|
| Nuveen Mun Value Cef (NUV) | 0.1 | $17M | +69% | 2.0M | 8.59 |
|
| Oneok (OKE) | 0.1 | $16M | -16% | 164k | 100.40 |
|
| Williams Companies (WMB) | 0.1 | $16M | -17% | 302k | 54.12 |
|
| S&p Global (SPGI) | 0.1 | $16M | +105% | 32k | 498.03 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $16M | +21% | 232k | 68.68 |
|
| Servicenow (NOW) | 0.1 | $16M | +136% | 29k | 545.45 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PJAN) | 0.1 | $16M | +23% | 372k | 42.25 |
|
| Virtus Dividend Funds (NFJ) | 0.1 | $16M | -6% | 1.2M | 12.63 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $15M | -25% | 16k | 916.33 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $15M | 246k | 60.30 |
|
|
| MetLife (MET) | 0.0 | $14M | -35% | 175k | 81.88 |
|
| Rusel 2500 Etf Ishares Tr (SMMD) | 0.0 | $14M | +4% | 209k | 68.00 |
|
| Tortoise Capital Series Trus Power Enrgy Infr (TPZ) | 0.0 | $14M | NEW | 702k | 20.07 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $14M | +7% | 155k | 90.91 |
|
| TJX Companies (TJX) | 0.0 | $14M | -14% | 116k | 120.81 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $14M | -24% | 29k | 485.95 |
|
| Amern Intl Group Common (AIG) | 0.0 | $14M | +6% | 188k | 72.80 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $14M | NEW | 246k | 55.35 |
|
| Ansys (ANSS) | 0.0 | $13M | +71% | 40k | 337.33 |
|
| At&t (T) | 0.0 | $13M | +2% | 583k | 22.77 |
|
| Invesco Exchng Trade Sr Ln Etf (BKLN) | 0.0 | $13M | 627k | 21.07 |
|
|
| Wisdomtree Emerging Funds (DGS) | 0.0 | $13M | +5% | 267k | 48.92 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $13M | -4% | 146k | 88.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $13M | -11% | 53k | 242.13 |
|
| Cigna Corp (CI) | 0.0 | $13M | +6% | 46k | 276.14 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $13M | -11% | 438k | 29.01 |
|
| Capital One Financial (COF) | 0.0 | $13M | -54% | 70k | 178.32 |
|
| BlackRock | 0.0 | $12M | -43% | 12k | 1025.10 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $12M | +9% | 44k | 278.94 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $12M | 342k | 35.85 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $12M | +21% | 62k | 198.18 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PJUN) | 0.0 | $12M | -2% | 323k | 37.52 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $12M | 368k | 32.77 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $12M | +57% | 179k | 67.10 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $12M | +4% | 697k | 17.08 |
|
| International Business Machines (IBM) | 0.0 | $12M | -46% | 54k | 219.83 |
|
| Netflix (NFLX) | 0.0 | $12M | -27% | 13k | 891.33 |
|
| Abbvie (ABBV) | 0.0 | $12M | -4% | 65k | 177.70 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $11M | +3% | 40k | 287.82 |
|
| Goldman Sachs (GS) | 0.0 | $11M | -49% | 20k | 572.64 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $11M | 102k | 106.55 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $11M | -27% | 32k | 331.87 |
|
| Target Corporation Common (TGT) | 0.0 | $11M | -46% | 79k | 135.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $11M | 110k | 96.90 |
|
|
| Kinder Morgan (KMI) | 0.0 | $11M | +16% | 390k | 27.40 |
|
| EOG Resources (EOG) | 0.0 | $11M | -56% | 86k | 122.58 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $10M | -50% | 80k | 131.29 |
|
| Barings Bdc Funds (BBDC) | 0.0 | $10M | 1.1M | 9.57 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $10M | 133k | 76.46 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $10M | +35% | 194k | 52.27 |
|
| Pgim Short Dur Hig Funds (SDHY) | 0.0 | $10M | +5% | 630k | 16.12 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $10M | -34% | 102k | 99.54 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $10M | 18k | 569.64 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $9.8M | -2% | 101k | 97.46 |
|
| 3M Company (MMM) | 0.0 | $9.8M | -16% | 76k | 129.09 |
|
| Walt Disney Company (DIS) | 0.0 | $9.8M | -50% | 88k | 111.35 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $9.8M | -11% | 77k | 126.75 |
|
| Dimensional Emerging Core Equity Market Etf Etf (DFAE) | 0.0 | $9.7M | +39% | 384k | 25.37 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PSEP) | 0.0 | $9.6M | 246k | 39.09 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $9.6M | NEW | 181k | 53.06 |
|
| MGM Resorts International. (MGM) | 0.0 | $9.6M | +8% | 278k | 34.65 |
|
| Us Eqty Pwr Bf Innovator Etfs Tr (PAUG) | 0.0 | $9.6M | 249k | 38.50 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $9.4M | 307k | 30.73 |
|
|
| FedEx Corporation (FDX) | 0.0 | $9.4M | -52% | 33k | 281.34 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PNOV) | 0.0 | $9.2M | +45% | 243k | 37.87 |
|
| Crocs (CROX) | 0.0 | $9.2M | +2% | 84k | 109.53 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $9.2M | -15% | 56k | 164.17 |
|
| Coca-Cola Company (KO) | 0.0 | $9.0M | -6% | 145k | 62.26 |
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PJUL) | 0.0 | $8.9M | -15% | 217k | 41.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.9M | -10% | 202k | 44.04 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $8.9M | -57% | 102k | 87.33 |
|
| Wisdomtree U.s. Largecap Fund Etf (EPS) | 0.0 | $8.6M | 140k | 61.18 |
|
|
| Us Eqty Pwr Buf Innovator Etfs Tr (PMAY) | 0.0 | $8.5M | -2% | 238k | 35.91 |
|
Past Filings by Kovitz Investment Group Partners
SEC 13F filings are viewable for Kovitz Investment Group Partners going back to 2016
- Kovitz Investment Group Partners 2024 Q4 filed Feb. 14, 2025
- Kovitz Investment Group Partners 2024 Q4 restated filed Feb. 14, 2025
- Kovitz Investment Group Partners 2024 Q3 filed Nov. 15, 2024
- Kovitz Investment Group Partners 2024 Q2 filed Aug. 14, 2024
- Kovitz Investment Group Partners 2024 Q1 filed May 14, 2024
- Kovitz Investment Group Partners 2023 Q4 filed Feb. 7, 2024
- Kovitz Investment Group Partners 2023 Q3 filed Nov. 9, 2023
- Kovitz Investment Group Partners 2023 Q2 filed Aug. 8, 2023
- Kovitz Investment Group Partners 2023 Q1 filed May 11, 2023
- Kovitz Investment Group Partners 2022 Q4 filed Jan. 19, 2023
- Kovitz Investment Group Partners 2022 Q3 filed Nov. 9, 2022
- Kovitz Investment Group Partners 2022 Q2 filed Aug. 2, 2022
- Kovitz Investment Group Partners 2022 Q1 filed April 22, 2022
- Kovitz Investment Group Partners 2021 Q4 filed Feb. 4, 2022
- Kovitz Investment Group Partners 2021 Q3 filed Oct. 28, 2021
- Kovitz Investment Group Partners 2021 Q2 restated filed Aug. 4, 2021