Kovitz Investment Group Partners, LLC Incresed Positions in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
145K
+ 8.61%
$161.02 - $200.0 $23.3M - $28.9M
1.82M $340M
HD
Home Depot, Inc.

Consumer Cyclical
27.3K
+ 40.99%
$333.64 - $405.2 $9.1M - $11M
93.8K $38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57.1K
+ 7.04%
$105.53 - $118.34 $6.02M - $6.75M
868K $101M
ITOT
Ishares Core S&P Total U.S. St

ETFs
103K
+ 42.42%
$113.41 - $125.62 $11.6M - $12.9M
345K $43.3M
GLD
Spdr Gold Trust

ETFs
56.3K
+ 1493.11%
$215.56 - $246.98 $12.1M - $13.9M
60.1K $14.6M
PG
Procter & Gamble CO

Consumer Defensive
70K
+ 47.56%
$160.76 - $177.82 $11.3M - $12.4M
217K $37.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
120K
+ 100.1%
$89.91 - $101.33 $10.8M - $12.2M
241K $23.6M
MS
Morgan Stanley

Financial Services
107K
+ 80.02%
$92.07 - $106.96 $9.85M - $11.4M
241K $25.1M
CSCO
Cisco Systems, Inc.

Technology
178K
+ 46.9%
$44.74 - $53.22 $7.94M - $9.45M
556K $29.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
156K
+ 34.77%
$57.32 - $62.65 $8.93M - $9.76M
604K $37.6M
IGLB
Ishares 10+ Year Investment Gr

ETFs
198K
+ 115.04%
$49.38 - $54.19 $9.8M - $10.8M
371K $19.9M
IYR
Ishares Tr

ETFs
101K
+ 177.74%
$86.93 - $103.61 $8.75M - $10.4M
157K $16M
COST
Costco Wholesale Corp

Consumer Defensive
12K
+ 124.86%
$801.83 - $917.05 $9.66M - $11M
21.7K $19.2M
WMT
Walmart Inc.

Consumer Defensive
83.6K
+ 25.64%
$66.91 - $81.4 $5.59M - $6.8M
409K $33.1M
AVGO
Broadcom Inc.

Technology
254K
+ 1109.19%
$136.27 - $1745.86 $34.6M - $443M
277K $47.7M
NEE
Nextera Energy Inc

Utilities
99.2K
+ 60.15%
$69.9 - $84.97 $6.93M - $8.43M
264K $22.3M
LMT
Lockheed Martin Corp

Industrials
13.1K
+ 52.78%
$460.3 - $584.56 $6.03M - $7.66M
37.9K $22.2M
ABT
Abbott Laboratories

Healthcare
76.9K
+ 44.34%
$100.07 - $118.13 $7.69M - $9.08M
250K $28.5M
TGT
Target Corp

Consumer Defensive
63K
+ 74.96%
$133.47 - $159.25 $8.41M - $10M
147K $22.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.9K
+ 72.95%
$434.77 - $502.96 $9.08M - $10.5M
49.5K $24.2M
OKE
Oneok Inc

Energy
103K
+ 110.78%
$78.62 - $95.27 $8.13M - $9.85M
197K $17.9M
PCAR
Paccar Inc

Industrials
146K
+ 14.71%
$91.64 - $109.98 $13.4M - $16.1M
1.14M $112M
SHW
Sherwin Williams CO

Basic Materials
7.01K
+ 7.88%
$294.65 - $384.0 $2.07M - $2.69M
96K $36.6M
MRK
Merck & Co., Inc.

Healthcare
99.2K
+ 81.46%
$111.15 - $128.97 $11M - $12.8M
221K $25.1M
PEP
Pepsico Inc

Consumer Defensive
55.5K
+ 57.8%
$161.9 - $179.3 $8.99M - $9.96M
152K $25.8M
WFC
Wells Fargo & Company

Financial Services
180K
+ 201.02%
$51.58 - $60.97 $9.27M - $11M
269K $15.2M
VBR
Vanguard Small Cap Value ETF

ETFs
48K
+ 1722.68%
$179.99 - $201.6 $8.64M - $9.68M
50.8K $10.2M
ABBV
Abb Vie Inc.

Healthcare
45.3K
+ 196.92%
$163.84 - $199.33 $7.43M - $9.04M
68.4K $13.5M
ACN
Accenture PLC

Technology
17K
+ 24.56%
$295.44 - $355.81 $5.03M - $6.05M
86.3K $30.5M
AMGN
Amgen Inc

Healthcare
25.8K
+ 38.03%
$309.38 - $337.38 $7.98M - $8.71M
93.7K $30.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
73.5K
+ 89.36%
$100.75 - $111.62 $7.41M - $8.21M
156K $17M
VZ
Verizon Communications Inc

Communication Services
166K
+ 56.58%
$38.89 - $45.0 $6.46M - $7.48M
460K $20.6M
AMD
Advanced Micro Devices Inc

Technology
50.7K
+ 66.05%
$128.67 - $183.96 $6.53M - $9.33M
128K $20.9M
BLK
Black Rock Inc.

Financial Services
6.13K
+ 39.51%
$782.27 - $949.51 $4.79M - $5.82M
21.6K $20.5M
CAT
Caterpillar Inc

Industrials
4.78K
+ 4.41%
$316.8 - $391.12 $1.51M - $1.87M
113K $44.2M
T
At&T Inc.

Communication Services
340K
+ 148.48%
$18.21 - $22.28 $6.19M - $7.58M
569K $12.5M
APH
Amphenol Corp

Technology
134K
+ 38.0%
$58.39 - $70.41 $7.82M - $9.42M
486K $31.7M
SO
Southern CO

Utilities
86.9K
+ 1018.99%
$77.0 - $90.52 $6.69M - $7.86M
95.4K $8.6M
RTX
Raytheon Technologies Corp

Industrials
62.4K
+ 368.46%
$99.55 - $123.34 $6.21M - $7.69M
79.3K $9.6M
GS
Goldman Sachs Group Inc

Financial Services
13.7K
+ 52.81%
$459.02 - $510.25 $6.28M - $6.98M
39.6K $19.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.88K
+ 24.54%
$531.86 - $624.21 $4.72M - $5.54M
45K $27.9M
NFLX
Netflix Inc

Communication Services
10.7K
+ 139.91%
$598.55 - $722.26 $6.4M - $7.73M
18.3K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
156K
+ 222.13%
$41.9 - $48.26 $6.52M - $7.51M
226K $10.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
20.7K
+ 53.51%
$247.34 - $300.11 $5.12M - $6.21M
59.3K $17.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
129K
+ 2380.88%
$54.98 - $59.51 $7.09M - $7.68M
134K $8M
MMM
3 M CO

Industrials
43K
+ 88.66%
$99.69 - $139.42 $4.28M - $5.99M
91.5K $12.5M
IEMG
Ishares Inc

ETFs
139K
+ 21.73%
$53.64 - $53.64 $7.47M - $7.47M
780K $41.9M
ELV
Elevance Health, Inc.

Healthcare
14.9K
+ 108.28%
$500.12 - $562.29 $7.48M - $8.4M
28.8K $15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
17.2K
+ 5.78%
$57.22 - $80.08 $986K - $1.38M
315K $24.6M
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
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