Kavar Capital Partners Group as of March 31, 2024
Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 158 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 5.2 | $28M | 417k | 67.39 | |
Apple (AAPL) | 5.1 | $28M | 161k | 171.48 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.8 | $26M | 415k | 62.06 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $22M | 560k | 39.02 | |
NVIDIA Corporation (NVDA) | 3.5 | $19M | 21k | 903.56 | |
Thermo Fisher Scientific (TMO) | 3.2 | $17M | 30k | 581.21 | |
Microsoft Corporation (MSFT) | 3.1 | $17M | 40k | 420.72 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $16M | 40k | 406.67 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $16M | 104k | 150.93 | |
Danaher Corporation (DHR) | 2.2 | $12M | 48k | 249.72 | |
Procter & Gamble Company (PG) | 2.0 | $11M | 67k | 162.25 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $10M | 61k | 169.37 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $10M | 109k | 93.71 | |
Abbvie (ABBV) | 1.6 | $8.6M | 47k | 182.10 | |
Caterpillar (CAT) | 1.6 | $8.6M | 24k | 366.43 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $8.5M | 42k | 200.30 | |
Johnson & Johnson (JNJ) | 1.5 | $8.3M | 53k | 158.19 | |
Becton, Dickinson and (BDX) | 1.5 | $8.0M | 32k | 247.45 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $8.0M | 138k | 57.96 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $7.5M | 41k | 182.61 | |
O'reilly Automotive (ORLY) | 1.3 | $7.1M | 6.3k | 1128.88 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $6.5M | 80k | 81.43 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.1 | $6.0M | 168k | 35.61 | |
Diageo Spon Adr New (DEO) | 1.1 | $6.0M | 40k | 148.74 | |
Blackstone Group Inc Com Cl A (BX) | 1.1 | $5.9M | 45k | 131.37 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $5.9M | 31k | 191.88 | |
Visa Com Cl A (V) | 1.0 | $5.6M | 20k | 279.08 | |
Unilever Spon Adr New (UL) | 1.0 | $5.5M | 109k | 50.19 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $5.4M | 109k | 49.24 | |
Amazon (AMZN) | 1.0 | $5.4M | 30k | 180.38 | |
Starbucks Corporation (SBUX) | 1.0 | $5.4M | 59k | 91.39 | |
Steris Shs Usd (STE) | 1.0 | $5.3M | 24k | 224.82 | |
Abbott Laboratories (ABT) | 1.0 | $5.2M | 45k | 113.66 | |
Charles Schwab Corporation (SCHW) | 0.9 | $5.1M | 71k | 72.34 | |
Home Depot (HD) | 0.9 | $5.1M | 13k | 383.61 | |
Nike CL B (NKE) | 0.9 | $4.9M | 52k | 93.98 | |
Wal-Mart Stores (WMT) | 0.9 | $4.8M | 79k | 60.17 | |
International Business Machines (IBM) | 0.9 | $4.7M | 25k | 190.96 | |
Constellation Brands Cl A (STZ) | 0.9 | $4.6M | 17k | 271.76 | |
Pioneer Natural Resources | 0.8 | $4.5M | 17k | 262.50 | |
FedEx Corporation (FDX) | 0.8 | $4.3M | 15k | 289.74 | |
Pepsi (PEP) | 0.8 | $4.3M | 24k | 175.01 | |
Novo-nordisk A S Adr (NVO) | 0.8 | $4.1M | 32k | 128.40 | |
Mondelez Intl Cl A (MDLZ) | 0.8 | $4.1M | 59k | 70.00 | |
Goldman Sachs (GS) | 0.7 | $3.8M | 9.2k | 417.69 | |
Deere & Company (DE) | 0.7 | $3.8M | 9.3k | 410.74 | |
Walt Disney Company (DIS) | 0.7 | $3.8M | 31k | 122.36 | |
Peabody Energy (BTU) | 0.7 | $3.6M | 150k | 24.26 | |
Emerson Electric (EMR) | 0.6 | $3.4M | 30k | 113.42 | |
Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.3M | 9.5k | 344.20 | |
Coca-Cola Company (KO) | 0.6 | $3.1M | 51k | 61.18 | |
McDonald's Corporation (MCD) | 0.6 | $3.1M | 11k | 281.95 | |
Chevron Corporation (CVX) | 0.5 | $2.9M | 19k | 157.74 | |
Cheniere Energy Com New (LNG) | 0.5 | $2.9M | 18k | 161.28 | |
Euronet Worldwide (EEFT) | 0.5 | $2.9M | 27k | 109.93 | |
Lockheed Martin Corporation (LMT) | 0.5 | $2.8M | 6.3k | 454.87 | |
Dow (DOW) | 0.5 | $2.8M | 48k | 57.93 | |
Truist Financial Corp equities (TFC) | 0.5 | $2.7M | 69k | 38.98 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.6M | 22k | 116.24 | |
Verizon Communications (VZ) | 0.5 | $2.5M | 60k | 41.96 | |
BP Sponsored Adr (BP) | 0.4 | $2.4M | 64k | 37.68 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.4M | 4.5k | 525.73 | |
Merck & Co (MRK) | 0.4 | $2.3M | 17k | 131.95 | |
Eli Lilly & Co. (LLY) | 0.4 | $2.2M | 2.8k | 777.96 | |
SYSCO Corporation (SYY) | 0.4 | $2.2M | 27k | 81.18 | |
Alexandria Real Estate Equities (ARE) | 0.4 | $2.1M | 17k | 128.91 | |
Automatic Data Processing (ADP) | 0.4 | $2.1M | 8.4k | 249.73 | |
Southern Company (SO) | 0.4 | $2.0M | 27k | 71.74 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $1.9M | 32k | 61.53 | |
Quest Diagnostics Incorporated (DGX) | 0.3 | $1.9M | 14k | 133.11 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | 7.2k | 259.91 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.5k | 210.30 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.8M | 31k | 56.98 | |
Crossfirst Bankshares (CFB) | 0.3 | $1.7M | 123k | 13.84 | |
Philip Morris International (PM) | 0.3 | $1.7M | 18k | 91.62 | |
Spire (SR) | 0.3 | $1.7M | 27k | 61.37 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.5M | 36k | 40.90 | |
GSK Sponsored Adr (GSK) | 0.3 | $1.4M | 34k | 42.87 | |
Altria (MO) | 0.3 | $1.4M | 33k | 43.62 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | 2.8k | 480.66 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 22k | 60.74 | |
Edwards Lifesciences (EW) | 0.2 | $1.3M | 13k | 95.56 | |
Griffon Corporation (GFF) | 0.2 | $1.3M | 17k | 73.34 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.7k | 732.63 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | 2.2k | 523.09 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | 23k | 50.17 | |
Meta Platforms Cl A (META) | 0.2 | $1.2M | 2.4k | 485.58 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.1M | 17k | 65.86 | |
Pfizer (PFE) | 0.2 | $1.0M | 37k | 27.75 | |
Marathon Petroleum Corp (MPC) | 0.2 | $948k | 4.7k | 201.50 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $942k | 18k | 53.34 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $915k | 17k | 54.43 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $905k | 5.9k | 152.26 | |
Nextera Energy (NEE) | 0.1 | $777k | 12k | 63.91 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $748k | 2.2k | 337.05 | |
UMB Financial Corporation (UMBF) | 0.1 | $662k | 7.6k | 87.00 | |
American Express Company (AXP) | 0.1 | $653k | 2.9k | 227.69 | |
ConocoPhillips (COP) | 0.1 | $647k | 5.1k | 127.28 | |
Duke Energy Corp Com New (DUK) | 0.1 | $644k | 6.7k | 96.71 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 | |
Selectquote Ord (SLQT) | 0.1 | $631k | 316k | 2.00 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $630k | 2.2k | 288.03 | |
UnitedHealth (UNH) | 0.1 | $618k | 1.2k | 494.70 | |
Netflix (NFLX) | 0.1 | $594k | 978.00 | 607.03 | |
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $575k | 9.2k | 62.34 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $568k | 3.5k | 162.86 | |
Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $549k | 34k | 16.39 | |
Shell Spon Ads (SHEL) | 0.1 | $534k | 8.0k | 67.04 | |
Tesla Motors (TSLA) | 0.1 | $519k | 3.0k | 175.79 | |
Honeywell International (HON) | 0.1 | $465k | 2.3k | 205.25 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $426k | 12k | 35.84 | |
Yum! Brands (YUM) | 0.1 | $426k | 3.1k | 138.65 | |
McKesson Corporation (MCK) | 0.1 | $418k | 779.00 | 536.85 | |
3M Company (MMM) | 0.1 | $412k | 3.9k | 106.07 | |
American Electric Power Company (AEP) | 0.1 | $412k | 4.8k | 86.10 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $412k | 1.8k | 228.59 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $411k | 5.2k | 79.86 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $410k | 924.00 | 444.01 | |
Intel Corporation (INTC) | 0.1 | $409k | 9.3k | 44.17 | |
Bank of America Corporation (BAC) | 0.1 | $405k | 11k | 37.92 | |
Kkr & Co (KKR) | 0.1 | $405k | 4.0k | 100.58 | |
Ishares Tr Core Msci Intl (IDEV) | 0.1 | $385k | 5.7k | 67.13 | |
Cisco Systems (CSCO) | 0.1 | $370k | 7.4k | 49.91 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $365k | 8.5k | 43.04 | |
salesforce (CRM) | 0.1 | $355k | 1.2k | 301.18 | |
Cbiz (CBZ) | 0.1 | $336k | 4.3k | 78.50 | |
Iron Mountain (IRM) | 0.1 | $333k | 4.2k | 80.21 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $310k | 3.7k | 84.09 | |
Advanced Micro Devices (AMD) | 0.1 | $310k | 1.7k | 180.49 | |
Target Corporation (TGT) | 0.1 | $308k | 1.7k | 177.21 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $303k | 4.8k | 63.33 | |
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $300k | 7.7k | 38.91 | |
Amgen (AMGN) | 0.1 | $299k | 1.1k | 284.32 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $297k | 1.4k | 205.72 | |
Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $292k | 41k | 7.10 | |
Bristol Myers Squibb (BMY) | 0.1 | $285k | 5.3k | 54.23 | |
Union Pacific Corporation (UNP) | 0.1 | $281k | 1.1k | 245.93 | |
Colgate-Palmolive Company (CL) | 0.1 | $272k | 3.0k | 90.05 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $270k | 3.2k | 84.44 | |
Bce Com New (BCE) | 0.0 | $269k | 7.9k | 33.98 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $266k | 17k | 15.73 | |
Baxter International (BAX) | 0.0 | $261k | 6.1k | 42.74 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $245k | 981.00 | 249.86 | |
Lowe's Companies (LOW) | 0.0 | $245k | 962.00 | 254.73 | |
Chubb (CB) | 0.0 | $244k | 941.00 | 259.13 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $243k | 505.00 | 481.57 | |
General Electric Com New (GE) | 0.0 | $238k | 1.4k | 175.53 | |
Us Bancorp Del Com New (USB) | 0.0 | $237k | 5.3k | 44.70 | |
Linde SHS (LIN) | 0.0 | $232k | 500.00 | 464.32 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $229k | 575.00 | 397.76 | |
Booking Holdings (BKNG) | 0.0 | $229k | 63.00 | 3627.87 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $225k | 2.4k | 92.72 | |
Raytheon Technologies Corp (RTX) | 0.0 | $215k | 2.2k | 97.53 | |
Bk Nova Cad (BNS) | 0.0 | $211k | 4.1k | 51.78 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $211k | 5.8k | 36.19 | |
CVS Caremark Corporation (CVS) | 0.0 | $207k | 2.6k | 79.76 | |
Waste Management (WM) | 0.0 | $203k | 950.00 | 213.15 | |
Qurate Retail Com Ser A (QRTEA) | 0.0 | $19k | 15k | 1.23 |