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, NVDA, and represent 22.51% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: BND (+$18M), AOM (+$12M), BSV, JCPI, BXSL, ZTS, SCHX, AVGO, WM, GLW.
- Started 21 new stock positions in EVRG, NQP, ZTS, DBL, BMY, SCHP, BLES, AOM, SMB, MBB. BND, ORCL, ISRG, BRO, BNS, BSV, QPFF, GLW, GSBD, JCPI, BXSL.
- Reduced shares in these 10 stocks: AAPL, LRCX, TMO, DEO, ARE, DHR, ANET, DIS, , TFC.
- Sold out of its positions in ANET, FANG, LRCX, SOFI.
- Kavar Capital Partners Group was a net buyer of stock by $41M.
- Kavar Capital Partners Group has $632M in assets under management (AUM), dropping by 13.98%.
- Central Index Key (CIK): 0001841766
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Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 180 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $37M | 159k | 233.00 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.0 | $32M | 439k | 71.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.7 | $30M | +2% | 437k | 67.85 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.7 | $24M | 575k | 41.12 |
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| NVIDIA Corporation (NVDA) | 3.3 | $21M | 170k | 121.44 |
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| Thermo Fisher Scientific (TMO) | 2.8 | $18M | 29k | 618.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $18M | 40k | 442.28 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.8 | $18M | NEW | 235k | 75.11 |
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| Microsoft Corporation (MSFT) | 2.8 | $18M | 41k | 430.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $17M | 103k | 165.85 |
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| Danaher Corporation (DHR) | 2.1 | $13M | 47k | 278.02 |
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| Ishares Tr Modert Alloc Etf (AOM) | 1.9 | $12M | NEW | 269k | 45.11 |
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| Procter & Gamble Company (PG) | 1.8 | $12M | 67k | 173.20 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.7 | $11M | +2% | 111k | 95.95 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $10M | 58k | 179.16 |
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| Abbvie (ABBV) | 1.5 | $9.4M | 47k | 197.48 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $9.3M | +2% | 144k | 64.60 |
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| Caterpillar (CAT) | 1.4 | $9.0M | 23k | 391.12 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $8.9M | 42k | 210.86 |
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| O'reilly Automotive (ORLY) | 1.4 | $8.7M | 7.6k | 1151.60 |
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| Johnson & Johnson (JNJ) | 1.3 | $8.3M | 51k | 162.06 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $8.0M | 40k | 198.06 |
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| Becton, Dickinson and (BDX) | 1.2 | $7.6M | 32k | 241.10 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $7.2M | 61k | 117.22 |
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| Blackstone Group Inc Com Cl A (BX) | 1.1 | $6.9M | 45k | 153.13 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.1 | $6.9M | +2% | 83k | 83.09 |
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| Wal-Mart Stores (WMT) | 1.0 | $6.6M | 81k | 80.75 |
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| Unilever Spon Adr New (UL) | 1.0 | $6.4M | -2% | 99k | 64.96 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.0 | $6.1M | 165k | 37.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $6.0M | 30k | 200.78 |
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| Visa Com Cl A (V) | 0.9 | $5.9M | 21k | 274.95 |
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| Amazon (AMZN) | 0.9 | $5.9M | +3% | 31k | 186.33 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $5.7M | 111k | 51.50 |
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| Home Depot (HD) | 0.9 | $5.5M | 14k | 405.20 |
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| Steris Shs Usd (STE) | 0.9 | $5.4M | -2% | 22k | 242.54 |
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| Starbucks Corporation (SBUX) | 0.9 | $5.4M | -3% | 56k | 97.49 |
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| International Business Machines (IBM) | 0.8 | $5.3M | -2% | 24k | 221.08 |
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| Nike CL B (NKE) | 0.8 | $5.1M | +4% | 57k | 88.40 |
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| Diageo Spon Adr New (DEO) | 0.8 | $5.1M | -5% | 36k | 140.34 |
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| Ares Capital Corporation (ARCC) | 0.8 | $4.9M | +5% | 236k | 20.94 |
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| Abbott Laboratories (ABT) | 0.8 | $4.8M | -2% | 42k | 114.01 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $4.6M | 71k | 64.81 |
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| Goldman Sachs (GS) | 0.7 | $4.3M | -3% | 8.7k | 495.11 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $4.3M | 58k | 73.67 |
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| Pepsi (PEP) | 0.7 | $4.3M | +2% | 25k | 170.05 |
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| Constellation Brands Cl A (STZ) | 0.7 | $4.2M | 16k | 257.69 |
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| FedEx Corporation (FDX) | 0.6 | $4.0M | 15k | 273.68 |
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| Deere & Company (DE) | 0.6 | $4.0M | 9.6k | 417.33 |
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| Peabody Energy (BTU) | 0.6 | $4.0M | 150k | 26.54 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $3.9M | 6.7k | 584.56 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $3.8M | 32k | 119.07 |
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| Coca-Cola Company (KO) | 0.6 | $3.6M | 50k | 71.86 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $3.6M | NEW | 45k | 78.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.5M | -2% | 9.1k | 383.93 |
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| Cheniere Energy Com New (LNG) | 0.5 | $3.4M | 19k | 179.84 |
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| Emerson Electric (EMR) | 0.5 | $3.3M | 30k | 109.37 |
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| McDonald's Corporation (MCD) | 0.5 | $3.3M | 11k | 304.51 |
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| Chevron Corporation (CVX) | 0.5 | $3.0M | +5% | 21k | 147.27 |
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| Truist Financial Corp equities (TFC) | 0.4 | $2.8M | -6% | 66k | 42.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.8M | 4.9k | 576.82 |
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| Walt Disney Company (DIS) | 0.4 | $2.6M | -7% | 28k | 96.19 |
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| Dow (DOW) | 0.4 | $2.6M | 48k | 54.63 |
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| Euronet Worldwide (EEFT) | 0.4 | $2.5M | -3% | 25k | 99.23 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.5M | 2.8k | 885.94 |
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| Automatic Data Processing (ADP) | 0.4 | $2.5M | 8.9k | 276.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.5M | 8.7k | 283.17 |
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| Southern Company (SO) | 0.4 | $2.4M | 27k | 90.18 |
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| Verizon Communications (VZ) | 0.4 | $2.4M | -3% | 54k | 44.91 |
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| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.4 | $2.4M | NEW | 49k | 48.01 |
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| Philip Morris International (PM) | 0.3 | $2.2M | 18k | 121.40 |
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| Crossfirst Bankshares (CFB) | 0.3 | $2.1M | +2% | 127k | 16.69 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $2.0M | -5% | 13k | 155.25 |
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| SYSCO Corporation (SYY) | 0.3 | $2.0M | 26k | 78.06 |
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| BP Sponsored Adr (BP) | 0.3 | $2.0M | 64k | 31.39 |
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| Merck & Co (MRK) | 0.3 | $1.9M | 17k | 113.56 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.9M | 31k | 62.20 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.9M | -6% | 29k | 67.51 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $1.9M | +11% | 27k | 70.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.3k | 220.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | 3.1k | 527.63 |
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| Spire (SR) | 0.3 | $1.6M | 24k | 67.29 |
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| Altria (MO) | 0.3 | $1.6M | 32k | 51.04 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.5M | 37k | 41.69 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 1.7k | 886.52 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $1.5M | -13% | 12k | 118.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 26k | 52.81 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | 2.4k | 572.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 22k | 62.32 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.3M | 33k | 40.88 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | 2.2k | 573.84 |
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| Griffon Corporation (GFF) | 0.2 | $1.2M | 17k | 70.00 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.2M | NEW | 40k | 29.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | +5% | 6.6k | 167.19 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.1M | NEW | 5.5k | 195.38 |
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| Pfizer (PFE) | 0.2 | $986k | -6% | 34k | 28.94 |
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| Nextera Energy (NEE) | 0.2 | $969k | -5% | 12k | 84.53 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $956k | 18k | 54.68 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $938k | 17k | 55.63 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $833k | 2.2k | 375.38 |
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| UnitedHealth (UNH) | 0.1 | $798k | 1.4k | 584.68 |
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| Waste Management (WM) | 0.1 | $789k | +269% | 3.8k | 207.60 |
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| American Express Company (AXP) | 0.1 | $789k | 2.9k | 271.20 |
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| UMB Financial Corporation (UMBF) | 0.1 | $778k | 7.4k | 105.11 |
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| Tesla Motors (TSLA) | 0.1 | $774k | 3.0k | 261.63 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $768k | 6.7k | 115.30 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $766k | 4.7k | 162.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $725k | 4.2k | 174.57 |
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| Edwards Lifesciences (EW) | 0.1 | $718k | -11% | 11k | 65.99 |
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| Netflix (NFLX) | 0.1 | $693k | 978.00 | 708.92 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Selectquote Ord (SLQT) | 0.1 | $685k | 316k | 2.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $681k | 2.2k | 314.39 |
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| Broadcom (AVGO) | 0.1 | $666k | +900% | 3.9k | 172.50 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $600k | 9.3k | 64.86 |
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| ConocoPhillips (COP) | 0.1 | $532k | 5.1k | 105.28 |
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| 3M Company (MMM) | 0.1 | $532k | 3.9k | 136.70 |
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| Shell Spon Ads (SHEL) | 0.1 | $526k | 8.0k | 65.95 |
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| Kkr & Co (KKR) | 0.1 | $525k | 4.0k | 130.58 |
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| American Electric Power Company (AEP) | 0.1 | $495k | 4.8k | 102.60 |
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| Iron Mountain (IRM) | 0.1 | $493k | 4.2k | 118.83 |
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| Corning Incorporated (GLW) | 0.1 | $491k | NEW | 11k | 45.15 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $487k | 31k | 15.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $465k | 952.00 | 488.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $460k | 1.9k | 237.21 |
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| American Centy Etf Tr Quality Prefer (QPFF) | 0.1 | $457k | NEW | 12k | 38.10 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $447k | 12k | 37.56 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $431k | 5.2k | 83.63 |
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| Yum! Brands (YUM) | 0.1 | $429k | 3.1k | 139.71 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $406k | 5.7k | 70.83 |
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| Bank of America Corporation (BAC) | 0.1 | $394k | -7% | 9.9k | 39.68 |
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| Cisco Systems (CSCO) | 0.1 | $389k | -6% | 7.3k | 53.22 |
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| Honeywell International (HON) | 0.1 | $386k | -9% | 1.9k | 206.71 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $359k | 7.9k | 45.51 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $354k | +12% | 8.7k | 40.67 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $346k | NEW | 25k | 13.76 |
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| Amgen (AMGN) | 0.1 | $338k | 1.1k | 322.21 |
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| McKesson Corporation (MCK) | 0.1 | $327k | -15% | 662.00 | 494.42 |
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| Qualcomm (QCOM) | 0.1 | $326k | 1.9k | 170.05 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $324k | 4.8k | 67.71 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $323k | NEW | 6.0k | 53.63 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $317k | -6% | 3.6k | 88.14 |
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| salesforce (CRM) | 0.0 | $312k | 1.1k | 273.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $308k | 3.2k | 95.75 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $303k | 613.00 | 493.80 |
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| Target Corporation (TGT) | 0.0 | $291k | 1.9k | 155.86 |
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| Colgate-Palmolive Company (CL) | 0.0 | $291k | 2.8k | 103.81 |
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| Cbiz (CBZ) | 0.0 | $288k | 4.3k | 67.29 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $286k | 41k | 6.94 |
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| Advanced Micro Devices (AMD) | 0.0 | $282k | 1.7k | 164.08 |
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| Analog Devices (ADI) | 0.0 | $279k | 1.2k | 230.17 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $271k | 17k | 16.05 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $269k | +4% | 2.2k | 121.16 |
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| Booking Holdings (BKNG) | 0.0 | $265k | 63.00 | 4212.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $265k | +2% | 1.0k | 263.83 |
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| Air Products & Chemicals (APD) | 0.0 | $257k | 864.00 | 297.74 |
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| Ge Aerospace Com New (GE) | 0.0 | $255k | 1.4k | 188.58 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $253k | 2.4k | 104.18 |
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| Lowe's Companies (LOW) | 0.0 | $252k | -3% | 932.00 | 270.85 |
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| Bce Com New (BCE) | 0.0 | $249k | -2% | 7.2k | 34.80 |
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| Linde SHS (LIN) | 0.0 | $249k | +3% | 522.00 | 476.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $246k | NEW | 4.8k | 51.74 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $243k | 575.00 | 423.12 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $237k | 4.1k | 57.41 |
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| Us Bancorp Del Com New (USB) | 0.0 | $236k | -7% | 5.2k | 45.73 |
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| Eaton Corp SHS (ETN) | 0.0 | $233k | +9% | 703.00 | 331.44 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $233k | 825.00 | 282.20 |
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| Brown & Brown (BRO) | 0.0 | $227k | NEW | 2.2k | 103.60 |
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| Evergy (EVRG) | 0.0 | $223k | NEW | 3.6k | 62.01 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $216k | NEW | 13k | 17.29 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $214k | NEW | 436.00 | 491.27 |
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| Chubb (CB) | 0.0 | $213k | -21% | 740.00 | 288.39 |
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| Baxter International (BAX) | 0.0 | $208k | -10% | 5.5k | 37.97 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $207k | NEW | 5.3k | 39.51 |
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| Bk Nova Cad (BNS) | 0.0 | $207k | NEW | 3.8k | 54.49 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $202k | NEW | 2.1k | 95.81 |
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| Oracle Corporation (ORCL) | 0.0 | $201k | NEW | 1.2k | 170.40 |
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| Intel Corporation (INTC) | 0.0 | $201k | -7% | 8.6k | 23.46 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $181k | NEW | 11k | 15.82 |
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| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $177k | NEW | 14k | 12.62 |
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| Qurate Retail Com Ser A (QRTEA) | 0.0 | $15k | 25k | 0.61 |
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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 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
- Kavar Capital Partners Group 2020 Q4 filed Feb. 5, 2021