KC
| |
Kavar Capital Partners, LLC13F | |
| Kavar Capital Partners, LLC | |
| Last update 2020-11-11 | 138 Stocks (20 new) |
| Value $294.00 Mil | Turnover 6 % |
| Portfolio Report | |
Kavar Capital Partners, LLC Top Holdings of 2020-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 143,967 | 16673.000 | -3.99% | 5.680 | -0.21% | 0.000 | +7.24% | +21.89% | 3552750.693 | Hardware | |
SCHX | Schwab U.S. Large-Cap ETF | 351,158 | 14157.000 | +4.11% | 4.820 | +0.19% | 0.030 | +6.94% | +22.18% | 50284.778 | ||
SCHF | Schwab International Equity ETF | 341,118 | 10711.000 | +0.69% | 3.650 | +0.02% | 0.040 | +1.80% | +7.03% | 40865.479 | ||
TMO | Thermo Fisher Scientific Inc | 22,033 | 9728.000 | -0.61% | 3.310 | -0.02% | 0.010 | -9.27% | +3.40% | 209245.711 | Medical Diagnostics & Research | |
RSP | Invesco S&P 500 Equal Weight ETF | 83,755 | 9055.000 | -1.82% | 3.080 | -0.06% | 0.040 | +5.07% | +13.17% | 65972.812 | ||
DHR | Danaher Corp | 39,542 | 8515.000 | -0.60% | 2.900 | -0.02% | 0.010 | -10.57% | +5.24% | 175288.952 | Medical Diagnostics & Research | |
PG | Procter & Gamble Co | 57,090 | 7935.000 | +0.19% | 2.700 | +0.01% | 0.000 | -1.05% | +16.92% | 393692.324 | Consumer Packaged Goods | |
VBR | Vanguard Small Cap Value ETF | 71,186 | 7875.000 | +6.21% | 2.680 | +0.16% | 0.050 | +2.28% | +11.62% | 30323.016 | ||
GOOGL | Alphabet Inc | 102,720 | 7527.000 | +3.34% | 2.560 | +0.08% | 0.000 | +0.22% | +21.77% | 2097969.139 | Interactive Media | |
VIG | Vanguard Dividend Appreciation FTF | 53,385 | 6869.000 | -1.46% | 2.340 | -0.04% | 0.010 | +4.77% | +15.82% | 82287.632 |
Kavar Capital Partners, LLC's Historical Top Holdings Breakdowns
Kavar Capital Partners, LLC Total Holding History ($B)
Kavar Capital Partners, LLC's Asset Allocation
Kavar Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Kavar Capital Partners, LLC's Hypothetical Growth since 2020-09-30
Kavar Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kavar Capital Partners, LLC's Holdings Heat Map
Size field:
Kavar Capital Partners, LLC's Holdings Bubble Chart
Kavar Capital Partners, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers