The Analysis of Kovitz Investment Group Partners, LLC's Holdings


Currently, Kovitz Investment Group Partners, LLC holds 1387 types of securities in its portfolio with a total value $25.6B. In the most recent quarter, they have increased their positions in POWL (+686.6K shares, valued at $209.3M), ALC (+1.4M shares, valued at $107.1M), ACN (+369.9K shares, valued at $91.2M); decreased their positions in ORCL (-614.5K shares, valued at $172.8M), MRK (-936.6K shares, valued at $78.7M), ANET (-337.5K shares, valued at $49.2M); initiated new positions in RYAN (+667.8K shares, valued at $37.6M), TLT (+109.0K shares, valued at $9.7M), TNGY (+704.5K shares, valued at $6.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EQTY VALUED ADVISERS TR45.7M shares-0.04%2025-09-302025-11-10history
MSFT MICROSOFT CORP1.7M shares5.09%2025-09-302025-11-10history
AAPL APPLE INC3.0M shares4.45%2025-09-302025-11-10history
POWL POWELL INDS INC2.3M shares42.18%2025-09-302025-11-10history
AMZN AMAZON COM INC2.4M shares0.83%2025-09-302025-11-10history
SPY SPDR S&P 500 ETF TR792.6K shares5.45%2025-09-302025-11-10history
GOOGL ALPHABET INC2.0M shares-3.23%2025-09-302025-11-10history
NVDA NVIDIA CORPORATION2.5M shares2.05%2025-09-302025-11-10history
Sponsored
AVGO BROADCOM INC1.3M shares-8.51%2025-09-302025-11-10history
JAAA JANUS DETROIT STR TR7.8M shares3.38%2025-09-302025-11-10history
IVV ISHARES TR573.0K shares19.92%2025-09-302025-11-10history
TMO THERMO FISHER SCIENTIFIC INC717.8K shares0.99%2025-09-302025-11-10history
LRCX LAM RESEARCH CORP2.4M shares-2.25%2025-09-302025-11-10history
META META PLATFORMS INC399.4K shares-3.89%2025-09-302025-11-10history
AMD ADVANCED MICRO DEVICES INC1.8M shares-2.05%2025-09-302025-11-10history
IWF ISHARES TR623.5K shares-0.97%2025-09-302025-11-10history
Sponsored
VTI VANGUARD INDEX FDS886.4K shares1.04%2025-09-302025-11-10history
KEYS KEYSIGHT TECHNOLOGIES INC1.7M shares1.54%2025-09-302025-11-10history
GOOG ALPHABET INC1.1M shares0.03%2025-09-302025-11-10history
ICE INTERCONTINENTAL EXCHANGE IN1.5M shares0.85%2025-09-302025-11-10history
SCHW SCHWAB CHARLES CORP2.3M shares-12.54%2025-09-302025-11-10history
ADBE ADOBE INC591.0K shares4.32%2025-09-302025-11-10history
VTV VANGUARD INDEX FDS1.1M shares-0.75%2025-09-302025-11-10history
JPM JPMORGAN CHASE & CO.636.9K shares0.52%2025-09-302025-11-10history
Sponsored
PM PHILIP MORRIS INTL INC1.2M shares0.55%2025-09-302025-11-10history
IWD ISHARES TR917.0K shares-0.43%2025-09-302025-11-10history
LOW LOWES COS INC737.1K shares-16.00%2025-09-302025-11-10history
GXO GXO LOGISTICS INCORPORATED3.5M shares0.01%2025-09-302025-11-10history
V VISA INC533.8K shares-0.17%2025-09-302025-11-10history
SCHG SCHWAB STRATEGIC TR5.7M shares1.59%2025-09-302025-11-10history
FI FISERV INC1.4M shares67.65%2025-09-302025-11-10history
CRM SALESFORCE INC747.2K shares42.07%2025-09-302025-11-10history
Sponsored
PH PARKER-HANNIFIN CORP231.4K shares0.11%2025-09-302025-11-10history
BDX BECTON DICKINSON & CO924.6K shares-0.02%2025-09-302025-11-10history
APO APOLLO GLOBAL MGMT INC1.3M shares3.83%2025-09-302025-11-10history
BRK.B BERKSHIRE HATHAWAY INC DEL319.9K shares-4.62%2025-09-302025-11-10history
BX BLACKSTONE INC927.1K shares0.71%2025-09-302025-11-10history
AMAT APPLIED MATLS INC741.6K shares2.75%2025-09-302025-11-10history
IVE ISHARES TR718.0K shares0.50%2025-09-302025-11-10history
ABT ABBOTT LABS1.1M shares5.79%2025-09-302025-11-10history
Sponsored
AJG GALLAGHER ARTHUR J & CO445.1K shares1.03%2025-09-302025-11-10history
J JACOBS SOLUTIONS INC901.3K shares-22.14%2025-09-302025-11-10history
AON AON PLC358.8K shares13.53%2025-09-302025-11-10history
VEA VANGUARD TAX-MANAGED FDS2.1M shares3.46%2025-09-302025-11-10history
RTX RTX CORPORATION759.8K shares0.37%2025-09-302025-11-10history
PCAR PACCAR INC1.2M shares-0.62%2025-09-302025-11-10history
ANET ARISTA NETWORKS INC838.6K shares-28.69%2025-09-302025-11-10history
IEF ISHARES TR1.3M shares-1.61%2025-09-302025-11-10history
Sponsored
PEP PEPSICO INC857.3K shares3.62%2025-09-302025-11-10history
JMBS JANUS DETROIT STR TR2.6M shares5.09%2025-09-302025-11-10history
OEF ISHARES TR354.4K shares-1.88%2025-09-302025-11-10history
ZBRA ZEBRA TECHNOLOGIES CORPORATI394.7K shares1.02%2025-09-302025-11-10history
SGOV ISHARES TR1.2M shares-14.19%2025-09-302025-11-10history
DGRW WISDOMTREE TR1.3M shares0.06%2025-09-302025-11-10history
IBTG ISHARES TR5.0M shares-5.08%2025-09-302025-11-10history
ACN ACCENTURE PLC IRELAND459.6K shares412.45%2025-09-302025-11-10history
Sponsored
VOO VANGUARD INDEX FDS179.8K shares1.71%2025-09-302025-11-10history
ALC ALCON AG1.4M shares13620.09%2025-09-302025-11-10history
IVW ISHARES TR892.6K shares2.69%2025-09-302025-11-10history
VMBS VANGUARD SCOTTSDALE FDS2.3M shares-1.21%2025-09-302025-11-10history
JPST J P MORGAN EXCHANGE TRADED F2.0M shares-19.70%2025-09-302025-11-10history
IJR ISHARES TR831.6K shares-0.64%2025-09-302025-11-10history
IGSB ISHARES TR1.8M shares-0.22%2025-09-302025-11-10history
PNC PNC FINL SVCS GROUP INC436.5K shares8.63%2025-09-302025-11-10history
Sponsored
SPHQ INVESCO EXCHANGE TRADED FD T1.2M shares-21.11%2025-09-302025-11-10history
ADI ANALOG DEVICES INC346.5K shares-4.66%2025-09-302025-11-10history
BLDR BUILDERS FIRSTSOURCE INC685.6K shares1.80%2025-09-302025-11-10history
AXP AMERICAN EXPRESS CO249.4K shares-18.23%2025-09-302025-11-10history
WAT WATERS CORP266.2K shares23712.43%2025-09-302025-11-10history
MU MICRON TECHNOLOGY INC460.0K shares123.59%2025-09-302025-11-10history
DLTR DOLLAR TREE INC800.7K shares-10.76%2025-09-302025-11-10history
DHR DANAHER CORPORATION379.8K shares-24.68%2025-09-302025-11-10history
Sponsored
RSP INVESCO EXCHANGE TRADED FD T387.9K shares-11.57%2025-09-302025-11-10history
KMX CARMAX INC1.6M shares-0.17%2025-09-302025-11-10history
DE DEERE & CO158.1K shares-10.05%2025-09-302025-11-10history
AMTM AMENTUM HOLDINGS INC3.0M shares0.24%2025-09-302025-11-10history
DFIV DIMENSIONAL ETF TRUST1.5M shares1.32%2025-09-302025-11-10history
LULU LULULEMON ATHLETICA INC397.9K shares6.57%2025-09-302025-11-10history
TSLA TESLA INC157.4K shares7.73%2025-09-302025-11-10history
MA MASTERCARD INCORPORATED119.7K shares4.76%2025-09-302025-11-10history
Sponsored
QUAL ISHARES TR349.5K shares1.13%2025-09-302025-11-10history
IEFA ISHARES TR775.3K shares-4.83%2025-09-302025-11-10history
C CITIGROUP INC663.4K shares17.35%2025-09-302025-11-10history
VUG VANGUARD INDEX FDS139.8K shares-1.71%2025-09-302025-11-10history
TMUS T-MOBILE US INC276.9K shares3.35%2025-09-302025-11-10history
IEMG ISHARES INC993.8K shares13.01%2025-09-302025-11-10history
IWB ISHARES TR178.0K shares-3.68%2025-09-302025-11-10history
QCOM QUALCOMM INC388.3K shares4.13%2025-09-302025-11-10history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS1.1M shares-2.09%2025-09-302025-11-10history
VGSH VANGUARD SCOTTSDALE FDS1.1M shares-1.95%2025-09-302025-11-10history
MBB ISHARES TR644.6K shares-8.33%2025-09-302025-11-10history
EFA ISHARES TR648.7K shares6.17%2025-09-302025-11-10history
GS GOLDMAN SACHS GROUP INC73.3K shares-5.39%2025-09-302025-11-10history
PRF INVESCO EXCHANGE TRADED FD T1.3M shares-3.89%2025-09-302025-11-10history
NFLX NETFLIX INC48.2K shares7.58%2025-09-302025-11-10history
UNH UNITEDHEALTH GROUP INC166.2K shares-14.91%2025-09-302025-11-10history
Sponsored
XOM EXXON MOBIL CORP506.3K shares0.83%2025-09-302025-11-10history
WMT WALMART INC545.9K shares0.05%2025-09-302025-11-10history
IEI ISHARES TR465.7K shares-20.07%2025-09-302025-11-10history
LLY ELI LILLY & CO71.9K shares7.78%2025-09-302025-11-10history
COO COOPER COS INC782.3K shares27418.11%2025-09-302025-11-10history
CEG CONSTELLATION ENERGY CORP162.2K shares-9.40%2025-09-302025-11-10history
IYW ISHARES TR268.2K shares8.07%2025-09-302025-11-10history
BILS SPDR SERIES TRUST513.1K shares197.05%2025-09-302025-11-10history
Sponsored
IGIB ISHARES TR940.5K shares-3.78%2025-09-302025-11-10history
NEM NEWMONT CORP599.3K shares11.61%2025-09-302025-11-10history
AVUV AMERICAN CENTY ETF TR506.0K shares2.45%2025-09-302025-11-10history
ORCL ORACLE CORP179.0K shares-77.44%2025-09-302025-11-10history
ITOT ISHARES TR340.8K shares0.88%2025-09-302025-11-10history
IWM ISHARES TR204.8K shares-2.29%2025-09-302025-11-10history
UBER UBER TECHNOLOGIES INC494.0K shares12.44%2025-09-302025-11-10history
HD HOME DEPOT INC114.2K shares2.55%2025-09-302025-11-10history
Sponsored
DFAU DIMENSIONAL ETF TRUST1.0M shares11.73%2025-09-302025-11-10history
AGG ISHARES TR460.6K shares10.38%2025-09-302025-11-10history
IAU ISHARES GOLD TR628.3K shares-6.02%2025-09-302025-11-10history
JNJ JOHNSON & JOHNSON246.1K shares-44.98%2025-09-302025-11-10history
ABBV ABBVIE INC196.3K shares8.32%2025-09-302025-11-10history
PDEC INNOVATOR ETFS TRUST1.1M shares-1.47%2025-09-302025-11-10history
CSCO CISCO SYS INC645.9K shares3.88%2025-09-302025-11-10history
BAC BANK AMERICA CORP829.7K shares-28.60%2025-09-302025-11-10history
Sponsored
JSI JANUS DETROIT STR TR803.4K shares0.71%2025-09-302025-11-10history
HAYW HAYWARD HLDGS INC2.6M shares-0.50%2025-09-302025-11-10history
BRK.A BERKSHIRE HATHAWAY INC DEL53 shares8.16%2025-09-302025-11-10history
DIS DISNEY WALT CO347.3K shares3.92%2025-09-302025-11-10history
COST COSTCO WHSL CORP NEW42.6K shares5.97%2025-09-302025-11-10history
IJH ISHARES TR599.5K shares10.70%2025-09-302025-11-10history
FND FLOOR & DECOR HLDGS INC526.1K shares-0.34%2025-09-302025-11-10history
SHY ISHARES TR461.2K shares-0.07%2025-09-302025-11-10history
Sponsored
MCK MCKESSON CORP48.9K shares38.86%2025-09-302025-11-10history
TRV TRAVELERS COMPANIES INC135.3K shares192.78%2025-09-302025-11-10history
RYAN RYAN SPECIALTY HOLDINGS INC667.8K sharesnew addition2025-09-302025-11-10history
CMI CUMMINS INC88.6K shares4.20%2025-09-302025-11-10history
CAH CARDINAL HEALTH INC236.5K shares231.12%2025-09-302025-11-10history
QQQ INVESCO QQQ TR61.7K shares1.03%2025-09-302025-11-10history
GOVT ISHARES TR1.6M shares-1.41%2025-09-302025-11-10history
CPRT COPART INC818.7K shares-15.04%2025-09-302025-11-10history
Sponsored
WDAY WORKDAY INC152.1K shares176.76%2025-09-302025-11-10history
SCHB SCHWAB STRATEGIC TR1.4M shares16.24%2025-09-302025-11-10history
STX SEAGATE TECHNOLOGY HLDNGS PL153.4K shares26.88%2025-09-302025-11-10history
MS MORGAN STANLEY227.3K shares-10.02%2025-09-302025-11-10history
CME CME GROUP INC132.9K shares5.49%2025-09-302025-11-10history
BMY BRISTOL-MYERS SQUIBB CO795.8K shares2.33%2025-09-302025-11-10history
GNMA ISHARES TR808.4K shares1.66%2025-09-302025-11-10history
BTAL AGF INVTS TR2.2M shares155.09%2025-09-302025-11-10history
Sponsored
CVX CHEVRON CORP NEW227.4K shares7.11%2025-09-302025-11-10history
INTU INTUIT51.6K shares12.27%2025-09-302025-11-10history
BK BANK NEW YORK MELLON CORP317.6K shares9.10%2025-09-302025-11-10history
AZO AUTOZONE INC8.0K shares4.22%2025-09-302025-11-10history
HUBS HUBSPOT INC72.8K shares615.01%2025-09-302025-11-10history
CLOZ SERIES PORTFOLIOS TR1.3M shares8.40%2025-09-302025-11-10history
BIL SPDR SERIES TRUST360.9K shares10.89%2025-09-302025-11-10history
CAT CATERPILLAR INC69.0K shares-4.09%2025-09-302025-11-10history
Sponsored
CSL CARLISLE COS INC99.2K shares1491.46%2025-09-302025-11-10history
VZ VERIZON COMMUNICATIONS INC728.6K shares4.06%2025-09-302025-11-10history
FTEC FIDELITY COVINGTON TRUST142.2K shares25.23%2025-09-302025-11-10history
VRTX VERTEX PHARMACEUTICALS INC80.6K shares151.50%2025-09-302025-11-10history
PCG PG&E CORP2.1M shares0.51%2025-09-302025-11-10history
PYPL PAYPAL HLDGS INC463.7K shares21.08%2025-09-302025-11-10history
FLOT ISHARES TR607.1K shares-3.06%2025-09-302025-11-10history
TJX TJX COS INC NEW213.9K shares4.24%2025-09-302025-11-10history
Sponsored
MRK MERCK & CO INC367.3K shares-71.83%2025-09-302025-11-10history
PLTR PALANTIR TECHNOLOGIES INC168.0K shares-5.26%2025-09-302025-11-10history
SPE-PC SPECIAL OPPORTUNITIES FD INC1.2M shares-5.53%2025-09-302025-11-10history
FTSL FIRST TR EXCHANGE-TRADED FD655.9K shares0.01%2025-09-302025-11-10history
IBM INTERNATIONAL BUSINESS MACHS106.0K shares3.73%2025-09-302025-11-10history
BKNG BOOKING HOLDINGS INC5.5K shares31.31%2025-09-302025-11-10history
CB CHUBB LIMITED102.2K shares0.55%2025-09-302025-11-10history
VYM VANGUARD WHITEHALL FDS204.6K shares6.18%2025-09-302025-11-10history
Sponsored
PG PROCTER AND GAMBLE CO186.7K shares4.38%2025-09-302025-11-10history
WMB WILLIAMS COS INC450.6K shares21.71%2025-09-302025-11-10history
SLV ISHARES SILVER TR664.2K shares1.46%2025-09-302025-11-10history
RUNN STRATEGIC TRUST811.3K shares1.35%2025-09-302025-11-10history
CMCSA COMCAST CORP NEW878.0K shares5.47%2025-09-302025-11-10history
AMGN AMGEN INC97.2K shares2.84%2025-09-302025-11-10history
VCSH VANGUARD SCOTTSDALE FDS341.1K shares2.19%2025-09-302025-11-10history
COF CAPITAL ONE FINL CORP128.2K shares3.36%2025-09-302025-11-10history
Sponsored
DISV DIMENSIONAL ETF TRUST763.4K shares1.32%2025-09-302025-11-10history
GLD SPDR GOLD TR76.5K shares9.54%2025-09-302025-11-10history
CMG CHIPOTLE MEXICAN GRILL INC685.2K shares319.58%2025-09-302025-11-10history
ERIE ERIE INDTY CO84.2K shares59.39%2025-09-302025-11-10history
EOG EOG RES INC238.0K shares2.77%2025-09-302025-11-10history
EQT EQT CORP486.8K shares4562.35%2025-09-302025-11-10history
CBOE CBOE GLOBAL MKTS INC106.7K shares-0.54%2025-09-302025-11-10history
TEL TE CONNECTIVITY PLC118.4K shares-31.96%2025-09-302025-11-10history
Sponsored
ALL ALLSTATE CORP120.3K shares-23.02%2025-09-302025-11-10history
IBTH ISHARES TR1.1M shares63.22%2025-09-302025-11-10history
GE GE AEROSPACE84.4K shares3.47%2025-09-302025-11-10history
PGR PROGRESSIVE CORP102.4K shares-34.35%2025-09-302025-11-10history
LMT LOCKHEED MARTIN CORP50.3K shares0.98%2025-09-302025-11-10history
JMTG J P MORGAN EXCHANGE TRADED F490.4K shares14.38%2025-09-302025-11-10history
GM GENERAL MTRS CO404.9K shares-2.54%2025-09-302025-11-10history
BLK BLACKROCK INC21.1K shares0.51%2025-09-302025-11-10history
Sponsored
APH AMPHENOL CORP NEW195.3K shares1.68%2025-09-302025-11-10history
VGT VANGUARD WORLD FD32.2K shares-3.99%2025-09-302025-11-10history
APP APPLOVIN CORP33.4K shares389.61%2025-09-302025-11-10history
NUV NUVEEN MUN VALUE FD INC2.7M shares-3.82%2025-09-302025-11-10history
AMP AMERIPRISE FINL INC48.2K shares-0.64%2025-09-302025-11-10history
ETN EATON CORP PLC62.6K shares0.77%2025-09-302025-11-10history
BINC BLACKROCK ETF TRUST II435.2K shares1.36%2025-09-302025-11-10history
MET METLIFE INC279.7K shares7.08%2025-09-302025-11-10history
Sponsored
PWR QUANTA SVCS INC55.1K shares-0.90%2025-09-302025-11-10history
BSX BOSTON SCIENTIFIC CORP232.1K shares210.84%2025-09-302025-11-10history
HWM HOWMET AEROSPACE INC114.2K shares-31.47%2025-09-302025-11-10history
GLW CORNING INC273.0K shares-33.84%2025-09-302025-11-10history
SPYM SPDR SERIES TRUST284.4K shares8.95%2025-09-302025-11-10history
NEE NEXTERA ENERGY INC294.0K shares-7.46%2025-09-302025-11-10history
TXN TEXAS INSTRS INC120.6K shares-4.97%2025-09-302025-11-10history
WFC WELLS FARGO CO NEW261.6K shares-12.88%2025-09-302025-11-10history
Sponsored
SPE SPECIAL OPPORTUNITIES FD INC1.4M shares-6.36%2025-09-302025-11-10history
BR BROADRIDGE FINL SOLUTIONS IN87.2K shares26.29%2025-09-302025-11-10history
NVS NOVARTIS AG161.1K shares5.97%2025-09-302025-11-10history
CRDT SIMPLIFY EXCHANGE TRADED FUN872.3K shares-21.97%2025-09-302025-11-10history
MUB ISHARES TR191.2K shares-2.89%2025-09-302025-11-10history
CBRE CBRE GROUP INC127.9K shares-5.26%2025-09-302025-11-10history
ZTS ZOETIS INC136.0K shares-36.20%2025-09-302025-11-10history
CVS CVS HEALTH CORP262.4K shares27.43%2025-09-302025-11-10history
Sponsored
HLT HILTON WORLDWIDE HLDGS INC76.2K shares-0.73%2025-09-302025-11-10history
VGK VANGUARD INTL EQUITY INDEX F247.8K shares3.46%2025-09-302025-11-10history
T AT&T INC678.3K shares-1.30%2025-09-302025-11-10history
WELL WELLTOWER INC107.0K shares0.78%2025-09-302025-11-10history
AOR ISHARES TR293.9K shares-1.31%2025-09-302025-11-10history
AER AERCAP HOLDINGS NV155.9K shares3.34%2025-09-302025-11-10history
VBR VANGUARD INDEX FDS90.1K shares-3.28%2025-09-302025-11-10history
HON HONEYWELL INTL INC88.4K shares-6.06%2025-09-302025-11-10history
Sponsored
IGOV ISHARES TR436.6K shares-16.71%2025-09-302025-11-10history
SMMD ISHARES TR252.3K shares6.87%2025-09-302025-11-10history
VT VANGUARD INTL EQUITY INDEX F134.7K shares-1.37%2025-09-302025-11-10history
VB VANGUARD INDEX FDS72.5K shares-16.49%2025-09-302025-11-10history
XLU SELECT SECTOR SPDR TR210.2K shares2.64%2025-09-302025-11-10history
XLF SELECT SECTOR SPDR TR336.0K shares9.07%2025-09-302025-11-10history
BRW SABA CAPITAL INCOME & OPRNT2.3M shares-15.40%2025-09-302025-11-10history
EWC ISHARES INC356.1K shares1.45%2025-09-302025-11-10history
Sponsored
INTC INTEL CORP529.7K shares8.57%2025-09-302025-11-10history
FDX FEDEX CORP75.2K shares-4.19%2025-09-302025-11-10history
NSC NORFOLK SOUTHN CORP58.9K shares4.95%2025-09-302025-11-10history
UNP UNION PAC CORP73.6K shares6.47%2025-09-302025-11-10history
AMT AMERICAN TOWER CORP NEW89.0K shares3.43%2025-09-302025-11-10history
EMB ISHARES TR178.2K shares64.39%2025-09-302025-11-10history
PJUN INNOVATOR ETFS TRUST410.3K shares-1.38%2025-09-302025-11-10history
EOI EATON VANCE ENHANCED EQUITY797.2K shares-0.70%2025-09-302025-11-10history
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PAUG INNOVATOR ETFS TRUST392.6K shares63.56%2025-09-302025-11-10history
PJAN INNOVATOR ETFS TRUST363.0K shares-1.97%2025-09-302025-11-10history
WM WASTE MGMT INC DEL75.1K shares-5.46%2025-09-302025-11-10history
DGS WISDOMTREE TR288.2K shares1.72%2025-09-302025-11-10history
NOW SERVICENOW INC17.6K shares-0.75%2025-09-302025-11-10history
FPE FIRST TR EXCH TRADED FD III874.7K shares4.89%2025-09-302025-11-10history
IJS ISHARES TR142.8K shares4.59%2025-09-302025-11-10history
KR KROGER CO232.9K shares18.07%2025-09-302025-11-10history
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FNCL FIDELITY COVINGTON TRUST205.4K shares-4.82%2025-09-302025-11-10history
MCD MCDONALDS CORP51.6K shares-30.62%2025-09-302025-11-10history
KLAC KLA CORP14.5K shares4.72%2025-09-302025-11-10history
MMC MARSH & MCLENNAN COS INC77.7K shares6.73%2025-09-302025-11-10history
OKE ONEOK INC NEW210.8K shares-33.53%2025-09-302025-11-10history
APD AIR PRODS & CHEMS INC56.3K shares-5.74%2025-09-302025-11-10history
DFSV DIMENSIONAL ETF TRUST481.2K shares-0.12%2025-09-302025-11-10history
SPSB SPDR SERIES TRUST497.3K shares-10.97%2025-09-302025-11-10history
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PJUL INNOVATOR ETFS TRUST329.3K shares4.85%2025-09-302025-11-10history
PSEP INNOVATOR ETFS TRUST349.6K shares45.28%2025-09-302025-11-10history
HCA HCA HEALTHCARE INC34.1K shares-26.10%2025-09-302025-11-10history
CCEP COCA-COLA EUROPACIFIC PARTNE159.6K shares2.41%2025-09-302025-11-10history
SPTS SPDR SERIES TRUST486.2K shares5.45%2025-09-302025-11-10history
SYK STRYKER CORPORATION38.4K shares4.60%2025-09-302025-11-10history
LIN LINDE PLC29.8K shares-1.46%2025-09-302025-11-10history
CRH CRH PLC117.9K shares2.82%2025-09-302025-11-10history
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TFC TRUIST FINL CORP308.8K shares1.07%2025-09-302025-11-10history
DFAE DIMENSIONAL ETF TRUST443.3K shares2.98%2025-09-302025-11-10history
ELV ELEVANCE HEALTH INC FORMERLY43.0K shares15.08%2025-09-302025-11-10history
FIX COMFORT SYS USA INC16.8K shares-10.12%2025-09-302025-11-10history
PFE PFIZER INC537.0K shares8.05%2025-09-302025-11-10history
EWJ ISHARES INC169.9K shares-1.21%2025-09-302025-11-10history
NFJ VIRTUS DIVIDEND INTEREST & P1.0M shares-5.76%2025-09-302025-11-10history
AIG AMERICAN INTL GROUP INC172.6K shares6.78%2025-09-302025-11-10history
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FITB FIFTH THIRD BANCORP302.5K shares10.63%2025-09-302025-11-10history
TFLO ISHARES TR266.0K shares-25.70%2025-09-302025-11-10history
POCT INNOVATOR ETFS TRUST310.8K shares60.82%2025-09-302025-11-10history
GD GENERAL DYNAMICS CORP39.2K shares29.23%2025-09-302025-11-10history
GILD GILEAD SCIENCES INC119.0K shares0.09%2025-09-302025-11-10history
COP CONOCOPHILLIPS139.2K shares14.25%2025-09-302025-11-10history
PFEB INNOVATOR ETFS TRUST330.8K shares-2.74%2025-09-302025-11-10history
VIK VIKING HOLDINGS LTD208.9K shares-0.75%2025-09-302025-11-10history
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CHDN CHURCHILL DOWNS INC133.8K shares-1.30%2025-09-302025-11-10history
ACWI ISHARES TR92.7K shares13.76%2025-09-302025-11-10history
PMAR INNOVATOR ETFS TRUST291.8K shares-1.90%2025-09-302025-11-10history
ADSK AUTODESK INC40.3K shares8.21%2025-09-302025-11-10history
DINO HF SINCLAIR CORP244.4K shares-0.53%2025-09-302025-11-10history
MINO PIMCO ETF TR281.3K shares-1.22%2025-09-302025-11-10history
TSN TYSON FOODS INC234.5K shares3.60%2025-09-302025-11-10history
ADP AUTOMATIC DATA PROCESSING IN42.9K shares8.00%2025-09-302025-11-10history
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TPR TAPESTRY INC111.2K shares-23.99%2025-09-302025-11-10history
IDV ISHARES TR340.5K shares-23.04%2025-09-302025-11-10history
NVO NOVO-NORDISK A S224.2K shares138.43%2025-09-302025-11-10history
IWO ISHARES TR38.8K shares-0.38%2025-09-302025-11-10history
IWP ISHARES TR86.8K shares0.43%2025-09-302025-11-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD44.1K shares-1.96%2025-09-302025-11-10history
IGF ISHARES TR201.2K shares-4.71%2025-09-302025-11-10history
SDHY PGIM SHORT DUR HIG YLD OPP F728.8K shares-7.88%2025-09-302025-11-10history
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IWN ISHARES TR68.4K shares-1.08%2025-09-302025-11-10history
TIP ISHARES TR107.9K shares20.89%2025-09-302025-11-10history
NUE NUCOR CORP88.1K shares18.06%2025-09-302025-11-10history
EZU ISHARES INC190.7K shares-61.68%2025-09-302025-11-10history
MDY SPDR S&P MIDCAP 400 ETF TR19.6K shares13.10%2025-09-302025-11-10history
MPC MARATHON PETE CORP60.2K shares8.06%2025-09-302025-11-10history
PMAY INNOVATOR ETFS TRUST297.4K shares-1.87%2025-09-302025-11-10history
FIDU FIDELITY COVINGTON TRUST140.8K shares42.47%2025-09-302025-11-10history
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COHR COHERENT CORP106.8K shares10.79%2025-09-302025-11-10history
DLR DIGITAL RLTY TR INC66.4K shares3.93%2025-09-302025-11-10history
GEN GEN DIGITAL INC395.7K shares4.40%2025-09-302025-11-10history
PRU PRUDENTIAL FINL INC107.9K shares5.83%2025-09-302025-11-10history
PANW PALO ALTO NETWORKS INC54.6K shares19.60%2025-09-302025-11-10history
SJNK SPDR SERIES TRUST433.7K shares61.18%2025-09-302025-11-10history
USMV ISHARES TR116.1K shares-6.30%2025-09-302025-11-10history
HSY HERSHEY CO58.6K shares15.65%2025-09-302025-11-10history
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DRI DARDEN RESTAURANTS INC57.3K shares1645.67%2025-09-302025-11-10history
FLRN SPDR SERIES TRUST352.6K shares2.66%2025-09-302025-11-10history
FUTY FIDELITY COVINGTON TRUST192.6K shares-4.08%2025-09-302025-11-10history
XLC SELECT SECTOR SPDR TR91.4K shares64.93%2025-09-302025-11-10history
DVY ISHARES TR74.4K shares102.47%2025-09-302025-11-10history
MMM 3M CO68.1K shares-14.52%2025-09-302025-11-10history
KKR KKR & CO INC81.0K shares99.39%2025-09-302025-11-10history
NTAP NETAPP INC88.8K shares1.47%2025-09-302025-11-10history
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HYG ISHARES TR129.4K shares-3.98%2025-09-302025-11-10history
DFNM DIMENSIONAL ETF TRUST216.1K shares-7.87%2025-09-302025-11-10history
MCO MOODYS CORP21.7K shares7.52%2025-09-302025-11-10history
PAA PLAINS ALL AMERN PIPELINE L606.4K shares-4.88%2025-09-302025-11-10history
ADM ARCHER DANIELS MIDLAND CO172.7K shares1.16%2025-09-302025-11-10history
XLK SELECT SECTOR SPDR TR36.5K shares6.72%2025-09-302025-11-10history
PAPR INNOVATOR ETFS TRUST266.6K shares-4.39%2025-09-302025-11-10history
KMI KINDER MORGAN INC DEL361.1K shares-1.82%2025-09-302025-11-10history
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VO VANGUARD INDEX FDS34.7K shares-25.75%2025-09-302025-11-10history
WHR WHIRLPOOL CORP129.5K shares37.67%2025-09-302025-11-10history
JSCP J P MORGAN EXCHANGE TRADED F209.2K shares25.43%2025-09-302025-11-10history
NRG NRG ENERGY INC60.4K shares-2.73%2025-09-302025-11-10history
EWU ISHARES TR232.9K shares-26.15%2025-09-302025-11-10history
TLT ISHARES TR109.0K sharesnew addition2025-09-302025-11-10history
SPYG SPDR SERIES TRUST92.7K shares7.66%2025-09-302025-11-10history
EPS WISDOMTREE TR139.5K shares0.02%2025-09-302025-11-10history
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PNOV INNOVATOR ETFS TRUST233.2K shares-1.23%2025-09-302025-11-10history
VWO VANGUARD INTL EQUITY INDEX F176.7K shares-0.60%2025-09-302025-11-10history
ARCC ARES CAPITAL CORP468.7K shares1.54%2025-09-302025-11-10history
IYR ISHARES TR98.3K shares3.12%2025-09-302025-11-10history
ENS ENERSYS83.5K shares2.57%2025-09-302025-11-10history
ACM AECOM72.2K shares1642.50%2025-09-302025-11-10history
SABA SABA CAPITAL INCOME & OPPORT1.0M shares8.38%2025-09-302025-11-10history
DELL DELL TECHNOLOGIES INC64.5K shares-6.87%2025-09-302025-11-10history
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SNA SNAP ON INC26.0K shares1.86%2025-09-302025-11-10history
VTWO VANGUARD SCOTTSDALE FDS91.6K shares24.83%2025-09-302025-11-10history
CLOA BLACKROCK ETF TRUST II171.1K shares0.12%2025-09-302025-11-10history
FSLR FIRST SOLAR INC40.3K shares2.86%2025-09-302025-11-10history
VEU VANGUARD INTL EQUITY INDEX F121.8K shares27.17%2025-09-302025-11-10history
USFR WISDOMTREE TR171.0K shares5.56%2025-09-302025-11-10history
MGM MGM RESORTS INTERNATIONAL246.6K shares-3.00%2025-09-302025-11-10history
BBDC BARINGS BDC INC972.3K shares-6.56%2025-09-302025-11-10history
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NVR NVR INC1.1K shares63.27%2025-09-302025-11-10history
CE CELANESE CORP DEL201.6K shares102.96%2025-09-302025-11-10history
VXUS VANGUARD STAR FDS115.2K shares0.44%2025-09-302025-11-10history
WTW WILLIS TOWERS WATSON PLC LTD24.3K shares-0.82%2025-09-302025-11-10history
DKS DICKS SPORTING GOODS INC37.6K shares1.01%2025-09-302025-11-10history
TGT TARGET CORP93.0K shares2.62%2025-09-302025-11-10history
IBTF ISHARES TR356.8K shares-5.12%2025-09-302025-11-10history
XBI SPDR SERIES TRUST83.1K shares0.44%2025-09-302025-11-10history
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IXUS ISHARES TR100.5K shares-0.19%2025-09-302025-11-10history
SO SOUTHERN CO87.5K shares-10.94%2025-09-302025-11-10history
CMA COMERICA INC120.8K shares-1.76%2025-09-302025-11-10history
LITE LUMENTUM HLDGS INC50.3K shares-17.78%2025-09-302025-11-10history
XHLF BONDBLOXX ETF TRUST158.0K shares-2.65%2025-09-302025-11-10history
PSX PHILLIPS 6658.4K shares21.48%2025-09-302025-11-10history
ROK ROCKWELL AUTOMATION INC22.7K shares-4.17%2025-09-302025-11-10history
VIG VANGUARD SPECIALIZED FUNDS36.2K shares5.79%2025-09-302025-11-10history
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UPS UNITED PARCEL SERVICE INC93.4K shares56.38%2025-09-302025-11-10history
BN BROOKFIELD CORP112.5K shares-12.08%2025-09-302025-11-10history
BHE BENCHMARK ELECTRS INC199.2K shares0.17%2025-09-302025-11-10history
EMR EMERSON ELEC CO58.5K shares-19.90%2025-09-302025-11-10history
PHM PULTE GROUP INC57.6K shares-0.50%2025-09-302025-11-10history
DECK DECKERS OUTDOOR CORP74.8K shares2605.35%2025-09-302025-11-10history
ORLY OREILLY AUTOMOTIVE INC70.3K shares9.22%2025-09-302025-11-10history
TXT TEXTRON INC89.6K shares-0.44%2025-09-302025-11-10history
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SPGI S&P GLOBAL INC15.5K shares-14.88%2025-09-302025-11-10history
MDT MEDTRONIC PLC79.0K shares-29.30%2025-09-302025-11-10history
IDXX IDEXX LABS INC11.8K shares-15.72%2025-09-302025-11-10history
SYY SYSCO CORP91.3K shares-0.71%2025-09-302025-11-10history
LONZ PIMCO ETF TR146.2K shares14.22%2025-09-302025-11-10history
MLM MARTIN MARIETTA MATLS INC11.8K shares-1.94%2025-09-302025-11-10history
ARE ALEXANDRIA REAL ESTATE EQ IN89.1K shares3.50%2025-09-302025-11-10history
CDW CDW CORP46.3K shares-0.52%2025-09-302025-11-10history
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HPE HEWLETT PACKARD ENTERPRISE C300.0K shares-2.06%2025-09-302025-11-10history
IGM ISHARES TR58.4K shares10.62%2025-09-302025-11-10history
KO COCA COLA CO110.4K shares-29.25%2025-09-302025-11-10history
VLUE ISHARES TR58.7K shares-2.52%2025-09-302025-11-10history
ISRG INTUITIVE SURGICAL INC16.4K shares11.28%2025-09-302025-11-10history
HYLB DBX ETF TR196.1K shares-10.53%2025-09-302025-11-10history
SDVY FIRST TR EXCHANGE-TRADED FD189.2K shares-1.00%2025-09-302025-11-10history
MDLZ MONDELEZ INTL INC114.0K shares-4.36%2025-09-302025-11-10history
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LADR LADDER CAP CORP652.0K shares-3.77%2025-09-302025-11-10history
SHW SHERWIN WILLIAMS CO20.5K shares-33.64%2025-09-302025-11-10history
LHX L3HARRIS TECHNOLOGIES INC23.1K shares-15.72%2025-09-302025-11-10history
DASH DOORDASH INC25.9K shares2.16%2025-09-302025-11-10history
OZK BANK OZK LITTLE ROCK ARK137.2K shares10.53%2025-09-302025-11-10history
CVNA CARVANA CO18.0K shares-4.34%2025-09-302025-11-10history
GNRC GENERAC HLDGS INC40.5K shares-26.34%2025-09-302025-11-10history
COHU COHU INC332.7K shares95.54%2025-09-302025-11-10history
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STT STATE STR CORP58.3K shares-23.17%2025-09-302025-11-10history
TY TRI CONTL CORP198.4K shares-2.42%2025-09-302025-11-10history
O REALTY INCOME CORP110.1K shares2.69%2025-09-302025-11-10history
TSI TCW STRATEGIC INCOME FD INC1.4M shares-8.03%2025-09-302025-11-10history
TPZ TORTOISE CAPITAL SERIES TRUS318.1K shares-14.08%2025-09-302025-11-10history
BA BOEING CO30.9K shares20.29%2025-09-302025-11-10history
YUM YUM BRANDS INC43.7K shares1.38%2025-09-302025-11-10history
ZBH ZIMMER BIOMET HOLDINGS INC67.2K shares4.35%2025-09-302025-11-10history
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DUK DUKE ENERGY CORP NEW53.4K shares5.57%2025-09-302025-11-10history
EPP ISHARES INC127.1K shares128.76%2025-09-302025-11-10history
ACWX ISHARES TR100.2K shares5.22%2025-09-302025-11-10history
JBL JABIL INC29.9K shares-13.01%2025-09-302025-11-10history
GLPI GAMING & LEISURE PPTYS INC138.3K shares4.34%2025-09-302025-11-10history
TNGY TORTOISE CAPITAL SERIES TRUS704.5K sharesnew addition2025-09-302025-11-10history
TTC TORO CO83.6K shares4.27%2025-09-302025-11-10history
FCOM FIDELITY COVINGTON TRUST89.6K shares35.83%2025-09-302025-11-10history
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NOC NORTHROP GRUMMAN CORP10.4K shares-1.22%2025-09-302025-11-10history
MO ALTRIA GROUP INC95.3K shares-9.77%2025-09-302025-11-10history
BKR BAKER HUGHES COMPANY128.9K shares-3.69%2025-09-302025-11-10history
ALB ALBEMARLE CORP77.3K shares1.81%2025-09-302025-11-10history
MAN MANPOWERGROUP INC WIS165.1K shares0.37%2025-09-302025-11-10history
AFL AFLAC INC56.0K shares-13.16%2025-09-302025-11-10history
ANF ABERCROMBIE & FITCH CO73.0K shares2.69%2025-09-302025-11-10history
BSV VANGUARD BD INDEX FDS78.8K shares-1.70%2025-09-302025-11-10history
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WEN WENDYS CO675.2K shares60.13%2025-09-302025-11-10history
MOS MOSAIC CO NEW178.0K shares12.41%2025-09-302025-11-10history
SCHM SCHWAB STRATEGIC TR205.5K shares139.31%2025-09-302025-11-10history
SCHX SCHWAB STRATEGIC TR229.3K shares15.31%2025-09-302025-11-10history
AVPT AVEPOINT INC400.0K sharesnew addition2025-09-302025-11-10history
CNH CNH INDL N V552.4K shares-9.74%2025-09-302025-11-10history
TLH ISHARES TR58.1K shares-47.14%2025-09-302025-11-10history
BTT BLACKROCK MUN TARGET TERM TR266.0K shares-5.11%2025-09-302025-11-10history
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DSI ISHARES TR47.2K shares5.54%2025-09-302025-11-10history
SPYV SPDR SERIES TRUST106.9K shares2.67%2025-09-302025-11-10history
EFV ISHARES TR86.4K shares120.97%2025-09-302025-11-10history
CTVA CORTEVA INC86.6K shares0.78%2025-09-302025-11-10history
GBX GREENBRIER COS INC124.2K shares4.94%2025-09-302025-11-10history
CSX CSX CORP161.3K shares40.35%2025-09-302025-11-10history
EA ELECTRONIC ARTS INC28.4K shares-2.04%2025-09-302025-11-10history
PPG PPG INDS INC54.2K shares-87.34%2025-09-302025-11-10history
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SHYG ISHARES TR131.3K sharesnew addition2025-09-302025-11-10history
OXY OCCIDENTAL PETE CORP119.9K shares-3.72%2025-09-302025-11-10history
CI THE CIGNA GROUP19.6K shares22.21%2025-09-302025-11-10history
FCX FREEPORT-MCMORAN INC143.9K shares57.72%2025-09-302025-11-10history
CFG CITIZENS FINL GROUP INC105.3K shares7.17%2025-09-302025-11-10history
AEO AMERICAN EAGLE OUTFITTERS IN326.8K shares3.58%2025-09-302025-11-10history
DIA SPDR DOW JONES INDL AVERAGE12.0K shares2.47%2025-09-302025-11-10history
ONON ON HLDG AG129.8K shares-0.07%2025-09-302025-11-10history
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IP INTERNATIONAL PAPER CO117.7K shares-0.73%2025-09-302025-11-10history
MSI MOTOROLA SOLUTIONS INC11.9K shares-80.02%2025-09-302025-11-10history
STIP ISHARES TR52.6K shares203.10%2025-09-302025-11-10history
TTE TOTALENERGIES SE91.1K shares-10.07%2025-09-302025-11-10history
GDL GDL FD635.8K shares-5.84%2025-09-302025-11-10history
IGLB ISHARES TR105.2K shares206.59%2025-09-302025-11-10history
KIM KIMCO RLTY CORP247.3K shares-2.00%2025-09-302025-11-10history
FIS FIDELITY NATL INFORMATION SV81.6K shares324.20%2025-09-302025-11-10history
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HAS HASBRO INC70.5K shares1.59%2025-09-302025-11-10history
DTF DTF TAX-FREE INCOME 2028 TER466.9K shares-0.96%2025-09-302025-11-10history
GEV GE VERNOVA INC8.6K shares8.85%2025-09-302025-11-10history
CTSH COGNIZANT TECHNOLOGY SOLUTIO78.8K shares14.00%2025-09-302025-11-10history
OSEA HARBOR ETF TRUST177.8K shares-3.99%2025-09-302025-11-10history
OTIS OTIS WORLDWIDE CORP56.8K shares364.16%2025-09-302025-11-10history
SNOW SNOWFLAKE INC23.0K shares498.15%2025-09-302025-11-10history
NKE NIKE INC74.4K shares-17.90%2025-09-302025-11-10history
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FLIN FRANKLIN TEMPLETON ETF TR138.0K shares-2.44%2025-09-302025-11-10history
XYL XYLEM INC34.5K shares-22.10%2025-09-302025-11-10history
GDDY GODADDY INC36.4K shares16.68%2025-09-302025-11-10history
PAYX PAYCHEX INC39.0K shares-14.23%2025-09-302025-11-10history
CCAP CRESCENT CAP BDC INC345.8K shares64.05%2025-09-302025-11-10history
L LOEWS CORP49.1K shares0.16%2025-09-302025-11-10history
HAL HALLIBURTON CO199.3K shares10.84%2025-09-302025-11-10history
MATW MATTHEWS INTL CORP200.2K sharesnew addition2025-09-302025-11-10history
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DAL DELTA AIR LINES INC DEL85.6K shares-45.50%2025-09-302025-11-10history
MELI MERCADOLIBRE INC2.0K shares2100.00%2025-09-302025-11-10history
CROX CROCS INC56.8K shares-36.50%2025-09-302025-11-10history
JEPI J P MORGAN EXCHANGE TRADED F83.1K shares-0.67%2025-09-302025-11-10history
SBUX STARBUCKS CORP55.5K shares-58.57%2025-09-302025-11-10history
FHLC FIDELITY COVINGTON TRUST70.1K shares-49.06%2025-09-302025-11-10history
SPOT SPOTIFY TECHNOLOGY S A6.7K shares-14.56%2025-09-302025-11-10history
OMC OMNICOM GROUP INC56.8K shares27.61%2025-09-302025-11-10history
Sponsored
IWR ISHARES TR47.7K shares-2.55%2025-09-302025-11-10history
MKSI MKS INC.36.9K shares36.67%2025-09-302025-11-10history
PODD INSULET CORP14.7K shares4.57%2025-09-302025-11-10history
KLIC KULICKE & SOFFA INDS INC111.5K shares12.55%2025-09-302025-11-10history
EXPE EXPEDIA GROUP INC21.0K shares11.28%2025-09-302025-11-10history
DFAC DIMENSIONAL ETF TRUST115.6K shares-0.96%2025-09-302025-11-10history
CIEN CIENA CORP30.2K shares-4.27%2025-09-302025-11-10history
JMST J P MORGAN EXCHANGE TRADED F85.8K shares82.40%2025-09-302025-11-10history
Sponsored
IUSB ISHARES TR93.2K shares-2.36%2025-09-302025-11-10history
CCI CROWN CASTLE INC45.0K shares424.34%2025-09-302025-11-10history
MOAT VANECK ETF TRUST43.7K shares-1.03%2025-09-302025-11-10history
FBTC FIDELITY WISE ORIGIN BITCOIN43.2K shares4.49%2025-09-302025-11-10history
HOOD ROBINHOOD MKTS INC29.6K shares-29.67%2025-09-302025-11-10history
ITW ILLINOIS TOOL WKS INC16.1K shares4.09%2025-09-302025-11-10history
EVLN MORGAN STANLEY ETF TRUST83.4K shares2.13%2025-09-302025-11-10history
SCHF SCHWAB STRATEGIC TR177.9K shares33.41%2025-09-302025-11-10history
Sponsored
ASML ASML HOLDING N V4.3K shares-25.04%2025-09-302025-11-10history
CGW INVESCO EXCH TRADED FD TR II64.3K shares11.13%2025-09-302025-11-10history
KEY KEYCORP220.3K shares-6.50%2025-09-302025-11-10history
NTR NUTRIEN LTD70.1K shares-4.48%2025-09-302025-11-10history

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR9.0K shares257.21%2025-09-302025-11-10history
RKLB Call CallROCKET LAB CORP9.0K sharesnew addition2025-09-302025-11-10history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR603.2K shares-18.27%2025-09-302025-11-10history
AAPL Put PutAPPLE INC43.1K shares-3.36%2025-09-302025-11-10history
NVDA Put PutNVIDIA CORPORATION10.0K shares0.00%2025-09-302025-11-10history
AMGN Put PutAMGEN INC13.6K shares0.00%2025-09-302025-11-10history
RITM Put PutRITHM CAPITAL CORP88.0K shares0.00%2025-09-302025-11-10history
TradeFomo Institution Holdings Analysis: Kovitz Investment Group Partners, LLC