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)

StockValue
AMZNAMAZON COM INC
$1.2T
METAMETA PLATFORMS INC
$1.0T
GOOGALPHABET INC
$989.5B
AAPLAPPLE INC
$881.1B
SCHWSCHWAB CHARLES CORP
$814.5B
BDXBECTON DICKINSON
$775.1B
KEYSKEYSIGHT TECHNOLOGIES INC
$747.3B
VVISA INC
$746.6B
ICEINTERCONTINENTAL EXCHANGE IN
$677.5B
4I1PHILIP MORRIS INTL INC
$656.3B
JJACOBS SOLUTIONS INC
$619.7B
BRK/BBERKSHIRE HATHAWAY
$609.1B
AXPAMERICAN EXPRESS CO
$600.1B
LOWLOWES COS INC
$585.8B
FISVFISERV INC
$576.5B
PCARPACCAR INC
$557.5B
CRMSALESFORCE INC
$557.4B
KMXCARMAX INC
$539.2B
PPGPPG INDS INC
$518.1B
ORCLORACLE CORP
$512.9B
DLTRDOLLAR TREE INC
$489.0B
TMOTHERMO FISHER SCIENTIFIC INC
$469.9B
MSFTMICROSOFT CORP
$415.0B
ANETARISTA NETWORKS INC
$410.1B
SPYSPDR S&P 500 ETF TR
$391.1B
JPMJPMORGAN CHASE & CO.
$377.3B
AMDADV MICRO DEVICES
$364.5B
ADIANALOG DEVICES INC
$335.9B
DEODIAGEO PLC
$330.6B
IVVISHARES TR
$319.3B
AMATAPPLIED MATERIALS
$318.8B
AMTMAMENTUM HLDGS INC
$311.0B
GOOGLALPHABET INC
$276.8B
AVGOBROADCOM INC
$273.5B
IWFISHARES TR
$258.6B
MSIMOTOROLA SOLUTIONS INC
$258.5B
NVDANVIDIA CORPORATION
$250.7B
JAAAHENDRSON AAA CL
$250.5B
VTIVANGUARD INDEX FDS
$198.1B
VTVVANGUARD INDEX FDS
$194.3B
HASHASBRO INC
$179.0B
APOAPOLLO GLOBAL MGMT
$176.3B
UNHUNITEDHEALTH GROUP INC
$170.2B
SCHGSCHWAB STRATEGIC TR
$162.8B
IWDISHARES TR
$159.2B
PHPARKER-HANNIFIN CORP
$146.9B
AJGGALLAGHER ARTHUR J & CO
$141.1B
BXBLACKSTONE INC
$134.6B
HAYWHAYWARD HLDGS INC
$128.9B
SPHQINVESCO EXCHANGETRAD
$127.7B
MRKMERCK & CO INC
$123.9B
IEFISHARES TR
$120.8B
LULULULULEMON ATHLETICA INC
$114.2B
GXOGXO LOGISTICS INCORPORATED
$114.0B
IVEISHARES TR
$112.6B
JPSTJ P MORGAN EXCHANGE TRADED F
$111.2B
ABTABBOTT LABS
$109.8B
OEFISHARES S&P 100 (INDEX FUND)
$108.0B
ZBRAZEBRA TECHNOLOGIES COPORATI
$107.3B
DGRWWISDOM TREE TR
$106.6B
IJRISHARES TR
$106.4B
SBUXSTARBUCKS CORP
$104.5B
LRCXEURLAM RESEARCH CORP
$96.6B
IGSBISHARES TR
$96.4B
VMBSVANGUARD SCOTTSDALE FDS
$95.9B
RTXRTX CORPORATION
$89.5B
VEAVANGUARD TAX-MANAGED FDS
$86.5B
STZCONSTELLATION BRANDS INC
$83.7B
DEDEERE & CO
$82.8B
VOOVANGUARD INDEX FDS
$81.4B
JMBSJANUS DETROIT STR TR
$79.9B
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$76.9B
MBBISHARES TR
$73.2B
RSPINVESCO EXCHANGE TRADED FD T
$72.5B
PNCPNC FINL SVCS GROUP INC
$68.8B
VUGVANGUARD INDEX FDS
$66.5B
DHRDANAHER CORPORATION
$66.5B
AQLTISHARES TR
$64.5B
IWBISHARES TR
$61.1B
IVWISHARES TR
$58.1B
QUALISHARES TR
$56.7B
IGIBISHARES TR
$56.6B
IWMISHARES TR
$54.3B
PRFINVESCO EXCHANGE TRADED FD T
$53.8B
AVUVAMERICAN CENTY ETF (TR AVANTIS US SMALL CAP VALUE)
$53.6B
VGSHVANGUARD SCOTTSDALE FDS
$52.3B
CRDTSIMPLIFY EXCHANGE TRADED FUN
$51.1B
JNJJOHNSON & JOHNSON
$50.0B
DFIVDIMENSIONAL ETF (TRUST INTERNATNAL VAL)
$48.8B
TSLATESLA INC
$48.8B
SGOVISHARES TR
$45.3B
ADBEADOBE INC
$45.2B
PGRPROGRESSIVE CORP
$45.1B
SCHFSCHWAB STRATEGIC TR
$44.0B
EFAISHARES TR
$42.5B
TMUST-MOBILE US INC
$42.0B
IEIISHARES TR
$42.0B
PDECUS EQTY PWR BUF
$41.1B
IJHISHARES TR
$40.9B
SHWSHERWIN WILLIAMS CO
$40.5B
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