Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $18.2 Billion distributed in 1243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $551M, Microsoft Corp with a value of $544M, Amazon Com Inc with a value of $415M, Spdr S&P 500 ETF Trust with a value of $403M, and Janus Detroit Str Tr Janus Hen with a value of $329M.

Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $18.2 Billion

ETFs: $6.05 Billion

Technology: $3.18 Billion

Financial Services: $2.71 Billion

Healthcare: $1.42 Billion

Consumer Cyclical: $1.36 Billion

Industrials: $1.14 Billion

Communication Services: $916 Million

Consumer Defensive: $589 Million

Other: $774 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CRBN Ishares Tr Msci Acwi Low Carbo ETFs	$0	$274,000 0.0% of portfolio	1,435	Q1 2025 Reduced 0.14%
IYJ Ishares Tr ETFs	$0	$307,000 0.0% of portfolio	2,360	Q1 2025 Reduced 2.96%
EDEN Ishares Tr Msci Denmark ETF ETFs	$0	$320,000 0.0% of portfolio	3,085	Q1 2025 Added 21.79%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$293,000 0.0% of portfolio	4,879	Q1 2025 Reduced 9.01%
IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$230,000 0.0% of portfolio	5,765	Q1 2025 New
ISTB Ihares Core 1 5 Years Usd Bond ETFs	$0	$326,000 0.0% of portfolio	6,760	Q1 2025 Reduced 5.56%
HDV Ishares Core High Dividend ETF ETFs	$0	$868,000 0.0% of portfolio	7,168	Q1 2025 Added 0.94%
GVI Ishares Tr ETFs	$0	$807,000 0.0% of portfolio	7,612	Q1 2025 Reduced 5.43%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$394,000 0.0% of portfolio	7,790	Q2 2024 New
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	$0	$259,000 0.0% of portfolio	10,375	Q1 2025 Reduced 0.32%
ENOR Ishares Tr Msci Norway ETF ETFs	$0	$308,000 0.0% of portfolio	11,880	Q1 2025 New
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$548,000 0.0% of portfolio	20,520	Q1 2025 New
USRT Ishares Core U.S. Reit ETF ETFs	$0	$751,000 0.0% of portfolio	13,045	Q1 2025 Reduced 5.73%
IYF Ishares Tr ETFs	$0	$211,000 0.0% of portfolio	1,877	Q1 2025 New
IBB Ishares Biotechnology ETF ETFs	$0	$525,000 0.0% of portfolio	4,107	Q1 2025 Added 126.16%
SOXX Ishares Semiconductor ETF ETFs	$0	$744,000 0.0% of portfolio	3,955	Q1 2025 Added 27.66%
IYW Ishares Dj Us Tech ETF ETFs	$0	$305,000 0.0% of portfolio	2,177	Q1 2025 Added 32.66%
IGV Ishares Expanded Tech Software ETFs	$0	$351,000 0.0% of portfolio	3,951	Q1 2025 Added 8.01%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$279,000 0.0% of portfolio	1,384	Q1 2025 Added 32.31%
FXI Ishares Tr ETFs	$0	$290,000 0.0% of portfolio	8,095	Q1 2025 Added 11.69%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$360,000 0.0% of portfolio	2,838	Q1 2025 Added 29.47%
SHV Ishares Tr ETFs	$0	$480,000 0.0% of portfolio	4,348	Q1 2025 Added 3.47%
IWV Ishares Russell 3000 ETF ETFs	$0	$426,000 0.0% of portfolio	1,343	Q1 2025 Added 4.19%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$233,000 0.0% of portfolio	1,700	Q1 2025 New
IXN Ishares Global Information Tec ETFs	$0	$341,000 0.0% of portfolio	4,513	Q1 2025 New
IYH Ishares Tr ETFs	$0	$246,000 0.0% of portfolio	4,049	Q1 2025 Reduced 61.93%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$276,000 0.0% of portfolio	6,971	Q1 2025 Added 4.91%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$360,000 0.0% of portfolio	7,592	Q1 2025 Added 68.97%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$326,000 0.0% of portfolio	4,745	Q4 2024 New
ESML Ishares Esg Aware Msci Usa Sma ETFs	$0	$413,000 0.0% of portfolio	10,773	Q1 2025 Reduced 9.07%
ICLN Ishares ETFs	$0	$133,000 0.0% of portfolio	11,703	Q1 2025 Added 0.01%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$242,000 0.0% of portfolio	9,623	Q4 2024 New
INDA Ishares Msci India Index Fund ETFs	$0	$878,000 0.0% of portfolio	17,069	Q1 2025 Reduced 6.94%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$239,000 0.0% of portfolio	4,716	Q1 2025 New
BBJP Jp Morgan ETF Trust Betabuilde ETFs	$0	$291,000 0.0% of portfolio	5,197	Q1 2025 Added 24.81%
BBCA J P Morgan ETF Tr Betabuilders ETFs	$0	$461,000 0.0% of portfolio	6,456	Q1 2025 Added 9.04%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$424,000 0.0% of portfolio	8,727	Q1 2025 Reduced 13.05%
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	$0	$278,000 0.0% of portfolio	3,927	Q4 2024 New
PULS Pgim ETF Tr ETFs	$0	$863,000 0.0% of portfolio	17,361	Q1 2025 Added 0.01%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U ETFs	$0	$250,000 0.0% of portfolio	3,500	Q1 2025 New
DIG Proshares Ultra Oil & Gas ETFs	$0	$210,000 0.0% of portfolio	5,000	Q1 2025 Reduced 33.33%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$317,000 0.0% of portfolio	3,110	Q1 2025 Reduced 39.23%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$326,000 0.0% of portfolio	5,691	Q1 2025 Added 2.86%
SSO Proshares Ultra S&P 500 ETFs	$0	$662,000 0.0% of portfolio	8,000	Q4 2024 New
UYG Proshares Ultra Financials ETFs	$0	$870,000 0.0% of portfolio	9,758	Q1 2025 Reduced 23.23%
FNDX Schwab Fundamental U S Large C ETFs	$0	$511,000 0.0% of portfolio	21,670	Q1 2025 Reduced 5.87%
FNDF Schwab Fundamental Intl Large ETFs	$0	$478,000 0.0% of portfolio	13,253	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$456,000 0.0% of portfolio	19,500	Q1 2025 Reduced 16.91%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$313,000 0.0% of portfolio	14,562	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$676,000 0.0% of portfolio	34,181	Q1 2025 Reduced 98.56%

Summary

Portfolio
No. of Stocks 1,243
Current Value $18.2 Billion
Prior Value $18.2 Billion
Filing
Period Q1 2025
Filing Date May 19, 2025
Form Type 13F-HR/A
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Kovitz Investment Group Partners, LLC Portfolio Holdings