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:
Portfolio Report
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
+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
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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
$23.88
3.78%
Add 204.45%
1,315,455
294,460
SCHX
Schwab U.S. Large-Cap ETF2024-09-30Add
+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 ETF2024-09-30New Buy
+2.79%
71.45 ($74) 75.64
$73.13
-1.18%
New holding
234,827
234,827
AOM
iShares Core Moderate Allocation ETF2024-09-30New Buy
+1.92%
42.66 ($43.85) 45.14
$44.26
0.94%
New holding
269,074
269,074
SCHF
Schwab International Equity ETF2024-09-30Add
+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 ETF2024-09-30Add
+0.73%
25.16 ($26.59) 27.75
$27.91
4.96%
Add 206.88%
249,384
56,040
BSV
Vanguard Short-Term Bond ETF2024-09-30New 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 ETF2024-09-30Add
+0.46%
23.45 ($24.83) 25.98
$25.88
4.23%
Add 103.13%
222,318
56,435
JCPI
JPMorgan Inflation Managed Bond ETF2024-09-30New Buy
+0.37%
46.51 ($47.37) 48.2
$47.24
-0.28%
New holding
49,292
49,292
BXSL
Blackstone Secured Lending Fund2024-09-30New 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)

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KAVAR CAPITAL PARTNERS GROUP, LLC's Asset Allocation

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KAVAR CAPITAL PARTNERS GROUP, LLC Past Portfolios

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

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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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