Kavar Capital Partners Group

Kavar Capital Partners Group as of June 30, 2025

Portfolio Holdings for Kavar Capital Partners Group

Kavar Capital Partners Group holds 191 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.5 $38M 1.6M 24.44
Schwab Strategic Tr Fundamental Us L (FNDX) 5.2 $36M 1.5M 24.54
Apple (AAPL) 4.6 $32M 155k 205.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $29M 1.3M 22.10
NVIDIA Corporation (NVDA) 3.8 $27M 169k 157.99
Microsoft Corporation (MSFT) 2.9 $20M 41k 497.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.9 $20M 273k 73.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $20M 42k 465.70
Alphabet Cap Stk Cl A (GOOGL) 2.6 $18M 101k 176.23
JPMorgan Chase & Co. (JPM) 1.8 $13M 44k 289.91
Ishares Tr Core 40/60 Moder (AOM) 1.8 $12M 268k 46.04
Thermo Fisher Scientific (TMO) 1.7 $12M 30k 405.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $11M 121k 91.10
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $11M 158k 68.54
Procter & Gamble Company (PG) 1.5 $11M 68k 159.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $10M 57k 181.74
O'reilly Automotive (ORLY) 1.4 $10M 111k 90.13
Danaher Corporation (DHR) 1.4 $9.5M 48k 197.54
Caterpillar (CAT) 1.3 $9.0M 23k 388.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $8.8M 313k 28.05
Abbvie (ABBV) 1.3 $8.7M 47k 185.62
Blackstone Group Inc Com Cl A (BX) 1.2 $8.4M 56k 149.58
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $8.2M 40k 204.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $8.0M 11.00 728800.00
Wal-Mart Stores (WMT) 1.1 $7.9M 81k 97.78
Amazon (AMZN) 1.1 $7.9M 36k 219.39
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.1 $7.9M 150k 52.84
Visa Com Cl A (V) 1.1 $7.8M 22k 355.05
Johnson & Johnson (JNJ) 1.0 $7.0M 46k 152.75
International Business Machines (IBM) 1.0 $6.9M 23k 294.78
Exxon Mobil Corporation (XOM) 1.0 $6.9M 64k 107.80
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $6.7M 99k 68.21
Vanguard Index Fds Growth Etf (VUG) 0.9 $6.6M 15k 438.40
Charles Schwab Corporation (SCHW) 0.9 $6.5M 71k 91.24
Schwab Strategic Tr Fundamental Intl (FNDF) 0.9 $6.3M 159k 40.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $6.2M 244k 25.30
Goldman Sachs (GS) 0.9 $6.1M 8.6k 707.75
Unilever Spon Adr New (UL) 0.9 $6.0M 98k 61.17
Ares Capital Corporation (ARCC) 0.8 $5.7M 262k 21.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $5.6M 29k 195.01
Abbott Laboratories (ABT) 0.8 $5.4M 40k 136.01
Home Depot (HD) 0.7 $5.2M 14k 366.63
Deere & Company (DE) 0.7 $5.0M 9.8k 508.49
Cheniere Energy Com New (LNG) 0.7 $5.0M 20k 243.52
Starbucks Corporation (SBUX) 0.7 $4.9M 54k 91.63
Steris Shs Usd (STE) 0.7 $4.8M 20k 240.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.6M 8.2k 568.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $4.6M 58k 78.70
Uber Technologies (UBER) 0.6 $4.2M 45k 93.30
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $4.2M 53k 79.28
Nike CL B (NKE) 0.6 $4.0M 57k 71.04
Emerson Electric (EMR) 0.6 $3.9M 30k 133.33
Mondelez Intl Cl A (MDLZ) 0.5 $3.7M 56k 67.44
Coca-Cola Company (KO) 0.5 $3.5M 50k 70.75
Lockheed Martin Corporation (LMT) 0.5 $3.5M 7.6k 463.14
FedEx Corporation (FDX) 0.5 $3.4M 15k 227.31
Philip Morris International (PM) 0.5 $3.4M 19k 182.13
Chevron Corporation (CVX) 0.5 $3.3M 23k 143.19
McDonald's Corporation (MCD) 0.4 $3.0M 10k 292.17
Ishares Tr Core S&p500 Etf (IVV) 0.4 $3.0M 4.9k 620.90
Diageo Spon Adr New (DEO) 0.4 $2.9M 29k 100.84
Pepsi (PEP) 0.4 $2.9M 22k 132.04
Adobe Systems Incorporated (ADBE) 0.4 $2.7M 7.1k 386.88
Truist Financial Corp equities (TFC) 0.4 $2.7M 63k 42.99
Automatic Data Processing (ADP) 0.4 $2.7M 8.7k 308.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.7M 8.8k 303.93
Eli Lilly & Co. (LLY) 0.4 $2.5M 3.2k 779.53
Southern Company (SO) 0.3 $2.4M 26k 91.83
Quest Diagnostics Incorporated (DGX) 0.3 $2.3M 13k 179.63
Novo-nordisk A S Adr (NVO) 0.3 $2.2M 32k 69.02
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $2.2M 43k 51.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $2.1M 29k 74.01
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.3 $2.1M 44k 48.25
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $2.1M 29k 72.69
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $2.1M 31k 67.02
Becton, Dickinson and (BDX) 0.3 $2.0M 12k 172.25
SYSCO Corporation (SYY) 0.3 $2.0M 26k 75.74
Peabody Energy (BTU) 0.3 $2.0M 148k 13.42
Verizon Communications (VZ) 0.3 $2.0M 46k 43.27
Zoetis Cl A (ZTS) 0.3 $1.9M 12k 155.95
First Busey Corp Com New (BUSE) 0.3 $1.9M 83k 22.89
Altria (MO) 0.3 $1.9M 33k 58.63
Spire (SR) 0.3 $1.8M 25k 72.99
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.8M 8.2k 215.79
Meta Platforms Cl A (META) 0.3 $1.8M 2.4k 738.09
Waste Management (WM) 0.2 $1.7M 7.5k 228.82
Costco Wholesale Corporation (COST) 0.2 $1.6M 1.7k 989.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.6M 37k 42.28
BP Sponsored Adr (BP) 0.2 $1.5M 50k 29.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 26k 57.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M 2.3k 617.77
Netflix (NFLX) 0.2 $1.4M 1.0k 1338.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.3M 21k 62.02
Merck & Co (MRK) 0.2 $1.3M 16k 79.16
Blackstone Secd Lending Common Stock (BXSL) 0.2 $1.2M 40k 30.75
Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.2M 48k 25.35
Walt Disney Company (DIS) 0.2 $1.2M 9.7k 124.01
Duke Energy Corp Com New (DUK) 0.2 $1.1M 9.7k 118.00
Broadcom (AVGO) 0.2 $1.1M 3.9k 275.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.0M 5.7k 177.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $999k 2.4k 424.58
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $952k 18k 54.38
Cadence Design Systems (CDNS) 0.1 $949k 3.1k 308.15
Bank of America Corporation (BAC) 0.1 $934k 20k 47.32
Asml Holding N V N Y Registry Shs (ASML) 0.1 $917k 1.1k 801.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $911k 17k 53.96
Selectquote Ord (SLQT) 0.1 $899k 378k 2.38
Vanguard Index Fds Value Etf (VTV) 0.1 $797k 4.5k 176.72
UMB Financial Corporation (UMBF) 0.1 $778k 7.4k 105.16
Marathon Petroleum Corp (MPC) 0.1 $756k 4.6k 166.11
American Express Company (AXP) 0.1 $753k 2.4k 318.98
Ishares Tr Rus 1000 Etf (IWB) 0.1 $736k 2.2k 339.57
Nextera Energy (NEE) 0.1 $732k 11k 69.42
Pfizer (PFE) 0.1 $726k 30k 24.24
Euronet Worldwide (EEFT) 0.1 $700k 6.9k 101.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $683k 5.1k 135.04
Tesla Motors (TSLA) 0.1 $676k 2.1k 317.66
Corning Incorporated (GLW) 0.1 $613k 12k 52.59
Dow (DOW) 0.1 $598k 23k 26.48
3M Company (MMM) 0.1 $592k 3.9k 152.24
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $591k 9.3k 63.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $569k 1.0k 551.68
Vanguard Index Fds Small Cp Etf (VB) 0.1 $552k 2.3k 236.96
Kkr & Co (KKR) 0.1 $535k 4.0k 133.03
Ishares Tr Core Msci Intl (IDEV) 0.1 $516k 6.8k 76.04
Shell Spon Ads (SHEL) 0.1 $513k 7.3k 70.41
American Electric Power Company (AEP) 0.1 $500k 4.8k 103.76
McKesson Corporation (MCK) 0.1 $485k 662.00 732.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $483k 12k 40.49
UnitedHealth (UNH) 0.1 $482k 1.5k 311.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $455k 5.1k 89.39
Yum! Brands (YUM) 0.1 $455k 3.1k 148.18
Honeywell International (HON) 0.1 $434k 1.9k 232.88
ConocoPhillips (COP) 0.1 $428k 4.8k 89.73
Iron Mountain (IRM) 0.1 $426k 4.2k 102.57
American Centy Etf Tr Quality Prefer 0.1 $417k 12k 35.35
Ge Aerospace Com New (GE) 0.1 $396k 1.5k 257.39
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $393k 1.4k 279.83
Cisco Systems (CSCO) 0.1 $387k 5.6k 69.38
Mastercard Incorporated Cl A (MA) 0.0 $345k 613.00 561.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $343k 4.7k 72.68
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $341k 7.6k 44.90
Palantir Technologies Cl A (PLTR) 0.0 $337k 2.5k 136.32
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $336k 7.9k 42.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $327k 3.6k 91.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $327k 3.7k 88.25
Raytheon Technologies Corp (RTX) 0.0 $324k 2.2k 146.02
Us Bancorp Del Com New (USB) 0.0 $321k 7.1k 45.25
Booking Holdings (BKNG) 0.0 $318k 55.00 5789.24
Qualcomm (QCOM) 0.0 $309k 1.9k 159.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $306k 17k 18.13
Lam Research Corp Com New (LRCX) 0.0 $303k 3.1k 97.34
Oracle Corporation (ORCL) 0.0 $302k 1.4k 218.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $299k 2.7k 110.10
Amgen (AMGN) 0.0 $295k 1.1k 279.21
Cbiz (CBZ) 0.0 $294k 4.1k 71.71
Alliant Energy Corporation (LNT) 0.0 $289k 4.8k 60.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $289k 9.9k 29.21
Analog Devices (ADI) 0.0 $288k 1.2k 238.02
salesforce (CRM) 0.0 $284k 1.0k 272.69
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $275k 10k 26.68
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $273k 4.5k 61.21
Timothy Plan U S Sm Cp Core (TPSC) 0.0 $270k 7.0k 38.68
Intuitive Surgical Com New (ISRG) 0.0 $270k 496.00 543.41
Evergy (EVRG) 0.0 $269k 3.9k 68.93
Spdr Gold Tr Gold Shs (GLD) 0.0 $267k 875.00 304.83
Ameren Corporation (AEE) 0.0 $265k 2.8k 96.04
Commerce Bancshares (CBSH) 0.0 $261k 4.2k 62.17
Constellation Brands Cl A (STZ) 0.0 $259k 1.6k 162.68
Ishares Core Msci Emkt (IEMG) 0.0 $258k 4.3k 60.03
Colgate-Palmolive Company (CL) 0.0 $255k 2.8k 90.90
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $253k 575.00 440.65
Enterprise Products Partners (EPD) 0.0 $253k 8.1k 31.01
Eaton Corp SHS (ETN) 0.0 $252k 705.00 356.99
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $250k 4.8k 52.06
Air Products & Chemicals (APD) 0.0 $247k 875.00 282.06
Linde SHS (LIN) 0.0 $245k 522.00 469.18
Advanced Micro Devices (AMD) 0.0 $244k 1.7k 141.90
Brown & Brown (BRO) 0.0 $243k 2.2k 110.87
Owl Rock Capital Corporation (OBDC) 0.0 $236k 17k 14.34
Bristol Myers Squibb (BMY) 0.0 $221k 4.8k 46.29
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.0 $216k 13k 17.26
Chubb (CB) 0.0 $214k 740.00 289.72
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $212k 3.5k 59.81
Goldman Sachs Bdc SHS (GSBD) 0.0 $207k 18k 11.25
Lowe's Companies (LOW) 0.0 $207k 932.00 221.87
Goodrx Hldgs Com Cl A (GDRX) 0.0 $205k 41k 4.98
Vanguard World Health Car Etf (VHT) 0.0 $205k 825.00 248.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $202k 4.7k 42.74
L3harris Technologies (LHX) 0.0 $201k 800.00 250.84
Nuveen PA Investnt Quality Municipal (NQP) 0.0 $157k 14k 11.22