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, SCHF, SCHX, TMO, and represent 21.75% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: NVO, IVV, BSV, VEA, AEP, IEMG, AIG, NEE, VNQ, SPMD.
- Started 15 new stock positions in VNQ, SHEL, JPS, IEMG, SCHE, BKNG, DGS, BSV, AIG, AEP. PFF, VCSH, IDEV, YUM, VO.
- Reduced shares in these 10 stocks: Focus Finl Partners, VBR, VTV, TSLA, JCPI, SCHX, SCHM, GOOGL, YETI, LOW.
- Sold out of its positions in AMD, EVRG, Focus Finl Partners, LOW, NMCO, RTX, RMM, YETI.
- Kavar Capital Partners Group was a net buyer of stock by $6.7M.
- Kavar Capital Partners Group has $461M in assets under management (AUM), dropping by -1.79%.
- Central Index Key (CIK): 0001841766
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Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 154 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $27M | 155k | 171.21 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 4.6 | $21M | 378k | 55.97 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $19M | 557k | 33.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.1 | $19M | 369k | 50.60 |
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| Thermo Fisher Scientific (TMO) | 3.2 | $15M | 30k | 506.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $14M | 104k | 130.86 |
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| Microsoft Corporation (MSFT) | 2.6 | $12M | 38k | 315.75 |
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| Danaher Corporation (DHR) | 2.5 | $12M | 47k | 248.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $11M | 33k | 344.07 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $11M | 75k | 141.69 |
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| NVIDIA Corporation (NVDA) | 2.1 | $9.6M | 22k | 434.99 |
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| Procter & Gamble Company (PG) | 2.0 | $9.2M | 63k | 145.86 |
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| Becton, Dickinson and (BDX) | 1.9 | $8.7M | 34k | 258.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.7 | $7.8M | 111k | 69.78 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $7.4M | +5% | 95k | 77.95 |
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| Johnson & Johnson (JNJ) | 1.5 | $7.0M | +3% | 45k | 155.75 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $6.9M | 132k | 52.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $6.8M | -2% | 44k | 155.38 |
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| Abbvie (ABBV) | 1.5 | $6.7M | 45k | 149.06 |
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| Caterpillar (CAT) | 1.3 | $6.0M | 22k | 273.00 |
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| Diageo Spon Adr New (DEO) | 1.3 | $5.9M | +3% | 40k | 149.18 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.9M | 41k | 145.02 |
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| Unilever Spon Adr New (UL) | 1.3 | $5.8M | 117k | 49.40 |
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| O'reilly Automotive (ORLY) | 1.2 | $5.8M | 6.3k | 908.86 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.2 | $5.6M | +2% | 178k | 31.67 |
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| Starbucks Corporation (SBUX) | 1.2 | $5.4M | 60k | 91.27 |
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| Steris Shs Usd (STE) | 1.2 | $5.4M | -2% | 25k | 219.42 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $5.1M | -16% | 32k | 159.49 |
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| Nike CL B (NKE) | 1.1 | $5.0M | +7% | 52k | 95.62 |
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| Abbott Laboratories (ABT) | 1.0 | $4.8M | 50k | 96.85 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $4.8M | 45k | 107.14 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $4.7M | -6% | 70k | 67.68 |
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| Visa Com Cl A (V) | 1.0 | $4.7M | 21k | 230.01 |
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| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 1.0 | $4.6M | -7% | 101k | 45.20 |
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| Constellation Brands Cl A (STZ) | 1.0 | $4.5M | 18k | 251.33 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $4.4M | 106k | 41.42 |
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| Wal-Mart Stores (WMT) | 0.9 | $4.3M | -3% | 27k | 159.93 |
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| Home Depot (HD) | 0.9 | $4.2M | -3% | 14k | 302.15 |
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| Mondelez Intl Cl A (MDLZ) | 0.9 | $4.1M | 60k | 69.40 |
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| FedEx Corporation (FDX) | 0.9 | $4.0M | 15k | 264.92 |
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| Peabody Energy (BTU) | 0.8 | $3.9M | 150k | 25.99 |
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| Pioneer Natural Resources (PXD) | 0.8 | $3.9M | +5% | 17k | 229.55 |
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| Ares Capital Corporation (ARCC) | 0.8 | $3.6M | 183k | 19.47 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $3.5M | -3% | 63k | 54.90 |
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| International Business Machines (IBM) | 0.7 | $3.4M | -3% | 24k | 140.30 |
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| Pepsi (PEP) | 0.7 | $3.4M | +8% | 20k | 169.44 |
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| Goldman Sachs (GS) | 0.7 | $3.2M | 10k | 323.57 |
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| Emerson Electric (EMR) | 0.7 | $3.1M | -3% | 32k | 96.57 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $3.0M | +92% | 33k | 90.94 |
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| Amazon (AMZN) | 0.6 | $2.9M | 23k | 127.12 |
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| Alexandria Real Estate Equities (ARE) | 0.6 | $2.9M | 29k | 100.10 |
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| Euronet Worldwide (EEFT) | 0.6 | $2.6M | +10% | 33k | 79.38 |
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| BP Sponsored Adr (BP) | 0.6 | $2.6M | +6% | 67k | 38.72 |
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| McDonald's Corporation (MCD) | 0.6 | $2.6M | 9.7k | 263.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $2.6M | 9.4k | 272.31 |
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| Walt Disney Company (DIS) | 0.6 | $2.6M | -3% | 32k | 81.05 |
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| Truist Financial Corp equities (TFC) | 0.5 | $2.4M | 85k | 28.61 |
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| Dow (DOW) | 0.5 | $2.4M | +18% | 47k | 51.56 |
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| Verizon Communications (VZ) | 0.5 | $2.4M | -5% | 73k | 32.41 |
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| Automatic Data Processing (ADP) | 0.5 | $2.1M | 8.9k | 240.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.0M | +151% | 4.7k | 429.43 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.0M | 17k | 117.58 |
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| Coca-Cola Company (KO) | 0.4 | $2.0M | 35k | 55.98 |
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| SYSCO Corporation (SYY) | 0.4 | $1.9M | 29k | 66.05 |
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| Southern Company (SO) | 0.4 | $1.8M | -3% | 29k | 64.72 |
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| GSK Sponsored Adr (GSK) | 0.4 | $1.8M | +2% | 51k | 36.25 |
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| Deere & Company (DE) | 0.4 | $1.8M | +24% | 4.8k | 377.38 |
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| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.8M | -4% | 15k | 121.86 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $1.7M | 34k | 50.26 |
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| Cheniere Energy Com New (LNG) | 0.4 | $1.6M | +14% | 9.9k | 165.96 |
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| Philip Morris International (PM) | 0.3 | $1.6M | 17k | 92.58 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.5M | 8.6k | 176.74 |
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| Merck & Co (MRK) | 0.3 | $1.5M | -2% | 15k | 102.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.5M | +6% | 7.0k | 212.41 |
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| Edwards Lifesciences (EW) | 0.3 | $1.4M | -5% | 21k | 69.28 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.4M | 31k | 46.55 |
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| Altria (MO) | 0.3 | $1.3M | -3% | 31k | 42.05 |
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| Crossfirst Bankshares (CFB) | 0.3 | $1.2M | 123k | 10.09 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.2M | 36k | 34.02 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.2M | NEW | 16k | 75.17 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.1M | 40k | 27.36 |
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| Chevron Corporation (CVX) | 0.2 | $1.1M | +28% | 6.5k | 168.62 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | -2% | 4.3k | 249.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.1M | +413% | 24k | 43.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $983k | 2.5k | 392.67 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $982k | -5% | 2.3k | 427.43 |
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| Spire (SR) | 0.2 | $961k | 17k | 56.58 |
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| Nextera Energy (NEE) | 0.2 | $958k | +139% | 17k | 57.29 |
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| Pfizer (PFE) | 0.2 | $911k | -15% | 28k | 33.17 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $793k | +131% | 18k | 43.79 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $766k | +91% | 17k | 45.69 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.2 | $756k | -4% | 52k | 14.41 |
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| Griffon Corporation (GFF) | 0.2 | $748k | 19k | 39.67 |
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| American Electric Power Company (AEP) | 0.2 | $737k | NEW | 9.8k | 75.22 |
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| Meta Platforms Cl A (META) | 0.2 | $712k | -2% | 2.4k | 300.21 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $676k | NEW | 14k | 47.59 |
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| American Intl Group Com New (AIG) | 0.1 | $676k | NEW | 27k | 25.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $644k | +12% | 1.1k | 564.96 |
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| ConocoPhillips (COP) | 0.1 | $633k | 5.3k | 119.79 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $623k | 4.1k | 151.34 |
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| Tesla Motors (TSLA) | 0.1 | $614k | -49% | 2.5k | 250.22 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $588k | 6.7k | 88.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $554k | 2.1k | 265.99 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $550k | -2% | 2.3k | 234.91 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $532k | 1.00 | 531477.00 |
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| Eli Lilly & Co. (LLY) | 0.1 | $511k | 951.00 | 537.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $490k | 3.7k | 131.85 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $482k | 9.2k | 52.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $473k | -59% | 3.4k | 137.93 |
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| Bce Com New (BCE) | 0.1 | $469k | -11% | 12k | 38.20 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $463k | +136% | 14k | 33.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $462k | NEW | 6.1k | 75.66 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $455k | 9.0k | 50.49 |
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| UMB Financial Corporation (UMBF) | 0.1 | $453k | +2% | 7.3k | 62.05 |
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| UnitedHealth (UNH) | 0.1 | $437k | 867.00 | 504.19 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $429k | 30k | 14.56 |
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| Honeywell International (HON) | 0.1 | $382k | 2.1k | 184.74 |
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| Selectquote Ord (SLQT) | 0.1 | $373k | +934% | 319k | 1.17 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $369k | 12k | 31.01 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $349k | +9% | 6.2k | 56.47 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $337k | 1.8k | 189.07 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $334k | NEW | 5.7k | 58.28 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $332k | NEW | 11k | 30.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $320k | 4.6k | 68.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $318k | 887.00 | 358.27 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $313k | 8.5k | 36.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $311k | NEW | 1.5k | 208.24 |
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| Netflix (NFLX) | 0.1 | $294k | 778.00 | 377.37 |
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| Cisco Systems (CSCO) | 0.1 | $288k | +19% | 5.4k | 53.76 |
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| Bank of America Corporation (BAC) | 0.1 | $287k | -23% | 11k | 27.38 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $279k | -3% | 4.0k | 69.25 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $267k | NEW | 5.8k | 46.26 |
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| Us Bancorp Del Com New (USB) | 0.1 | $265k | -4% | 8.0k | 33.06 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $254k | NEW | 3.4k | 75.15 |
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| Kkr & Co (KKR) | 0.1 | $248k | 4.0k | 61.60 |
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| Iron Mountain (IRM) | 0.1 | $247k | 4.2k | 59.45 |
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| salesforce (CRM) | 0.1 | $239k | -13% | 1.2k | 202.78 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $237k | 17k | 14.03 |
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| Union Pacific Corporation (UNP) | 0.1 | $232k | 1.1k | 203.63 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $232k | 41k | 5.63 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $231k | NEW | 9.6k | 23.94 |
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| Bk Nova Cad (BNS) | 0.0 | $230k | -7% | 5.1k | 45.59 |
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| Yum! Brands (YUM) | 0.0 | $228k | NEW | 1.8k | 124.94 |
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| Target Corporation (TGT) | 0.0 | $223k | 2.0k | 110.57 |
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| Intel Corporation (INTC) | 0.0 | $221k | -5% | 6.2k | 35.55 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $218k | 3.2k | 68.42 |
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| Shell Spon Ads (SHEL) | 0.0 | $215k | NEW | 3.3k | 64.38 |
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| Colgate-Palmolive Company (CL) | 0.0 | $215k | -5% | 3.0k | 71.11 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $209k | 13k | 16.69 |
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| Baxter International (BAX) | 0.0 | $209k | 5.5k | 37.74 |
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| Booking Holdings (BKNG) | 0.0 | $201k | NEW | 65.00 | 3083.95 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $179k | 12k | 14.58 |
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| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $142k | 14k | 10.17 |
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| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.0 | $63k | NEW | 10k | 6.17 |
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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 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
- Kavar Capital Partners Group 2020 Q4 filed Feb. 5, 2021