Kovitz Investment Group Partners, LLC Q3 2024 Filing
Filed November 15, 2024
Portfolio Value
$14.1B
Holdings
1,053
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,053 positions)
| Stock | Value |
|---|---|
EQTYVALUED ADVISERS TR | $1.1B |
AAPLAPPLE INC | $438.5M |
SPYSPDR S&P 500 ETF TR | $360.1M |
AMZNAMAZON COM INC | $308.5M |
MSFTMICROSOFT CORP | $304.4M |
METAMETA PLATFORMS INC | $254.8M |
IVVISHARES TR | $215.3M |
VTVVANGUARD INDEX FDS | $194.9M |
GOOGALPHABET INC | $189.6M |
BRK/BBERKSHIRE HATHAWAY | $184.1M |
CRMSALESFORCE INC | $167.3M |
BDXBECTON DICKINSON | $166.5M |
VTIVANGUARD INDEX FDS | $166.1M |
JPMJPMORGAN CHASE & CO. | $161.2M |
GOOGLALPHABET INC | $159.2M |
KEYSKEYSIGHT TECHNOLOGIES INC | $158.7M |
VVISA INC | $157.0M |
SCHWSCHWAB CHARLES CORP | $155.2M |
JJACOBS SOLUTIONS INC | $143.3M |
NVDANVIDIA CORPORATION | $143.2M |
SPHQINVESCO EXCHANGETRAD | $140.9M |
LOWLOWES COS INC | $139.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $137.3M |
ORCLORACLE CORP | $136.8M |
4I1PHILIP MORRIS INTL INC | $136.3M |
AXPAMERICAN EXPRESS CO | $120.0M |
ANETEURARISTA NETWORKS INC | $116.1M |
KMXCARMAX INC | $113.5M |
IEFISHARES TR | $112.4M |
PCARPACCAR INC | $111.4M |
FISVFISERV INC | $109.7M |
DEODIAGEO PLC | $109.0M |
DGRWWISDOM TREE TR | $106.4M |
OEFISHARES S&P 100 (INDEX FUND) | $103.4M |
AONAON PLC | $102.5M |
IGSBISHARES TR | $100.5M |
PPGPPG INDS INC | $98.7M |
UNHUNITEDHEALTH GROUP INC | $97.4M |
AMATAPPLIED MATERIALS | $96.6M |
DLTRDOLLAR TREE INC | $96.0M |
VMBSVANGUARD SCOTTSDALE FDS | $95.9M |
ADIANALOG DEVICES INC | $89.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $84.7M |
VEAVANGUARD TAX-MANAGED FDS | $80.3M |
MSIMOTOROLA SOLUTIONS INC | $79.9M |
JMBSJANUS DETROIT STR TR | $78.7M |
MBBISHARES TR | $78.3M |
IWDISHARES TR | $74.9M |
VOOVANGUARD INDEX FDS | $70.3M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $68.1M |
IJRISHARES TR | $65.0M |
RSPINVESCO EXCHANGE TRADED FD T | $65.0M |
JNJJOHNSON & JOHNSON | $62.9M |
LVSLAS VEGAS SANDS CORP | $62.5M |
IWFISHARES TR | $62.3M |
AQLTISHARES TR | $62.0M |
IEIISHARES TR | $59.6M |
VUGVANGUARD INDEX FDS | $57.4M |
QUALISHARES TR | $57.1M |
IGIBISHARES TR | $55.7M |
HASHASBRO INC | $55.6M |
PRFINVESCO EXCHANGE TRADED FD T | $54.3M |
VGSHVANGUARD SCOTTSDALE FDS | $53.3M |
IWBISHARES TR | $52.6M |
AVUVAMERICAN CENTY ETF (TR AVANTIS US SMALL CAP VALUE) | $51.6M |
CRDTSIMPLIFY EXCHANGE TRADED FUN | $50.6M |
JAAAHENDRSON AAA CL | $50.5M |
QCOMQUALCOMM INC | $50.4M |
ADBEADOBE INC | $48.1M |
DFIVDIMENSIONAL ETF (TRUST INTERNATNAL VAL) | $47.7M |
XOMEXXON MOBIL CORP | $44.3M |
IEMGISHARES INC | $43.7M |
ITOTISHARES TR | $43.0M |
IWMISHARES TR | $41.8M |
CATCATERPILLAR INC | $41.8M |
TMUST-MOBILE US INC | $40.7M |
MAMASTERCARD INCORPORATED | $38.1M |
AVGOBROADCOM INC | $38.0M |
SHWSHERWIN WILLIAMS CO | $34.5M |
AQLTISHARES TR | $34.4M |
IJHISHARES TR | $33.8M |
ZTSZOETIS INC | $33.7M |
IAU*ISHARES GOLD TR | $33.1M |
PGPROCTER AND GAMBLE CO | $32.1M |
SPSBSPDR SER TR | $32.0M |
HDHOME DEPOT | $31.5M |
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | $31.1M |
APHAMPHENOL CORPORATION | $30.7M |
PCGPG&E CORP | $30.1M |
IDXXIDEXX LABS INC | $29.8M |
FLOTISHARES TR | $29.8M |
LLYELI LILLY & CO | $29.7M |
SHYISHARES TR | $28.8M |
BILSPDR SER TR | $28.6M |
WMTWALMART INC | $28.0M |
CMCSACOMCAST CORP NEW | $27.9M |
IVEISHARES TR | $27.8M |
BTALAGF INVTS TR | $27.8M |
TSLATESLA INC | $27.7M |
DFAUDIMENSIONAL ETF (TRUST US CORE EQT MKT) | $27.2M |
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