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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.66K
+ 118.15%
$171.4 - $227.1 $798K - $1.06M
8.6K $1.95M
ENVX
Enovix Corp

Industrials
115K
New
$5.46 - $10.53 $628K - $1.21M
115K $1.19M
HSBC
Hsbc Holdings PLC

Financial Services
19.1K
+ 402.24%
$46.68 - $61.09 $890K - $1.16M
23.8K $1.45M
O
Realty Income Corp

Real Estate
20.5K
+ 23.7%
$52.27 - $58.52 $1.07M - $1.2M
107K $6.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.5K
+ 18.11%
$19.6 - $24.44 $598K - $745K
199K $4.86M
TTE
Total Energies Se

Energy
16.7K
+ 19.69%
N/A
101K $6.95M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.6K
+ 7.54%
$22.3 - $22.57 $1.08M - $1.1M
694K $15.6M
PFEB
Innovator U.S. Equity Power Bu

ETFs
10.9K
+ 3.31%
$33.46 - $38.01 $365K - $414K
340K $12.9M
FLRN
Spdr Bloomberg Investment Grad

ETFs
35.8K
+ 11.64%
$30.29 - $30.83 $1.08M - $1.1M
343K $10.6M
FDX
Fedex Corp

Industrials
9.81K
+ 14.29%
$198.07 - $245.17 $1.94M - $2.41M
78.5K $17.8M
FCX
Freeport Mcmoran Inc

Basic Materials
15.7K
+ 20.8%
$29.15 - $44.46 $458K - $699K
91.2K $3.96M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11.6K
+ 16.26%
$69.8 - $85.28 $808K - $987K
82.7K $6.86M
SGOL
Abrdn Gold ETF Trust

ETFs
34.3K
New
$28.39 - $32.75 $974K - $1.12M
34.3K $1.08M
ONON
On Holding Ag

Consumer Cyclical
389
+ 0.3%
$37.65 - $60.68 $14.6K - $23.6K
130K $6.76M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
70.7K
New
$12.29 - $15.47 $869K - $1.09M
70.7K $1.06M
PMAR
Innovator U.S. Equity Power Bu

ETFs
9.32K
+ 3.23%
$37.18 - $42.23 $346K - $393K
297K $12.6M
CDW
Cdw Corp

Technology
1.24K
+ 2.74%
$144.49 - $190.68 $179K - $237K
46.6K $8.32M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
7.49K
New
$104.4 - $138.37 $782K - $1.04M
7.49K $1.04M
AXON
Axon Enterprise, Inc.

Industrials
170
+ 5.91%
$497.13 - $827.94 $84.5K - $141K
3.05K $2.52M
ACWI
Ishares Msci Acwi ETF

ETFs
89
+ 0.11%
$103.59 - $128.6 $9.22K - $11.4K
81.5K $10.5M
SIVR
Abrdn Silver ETF Trust

ETFs
28.5K
New
$28.36 - $35.37 $808K - $1.01M
28.5K $980K
VLUE
Ishares Msci Usa Value Factor

ETFs
5.03K
+ 9.11%
$93.5 - $113.21 $470K - $569K
60.2K $6.81M
ZTS
Zoetis Inc.

Healthcare
16.7K
+ 8.52%
$144.41 - $170.3 $2.42M - $2.85M
213K $33.3M
CMCSA
Comcast Corp

Communication Services
51.4K
+ 6.59%
$32.84 - $36.72 $1.69M - $1.89M
832K $29.7M
EWH
Ishares Msci Hong Kong ETF

ETFs
36.4K
+ 62.56%
$15.2 - $20.06 $553K - $730K
94.5K $1.88M
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
68.6K
New
$11.19 - $12.51 $767K - $858K
68.6K $857K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
65.2K
New
$12.7 - $13.53 $828K - $882K
65.2K $846K
SSB
South State Corp

Financial Services
9.17K
New
$80.59 - $94.67 $739K - $868K
9.17K $844K
EPD
Enterprise Products Partners L.P.

Energy
40.6K
+ 30.33%
$28.95 - $34.22 $1.18M - $1.39M
175K $5.42M
FTSL
First Trust Senior Ln Fund

ETFs
14.8K
+ 2.3%
$44.58 - $46.07 $658K - $680K
656K $30.1M
ON
On Semiconductor Corp

Technology
15.3K
New
$31.95 - $54.21 $490K - $832K
15.3K $804K
SNPS
Synopsys Inc

Technology
1.07K
+ 35.25%
$380.9 - $517.66 $408K - $554K
4.11K $2.11M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
7.24K
+ 14.31%
$51.36 - $62.5 $372K - $452K
57.8K $3.61M
EWG
Ishares Msci Germany ETF

ETFs
13.5K
+ 32.67%
$33.22 - $42.57 $449K - $576K
54.9K $2.32M
AES
Aes Corp

Utilities
82.8K
+ 191.45%
$9.63 - $12.55 $797K - $1.04M
126K $1.33M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
53.2K
+ 43.35%
$15.44 - $16.72 $821K - $889K
176K $2.83M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15.7K
New
$25.35 - $64.65 $398K - $1.01M
15.7K $782K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
62.6K
+ 20.15%
$225.56 - $335.19 $14.1M - $21M
373K $88.7M
JCI
Johnson Controls International PLC

Industrials
1.28K
+ 5.36%
$71.14 - $105.62 $90.7K - $135K
25.1K $2.65M
NUE
Nucor Corp

Basic Materials
399
+ 0.54%
$103.22 - $131.43 $41.2K - $52.4K
74.6K $9.67M
FNDF
Schwab Fundamental Intl Large

ETFs
16.7K
+ 126.03%
$32.25 - $40.02 $539K - $668K
30K $1.2M
MET
Metlife Inc

Financial Services
8.52K
+ 3.37%
$68.42 - $82.49 $583K - $702K
261K $21M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.08K
+ 4.53%
$66.94 - $88.47 $206K - $273K
71K $5.89M
MSTR
Microstrategy Inc

Technology
825
+ 28.21%
$237.95 - $421.61 $196K - $348K
3.75K $1.52M
IBMP
Ishares Tr Ibonds December 202

ETFs
26.3K
+ 60.26%
$24.98 - $25.35 $656K - $666K
69.9K $1.77M
IBMO
Ishares Tr Ibonds December 202

ETFs
25.9K
+ 60.12%
$25.32 - $25.63 $656K - $665K
69.1K $1.77M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
112K
+ 54.79%
$9.31 - $12.72 $1.04M - $1.42M
316K $3.04M
FITB
Fifth Third Bancorp

Financial Services
3.42K
+ 1.27%
$33.32 - $41.51 $114K - $142K
273K $11.2M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
31
+ 0.02%
$52.66 - $64.01 $1.63K - $1.98K
139K $8.93M
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
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