Kovitz Investment Group Partners, LLC Purchases in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.1M
+ 3438.54%
$159.75 - $174.57 $176M - $192M
1.13M $198M
AAPL
Apple Inc.

Technology
408K
+ 21.19%
$207.23 - $234.82 $84.5M - $95.8M
2.33M $543M
VTI
Vanguard Total Stock Market Et

ETFs
352K
+ 73.37%
$255.18 - $283.2 $89.9M - $99.8M
833K $236M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.28M
+ 27124.23%
$75.88 - $83.21 $97.5M - $107M
1.29M $107M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.97M
+ 96.5%
$50.52 - $50.95 $99.4M - $100M
4.01M $204M
OEF
Ishares S&P 100 ETF

ETFs
371K
+ 8528.99%
$266.03 - $266.03 $98.8M - $98.8M
376K $99.9M
IEF
Ishares Barclays

ETFs
985K
+ 607.91%
$92.67 - $99.14 $91.3M - $97.6M
1.15M $113M
IVV
Ishares Core S&P 500 ETF

ETFs
142K
+ 47.76%
$520.18 - $576.82 $73.9M - $82M
440K $254M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.85M
+ 976.73%
$44.9 - $47.55 $82.9M - $87.8M
2.04M $96.1M
MSFT
Microsoft Corp

Technology
226K
+ 37.62%
$395.15 - $467.56 $89.4M - $106M
828K $356M
NVDA
Nvidia Corp

Technology
667K
+ 66.79%
$98.91 - $134.91 $66M - $90M
1.67M $202M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.69M
New
$44.13 - $47.01 $74.6M - $79.5M
1.69M $78.9M
FISV
Fiserv Inc

Technology
561K
+ 788.71%
N/A
633K $79.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.14M
New
$57.8 - $60.8 $65.8M - $69.2M
1.14M $68.8M
VEA
Vanguard Ftse Developed Market

ETFs
1.24M
+ 213.43%
$47.6 - $53.31 $58.9M - $65.9M
1.82M $95.9M
AMAT
Applied Materials Inc

Technology
347K
+ 245.21%
$174.88 - $254.97 $60.6M - $88.4M
488K $98.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
355K
+ 1116.07%
$162.83 - $179.16 $57.8M - $63.6M
387K $69.3M
IEFA
Ishares Tr

ETFs
784K
+ 1530.03%
$70.09 - $78.74 $55M - $61.8M
836K $65.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109K
+ 234.8%
$475.2 - $527.7 $51.9M - $57.6M
156K $82.2M
VUG
Vanguard Growth ETF

ETFs
146K
+ 1141.87%
$341.08 - $391.94 $49.7M - $57.1M
158K $60.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.34M
+ 3587.0%
$37.33 - $40.63 $50.2M - $54.6M
1.38M $56.1M
VGSH
Vanguard

ETFs
894K
+ 6213.32%
$57.74 - $59.13 $51.6M - $52.9M
909K $53.6M
AVUV
American Centy ETF Tr Avantis

ETFs
542K
New
$88.24 - $99.7 $47.8M - $54M
542K $52M
KEYS
Keysight Technologies, Inc.

Technology
217K
+ 27.6%
$119.86 - $158.87 $26M - $34.4M
1M $159M
DFIV
Dimensional ETF Tr

ETFs
1.26M
New
$34.66 - $38.38 $43.6M - $48.3M
1.26M $47.9M
META
Meta Platforms, Inc.

Communication Services
25.3K
+ 5.55%
$453.41 - $572.44 $11.5M - $14.5M
480K $275M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
807K
+ 73.16%
$51.02 - $52.74 $41.1M - $42.5M
1.91M $101M
IWD
Ishares Russell 1000 Val ETF

ETFs
163K
+ 24.61%
$173.36 - $189.8 $28.3M - $30.9M
825K $157M
QUAL
Ishares Msci Usa Quality Facto

ETFs
198K
+ 164.09%
$162.64 - $179.3 $32.2M - $35.5M
319K $57.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.47M
New
$22.38 - $23.66 $33M - $34.9M
1.47M $34.6M
IVE
Ishares S&P 500 Value ETF

ETFs
137K
+ 28.69%
$181.06 - $197.17 $24.8M - $27M
613K $121M
IAU
Ishares Gold Trust

ETFs
666K
+ 10279.7%
$44.06 - $50.5 $29.4M - $33.6M
673K $33.4M
ZTS
Zoetis Inc.

Healthcare
144K
+ 410.6%
$172.58 - $196.48 $24.8M - $28.3M
179K $34.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
935K
+ 761.22%
$29.58 - $30.31 $27.7M - $28.4M
1.06M $32M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
1.42M
New
$18.74 - $20.92 $26.6M - $29.6M
1.42M $27.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
533K
+ 46.35%
$50.25 - $50.74 $26.8M - $27.1M
1.68M $85.4M
DFAU
Dimensional ETF Tr

ETFs
688K
New
$35.8 - $39.69 $24.6M - $27.3M
688K $27.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
212K
+ 74.48%
$114.73 - $120.23 $24.4M - $25.5M
498K $59.5M
UNH
Unitedhealth Group Inc

Healthcare
24.6K
+ 15.67%
$488.01 - $604.18 $12M - $14.9M
182K $106M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
441K
+ 74.22%
$50.85 - $53.88 $22.4M - $23.8M
1.04M $55.7M
GOOGL
Alphabet Inc.

Communication Services
215K
+ 25.82%
$148.65 - $191.18 $32M - $41.2M
1.05M $174M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
171K
+ 4879.57%
$117.9 - $128.2 $20.2M - $21.9M
175K $22.4M
SPE
Special Opportunities Fund, Inc.

Financial Services
1.57M
New
$12.89 - $13.92 $20.2M - $21.8M
1.57M $21.8M
LLY
Eli Lilly & CO

Healthcare
24.9K
+ 117.06%
$772.14 - $960.02 $19.2M - $23.9M
46.1K $40.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
29
+ 170.59%
$610460.0 - $715910.0 $17.7M - $20.8M
46 $31.8M
TSLA
Tesla, Inc.

Consumer Cyclical
59K
+ 72.41%
$191.76 - $263.26 $11.3M - $15.5M
141K $36.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
197K
+ 10.41%
$61.47 - $67.36 $12.1M - $13.3M
2.09M $141M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
202K
New
$98.97 - $99.59 $20M - $20.1M
202K $20.1M
IWM
Ishares Russell 2000 ETF

ETFs
70.9K
+ 39.9%
$200.87 - $224.6 $14.2M - $15.9M
248K $54.9M
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email