KC
| |
KAVAR CAPITAL PARTNERS GROUP, LLC13F | |
| KAVAR CAPITAL PARTNERS GROUP, LLC | |
| Last update 2024-10-24 | 180 Stocks (21 new) |
| Value $632.00 Mil | Turnover 17 % |
| Portfolio Report | |
KAVAR CAPITAL PARTNERS GROUP, ... Top Holdings of 2024-09-30
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| 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 | +7.24% | +21.89% | 3552750.693 | Hardware | |
FNDX | Schwab Fundamental U.S. Large Company ETF | 1,315,455 | 31465.650 | +204.45% | 4.980 | +3.34% | 0.060 | +4.23% | +15.84% | 17176.885 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,310,787 | 29645.610 | +206.92% | 4.690 | +3.16% | 0.020 | +6.94% | +22.18% | 50284.778 | ||
SCHF | Schwab International Equity ETF | 1,149,618 | 23636.130 | +103.48% | 3.740 | +1.90% | 0.030 | +1.80% | +7.03% | 40865.479 | ||
NVDA | NVIDIA Corp | 169,668 | 20604.440 | -0.55% | 3.260 | -0.02% | 0.000 | +26.62% | +185.35% | 3464862.500 | Semiconductors | |
TMO | Thermo Fisher Scientific Inc | 28,915 | 17885.990 | -1.58% | 2.830 | -0.05% | 0.010 | -9.27% | +3.40% | 209245.714 | Medical Diagnostics & Research | |
BRK.B | Berkshire Hathaway Inc | 40,250 | 17801.740 | -0.09% | 2.820 | 0% | 0.000 | +3.75% | +27.50% | 980065.439 | Insurance | |
BND | Vanguard Total Bond Market ETF | 234,827 | 17637.860 | New Holding | 2.790 | +2.79% | 0.020 | +0.14% | -0.57% | 111484.760 | ||
MSFT | Microsoft Corp | 40,745 | 17532.680 | -0.49% | 2.770 | -0.02% | 0.000 | +1.41% | +15.50% | 3211304.804 | Software | |
GOOGL | Alphabet Inc | 102,866 | 17060.330 | -0.63% | 2.700 | -0.02% | 0.000 | +0.22% | +21.77% | 2097969.139 | Interactive Media |
KAVAR CAPITAL PARTNERS GROUP, LLC's Historical Top Holdings Breakdowns
KAVAR CAPITAL PARTNERS GROUP, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX | Schwab Fundamental U.S. Large Company ETF | 2024-09-30 | Add | +3.34% | 21.79 ($23.01) 23.92 | $23.88 | 3.78% | Add 204.45% | 1,315,455 | 294,460 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +3.16% | 20.37 ($21.79) 22.62 | $22.97 | 5.42% | Add 206.92% | 1,310,787 | 294,572 | |
BND | Vanguard Total Bond Market ETF | 2024-09-30 | New Buy | +2.79% | 71.45 ($74) 75.64 | $73.13 | -1.18% | New holding | 234,827 | 234,827 | |
AOM | iShares Core Moderate Allocation ETF | 2024-09-30 | New Buy | +1.92% | 42.66 ($43.85) 45.14 | $44.26 | 0.94% | New holding | 269,074 | 269,074 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add | +1.90% | 18.49 ($19.77) 20.77 | $19.78 | 0.05% | Add 103.48% | 1,149,618 | 292,327 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add | +0.73% | 25.16 ($26.59) 27.75 | $27.91 | 4.96% | Add 206.88% | 249,384 | 56,040 | |
BSV | Vanguard Short-Term Bond ETF | 2024-09-30 | New Buy | +0.56% | 76.38 ($77.89) 78.87 | $77.77 | -0.15% | New holding | 45,359 | 45,359 | |
SCHA | Schwab U.S. Small-Cap ETF | 2024-09-30 | Add | +0.46% | 23.45 ($24.83) 25.98 | $25.88 | 4.23% | Add 103.13% | 222,318 | 56,435 | |
JCPI | JPMorgan Inflation Managed Bond ETF | 2024-09-30 | New Buy | +0.37% | 46.51 ($47.37) 48.2 | $47.24 | -0.28% | New holding | 49,292 | 49,292 | |
BXSL | Blackstone Secured Lending Fund | 2024-09-30 | New Buy | +0.19% | 28.75 ($30.2) 31.59 | $31.14 | 3.11% | New holding | 40,435 | 40,435 |
KAVAR CAPITAL PARTNERS GROUP, LLC Total Holding History ($B)
KAVAR CAPITAL PARTNERS GROUP, LLC's Asset Allocation
KAVAR CAPITAL PARTNERS GROUP, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings Bubble Chart
KAVAR CAPITAL PARTNERS GROUP, LLC News
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