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 23.96% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$19M), ARCC, XOM, ORLY, FNDX, SCHX, AVGO, AVDV, VTI, QCOM.
- Started 12 new stock positions in ETN, AVGO, LRCX, ARCC, FANG, QCOM, SOFI, VHT, ADI, ANET. APD, IEMG.
- Reduced shares in these 10 stocks: Pioneer Natural Resources, RSP, UL, , BMY, UNP, DEO, ABT, ARE, BNS.
- Sold out of its positions in BNS, BMY, CVS, Pioneer Natural Resources, GLD, SPEM, UNP.
- Kavar Capital Partners Group was a net buyer of stock by $28M.
- Kavar Capital Partners Group has $555M in assets under management (AUM), dropping by 2.36%.
- Central Index Key (CIK): 0001841766
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Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 163 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $34M | 160k | 210.62 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.2 | $29M | +3% | 432k | 66.98 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.9 | $27M | +2% | 427k | 64.25 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.9 | $22M | 565k | 38.42 |
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| NVIDIA Corporation (NVDA) | 3.8 | $21M | +708% | 171k | 123.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $19M | 104k | 182.15 |
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| Microsoft Corporation (MSFT) | 3.3 | $18M | 41k | 446.95 |
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| Thermo Fisher Scientific (TMO) | 2.9 | $16M | 29k | 553.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $16M | 40k | 394.71 |
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| Danaher Corporation (DHR) | 2.1 | $12M | 48k | 249.85 |
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| Procter & Gamble Company (PG) | 2.0 | $11M | 67k | 164.92 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $9.7M | 109k | 89.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $9.6M | -4% | 58k | 164.28 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $8.6M | 140k | 61.09 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $8.5M | 42k | 202.26 |
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| Abbvie (ABBV) | 1.5 | $8.2M | 48k | 171.52 |
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| O'reilly Automotive (ORLY) | 1.5 | $8.1M | +22% | 7.7k | 1056.06 |
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| Caterpillar (CAT) | 1.4 | $7.6M | -2% | 23k | 333.10 |
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| Johnson & Johnson (JNJ) | 1.4 | $7.6M | -2% | 52k | 146.16 |
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| Becton, Dickinson and (BDX) | 1.3 | $7.5M | 32k | 233.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $7.4M | 41k | 182.55 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $7.1M | +176% | 62k | 115.12 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.1 | $6.3M | +2% | 81k | 77.83 |
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| Amazon (AMZN) | 1.1 | $5.9M | 30k | 193.25 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.0 | $5.8M | 166k | 35.03 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $5.6M | 45k | 123.80 |
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| Unilever Spon Adr New (UL) | 1.0 | $5.6M | -6% | 102k | 54.99 |
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| Visa Com Cl A (V) | 1.0 | $5.6M | +5% | 21k | 262.47 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $5.5M | 30k | 182.52 |
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| Wal-Mart Stores (WMT) | 1.0 | $5.5M | +2% | 81k | 67.71 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $5.3M | 71k | 73.69 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $5.2M | 109k | 47.45 |
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| Steris Shs Usd (STE) | 0.9 | $5.1M | -2% | 23k | 219.54 |
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| Diageo Spon Adr New (DEO) | 0.9 | $4.8M | -5% | 38k | 126.08 |
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| Home Depot (HD) | 0.8 | $4.7M | +2% | 14k | 344.24 |
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| Ares Capital Corporation (ARCC) | 0.8 | $4.7M | NEW | 224k | 20.84 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $4.6M | 32k | 142.74 |
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| Starbucks Corporation (SBUX) | 0.8 | $4.5M | -2% | 57k | 77.85 |
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| Abbott Laboratories (ABT) | 0.8 | $4.5M | -5% | 43k | 103.91 |
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| FedEx Corporation (FDX) | 0.8 | $4.4M | 15k | 299.84 |
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| International Business Machines (IBM) | 0.8 | $4.3M | 25k | 172.95 |
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| Constellation Brands Cl A (STZ) | 0.8 | $4.2M | -3% | 16k | 257.28 |
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| Nike CL B (NKE) | 0.7 | $4.1M | +5% | 55k | 75.37 |
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| Goldman Sachs (GS) | 0.7 | $4.1M | 9.1k | 452.32 |
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| Pepsi (PEP) | 0.7 | $4.0M | 25k | 164.93 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $3.8M | 59k | 65.44 |
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| Deere & Company (DE) | 0.6 | $3.5M | 9.4k | 373.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.5M | 9.3k | 374.01 |
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| Peabody Energy (BTU) | 0.6 | $3.3M | 150k | 22.12 |
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| Emerson Electric (EMR) | 0.6 | $3.3M | -2% | 30k | 110.16 |
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| Cheniere Energy Com New (LNG) | 0.6 | $3.2M | 18k | 174.83 |
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| Coca-Cola Company (KO) | 0.6 | $3.2M | 50k | 63.65 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $3.1M | +7% | 6.7k | 467.10 |
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| Chevron Corporation (CVX) | 0.6 | $3.1M | +5% | 20k | 156.42 |
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| Walt Disney Company (DIS) | 0.5 | $2.9M | -4% | 30k | 99.29 |
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| Truist Financial Corp equities (TFC) | 0.5 | $2.8M | +3% | 71k | 38.85 |
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| McDonald's Corporation (MCD) | 0.5 | $2.7M | 11k | 254.84 |
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| Euronet Worldwide (EEFT) | 0.5 | $2.7M | 26k | 103.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.6M | +6% | 4.8k | 547.23 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.6M | 2.8k | 905.38 |
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| Dow (DOW) | 0.5 | $2.5M | 48k | 53.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.3M | +21% | 8.7k | 267.52 |
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| Verizon Communications (VZ) | 0.4 | $2.3M | -7% | 56k | 41.24 |
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| BP Sponsored Adr (BP) | 0.4 | $2.3M | 63k | 36.10 |
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| Merck & Co (MRK) | 0.4 | $2.1M | 17k | 123.80 |
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| Automatic Data Processing (ADP) | 0.4 | $2.1M | +7% | 8.9k | 238.68 |
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| Southern Company (SO) | 0.4 | $2.1M | 27k | 77.57 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $2.0M | -3% | 31k | 64.00 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $1.9M | 14k | 136.88 |
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| Philip Morris International (PM) | 0.3 | $1.9M | 18k | 101.33 |
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| SYSCO Corporation (SYY) | 0.3 | $1.9M | -2% | 26k | 71.39 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.8M | 31k | 58.85 |
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| Crossfirst Bankshares (CFB) | 0.3 | $1.7M | 123k | 14.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.7M | -2% | 8.3k | 202.89 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $1.7M | -12% | 14k | 116.97 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $1.6M | +44% | 24k | 64.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | +10% | 3.1k | 500.10 |
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| Spire (SR) | 0.3 | $1.5M | -10% | 24k | 60.73 |
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| Altria (MO) | 0.3 | $1.4M | -2% | 32k | 45.55 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +2% | 1.7k | 849.99 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.4M | 37k | 39.27 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.3M | 33k | 38.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | +11% | 26k | 49.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 22k | 58.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | 2.2k | 544.27 |
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| Meta Platforms Cl A (META) | 0.2 | $1.2M | 2.4k | 504.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | +4% | 6.2k | 183.42 |
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| Edwards Lifesciences (EW) | 0.2 | $1.1M | -8% | 12k | 92.37 |
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| Griffon Corporation (GFF) | 0.2 | $1.1M | 17k | 63.86 |
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| Pfizer (PFE) | 0.2 | $1.0M | 37k | 27.98 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $906k | 18k | 51.30 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $874k | 17k | 51.87 |
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| Selectquote Ord (SLQT) | 0.2 | $871k | 316k | 2.76 |
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| Nextera Energy (NEE) | 0.2 | $861k | 12k | 70.81 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $816k | 4.7k | 173.48 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $809k | 2.2k | 364.51 |
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| UnitedHealth (UNH) | 0.1 | $695k | +9% | 1.4k | 509.26 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $671k | +19% | 4.2k | 160.41 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $668k | 6.7k | 100.23 |
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| American Express Company (AXP) | 0.1 | $664k | 2.9k | 231.55 |
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| Netflix (NFLX) | 0.1 | $660k | 978.00 | 674.55 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $645k | 2.2k | 297.54 |
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| Broadcom (AVGO) | 0.1 | $620k | NEW | 386.00 | 1605.53 |
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| UMB Financial Corporation (UMBF) | 0.1 | $618k | -2% | 7.4k | 83.42 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $612k | 1.00 | 612241.00 |
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| Tesla Motors (TSLA) | 0.1 | $586k | 3.0k | 197.88 |
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| ConocoPhillips (COP) | 0.1 | $578k | 5.1k | 114.38 |
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| Shell Spon Ads (SHEL) | 0.1 | $575k | 8.0k | 72.18 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $556k | 9.2k | 60.08 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $472k | -8% | 31k | 15.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $456k | +3% | 952.00 | 479.11 |
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| McKesson Corporation (MCK) | 0.1 | $455k | 779.00 | 584.04 |
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| Honeywell International (HON) | 0.1 | $441k | -8% | 2.1k | 213.54 |
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| Bank of America Corporation (BAC) | 0.1 | $425k | 11k | 39.77 |
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| Kkr & Co (KKR) | 0.1 | $423k | 4.0k | 105.24 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $423k | +7% | 1.9k | 218.04 |
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| American Electric Power Company (AEP) | 0.1 | $420k | 4.8k | 87.74 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $417k | 12k | 35.08 |
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| Yum! Brands (YUM) | 0.1 | $407k | 3.1k | 132.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $404k | 5.2k | 78.33 |
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| 3M Company (MMM) | 0.1 | $397k | 3.9k | 102.19 |
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| Qualcomm (QCOM) | 0.1 | $382k | NEW | 1.9k | 199.18 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $376k | 5.7k | 65.64 |
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| Iron Mountain (IRM) | 0.1 | $372k | 4.2k | 89.62 |
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| Cisco Systems (CSCO) | 0.1 | $371k | +5% | 7.8k | 47.51 |
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| Amgen (AMGN) | 0.1 | $328k | 1.1k | 312.45 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $328k | -7% | 7.9k | 41.53 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $321k | 41k | 7.80 |
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| Cbiz (CBZ) | 0.1 | $318k | 4.3k | 74.10 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $312k | +4% | 3.9k | 81.08 |
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| Lam Research Corporation (LRCX) | 0.1 | $311k | NEW | 292.00 | 1064.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $295k | 3.2k | 92.54 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $295k | 4.8k | 61.64 |
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| salesforce (CRM) | 0.1 | $293k | -3% | 1.1k | 257.10 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $292k | 7.7k | 37.98 |
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| Intel Corporation (INTC) | 0.1 | $287k | 9.3k | 30.97 |
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| Advanced Micro Devices (AMD) | 0.1 | $278k | 1.7k | 162.21 |
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| Target Corporation (TGT) | 0.1 | $278k | +8% | 1.9k | 148.04 |
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| Analog Devices (ADI) | 0.0 | $276k | NEW | 1.2k | 228.26 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $274k | 17k | 16.22 |
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| Colgate-Palmolive Company (CL) | 0.0 | $272k | -7% | 2.8k | 97.04 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $270k | +21% | 613.00 | 441.16 |
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| Booking Holdings (BKNG) | 0.0 | $250k | 63.00 | 3961.51 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $245k | 2.4k | 100.84 |
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| Chubb (CB) | 0.0 | $240k | 941.00 | 255.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $238k | 981.00 | 242.10 |
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| Bce Com New (BCE) | 0.0 | $237k | -7% | 7.3k | 32.37 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $225k | 575.00 | 391.13 |
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| Air Products & Chemicals (APD) | 0.0 | $223k | NEW | 864.00 | 258.05 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $223k | NEW | 4.2k | 53.53 |
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| Linde SHS (LIN) | 0.0 | $221k | 504.00 | 438.81 |
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| Us Bancorp Del Com New (USB) | 0.0 | $221k | +4% | 5.6k | 39.70 |
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| Waste Management (WM) | 0.0 | $220k | +8% | 1.0k | 213.34 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $220k | NEW | 825.00 | 266.00 |
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| Ge Aerospace Com New (GE) | 0.0 | $215k | 1.4k | 158.97 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $213k | -3% | 2.1k | 100.39 |
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| Lowe's Companies (LOW) | 0.0 | $212k | 962.00 | 220.46 |
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| Arista Networks (ANET) | 0.0 | $210k | NEW | 600.00 | 350.48 |
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| Baxter International (BAX) | 0.0 | $204k | 6.1k | 33.45 |
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| Eaton Corp SHS (ETN) | 0.0 | $202k | NEW | 643.00 | 313.55 |
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| Diamondback Energy (FANG) | 0.0 | $200k | NEW | 1.0k | 200.19 |
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| Sofi Technologies (SOFI) | 0.0 | $99k | NEW | 15k | 6.61 |
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| Qurate Retail Com Ser A (QRTEA) | 0.0 | $16k | +66% | 25k | 0.63 |
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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 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