Kavar Capital Partners Group as of March 31, 2025
Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 177 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $35M | 156k | 222.13 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.7 | $34M | 1.5M | 23.61 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.3 | $32M | 1.4M | 22.08 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.2 | $25M | 1.3M | 19.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $21M | 41k | 506.75 | |
| NVIDIA Corporation (NVDA) | 3.0 | $18M | 166k | 108.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $16M | 103k | 154.64 | |
| Microsoft Corporation (MSFT) | 2.6 | $15M | 41k | 375.39 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $15M | 29k | 497.60 | |
| Procter & Gamble Company (PG) | 1.9 | $11M | 67k | 170.42 | |
| O'reilly Automotive (ORLY) | 1.8 | $11M | 7.4k | 1432.58 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $11M | 43k | 245.30 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.7 | $10M | 118k | 87.17 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $9.9M | 57k | 173.23 | |
| Abbvie (ABBV) | 1.6 | $9.9M | 47k | 209.52 | |
| Danaher Corporation (DHR) | 1.6 | $9.8M | 48k | 205.00 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $9.3M | 154k | 60.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $8.8M | 11.00 | 798441.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $7.7M | 40k | 193.99 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.3 | $7.7M | 294k | 26.20 | |
| Johnson & Johnson (JNJ) | 1.3 | $7.7M | 46k | 165.84 | |
| Visa Com Cl A (V) | 1.3 | $7.6M | 22k | 350.46 | |
| Caterpillar (CAT) | 1.3 | $7.5M | 23k | 329.80 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $7.4M | 63k | 118.93 | |
| Wal-Mart Stores (WMT) | 1.2 | $7.2M | 82k | 87.79 | |
| Becton, Dickinson and (BDX) | 1.2 | $7.0M | 31k | 229.06 | |
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $6.6M | 47k | 139.78 | |
| Amazon (AMZN) | 1.1 | $6.3M | 33k | 190.26 | |
| Unilever Spon Adr New (UL) | 1.0 | $5.9M | 99k | 59.55 | |
| International Business Machines (IBM) | 1.0 | $5.8M | 23k | 248.66 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.0 | $5.8M | 160k | 36.14 | |
| Ares Capital Corporation (ARCC) | 0.9 | $5.6M | 254k | 22.16 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $5.6M | 72k | 78.28 | |
| Abbott Laboratories (ABT) | 0.9 | $5.5M | 41k | 132.65 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $5.5M | 233k | 23.43 | |
| Starbucks Corporation (SBUX) | 0.9 | $5.4M | 55k | 98.09 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $5.4M | 29k | 186.29 | |
| Home Depot (HD) | 0.8 | $5.1M | 14k | 366.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $4.9M | 13k | 370.82 | |
| Steris Shs Usd (STE) | 0.8 | $4.8M | 21k | 226.65 | |
| Goldman Sachs (GS) | 0.8 | $4.7M | 8.7k | 546.29 | |
| Deere & Company (DE) | 0.8 | $4.6M | 9.7k | 469.35 | |
| Cheniere Energy Com New (LNG) | 0.8 | $4.5M | 20k | 231.40 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $4.0M | 58k | 67.85 | |
| Pepsi (PEP) | 0.6 | $3.8M | 25k | 149.94 | |
| FedEx Corporation (FDX) | 0.6 | $3.8M | 15k | 243.78 | |
| Chevron Corporation (CVX) | 0.6 | $3.8M | 23k | 167.29 | |
| Nike CL B (NKE) | 0.6 | $3.6M | 57k | 63.48 | |
| Coca-Cola Company (KO) | 0.6 | $3.6M | 50k | 71.62 | |
| McDonald's Corporation (MCD) | 0.6 | $3.3M | 11k | 312.37 | |
| Emerson Electric (EMR) | 0.5 | $3.3M | 30k | 109.64 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $3.3M | 7.3k | 446.71 | |
| Diageo Spon Adr New (DEO) | 0.5 | $3.2M | 31k | 104.79 | |
| Constellation Brands Cl A (STZ) | 0.5 | $3.0M | 17k | 183.52 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.5 | $3.0M | 44k | 69.74 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.9M | 7.7k | 383.53 | |
| Philip Morris International (PM) | 0.5 | $2.9M | 18k | 158.73 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.7M | 4.9k | 561.90 | |
| Automatic Data Processing (ADP) | 0.5 | $2.7M | 8.9k | 305.52 | |
| Uber Technologies (UBER) | 0.5 | $2.7M | 37k | 72.86 | |
| Truist Financial Corp equities (TFC) | 0.4 | $2.6M | 64k | 41.15 | |
| Southern Company (SO) | 0.4 | $2.5M | 27k | 91.95 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.4M | 8.8k | 274.84 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.3M | 2.8k | 825.91 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $2.3M | 32k | 69.44 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $2.2M | 13k | 169.20 | |
| Verizon Communications (VZ) | 0.4 | $2.2M | 49k | 45.36 | |
| SYSCO Corporation (SYY) | 0.3 | $2.0M | 27k | 75.04 | |
| Peabody Energy (BTU) | 0.3 | $2.0M | 148k | 13.55 | |
| BP Sponsored Adr (BP) | 0.3 | $1.9M | 57k | 33.79 | |
| Altria (MO) | 0.3 | $1.9M | 32k | 60.02 | |
| Spire (SR) | 0.3 | $1.9M | 25k | 78.25 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.9M | 29k | 65.76 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.9M | 31k | 60.48 | |
| First Busey Corp Com New (BUSE) | 0.3 | $1.8M | 83k | 21.60 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.8M | 11k | 164.65 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 1.9k | 945.78 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.6M | 8.2k | 199.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 3.1k | 513.91 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.5M | 37k | 41.21 | |
| Griffon Corporation (GFF) | 0.2 | $1.5M | 21k | 71.50 | |
| Merck & Co (MRK) | 0.2 | $1.5M | 17k | 89.76 | |
| Waste Management (WM) | 0.2 | $1.4M | 5.8k | 231.51 | |
| Meta Platforms Cl A (META) | 0.2 | $1.3M | 2.3k | 576.36 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 26k | 50.83 | |
| Selectquote Ord (SLQT) | 0.2 | $1.3M | 378k | 3.34 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 22k | 58.35 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.2M | 51k | 24.06 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | 2.2k | 559.28 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $1.2M | 9.7k | 121.97 | |
| GSK Sponsored Adr (GSK) | 0.2 | $1.1M | 28k | 38.74 | |
| Walt Disney Company (DIS) | 0.2 | $955k | 9.7k | 98.70 | |
| Netflix (NFLX) | 0.2 | $932k | 1.0k | 932.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $897k | 5.7k | 156.23 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $896k | 18k | 51.18 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $869k | 17k | 51.49 | |
| Pfizer (PFE) | 0.1 | $864k | 34k | 25.34 | |
| Dow (DOW) | 0.1 | $863k | 25k | 34.92 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $855k | 13k | 66.27 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $801k | 2.2k | 361.09 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $759k | 8.2k | 92.51 | |
| UMB Financial Corporation (UMBF) | 0.1 | $748k | 7.4k | 101.10 | |
| Nextera Energy (NEE) | 0.1 | $747k | 11k | 70.89 | |
| Euronet Worldwide (EEFT) | 0.1 | $737k | 6.9k | 106.85 | |
| Bank of America Corporation (BAC) | 0.1 | $719k | 17k | 41.73 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $717k | 4.2k | 172.74 | |
| UnitedHealth (UNH) | 0.1 | $705k | 1.3k | 523.75 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $672k | 4.6k | 145.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $665k | 2.2k | 306.74 | |
| Broadcom (AVGO) | 0.1 | $651k | 3.9k | 167.43 | |
| American Express Company (AXP) | 0.1 | $636k | 2.4k | 269.05 | |
| 3M Company (MMM) | 0.1 | $571k | 3.9k | 146.86 | |
| Shell Spon Ads (SHEL) | 0.1 | $563k | 7.7k | 73.28 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $554k | 9.3k | 59.75 | |
| Tesla Motors (TSLA) | 0.1 | $552k | 2.1k | 259.16 | |
| ConocoPhillips (COP) | 0.1 | $543k | 5.2k | 105.01 | |
| American Electric Power Company (AEP) | 0.1 | $527k | 4.8k | 109.27 | |
| Corning Incorporated (GLW) | 0.1 | $505k | 11k | 45.78 | |
| Cadence Design Systems (CDNS) | 0.1 | $484k | 1.9k | 254.33 | |
| Yum! Brands (YUM) | 0.1 | $483k | 3.1k | 157.36 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $481k | 1.0k | 468.94 | |
| Kkr & Co (KKR) | 0.1 | $465k | 4.0k | 115.61 | |
| McKesson Corporation (MCK) | 0.1 | $446k | 662.00 | 672.99 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $434k | 12k | 36.41 | |
| Cisco Systems (CSCO) | 0.1 | $431k | 7.0k | 61.71 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $430k | 1.9k | 221.75 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $416k | 5.1k | 81.73 | |
| Arch Cap Group Ord (ACGL) | 0.1 | $398k | 11k | 35.53 | |
| Honeywell International (HON) | 0.1 | $395k | 1.9k | 211.75 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $395k | 5.7k | 68.89 | |
| Iron Mountain (IRM) | 0.1 | $357k | 4.2k | 86.04 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $336k | 613.00 | 548.12 | |
| Amgen (AMGN) | 0.1 | $329k | 1.1k | 311.55 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $322k | 7.9k | 40.76 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $314k | 17k | 18.59 | |
| Cbiz (CBZ) | 0.1 | $311k | 4.1k | 75.86 | |
| Alliant Energy Corporation (LNT) | 0.1 | $308k | 4.8k | 64.35 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $304k | 4.8k | 63.53 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $303k | 3.6k | 85.07 | |
| Qualcomm (QCOM) | 0.0 | $298k | 1.9k | 153.61 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $294k | 2.2k | 132.46 | |
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $291k | 20k | 14.90 | |
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $291k | 6.8k | 42.44 | |
| Bristol Myers Squibb (BMY) | 0.0 | $291k | 4.8k | 60.99 | |
| Booking Holdings (BKNG) | 0.0 | $290k | 63.00 | 4606.90 | |
| salesforce (CRM) | 0.0 | $279k | 1.0k | 268.36 | |
| Us Bancorp Del Com New (USB) | 0.0 | $278k | 6.6k | 42.22 | |
| Enterprise Products Partners (EPD) | 0.0 | $278k | 8.1k | 34.14 | |
| Ameren Corporation (AEE) | 0.0 | $276k | 2.8k | 100.40 | |
| Brown & Brown (BRO) | 0.0 | $272k | 2.2k | 124.40 | |
| Ge Aerospace Com New (GE) | 0.0 | $271k | 1.4k | 200.15 | |
| Colgate-Palmolive Company (CL) | 0.0 | $262k | 2.8k | 93.70 | |
| Commerce Bancshares (CBSH) | 0.0 | $262k | 4.2k | 62.24 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $260k | 1.0k | 258.62 | |
| Air Products & Chemicals (APD) | 0.0 | $258k | 875.00 | 294.92 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $252k | 2.7k | 92.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $252k | 875.00 | 288.14 | |
| Evergy (EVRG) | 0.0 | $248k | 3.6k | 68.95 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $247k | 9.9k | 25.04 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $246k | 496.00 | 495.27 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $245k | 369.00 | 662.63 | |
| Analog Devices (ADI) | 0.0 | $244k | 1.2k | 201.67 | |
| Linde SHS (LIN) | 0.0 | $243k | 522.00 | 465.64 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $241k | 575.00 | 419.88 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $230k | 2.7k | 84.40 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $227k | 3.1k | 72.70 | |
| Chubb (CB) | 0.0 | $224k | 740.00 | 301.99 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $222k | 4.1k | 53.97 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $221k | 4.8k | 45.97 | |
| Lowe's Companies (LOW) | 0.0 | $219k | 939.00 | 233.23 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $218k | 825.00 | 264.73 | |
| Intel Corporation (INTC) | 0.0 | $218k | 9.6k | 22.71 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $217k | 1.5k | 142.22 | |
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $216k | 5.8k | 37.03 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $205k | 4.4k | 46.81 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $181k | 41k | 4.41 | |
| Qvc Group Com Ser A | 0.0 | $10k | 50k | 0.20 |