Kavar Capital Partners, LLC Buys Truist Financial Corp, General Motors Co, Schwab Fundamental U.S. Large Company Index ETF, Sells Goldman Sachs Group Inc, Monmouth Real Estate Investment Corp, Anheuser-Busch InBev SA/NV

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Jan 28, 2020
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Investment company Kavar Capital Partners, LLC (Current Portfolio) buys Truist Financial Corp, General Motors Co, Schwab Fundamental U.S. Large Company Index ETF, SL Green Realty Corp, Vornado Realty Trust, sells Goldman Sachs Group Inc, Monmouth Real Estate Investment Corp, Anheuser-Busch InBev SA/NV, eBay Inc, Molson Coors Beverage Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Kavar Capital Partners, LLC. As of 2019Q4, Kavar Capital Partners, LLC owns 129 stocks with a total value of $270 million. These are the details of the buys and sells.

For the details of Kavar Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kavar+capital+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Kavar Capital Partners, LLC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 168,818 shares, 4.80% of the total portfolio. Shares added by 9.07%
  2. Apple Inc (AAPL) - 37,673 shares, 4.10% of the total portfolio. Shares reduced by 0.88%
  3. Invesco S&P 500 Equal Weight ETF (RSP) - 91,904 shares, 3.94% of the total portfolio. Shares reduced by 0.58%
  4. Schwab International Equity ETF (SCHF) - 239,631 shares, 2.98% of the total portfolio. Shares added by 7.94%
  5. Thermo Fisher Scientific Inc (TMO) - 24,162 shares, 2.91% of the total portfolio. Shares added by 1.79%
New Purchase: Truist Financial Corp (BBK)

Kavar Capital Partners, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was 1.22%. The holding were 58,741 shares as of .

New Purchase: General Motors Co (GM)

Kavar Capital Partners, LLC initiated holding in General Motors Co. The purchase prices were between $33.88 and $38.72, with an estimated average price of $36.34. The stock is now traded at around $33.68. The impact to a portfolio due to this purchase was 0.76%. The holding were 55,800 shares as of .

New Purchase: SPDR Portfolio World ex- US ETF (SPDW)

Kavar Capital Partners, LLC initiated holding in SPDR Portfolio World ex- US ETF. The purchase prices were between $28.52 and $31.66, with an estimated average price of $30.49. The stock is now traded at around $30.97. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,706 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Kavar Capital Partners, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $142.33 and $164.98, with an estimated average price of $157.07. The stock is now traded at around $183.11. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,274 shares as of .

New Purchase: Green Dot Corp (GDOT)

Kavar Capital Partners, LLC initiated holding in Green Dot Corp. The purchase prices were between $22.47 and $29.95, with an estimated average price of $24.89. The stock is now traded at around $30.28. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,950 shares as of .

New Purchase: OFS Capital Corp (OFS)

Kavar Capital Partners, LLC initiated holding in OFS Capital Corp. The purchase prices were between $10.99 and $12.01, with an estimated average price of $11.56. The stock is now traded at around $11.30. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,500 shares as of .

Added: Schwab Fundamental U.S. Large Company Index ETF (FNDX)

Kavar Capital Partners, LLC added to a holding in Schwab Fundamental U.S. Large Company Index ETF by 839.04%. The purchase prices were between $38.15 and $42.78, with an estimated average price of $41.04. The stock is now traded at around $42.59. The impact to a portfolio due to this purchase was 0.7%. The holding were 49,065 shares as of .

Added: SL Green Realty Corp (SLG)

Kavar Capital Partners, LLC added to a holding in SL Green Realty Corp by 174.57%. The purchase prices were between $78.9 and $92.9, with an estimated average price of $85.19. The stock is now traded at around $93.01. The impact to a portfolio due to this purchase was 0.25%. The holding were 11,875 shares as of .

Added: Vornado Realty Trust (VNO)

Kavar Capital Partners, LLC added to a holding in Vornado Realty Trust by 49.18%. The purchase prices were between $62.19 and $67.91, with an estimated average price of $64.74. The stock is now traded at around $66.33. The impact to a portfolio due to this purchase was 0.15%. The holding were 18,275 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Kavar Capital Partners, LLC added to a holding in SPDR Russell 1000 ETF by 75.63%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.12%. The holding were 20,400 shares as of .

Sold Out: eBay Inc (EBAY)

Kavar Capital Partners, LLC sold out a holding in eBay Inc. The sale prices were between $34.57 and $39.26, with an estimated average price of $36.19.

Sold Out: Vanguard Short-Term Bond ETF (BSV)

Kavar Capital Partners, LLC sold out a holding in Vanguard Short-Term Bond ETF. The sale prices were between $80.18 and $80.69, with an estimated average price of $80.42.

Sold Out: Goldman Sachs BDC Inc (GSBD)

Kavar Capital Partners, LLC sold out a holding in Goldman Sachs BDC Inc. The sale prices were between $19.25 and $22.3, with an estimated average price of $20.67.

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

Kavar Capital Partners, LLC sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $80.76 and $81.3, with an estimated average price of $81.01.

Sold Out: Commerce Bancshares Inc (CBSH)

Kavar Capital Partners, LLC sold out a holding in Commerce Bancshares Inc. The sale prices were between $55.33 and $68.43, with an estimated average price of $62.79.

Sold Out: Walmart Inc (WMT)

Kavar Capital Partners, LLC sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.



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