KC

KAVAR CAPITAL PARTNERS GROUP, LLC

13F
KAVAR CAPITAL PARTNERS GROUP, LLC
Last update 2024-10-24 180 Stocks (21 new)
Value $632.00 Mil Turnover 17 %
Countries:
Top Holdings: AAPL(5.84%)FNDX(4.98%)SCHX(4.69%)SCHF(3.74%)NVDA(3.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
KAVAR CAPITAL PARTNERS GROUP, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
158,536
36938.850
-1.07%
5.840
-0.06%
0.000
+3.52%
-5.42%
3580182.678
Hardware
FNDX 		Schwab Fundamental U.S. Large Company ETF
1,315,455
31465.650
+204.45%
4.980
+3.34%
0.060
-1.05%
-0.84%
17087.570
 
SCHX 		Schwab U.S. Large-Cap ETF
1,310,787
29645.610
+206.92%
4.690
+3.16%
0.020
+1.66%
-0.69%
51176.913
 
SCHF 		Schwab International Equity ETF
1,149,618
23636.130
+103.48%
3.740
+1.90%
0.030
-6.76%
-0.54%
39589.440
 
NVDA 		NVIDIA Corp
169,668
20604.440
-0.55%
3.260
-0.02%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
TMO 		Thermo Fisher Scientific Inc
28,915
17885.990
-1.58%
2.830
-0.05%
0.010
-8.60%
+4.24%
207433.719
Medical Diagnostics & Research
BRK.B 		Berkshire Hathaway Inc
40,250
17801.740
-0.09%
2.820
0%
0.000
-2.70%
-2.34%
954010.891
Insurance
BND 		Vanguard Total Bond Market ETF
234,827
17637.860
New Holding
2.790
+2.79%
0.020
-2.87%
-0.93%
116973.570
 
MSFT 		Microsoft Corp
40,745
17532.680
-0.49%
2.770
-0.02%
0.000
+0.95%
-0.60%
3114843.301
Software
GOOGL 		Alphabet Inc
102,866
17060.330
-0.63%
2.700
-0.02%
0.000
+18.62%
+1.45%
2357015.060
Interactive Media

KAVAR CAPITAL PARTNERS GROUP, LLC's Historical Top Holdings Breakdowns

KAVAR CAPITAL PARTNERS GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+3.34%
●
21.79 ($23.01) 23.92
$23.48
2.04%
Add 204.45%
1,315,455
294,460
AAPL 		Apple Inc2023-12-31Add
+3.30%
●
166.89 ($184.64) 198.11
$236.85
28.28%
Add 98.9%
308,420
153,355
AAPL 		Apple Inc2024-03-31Reduce
-3.17%
●
169 ($181.83) 195.18
$236.85
30.26%
Reduce -47.76%
161,104
-147,316
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+3.16%
●
20.37 ($21.79) 22.62
$23.02
5.64%
Add 206.92%
1,310,787
294,572
FNDX 		Schwab Fundamental U.S. Large Company Index ETF2023-12-31Add
+2.82%
●
53.46 ($57.7) 62.11
$23.48
-59.31%
Add 107.77%
784,248
406,784
BND 		Vanguard Total Bond Market ETF2024-09-30New Buy
+2.79%
●
71.45 ($74) 75.64
$71.24
-3.73%
New holding
234,827
234,827
SCHX 		Schwab U.S. Large-Cap ETF2023-12-31Add
+2.74%
●
48.47 ($52.68) 56.6
$23.02
-56.30%
Add 117.8%
804,424
435,091
FNDX 		Schwab Fundamental U.S. Large Company Index ETF2024-03-31Reduce
-2.54%
●
60.89 ($63.77) 67.39
$23.48
-63.18%
Reduce -46.86%
416,747
-367,501
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-2.45%
●
55.41 ($59.06) 62.08
$23.02
-61.02%
Reduce -48.4%
415,096
-389,328
SCHF 		Schwab International Equity ETF2023-12-31Add
+2.24%
●
32.37 ($34.69) 37.01
$18.40
-46.96%
Add 97.66%
1,100,300
543,632

KAVAR CAPITAL PARTNERS GROUP, LLC Total Holding History ($B)

To

KAVAR CAPITAL PARTNERS GROUP, LLC's Asset Allocation

To

KAVAR CAPITAL PARTNERS GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KAVAR CAPITAL PARTNERS GROUP, LLC's Hypothetical Growth since 2024-09-30

KAVAR CAPITAL PARTNERS GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings Heat Map

Size field:

KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings Bubble Chart

KAVAR CAPITAL PARTNERS GROUP, LLC News

  • 1

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