Kovitz Investment Group Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$19.9B
Holdings
1,231
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,231 positions)
| Stock | Value |
|---|---|
EQTYVALUED ADVISERS TR | $1.1B |
AAPLAPPLE INC | $552.7M |
MSFTMICROSOFT CORP | $544.9M |
AMZNAMAZON COM INC | $415.1M |
SPYSPDR S&P 500 ETF TR | $409.4M |
JAAAJANUS DETROIT STR TR | $329.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $314.2M |
GOOGLALPHABET INC | $298.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $258.3M |
VTIVANGUARD INDEX FDS | $248.3M |
IVVISHARES TR | $246.3M |
KEYSKEYSIGHT TECHNOLOGIES INC | $243.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $230.8M |
IWFISHARES TR | $229.6M |
METAMETA PLATFORMS INC | $229.1M |
LOWLOWES COS INC | $226.5M |
NVDANVIDIA CORPORATION | $221.7M |
VVISA INC | $217.3M |
SCHWSCHWAB CHARLES CORP | $209.9M |
UNHUNITEDHEALTH GROUP INC | $199.2M |
AVGOBROADCOM INC | $194.8M |
4I1PHILIP MORRIS INTL INC | $191.7M |
VTVVANGUARD INDEX FDS | $186.6M |
AMDADVANCED MICRO DEVICES INC | $184.1M |
IWDISHARES TR | $177.1M |
GOOGALPHABET INC | $176.3M |
LRCXLAM RESEARCH CORP | $172.9M |
BDXBECTON DICKINSON & CO | $170.9M |
AJGGALLAGHER ARTHUR J & CO | $168.6M |
APOAPOLLO GLOBAL MGMT INC | $160.9M |
FISVFISERV INC | $151.6M |
PHPARKER-HANNIFIN CORP | $142.7M |
JJACOBS SOLUTIONS INC | $142.4M |
SCHGSCHWAB STRATEGIC TR | $137.4M |
ABTABBOTT LABS | $136.6M |
MRKMERCK & CO INC | $135.3M |
IEFISHARES TR | $130.7M |
AONAON PLC | $130.6M |
JPMJPMORGAN CHASE & CO. | $130.6M |
RTXRTX CORPORATION | $130.4M |
GXOGXO LOGISTICS INCORPORATED | $130.1M |
PCARPACCAR INC | $122.9M |
ORCLORACLE CORP | $121.8M |
KMXCARMAX INC | $119.7M |
BXBLACKSTONE INC | $117.4M |
IVEISHARES TR | $113.0M |
ADBEADOBE INC | $110.5M |
PPGPPG INDS INC | $108.6M |
DLTRDOLLAR TREE INC | $105.8M |
IBTGISHARES TR | $105.1M |
CRMSALESFORCE INC | $104.9M |
VMBSVANGUARD SCOTTSDALE FDS | $104.7M |
DGRWWISDOMTREE TR | $102.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $101.6M |
OEFISHARES TR | $101.1M |
VEAVANGUARD TAX-MANAGED FDS | $100.0M |
IGSBISHARES TR | $96.5M |
DEDEERE & CO | $96.2M |
AMATAPPLIED MATLS INC | $94.8M |
JMBSJANUS DETROIT STR TR | $93.7M |
SPHQINVESCO EXCHANGE TRADED FD T | $93.5M |
SGOVISHARES TR | $90.6M |
IJRISHARES TR | $88.2M |
LULULULULEMON ATHLETICA INC | $88.0M |
AXPAMERICAN EXPRESS CO | $86.0M |
MSIMOTOROLA SOLUTIONS INC | $77.9M |
JPSTJ P MORGAN EXCHANGE TRADED F | $77.5M |
JNJJOHNSON & JOHNSON | $76.4M |
VOOVANGUARD INDEX FDS | $75.3M |
RSPINVESCO EXCHANGE TRADED FD T | $72.8M |
VGITVANGUARD SCOTTSDALE FDS | $72.3M |
MBBISHARES TR | $71.9M |
PNCPNC FINL SVCS GROUP INC | $71.0M |
SBUXSTARBUCKS CORP | $68.3M |
ANETARISTA NETWORKS INC | $67.1M |
BLDRBUILDERS FIRSTSOURCE INC | $66.1M |
QUALISHARES TR | $63.6M |
DHRDANAHER CORPORATION | $62.5M |
AQLTISHARES TR | $60.4M |
VGSHVANGUARD SCOTTSDALE FDS | $59.7M |
TMUST-MOBILE US INC | $58.1M |
IEIISHARES TR | $56.0M |
AMTMAMENTUM HOLDINGS INC | $56.0M |
DFIVDIMENSIONAL ETF TRUST | $55.8M |
QCOMQUALCOMM INC | $55.7M |
IWBISHARES TR | $55.4M |
CRDTSIMPLIFY EXCHANGE TRADED FUN | $54.4M |
PRFINVESCO EXCHANGE TRADED FD T | $54.3M |
IVWISHARES TR | $53.9M |
VUGVANGUARD INDEX FDS | $53.8M |
EFAISHARES TR | $51.1M |
XOMEXXON MOBIL CORP | $49.4M |
WMTWALMART INC | $49.2M |
AVUVAMERICAN CENTY ETF TR | $48.6M |
HASHASBRO INC | $48.5M |
BACBANK AMERICA CORP | $48.1M |
IWMISHARES TR | $48.0M |
CVXCHEVRON CORP NEW | $47.9M |
IGIBISHARES TR | $45.7M |
IEMGISHARES INC | $44.0M |
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