Kovitz Investment Group Partners, LLC ETFs

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GXG Global X Msci Colombia	$0	$1.11 Million 0.01% of portfolio	40,537	Q1 2025 New
EWO Ishares Inc Msci Austria ETF	$0	$1.11 Million 0.01% of portfolio	44,245	Q1 2025 New
IBMO Ishares Tr Ibonds December 202	$0	$1.1 Million 0.01% of portfolio	43,124	Q1 2025 New
IBMP Ishares Tr Ibonds December 202	$0	$1.1 Million 0.01% of portfolio	43,591	Q1 2025 New
EWN Ishares Msci Netherlnds ETF	$0	$1.1 Million 0.01% of portfolio	23,517	Q1 2025 New
EIRL Ishares Tr Msci Ireland ETF	$0	$1.07 Million 0.01% of portfolio	18,167	Q1 2025 New
FLJP Franklin Templeton ETF Tr	$0	$1.05 Million 0.01% of portfolio	35,675	Q1 2025 New
EWM Ishs Msci Malaysia ETF	$0	$1.03 Million 0.01% of portfolio	44,465	Q1 2025 New
FMAT Fidelity Covington Tr Msci Mat	$0	$1.02 Million 0.01% of portfolio	21,175	Q1 2025 Reduced 60.95%
ESGD Ishares Trust Ishares Esg Awar	$0	$980,000 0.01% of portfolio	12,004	Q1 2025 Added 4.4%
VGK Vanguard Ftse Europe ETF Ftse	$0	$972,000 0.01% of portfolio	13,850	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$959,000 0.01% of portfolio	18,789	Q1 2025 New
IDX Vaneck ETF Tr Indonesia Index	$0	$949,000 0.01% of portfolio	75,998	Q1 2025 New
ILCB Ishares Morningstar U.S. Equit	$0	$941,000 0.01% of portfolio	12,190	Q1 2025 Added 0.16%
XLY Select Sector Spdr Consumer Di	$0	$941,000 0.01% of portfolio	4,766	Q1 2025 Added 66.0%
FLCH Franklin Templeton ETF Tr	$0	$933,000 0.01% of portfolio	43,726	Q1 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$930,000 0.01% of portfolio	35,524	Q1 2025 Added 54.08%
INDA Ishares Msci India Index Fund	$0	$878,000 0.0% of portfolio	17,069	Q1 2025 Reduced 6.94%
UYG Proshares Ultra Financials	$0	$870,000 0.0% of portfolio	9,758	Q1 2025 Reduced 23.23%
HDV Ishares Core High Dividend ETF	$0	$868,000 0.0% of portfolio	7,168	Q1 2025 Added 0.94%
PULS Pgim ETF Tr	$0	$863,000 0.0% of portfolio	17,361	Q1 2025 Added 0.01%
XRT Spdr Series Tr Spdr S&P Retail	$0	$844,000 0.0% of portfolio	12,220	Q1 2025 Reduced 49.57%
XAR Spdr S&P Aerospace & Defense E	$0	$832,000 0.0% of portfolio	5,181	Q1 2025 Added 85.23%
VONV Vanguard Russell 1000 Value Et	$0	$831,000 0.0% of portfolio	10,069	Q1 2025 Reduced 1.59%
MGK Vanguard Mega Cap Growth ETF	$0	$808,000 0.0% of portfolio	2,617	Q1 2025 New
GVI Ishares Tr	$0	$807,000 0.0% of portfolio	7,612	Q1 2025 Reduced 5.43%
FEX First Tr Large Cap Core Alphde	$0	$802,000 0.0% of portfolio	7,829	Q1 2025 Added 0.04%
SHM Spdr Nuveen Bloomberg Short Te	$0	$779,000 0.0% of portfolio	16,378	Q1 2025 Reduced 23.45%
PHO Invesco Exchange Traded Fd Tr	$0	$767,000 0.0% of portfolio	11,892	Q1 2025 Added 150.89%
QQQM Invesco Exchange Traded Fd Tr	$0	$760,000 0.0% of portfolio	3,940	Q1 2025 Added 18.78%
USRT Ishares Core U.S. Reit ETF	$0	$751,000 0.0% of portfolio	13,045	Q1 2025 Reduced 5.73%
FVD First Tr Value Line Divid Inde	$0	$749,000 0.0% of portfolio	16,813	Q1 2025 Added 11.15%
SOXX Ishares Semiconductor ETF	$0	$744,000 0.0% of portfolio	3,955	Q1 2025 Added 27.66%
VOE Vanguard Mid Cap Value Index F	$0	$743,000 0.0% of portfolio	4,633	Q1 2025 Added 1.42%
SMH Vaneck ETF Tr Semiconductor Et	$0	$733,000 0.0% of portfolio	3,467	Q1 2025 Reduced 73.48%
VNQ Vanguard Specialized Funds Van	$0	$715,000 0.0% of portfolio	7,907	Q1 2025 Reduced 91.59%
EPI Wisdomtree Tr India Earnings F	$0	$681,000 0.0% of portfolio	15,591	Q1 2025 Added 0.03%
SCHF Schwab Strategic Tr Intl Eqty	$0	$676,000 0.0% of portfolio	34,181	Q1 2025 Reduced 98.56%
DLN Wisdomtree Tr U.S Largecap Div	$0	$668,000 0.0% of portfolio	8,428	Q1 2025 Added 0.41%
SSO Proshares Ultra S&P 500	$0	$662,000 0.0% of portfolio	8,000	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$642,000 0.0% of portfolio	24,170	Q1 2025 Added 129.27%
EWP Ishares Inc Msci Spain ETF	$0	$636,000 0.0% of portfolio	16,728	Q1 2025 Added 103.03%
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$615,000 0.0% of portfolio	12,935	Q1 2025 Added 6.63%
FDL First Tr Morningstar Dividend	$0	$607,000 0.0% of portfolio	13,990	Q1 2025 Added 0.07%
VCR Vanguard Consumer Discretionar	$0	$589,000 0.0% of portfolio	1,812	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$581,000 0.0% of portfolio	2,261	Q1 2025 Reduced 24.81%
VONG Vanguard Russell 1000 Growth E	$0	$561,000 0.0% of portfolio	6,053	Q1 2025 Added 2.92%
SPTL Spdr Portfolio Long Term Treas	$0	$557,000 0.0% of portfolio	20,454	Q1 2025 Reduced 13.26%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$548,000 0.0% of portfolio	20,520	Q1 2025 New
XLP Consumer Staples Sector Spdr	$0	$542,000 0.0% of portfolio	7,130	Q1 2025 Added 132.25%

Track This Portfolio

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.