Kavar Capital Partners Group

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 (PXD) 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