Kovitz Investment Group Partners, LLC Purchases in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
13.2K
+ 5.53%
$99.83 - $140.86 $1.32M - $1.86M
253K $35.6M
IEFA
Ishares Tr

ETFs
15.8K
+ 1.98%
$67.83 - $84.09 $1.07M - $1.33M
815K $68M
PGR
Progressive Corp

Financial Services
34.8K
+ 28.77%
$255.27 - $288.74 $8.89M - $10.1M
156K $41.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.13K
+ 2.29%
$272.36 - $339.57 $1.12M - $1.4M
185K $62.8M
STX
Seagate Technology Holdings PLC

Technology
1.06K
+ 0.88%
$66.54 - $144.33 $70.3K - $153K
121K $17.5M
SPYG
Spdr Portfolio

ETFs
70.1K
+ 437.51%
$71.83 - $95.32 $5.03M - $6.68M
86.1K $8.21M
BAC
Bank Of America Corp

Financial Services
9.98K
+ 0.87%
$34.39 - $47.46 $343K - $473K
1.16M $55M
CSCO
Cisco Systems, Inc.

Technology
34.2K
+ 5.83%
$53.19 - $69.38 $1.82M - $2.37M
622K $43.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.2K
+ 4.32%
$152.93 - $181.74 $2.78M - $3.3M
439K $79.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
269K
New
$24.12 - $25.48 $6.49M - $6.86M
269K $6.86M
OKE
Oneok Inc

Energy
123K
+ 63.64%
$78.71 - $100.37 $9.71M - $12.4M
317K $25.9M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
128K
New
$48.48 - $50.99 $6.21M - $6.53M
128K $6.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17K
+ 5.31%
$108.12 - $135.04 $1.84M - $2.3M
338K $45.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
106K
+ 12.22%
$51.1 - $53.29 $5.44M - $5.67M
977K $52.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.74K
+ 4.68%
$416.06 - $551.64 $1.14M - $1.51M
61.1K $33.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.8K
+ 94.28%
$141.37 - $228.57 $3.08M - $4.98M
44.9K $10.2M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
747K
+ 37.1%
$8.43 - $8.77 $6.29M - $6.55M
2.76M $24M
DELL
Dell Technologies Inc.

Technology
44.1K
+ 175.85%
$71.63 - $125.98 $3.16M - $5.56M
69.2K $8.49M
XLP
Consumer Staples Sector Spdr

ETFs
81K
+ 1136.02%
N/A
88.1K $6.7M
FIX
Comfort Systems Usa Inc

Industrials
6.71K
+ 56.09%
$296.51 - $536.21 $1.99M - $3.6M
18.7K $10M
IGM
Ishares Expanded Tech Sector E

ETFs
52.8K
New
$79.8 - $112.34 $4.22M - $5.94M
52.8K $5.94M
FSTA
Fidelity Covington Tr Msci Con

ETFs
116K
+ 196.9%
$47.94 - $52.5 $5.55M - $6.08M
175K $8.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
37.2K
+ 10.77%
$57.41 - $74.81 $2.14M - $2.79M
383K $28.5M
DFAU
Dimensional ETF Tr

ETFs
59.4K
+ 7.02%
$34.04 - $42.36 $2.02M - $2.52M
905K $38.3M
IBM
International Business Machines Corp

Technology
4.36K
+ 4.45%
$221.03 - $294.78 $963K - $1.28M
102K $30.1M
VBR
Vanguard Small Cap Value ETF

ETFs
26.5K
+ 39.75%
$162.76 - $195.77 $4.31M - $5.19M
93.1K $18.2M
ETN
Eaton Corp PLC

Industrials
1.63K
+ 2.7%
$246.52 - $356.99 $402K - $582K
62.1K $22.2M
TMUS
T Mobile Us, Inc.

Communication Services
49.9K
+ 22.9%
$220.99 - $268.54 $11M - $13.4M
268K $63.8M
GE
General Electric CO

Industrials
4.94K
+ 6.45%
$166.81 - $257.39 $824K - $1.27M
81.5K $21M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.58K
+ 0.59%
$71.28 - $83.74 $540K - $635K
1.29M $108M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
69.1K
+ 231.92%
$60.99 - $77.53 $4.21M - $5.36M
98.9K $7.66M
GLD
Spdr Gold Trust

ETFs
15K
+ 27.31%
$273.71 - $316.29 $4.1M - $4.74M
69.8K $21.3M
WFC
Wells Fargo & Company

Financial Services
40.6K
+ 15.63%
$60.98 - $80.12 $2.47M - $3.25M
300K $24.1M
PJUL
Innovator U.S. Equity Power Bu

ETFs
104K
+ 49.69%
$37.66 - $43.85 $3.93M - $4.57M
314K $13.8M
HYG
Ishares Tr

ETFs
63.2K
+ 88.15%
$75.75 - $80.65 $4.78M - $5.09M
135K $10.9M
PJUN
Innovator U.S. Equity Power Bu

ETFs
106K
+ 34.28%
$34.48 - $39.76 $3.66M - $4.22M
416K $16.5M
XOM
Exxon Mobil Corp

Energy
86.9K
+ 20.93%
$99.93 - $119.04 $8.69M - $10.3M
502K $54.1M
CAH
Cardinal Health Inc

Healthcare
17K
+ 31.14%
$125.0 - $168.0 $2.12M - $2.85M
71.4K $12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
85.3K
+ 453.93%
$45.11 - $52.34 $3.85M - $4.46M
104K $5.45M
BSX
Boston Scientific Corp

Healthcare
39.6K
+ 112.95%
$89.7 - $107.41 $3.55M - $4.25M
74.7K $8.02M
XLC
Select Sector Spdr Tr Communic

ETFs
38.9K
+ 235.46%
$86.13 - $108.53 $3.35M - $4.22M
55.4K $6.02M
VGSH
Vanguard

ETFs
73.6K
+ 7.24%
$58.32 - $58.95 $4.29M - $4.34M
1.09M $64.1M
VGT
Vanguard Information Technolog

ETFs
659
+ 2.01%
$470.37 - $663.28 $310K - $437K
33.5K $22.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
51.1K
+ 7.27%
$25.93 - $32.91 $1.32M - $1.68M
753K $24.8M
WM
Waste Management Inc

Industrials
19.1K
+ 31.73%
$216.47 - $242.1 $4.14M - $4.63M
79.4K $18.2M
ISRG
Intuitive Surgical Inc

Healthcare
6.88K
+ 87.68%
$451.58 - $565.94 $3.11M - $3.89M
14.7K $8M
USFR
Wisdomtree Floating Rate Treas

ETFs
81.5K
+ 101.18%
$50.28 - $50.47 $4.1M - $4.11M
162K $8.15M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
53.2K
New
$70.32 - $76.56 $3.74M - $4.07M
53.2K $4.07M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
168K
New
$22.66 - $23.41 $3.81M - $3.93M
168K $3.92M
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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