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 |
|---|---|
VONGVANGUARD SCOTTSDALE FDS | $705K |
VLOVALERO ENERGY CORP | $699K |
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW | $691K |
SHELSHELL PLC | $679K |
BRXBRIXMOR PPTY GROUP INC | $672K |
PUKNPRUDENTIAL PLC | $671K |
ULUNILEVER PLC | $664K |
ESEVERSOURCE ENERGY | $663K |
SOXXISHARES TR | $645K |
SCHGSCHWAB STRATEGIC TR | $645K |
SKYYFIRST TR EXCHANGE TRADED FD | $643K |
FSLRFIRST SOLAR | $643K |
XLFFINANCIAL SELECT SECTOR SPDR | $642K |
SONSONOCO PRODS CO | $642K |
FUODOLBY LABORATORIES INC | $626K |
GBTCGRAYSCALE BITCOIN TR (BTC SHS) | $621K |
OWLBLUE OWL CAPITAL INC | $621K |
VCRVANGUARD WORLD FD | $619K |
ABRARBOR REALTY TRUST INC | $606K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $604K |
MINMFS INTERMEDIATE (INCOME TRUST) | $603K |
ZSZSCALER INC | $594K |
VALEVALE S.A | $593K |
IYHISHARES TR | $589K |
TSHATAYSHA GENE THERAPIES INC | $588K |
CPCANADIAN PACIFIC KANSAS CITY | $587K |
DFSEURDISCOVER FINANCIAL | $585K |
DTDYNATRACE INC | $585K |
EOIEATON VANCE ENHANCED (EQUITY IN COM) | $584K |
ALNYALNYLAM PHARMACEUTICALS INC | $579K |
TRPTC ENERGY | $577K |
NRANRG ENERGY INC | $575K |
BBHVANECK ETF TRUST | $565K |
FMUSDISHARES INC | $565K |
ALAIR LEASE CORP | $556K |
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $554K |
RLRALPH LAUREN CORP | $551K |
IBBISHARES TR | $549K |
XEVVXEATON VANCE LTD DURATION INCOME FD | $546K |
CITCINTAS CORP | $546K |
AMGAFFILIATED MANAGE GR | $543K |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $539K |
PDBCINVESCO ACTIVLY MANGD ETC FD | $535K |
MTDMETTLER TOLEDO INTERNATIONAL | $531K |
SKYCHAMPION HOMES INC | $530K |
GWWGRAINGER W W INC | $527K |
SMLRSEMLER SCIENTIFIC INC | $527K |
BUDANHEUSER BUSCH INBEV SA/NV | $526K |
PIIPOLARIS INC | $518K |
HLTHILTON WORLDWIDE HLDGS INC | $516K |
CHTRCHARTER COMMUNICATIONS INC N | $514K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $510K |
AIRJMONTANA TECHNOLOGIES CORP CL A | $507K |
3M4MASIMO CORP | $498K |
RPVINVESCO S&P 500 PURE VALUE ETF | $495K |
IRMIRON MTN INC DEL | $494K |
BHPBHP GROUP LTD | $487K |
SPLVINVESCO EXCH TRADED FD TR II | $482K |
DPZDOMINOS PIZZA INC | $477K |
VTIPVANGUARD MALVERN FDS | $477K |
XHESPDR SER TR | $476K |
BMTABRITISH AMER TOB PLC | $470K |
XYZBLOCK INC | $470K |
SCZISHARES | $464K |
GALSPDR SSGA GLOBAL ALLOCATION ETF | $462K |
SCHASCHWAB STRATEGIC TR | $460K |
SUISUN CMNTYS INC | $460K |
SMHVANECK ETF TR | $455K |
ASMLASML HLDS NV NY | $455K |
EMLPFIRST TR EXCHANGE-TRADED FD | $452K |
MIGAMICROSTRATEGY COM | $446K |
VIGVANGUARD SPECIALIZED FUNDS | $445K |
ISTBISHARES TR | $442K |
CSGPCOSTAR GROUP INC | $439K |
ASGIABRDN GLOBAL INFRA INCOME FU | $437K |
SBRSABINE RTY TR | $433K |
ARMARM HOLDINGS PLC | $429K |
DFUSDIMENSIONAL ETF TRUST | $428K |
SCHVSCHWAB STRATEGIC TR | $427K |
AWCAMERICAN WTR WKS CO INC NEW | $427K |
CMDYISHARES U S ETF TR | $425K |
LULULULULEMON ATHLETICA INC | $424K |
CRUSCIRRUS LOGIC INC | $424K |
GPIGROUP 1 AUTOMOTIVE | $423K |
CNXCCONCENTRIX CORP | $423K |
EX9EXELIXIS INC | $420K |
CRWDCROWDSTRIKE HLDGS INC | $419K |
VLTOVERALTO CORP | $418K |
SCHFSCHWAB STRATEGIC TR | $418K |
NSTSNSTS BANCORP INC COM | $414K |
FASTFASTENAL CO | $414K |
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $413K |
XSWSPDR SER TR | $412K |
IIPRINNOVATIVE INDL PPTYS INC | $407K |
MANHMANHATTAN ASSOCIATES | $401K |
EWSISHARES INC | $400K |
VOXVANGUARD WORLD FD | $399K |
ICSHISHARES TR | $395K |
FWONALIBERTY MEDIA CORP | $395K |
PPLPEMBINA PIPELINE | $391K |