Kavar Capital Partners Group
Latest statistics and disclosures from Kavar Capital Partners Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDX, AAPL, SCHX, SCHF, NVDA, and represent 22.58% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, LLY, WMT, MSFT, IJH, SR, AXP, DIS, SCHW, MCK.
- Started 12 new stock positions in WM, SCHG, RTX, AXP, GLD, GE, AMGN, BMY, QRTEA, MCK. CBZ, CVS.
- Reduced shares in these 10 stocks: AAPL (-$25M), FNDX (-$25M), SCHX (-$24M), SCHF (-$21M), TMO (-$18M), GOOGL (-$16M), RSP (-$12M), DHR (-$12M), AOM (-$11M), PG (-$9.6M).
- Sold out of its positions in ARCC, RA, AOM, IEMG, MEGI, NBXG, VLTO, ZTS.
- Kavar Capital Partners Group was a net seller of stock by $-412M.
- Kavar Capital Partners Group has $542M in assets under management (AUM), dropping by -39.39%.
- Central Index Key (CIK): 0001841766
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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 | -46% | 417k | 67.39 |
|
| Apple (AAPL) | 5.1 | $28M | -47% | 161k | 171.48 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.8 | $26M | -48% | 415k | 62.06 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $22M | -49% | 560k | 39.02 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $19M | -3% | 21k | 903.56 |
|
| Thermo Fisher Scientific (TMO) | 3.2 | $17M | -50% | 30k | 581.21 |
|
| Microsoft Corporation (MSFT) | 3.1 | $17M | +6% | 40k | 420.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $16M | +19% | 40k | 406.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $16M | -50% | 104k | 150.93 |
|
| Danaher Corporation (DHR) | 2.2 | $12M | -50% | 48k | 249.72 |
|
| Procter & Gamble Company (PG) | 2.0 | $11M | -47% | 67k | 162.25 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $10M | -53% | 61k | 169.37 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $10M | -47% | 109k | 93.71 |
|
| Abbvie (ABBV) | 1.6 | $8.6M | -49% | 47k | 182.10 |
|
| Caterpillar (CAT) | 1.6 | $8.6M | -49% | 24k | 366.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $8.5M | -49% | 42k | 200.30 |
|
| Johnson & Johnson (JNJ) | 1.5 | $8.3M | -43% | 53k | 158.19 |
|
| Becton, Dickinson and (BDX) | 1.5 | $8.0M | -51% | 32k | 247.45 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $8.0M | -48% | 138k | 57.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $7.5M | -51% | 41k | 182.61 |
|
| O'reilly Automotive (ORLY) | 1.3 | $7.1M | -50% | 6.3k | 1128.88 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $6.5M | -47% | 80k | 81.43 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.1 | $6.0M | -51% | 168k | 35.61 |
|
| Diageo Spon Adr New (DEO) | 1.1 | $6.0M | -46% | 40k | 148.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $5.9M | -49% | 45k | 131.37 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $5.9M | -50% | 31k | 191.88 |
|
| Visa Com Cl A (V) | 1.0 | $5.6M | -49% | 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 | -49% | 109k | 49.24 |
|
| Amazon (AMZN) | 1.0 | $5.4M | -35% | 30k | 180.38 |
|
| Starbucks Corporation (SBUX) | 1.0 | $5.4M | 59k | 91.39 |
|
|
| Steris Shs Usd (STE) | 1.0 | $5.3M | -50% | 24k | 224.82 |
|
| Abbott Laboratories (ABT) | 1.0 | $5.2M | -50% | 45k | 113.66 |
|
| Charles Schwab Corporation (SCHW) | 0.9 | $5.1M | +11% | 71k | 72.34 |
|
| Home Depot (HD) | 0.9 | $5.1M | +5% | 13k | 383.61 |
|
| Nike CL B (NKE) | 0.9 | $4.9M | -45% | 52k | 93.98 |
|
| Wal-Mart Stores (WMT) | 0.9 | $4.8M | +42% | 79k | 60.17 |
|
| International Business Machines (IBM) | 0.9 | $4.7M | -48% | 25k | 190.96 |
|
| Constellation Brands Cl A (STZ) | 0.9 | $4.6M | -52% | 17k | 271.76 |
|
| Pioneer Natural Resources (PXD) | 0.8 | $4.5M | -49% | 17k | 262.50 |
|
| FedEx Corporation (FDX) | 0.8 | $4.3M | -50% | 15k | 289.74 |
|
| Pepsi (PEP) | 0.8 | $4.3M | -45% | 24k | 175.01 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $4.1M | -50% | 32k | 128.40 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $4.1M | -49% | 59k | 70.00 |
|
| Goldman Sachs (GS) | 0.7 | $3.8M | -53% | 9.2k | 417.69 |
|
| Deere & Company (DE) | 0.7 | $3.8M | -34% | 9.3k | 410.74 |
|
| Walt Disney Company (DIS) | 0.7 | $3.8M | +18% | 31k | 122.36 |
|
| Peabody Energy (BTU) | 0.7 | $3.6M | -50% | 150k | 24.26 |
|
| Emerson Electric (EMR) | 0.6 | $3.4M | -51% | 30k | 113.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.3M | -49% | 9.5k | 344.20 |
|
| Coca-Cola Company (KO) | 0.6 | $3.1M | -27% | 51k | 61.18 |
|
| McDonald's Corporation (MCD) | 0.6 | $3.1M | -44% | 11k | 281.95 |
|
| Chevron Corporation (CVX) | 0.5 | $2.9M | -18% | 19k | 157.74 |
|
| Cheniere Energy Com New (LNG) | 0.5 | $2.9M | -18% | 18k | 161.28 |
|
| Euronet Worldwide (EEFT) | 0.5 | $2.9M | -53% | 27k | 109.93 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.8M | +8% | 6.3k | 454.87 |
|
| Dow (DOW) | 0.5 | $2.8M | 48k | 57.93 |
|
|
| Truist Financial Corp equities (TFC) | 0.5 | $2.7M | -48% | 69k | 38.98 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.6M | -36% | 22k | 116.24 |
|
| Verizon Communications (VZ) | 0.5 | $2.5M | -51% | 60k | 41.96 |
|
| BP Sponsored Adr (BP) | 0.4 | $2.4M | -50% | 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 | -35% | 17k | 131.95 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.2M | +213% | 2.8k | 777.96 |
|
| SYSCO Corporation (SYY) | 0.4 | $2.2M | -52% | 27k | 81.18 |
|
| Alexandria Real Estate Equities (ARE) | 0.4 | $2.1M | -53% | 17k | 128.91 |
|
| Automatic Data Processing (ADP) | 0.4 | $2.1M | -51% | 8.4k | 249.73 |
|
| Southern Company (SO) | 0.4 | $2.0M | -51% | 27k | 71.74 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $1.9M | -52% | 32k | 61.53 |
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $1.9M | -51% | 14k | 133.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | -49% | 7.2k | 259.91 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | -50% | 8.5k | 210.30 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.8M | -49% | 31k | 56.98 |
|
| Crossfirst Bankshares (CFB) | 0.3 | $1.7M | 123k | 13.84 |
|
|
| Philip Morris International (PM) | 0.3 | $1.7M | -44% | 18k | 91.62 |
|
| Spire (SR) | 0.3 | $1.7M | +78% | 27k | 61.37 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.5M | -49% | 36k | 40.90 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.4M | -15% | 34k | 42.87 |
|
| Altria (MO) | 0.3 | $1.4M | -47% | 33k | 43.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | -44% | 2.8k | 480.66 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | +150% | 22k | 60.74 |
|
| Edwards Lifesciences (EW) | 0.2 | $1.3M | -52% | 13k | 95.56 |
|
| Griffon Corporation (GFF) | 0.2 | $1.3M | -50% | 17k | 73.34 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | +45% | 1.7k | 732.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | -51% | 2.2k | 523.09 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | +2% | 23k | 50.17 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.2M | -50% | 2.4k | 485.58 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.1M | +7% | 17k | 65.86 |
|
| Pfizer (PFE) | 0.2 | $1.0M | -23% | 37k | 27.75 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $948k | -42% | 4.7k | 201.50 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $942k | -49% | 18k | 53.34 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $915k | -49% | 17k | 54.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $905k | -19% | 5.9k | 152.26 |
|
| Nextera Energy (NEE) | 0.1 | $777k | -49% | 12k | 63.91 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $748k | -50% | 2.2k | 337.05 |
|
| UMB Financial Corporation (UMBF) | 0.1 | $662k | +4% | 7.6k | 87.00 |
|
| American Express Company (AXP) | 0.1 | $653k | NEW | 2.9k | 227.69 |
|
| ConocoPhillips (COP) | 0.1 | $647k | -51% | 5.1k | 127.28 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $644k | -50% | 6.7k | 96.71 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | -50% | 1.00 | 634440.00 |
|
| Selectquote Ord (SLQT) | 0.1 | $631k | -50% | 316k | 2.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $630k | 2.2k | 288.03 |
|
|
| UnitedHealth (UNH) | 0.1 | $618k | -27% | 1.2k | 494.70 |
|
| Netflix (NFLX) | 0.1 | $594k | -37% | 978.00 | 607.03 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $575k | -49% | 9.2k | 62.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $568k | -48% | 3.5k | 162.86 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $549k | -50% | 34k | 16.39 |
|
| Shell Spon Ads (SHEL) | 0.1 | $534k | +19% | 8.0k | 67.04 |
|
| Tesla Motors (TSLA) | 0.1 | $519k | -38% | 3.0k | 175.79 |
|
| Honeywell International (HON) | 0.1 | $465k | +9% | 2.3k | 205.25 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $426k | -50% | 12k | 35.84 |
|
| Yum! Brands (YUM) | 0.1 | $426k | -43% | 3.1k | 138.65 |
|
| McKesson Corporation (MCK) | 0.1 | $418k | NEW | 779.00 | 536.85 |
|
| 3M Company (MMM) | 0.1 | $412k | +2% | 3.9k | 106.07 |
|
| American Electric Power Company (AEP) | 0.1 | $412k | -50% | 4.8k | 86.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $412k | -49% | 1.8k | 228.59 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $411k | -50% | 5.2k | 79.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $410k | -50% | 924.00 | 444.01 |
|
| Intel Corporation (INTC) | 0.1 | $409k | +52% | 9.3k | 44.17 |
|
| Bank of America Corporation (BAC) | 0.1 | $405k | -48% | 11k | 37.92 |
|
| Kkr & Co (KKR) | 0.1 | $405k | -50% | 4.0k | 100.58 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $385k | -50% | 5.7k | 67.13 |
|
| Cisco Systems (CSCO) | 0.1 | $370k | -34% | 7.4k | 49.91 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $365k | -50% | 8.5k | 43.04 |
|
| salesforce (CRM) | 0.1 | $355k | -50% | 1.2k | 301.18 |
|
| Cbiz (CBZ) | 0.1 | $336k | NEW | 4.3k | 78.50 |
|
| Iron Mountain (IRM) | 0.1 | $333k | -50% | 4.2k | 80.21 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $310k | -51% | 3.7k | 84.09 |
|
| Advanced Micro Devices (AMD) | 0.1 | $310k | 1.7k | 180.49 |
|
|
| Target Corporation (TGT) | 0.1 | $308k | -51% | 1.7k | 177.21 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $303k | -52% | 4.8k | 63.33 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $300k | -50% | 7.7k | 38.91 |
|
| Amgen (AMGN) | 0.1 | $299k | NEW | 1.1k | 284.32 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $297k | NEW | 1.4k | 205.72 |
|
| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $292k | 41k | 7.10 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $285k | NEW | 5.3k | 54.23 |
|
| Union Pacific Corporation (UNP) | 0.1 | $281k | -50% | 1.1k | 245.93 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $272k | -50% | 3.0k | 90.05 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $270k | -50% | 3.2k | 84.44 |
|
| Bce Com New (BCE) | 0.0 | $269k | -56% | 7.9k | 33.98 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $266k | -50% | 17k | 15.73 |
|
| Baxter International (BAX) | 0.0 | $261k | -44% | 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 | -50% | 962.00 | 254.73 |
|
| Chubb (CB) | 0.0 | $244k | -50% | 941.00 | 259.13 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $243k | -50% | 505.00 | 481.57 |
|
| General Electric Com New (GE) | 0.0 | $238k | NEW | 1.4k | 175.53 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $237k | -51% | 5.3k | 44.70 |
|
| Linde SHS (LIN) | 0.0 | $232k | -50% | 500.00 | 464.32 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $229k | -50% | 575.00 | 397.76 |
|
| Booking Holdings (BKNG) | 0.0 | $229k | -50% | 63.00 | 3627.87 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $225k | NEW | 2.4k | 92.72 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $215k | NEW | 2.2k | 97.53 |
|
| Bk Nova Cad (BNS) | 0.0 | $211k | -51% | 4.1k | 51.78 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $211k | -78% | 5.8k | 36.19 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $207k | NEW | 2.6k | 79.76 |
|
| Waste Management (WM) | 0.0 | $203k | NEW | 950.00 | 213.15 |
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $19k | NEW | 15k | 1.23 |
|
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 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