Kavar Capital Partners Group
Latest statistics and disclosures from Kavar Capital Partners Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, FNDX, SCHX, NVDA, SCHF, and represent 25.08% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: FNDX (+$23M), SCHX (+$21M), SCHF (+$12M), SCHM, SCHA, ADBE, AVDE, ZTS, VUG, AVDV.
- Started 11 new stock positions in FFBC, AVDE, CDNS, OBDE, NBXG, LRCX, CBSH, ADBE, AJG, EPD. CMI.
- Reduced shares in these 10 stocks: BND (-$18M), AOM (-$12M), BSV, JCPI, DIS, BXSL, DOW, JNJ, QPFF, DEO.
- Sold out of its positions in QPFF, BCE, BAX, BXSL, DBL, GSBD, INTC, MBB, AOM, JCPI. BLES, NQP, SCHP, SMB, BSV, BND.
- Kavar Capital Partners Group was a net buyer of stock by $27M.
- Kavar Capital Partners Group has $592M in assets under management (AUM), dropping by -6.40%.
- Central Index Key (CIK): 0001841766
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Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $39M | 157k | 250.42 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.6 | $33M | +217% | 1.4M | 23.68 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.3 | $31M | +209% | 1.4M | 23.18 |
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| NVIDIA Corporation (NVDA) | 3.8 | $22M | 167k | 134.29 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.8 | $22M | +110% | 1.2M | 18.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $20M | 104k | 189.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $18M | 40k | 436.18 |
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| Microsoft Corporation (MSFT) | 2.9 | $17M | 41k | 421.50 |
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| Thermo Fisher Scientific (TMO) | 2.5 | $15M | 29k | 520.23 |
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| Procter & Gamble Company (PG) | 1.9 | $11M | 67k | 167.65 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $11M | 113k | 96.53 |
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| Danaher Corporation (DHR) | 1.8 | $11M | 47k | 229.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $10M | 58k | 175.23 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $10M | 42k | 239.71 |
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| O'reilly Automotive (ORLY) | 1.5 | $8.9M | 7.5k | 1185.80 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $8.7M | +2% | 147k | 58.79 |
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| Abbvie (ABBV) | 1.4 | $8.4M | 47k | 177.70 |
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| Caterpillar (CAT) | 1.4 | $8.3M | 23k | 362.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $7.9M | 40k | 195.83 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $7.8M | 45k | 172.42 |
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| Wal-Mart Stores (WMT) | 1.2 | $7.3M | 81k | 90.35 |
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| Amazon (AMZN) | 1.2 | $7.2M | +5% | 33k | 219.39 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $7.2M | +213% | 260k | 27.71 |
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| Becton, Dickinson and (BDX) | 1.2 | $6.9M | -3% | 31k | 226.87 |
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| Visa Com Cl A (V) | 1.2 | $6.9M | 22k | 316.04 |
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| Johnson & Johnson (JNJ) | 1.1 | $6.8M | -8% | 47k | 144.62 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $6.6M | 61k | 107.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $5.7M | +99% | 222k | 25.86 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $5.7M | -3% | 29k | 198.18 |
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| Unilever Spon Adr New (UL) | 0.9 | $5.6M | 99k | 56.70 |
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| Home Depot (HD) | 0.9 | $5.3M | 14k | 388.98 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.9 | $5.3M | -2% | 160k | 33.21 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $5.3M | 72k | 74.01 |
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| Ares Capital Corporation (ARCC) | 0.9 | $5.2M | 239k | 21.89 |
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| International Business Machines (IBM) | 0.9 | $5.2M | -2% | 24k | 219.83 |
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| Starbucks Corporation (SBUX) | 0.9 | $5.0M | 55k | 91.25 |
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| Goldman Sachs (GS) | 0.8 | $5.0M | 8.7k | 572.62 |
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| Abbott Laboratories (ABT) | 0.8 | $4.7M | 42k | 113.11 |
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| Steris Shs Usd (STE) | 0.8 | $4.6M | 23k | 205.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $4.3M | +15% | 11k | 410.44 |
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| Nike CL B (NKE) | 0.7 | $4.3M | 57k | 75.67 |
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| FedEx Corporation (FDX) | 0.7 | $4.2M | 15k | 281.33 |
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| Diageo Spon Adr New (DEO) | 0.7 | $4.1M | -9% | 33k | 127.13 |
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| Deere & Company (DE) | 0.7 | $4.1M | 9.7k | 423.70 |
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| Cheniere Energy Com New (LNG) | 0.7 | $4.1M | 19k | 214.87 |
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| Pepsi (PEP) | 0.6 | $3.8M | 25k | 152.06 |
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| Emerson Electric (EMR) | 0.6 | $3.7M | 30k | 123.93 |
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| Constellation Brands Cl A (STZ) | 0.6 | $3.6M | 16k | 221.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $3.5M | 58k | 59.73 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $3.4M | +4% | 7.0k | 485.94 |
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| Chevron Corporation (CVX) | 0.5 | $3.1M | +4% | 22k | 144.84 |
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| Coca-Cola Company (KO) | 0.5 | $3.1M | 50k | 62.26 |
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| Peabody Energy (BTU) | 0.5 | $3.1M | 148k | 20.94 |
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| McDonald's Corporation (MCD) | 0.5 | $3.1M | 11k | 289.89 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.9M | 4.9k | 588.68 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $2.8M | NEW | 6.3k | 444.68 |
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| Truist Financial Corp equities (TFC) | 0.5 | $2.8M | -3% | 64k | 43.38 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $2.7M | 32k | 86.02 |
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| Automatic Data Processing (ADP) | 0.4 | $2.6M | 8.9k | 292.72 |
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| Euronet Worldwide (EEFT) | 0.4 | $2.6M | 25k | 102.84 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.5M | 8.7k | 289.81 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $2.3M | +27% | 35k | 65.08 |
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| Southern Company (SO) | 0.4 | $2.2M | 27k | 82.32 |
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| Philip Morris International (PM) | 0.4 | $2.2M | 18k | 120.35 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.2M | 2.8k | 772.00 |
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| SYSCO Corporation (SYY) | 0.3 | $2.0M | +2% | 27k | 76.46 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $2.0M | 29k | 68.94 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.0M | 31k | 63.75 |
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| Verizon Communications (VZ) | 0.3 | $2.0M | -8% | 50k | 39.99 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $2.0M | 13k | 150.86 |
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| Crossfirst Bankshares (CFB) | 0.3 | $1.9M | 127k | 15.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.2k | 220.96 |
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| BP Sponsored Adr (BP) | 0.3 | $1.7M | -9% | 58k | 29.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | 3.1k | 538.77 |
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| Zoetis Cl A (ZTS) | 0.3 | $1.7M | +86% | 10k | 162.93 |
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| Altria (MO) | 0.3 | $1.7M | 32k | 52.29 |
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| Spire (SR) | 0.3 | $1.7M | 24k | 67.83 |
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| Merck & Co (MRK) | 0.3 | $1.7M | -2% | 17k | 99.48 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | 1.7k | 916.27 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.5M | 37k | 40.92 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | 2.4k | 585.51 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 22k | 62.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | 2.2k | 586.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | 26k | 47.82 |
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| Griffon Corporation (GFF) | 0.2 | $1.2M | 17k | 71.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | -4% | 6.3k | 190.44 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | 2.9k | 403.84 |
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| Selectquote Ord (SLQT) | 0.2 | $1.2M | 316k | 3.72 |
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| Waste Management (WM) | 0.2 | $1.1M | +41% | 5.4k | 201.79 |
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| Walt Disney Company (DIS) | 0.2 | $1.1M | -64% | 9.7k | 111.35 |
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| Dow (DOW) | 0.2 | $1.0M | -47% | 25k | 40.13 |
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| GSK Sponsored Adr (GSK) | 0.2 | $972k | -11% | 29k | 33.82 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $956k | 18k | 54.69 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $939k | 17k | 55.66 |
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| Pfizer (PFE) | 0.2 | $904k | 34k | 26.53 |
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| Netflix (NFLX) | 0.2 | $901k | +3% | 1.0k | 890.89 |
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| Broadcom (AVGO) | 0.2 | $895k | 3.9k | 231.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $891k | 2.2k | 401.58 |
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| American Express Company (AXP) | 0.1 | $864k | 2.9k | 296.79 |
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| UMB Financial Corporation (UMBF) | 0.1 | $835k | 7.4k | 112.86 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $820k | -32% | 8.4k | 97.55 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $784k | NEW | 13k | 61.37 |
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| Nextera Energy (NEE) | 0.1 | $755k | -8% | 11k | 71.69 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $718k | 6.7k | 107.74 |
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| Edwards Lifesciences (EW) | 0.1 | $703k | -12% | 9.5k | 74.03 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $703k | 4.2k | 169.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $698k | 2.2k | 322.16 |
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| UnitedHealth (UNH) | 0.1 | $690k | 1.4k | 505.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $681k | 1.00 | 680920.00 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $644k | 4.6k | 139.50 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $603k | 9.3k | 65.08 |
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| Kkr & Co (KKR) | 0.1 | $595k | 4.0k | 147.91 |
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| Corning Incorporated (GLW) | 0.1 | $523k | 11k | 47.52 |
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| ConocoPhillips (COP) | 0.1 | $512k | +2% | 5.2k | 99.17 |
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| 3M Company (MMM) | 0.1 | $502k | 3.9k | 129.09 |
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| Shell Spon Ads (SHEL) | 0.1 | $494k | 7.9k | 62.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $491k | 961.00 | 511.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $466k | 1.9k | 240.28 |
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| American Electric Power Company (AEP) | 0.1 | $445k | 4.8k | 92.23 |
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| Iron Mountain (IRM) | 0.1 | $436k | 4.2k | 105.11 |
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| Bank of America Corporation (BAC) | 0.1 | $423k | -3% | 9.6k | 43.95 |
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| Honeywell International (HON) | 0.1 | $421k | 1.9k | 225.89 |
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| Cadence Design Systems (CDNS) | 0.1 | $414k | NEW | 1.4k | 300.46 |
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| Yum! Brands (YUM) | 0.1 | $412k | 3.1k | 134.16 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $406k | 12k | 34.13 |
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| Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $403k | NEW | 32k | 12.74 |
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| Cisco Systems (CSCO) | 0.1 | $401k | -7% | 6.8k | 59.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $385k | 5.1k | 75.61 |
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| McKesson Corporation (MCK) | 0.1 | $377k | 662.00 | 569.91 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $370k | 5.7k | 64.47 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $354k | 7.9k | 44.92 |
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| salesforce (CRM) | 0.1 | $348k | -8% | 1.0k | 334.33 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $339k | 8.7k | 38.91 |
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| Cbiz (CBZ) | 0.1 | $336k | -4% | 4.1k | 81.83 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $331k | 17k | 19.59 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $323k | 613.00 | 526.57 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $315k | 3.6k | 88.40 |
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| Booking Holdings (BKNG) | 0.1 | $313k | 63.00 | 4968.41 |
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| Qualcomm (QCOM) | 0.0 | $295k | 1.9k | 153.62 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $292k | -34% | 20k | 14.40 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $290k | 4.8k | 60.75 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $276k | -15% | 2.7k | 101.53 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $276k | +306% | 9.9k | 27.87 |
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| Amgen (AMGN) | 0.0 | $274k | 1.1k | 260.64 |
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| Bristol Myers Squibb (BMY) | 0.0 | $269k | 4.8k | 56.56 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $266k | 1.0k | 264.13 |
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| Commerce Bancshares (CBSH) | 0.0 | $261k | NEW | 4.2k | 62.31 |
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| Analog Devices (ADI) | 0.0 | $257k | 1.2k | 212.46 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $257k | 2.2k | 115.72 |
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| Colgate-Palmolive Company (CL) | 0.0 | $255k | 2.8k | 90.91 |
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| Air Products & Chemicals (APD) | 0.0 | $251k | 864.00 | 290.04 |
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| Target Corporation (TGT) | 0.0 | $250k | 1.8k | 135.18 |
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| Us Bancorp Del Com New (USB) | 0.0 | $247k | 5.2k | 47.83 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $245k | 575.00 | 425.50 |
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| Eaton Corp SHS (ETN) | 0.0 | $233k | 703.00 | 331.87 |
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| Oracle Corporation (ORCL) | 0.0 | $230k | +16% | 1.4k | 166.64 |
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| Lowe's Companies (LOW) | 0.0 | $230k | 932.00 | 246.80 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $228k | 436.00 | 521.96 |
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| Ge Aerospace Com New (GE) | 0.0 | $226k | 1.4k | 166.79 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $225k | NEW | 3.1k | 72.23 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $224k | NEW | 789.00 | 283.85 |
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| Brown & Brown (BRO) | 0.0 | $223k | 2.2k | 102.02 |
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| Evergy (EVRG) | 0.0 | $222k | 3.6k | 61.55 |
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| Linde SHS (LIN) | 0.0 | $219k | 522.00 | 418.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $215k | 4.1k | 52.22 |
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| Cummins (CMI) | 0.0 | $212k | NEW | 608.00 | 348.60 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $209k | 825.00 | 253.69 |
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| First Financial Ban (FFBC) | 0.0 | $208k | NEW | 7.8k | 26.88 |
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| Advanced Micro Devices (AMD) | 0.0 | $207k | 1.7k | 120.79 |
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| Chubb (CB) | 0.0 | $205k | 740.00 | 276.30 |
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| Bk Nova Cad (BNS) | 0.0 | $204k | 3.8k | 53.72 |
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| Enterprise Products Partners (EPD) | 0.0 | $204k | NEW | 6.5k | 31.36 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $191k | 41k | 4.65 |
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| Blue Owl Cap Corp Iii Com Shs (OBDE) | 0.0 | $173k | NEW | 12k | 14.42 |
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| Qurate Retail Com Ser A (QRTEA) | 0.0 | $8.3k | 25k | 0.33 |
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Past Filings by Kavar Capital Partners Group
SEC 13F filings are viewable for Kavar Capital Partners Group going back to 2020
- Kavar Capital Partners Group 2024 Q4 filed Jan. 22, 2025
- Kavar Capital Partners Group 2024 Q3 filed Oct. 24, 2024
- Kavar Capital Partners Group 2024 Q2 filed July 19, 2024
- Kavar Capital Partners Group 2024 Q1 filed May 14, 2024
- Kavar Capital Partners Group 2023 Q4 filed Feb. 14, 2024
- Kavar Capital Partners Group 2023 Q3 filed Nov. 6, 2023
- Kavar Capital Partners Group 2023 Q2 filed Aug. 7, 2023
- Kavar Capital Partners Group 2023 Q1 filed May 15, 2023
- Kavar Capital Partners Group 2022 Q4 filed Feb. 10, 2023
- Kavar Capital Partners Group 2022 Q3 filed Nov. 8, 2022
- Kavar Capital Partners Group 2022 Q2 filed Aug. 9, 2022
- Kavar Capital Partners Group 2022 Q1 filed May 9, 2022
- Kavar Capital Partners Group 2021 Q4 filed Jan. 27, 2022
- Kavar Capital Partners Group 2021 Q3 filed Nov. 1, 2021
- Kavar Capital Partners Group 2021 Q2 filed Aug. 2, 2021
- Kavar Capital Partners Group 2021 Q1 filed May 13, 2021