Kavar Capital Partners Group

Kavar Capital Partners Group as of Dec. 31, 2023

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