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, SCHF, TMO, and represent 25.25% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$30M), FNDX (+$25M), SCHX (+$25M), SCHF (+$20M), TMO (+$16M), GOOGL (+$15M), AOM (+$11M), DHR (+$11M), AVUV (+$9.9M), PG (+$9.2M).
- Started 16 new stock positions in AVDV, VLTO, LMT, CB, ZTS, LIN, RA, DIA, NBXG, AOM. MMM, BIBL, MEGI, LOW, AMD, MA.
- Reduced shares in these 10 stocks: BND (-$7.8M), JCPI, BSV, BXSL, AIG, HD, DIS, UL, VNQ, SCHP.
- Sold out of its positions in AIG, BXSL, DBL, GSBD, PFF, JCPI, Nuveen Quality Pref. Inc. Fund II, NQP, SCHE, SCHP. SMB, BSV, BND, VCSH, VNQ, DGS.
- Kavar Capital Partners Group was a net buyer of stock by $397M.
- Kavar Capital Partners Group has $894M in assets under management (AUM), dropping by 93.99%.
- 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 December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $59M | +98% | 308k | 192.53 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 5.4 | $49M | +107% | 784k | 61.94 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.1 | $45M | +117% | 804k | 56.40 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.5 | $41M | +97% | 1.1M | 36.96 |
|
| Thermo Fisher Scientific (TMO) | 3.6 | $32M | +102% | 60k | 530.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $29M | +101% | 209k | 139.69 |
|
| Danaher Corporation (DHR) | 2.5 | $22M | +101% | 95k | 231.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $21M | +76% | 132k | 157.80 |
|
| Procter & Gamble Company (PG) | 2.1 | $18M | +99% | 126k | 146.54 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $18M | +115% | 205k | 89.80 |
|
| Becton, Dickinson and (BDX) | 1.8 | $16M | +97% | 67k | 243.83 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $15M | +101% | 266k | 56.39 |
|
| Johnson & Johnson (JNJ) | 1.7 | $15M | +109% | 94k | 156.74 |
|
| Abbvie (ABBV) | 1.6 | $15M | +107% | 94k | 154.97 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $15M | +94% | 85k | 170.40 |
|
| Microsoft Corporation (MSFT) | 1.6 | $14M | 38k | 376.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $14M | +104% | 83k | 170.10 |
|
| Caterpillar (CAT) | 1.5 | $14M | +109% | 46k | 295.67 |
|
| O'reilly Automotive (ORLY) | 1.4 | $12M | +102% | 13k | 950.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $12M | 34k | 349.61 |
|
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.3 | $12M | +95% | 347k | 33.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $12M | +97% | 89k | 130.92 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 1.3 | $11M | NEW | 275k | 41.51 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.3 | $11M | +114% | 151k | 75.32 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $11M | +94% | 62k | 179.97 |
|
| Diageo Spon Adr New (DEO) | 1.2 | $11M | +89% | 76k | 145.66 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $11M | 22k | 495.22 |
|
|
| Steris Shs Usd (STE) | 1.2 | $11M | +95% | 48k | 219.85 |
|
| Visa Com Cl A (V) | 1.2 | $11M | +95% | 40k | 260.35 |
|
| Nike CL B (NKE) | 1.2 | $10M | +84% | 96k | 108.57 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $10M | +104% | 217k | 47.24 |
|
| Abbott Laboratories (ABT) | 1.1 | $10M | +84% | 92k | 110.07 |
|
| Wal-Mart Stores (WMT) | 1.0 | $8.8M | +108% | 56k | 157.65 |
|
| Constellation Brands Cl A (STZ) | 1.0 | $8.6M | +98% | 36k | 241.75 |
|
| Mondelez Intl Cl A (MDLZ) | 0.9 | $8.4M | +95% | 116k | 72.43 |
|
| International Business Machines (IBM) | 0.9 | $7.8M | +95% | 48k | 163.55 |
|
| Goldman Sachs (GS) | 0.9 | $7.6M | +98% | 20k | 385.77 |
|
| Pepsi (PEP) | 0.9 | $7.6M | +126% | 45k | 169.84 |
|
| Pioneer Natural Resources (PXD) | 0.8 | $7.5M | +99% | 34k | 224.88 |
|
| FedEx Corporation (FDX) | 0.8 | $7.5M | +97% | 30k | 252.97 |
|
| Peabody Energy (BTU) | 0.8 | $7.3M | +100% | 300k | 24.32 |
|
| Amazon (AMZN) | 0.8 | $7.0M | +101% | 46k | 151.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $6.7M | +99% | 65k | 103.45 |
|
| Emerson Electric (EMR) | 0.7 | $6.0M | +91% | 62k | 97.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.9M | +101% | 19k | 310.88 |
|
| McDonald's Corporation (MCD) | 0.6 | $5.8M | +99% | 20k | 296.50 |
|
| Euronet Worldwide (EEFT) | 0.6 | $5.7M | +71% | 57k | 101.49 |
|
| Deere & Company (DE) | 0.6 | $5.7M | +193% | 14k | 399.87 |
|
| Starbucks Corporation (SBUX) | 0.6 | $5.7M | 59k | 96.01 |
|
|
| Unilever Spon Adr New (UL) | 0.6 | $5.2M | -8% | 108k | 48.48 |
|
| Truist Financial Corp equities (TFC) | 0.6 | $4.9M | +56% | 134k | 36.92 |
|
| Verizon Communications (VZ) | 0.5 | $4.7M | +70% | 125k | 37.70 |
|
| BP Sponsored Adr (BP) | 0.5 | $4.6M | +93% | 129k | 35.40 |
|
| Alexandria Real Estate Equities (ARE) | 0.5 | $4.5M | +25% | 36k | 126.77 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $4.4M | 63k | 68.80 |
|
|
| Home Depot (HD) | 0.5 | $4.4M | -9% | 13k | 346.56 |
|
| Coca-Cola Company (KO) | 0.5 | $4.1M | +100% | 70k | 58.93 |
|
| SYSCO Corporation (SYY) | 0.5 | $4.1M | +97% | 56k | 73.13 |
|
| Automatic Data Processing (ADP) | 0.4 | $4.0M | +92% | 17k | 232.96 |
|
| Quest Diagnostics Incorporated (DGX) | 0.4 | $4.0M | +96% | 29k | 137.88 |
|
| Southern Company (SO) | 0.4 | $3.9M | +97% | 56k | 70.12 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $3.9M | +6% | 194k | 20.03 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $3.8M | +126% | 22k | 170.71 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $3.7M | +97% | 66k | 55.90 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.5M | +105% | 35k | 99.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.5M | +101% | 17k | 200.71 |
|
| Chevron Corporation (CVX) | 0.4 | $3.4M | +253% | 23k | 149.16 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.4M | +103% | 14k | 237.23 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.4 | $3.2M | +100% | 62k | 51.83 |
|
| Philip Morris International (PM) | 0.3 | $3.1M | +91% | 33k | 94.08 |
|
| Merck & Co (MRK) | 0.3 | $2.9M | +82% | 27k | 109.02 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.7M | +100% | 73k | 37.22 |
|
| Dow (DOW) | 0.3 | $2.6M | +2% | 48k | 54.84 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.6M | NEW | 5.8k | 453.24 |
|
| Altria (MO) | 0.3 | $2.5M | +98% | 62k | 40.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | +104% | 8.8k | 277.15 |
|
| Walt Disney Company (DIS) | 0.3 | $2.4M | -16% | 26k | 90.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.2M | +100% | 5.0k | 436.76 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.2M | +100% | 4.6k | 475.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | -4% | 4.5k | 477.63 |
|
| Edwards Lifesciences (EW) | 0.2 | $2.1M | +35% | 28k | 76.25 |
|
| Griffon Corporation (GFF) | 0.2 | $2.1M | +83% | 35k | 60.95 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $1.8M | +100% | 34k | 52.33 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.7M | +92% | 35k | 48.72 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.7M | +100% | 4.7k | 353.96 |
|
| Crossfirst Bankshares (CFB) | 0.2 | $1.7M | 123k | 13.58 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $1.5M | -21% | 40k | 37.06 |
|
| Nextera Energy (NEE) | 0.2 | $1.5M | +45% | 24k | 60.74 |
|
| Pfizer (PFE) | 0.2 | $1.4M | +73% | 48k | 28.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | +113% | 4.4k | 303.17 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | +100% | 13k | 97.04 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $1.2M | NEW | 15k | 82.26 |
|
| ConocoPhillips (COP) | 0.1 | $1.2M | +100% | 11k | 116.06 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | +99% | 8.2k | 148.36 |
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | +95% | 4.8k | 248.48 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.1M | +100% | 18k | 59.62 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.1M | +100% | 2.00 | 542625.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | -6% | 23k | 47.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | +100% | 7.4k | 140.93 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.0M | +98% | 6.8k | 149.50 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $1000k | +30% | 68k | 14.65 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $982k | NEW | 16k | 62.49 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $970k | +98% | 27k | 35.41 |
|
| Spire (SR) | 0.1 | $955k | -9% | 15k | 62.34 |
|
| UnitedHealth (UNH) | 0.1 | $913k | +100% | 1.7k | 526.47 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $809k | +100% | 24k | 34.01 |
|
| American Electric Power Company (AEP) | 0.1 | $777k | -2% | 9.6k | 81.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $776k | +122% | 10k | 75.35 |
|
| Netflix (NFLX) | 0.1 | $757k | +100% | 1.6k | 486.58 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $757k | +99% | 3.5k | 213.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $757k | +108% | 1.8k | 409.52 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $752k | 1.1k | 660.08 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $730k | +100% | 12k | 63.66 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $726k | 14k | 50.58 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $716k | +100% | 17k | 42.18 |
|
| Yum! Brands (YUM) | 0.1 | $715k | +200% | 5.5k | 130.66 |
|
| Bce Com New (BCE) | 0.1 | $713k | +47% | 18k | 39.38 |
|
| Bank of America Corporation (BAC) | 0.1 | $700k | +98% | 21k | 33.67 |
|
| Kkr & Co (KKR) | 0.1 | $666k | +100% | 8.0k | 82.85 |
|
| salesforce (CRM) | 0.1 | $620k | +100% | 2.4k | 263.14 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $616k | +61% | 10k | 61.90 |
|
| UMB Financial Corporation (UMBF) | 0.1 | $610k | 7.3k | 83.55 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $588k | +87% | 7.6k | 77.73 |
|
| Iron Mountain (IRM) | 0.1 | $581k | +100% | 8.3k | 69.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $578k | -5% | 2.2k | 262.26 |
|
| Cisco Systems (CSCO) | 0.1 | $572k | +111% | 11k | 50.52 |
|
| Union Pacific Corporation (UNP) | 0.1 | $561k | +100% | 2.3k | 245.62 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $538k | NEW | 15k | 34.90 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $524k | -5% | 898.00 | 582.92 |
|
| Target Corporation (TGT) | 0.1 | $512k | +78% | 3.6k | 142.42 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $481k | +100% | 6.0k | 79.71 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $479k | +100% | 6.4k | 75.10 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $477k | +37% | 11k | 43.28 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $466k | +100% | 34k | 13.80 |
|
| Booking Holdings (BKNG) | 0.0 | $447k | +93% | 126.00 | 3547.22 |
|
| Shell Spon Ads (SHEL) | 0.0 | $439k | +100% | 6.7k | 65.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $433k | NEW | 1.2k | 376.87 |
|
| Honeywell International (HON) | 0.0 | $433k | 2.1k | 209.71 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $431k | NEW | 1.0k | 426.51 |
|
| Lowe's Companies (LOW) | 0.0 | $428k | NEW | 1.9k | 222.55 |
|
| Baxter International (BAX) | 0.0 | $427k | +100% | 11k | 38.66 |
|
| Chubb (CB) | 0.0 | $425k | NEW | 1.9k | 226.00 |
|
| 3M Company (MMM) | 0.0 | $413k | NEW | 3.8k | 109.32 |
|
| Bk Nova Cad (BNS) | 0.0 | $411k | +67% | 8.5k | 48.69 |
|
| Linde SHS (LIN) | 0.0 | $411k | NEW | 1.0k | 410.71 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.0 | $384k | NEW | 35k | 10.93 |
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $364k | NEW | 28k | 12.81 |
|
| Intel Corporation (INTC) | 0.0 | $304k | -2% | 6.1k | 50.25 |
|
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $276k | 41k | 6.70 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $253k | NEW | 1.7k | 147.41 |
|
| Zoetis Cl A (ZTS) | 0.0 | $237k | NEW | 1.2k | 197.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $228k | -34% | 981.00 | 232.64 |
|
| Mainstay Cbre Global (MEGI) | 0.0 | $227k | NEW | 18k | 12.98 |
|
| Selectquote Ord (SLQT) | 0.0 | $0 | +98% | 632k | 0.00 |
|
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 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
- Kavar Capital Partners Group 2020 Q4 filed Feb. 5, 2021