KC
| |
KAVAR CAPITAL PARTNERS GROUP, LLC13F | |
| KAVAR CAPITAL PARTNERS GROUP, LLC | |
| Last update 2025-07-17 | 191 Stocks (22 new) |
| Value $696.00 Mil | Turnover 12 % |
KAVAR CAPITAL PARTNERS GROUP, ... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,557,780 | 38,072.2 | +8.65% | 5.470 | +0.44% | 0.070 | +23.08% | +8.10% | 57,122.4 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 1,469,002 | 36,049.3 | +1.29% | 5.180 | +0.07% | 0.190 | +15.45% | +5.58% | 18,806.8 | ||
AAPL | Apple Inc | 155,165 | 31,835.2 | -0.50% | 4.580 | -0.03% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
SCHF | Schwab International Equity ETF | 1,310,058 | 28,952.3 | +2.58% | 4.160 | +0.10% | 0.060 | +13.17% | +20.14% | 48,907.2 | ||
NVDA | NVIDIA Corp | 168,651 | 26,645.1 | +1.75% | 3.830 | +0.07% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
MSFT | Microsoft Corp | 40,671 | 20,230.1 | -0.80% | 2.910 | -0.02% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
BND | Vanguard Total Bond Market ETF | 272,876 | 20,091.8 | New Holding | 2.890 | +2.89% | 0.020 | +2.11% | +3.57% | 127,810.9 | ||
BRK.B | Berkshire Hathaway Inc | 42,153 | 19,630.8 | +1.75% | 2.820 | +0.05% | 0.000 | -6.41% | +4.66% | 1,023,127.5 | Insurance | |
GOOGL | Alphabet Inc | 101,431 | 17,875.2 | -1.79% | 2.570 | -0.05% | 0.000 | +28.89% | +0.66% | 2,312,548.2 | Interactive Media | |
JPM | JPMorgan Chase & Co | 44,254 | 12,829.7 | +2.60% | 1.840 | +0.05% | 0.000 | +27.68% | +23.35% | 800,072.7 | Banks |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-06-30 | New Buy New Buy | +2.89% | 71.88 ($72.74) 73.82 | $73.06 | 0.44% | New holding | 272,876 | 272,876 | |
AOM |
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
| 2025-06-30 | New Buy New Buy | +1.77% | 41.55 ($44.17) 46.04 | $45.81 | 3.71% | New holding | 267,607 | 267,607 | |
BINC | iShares Flexible Income Active ETF | 2025-06-30 | New Buy New Buy | +1.14% | 51.13 ($52.09) 52.84 | $52.64 | 1.06% | New holding | 149,510 | 149,510 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-06-30 | New Buy New Buy | +0.97% | 56.85 ($64.41) 68.21 | $68.93 | 7.02% | New holding | 98,813 | 98,813 | |
BDX | Becton Dickinson & Co | 2025-06-30 | Reduce Reduce | -0.72% | 165.15 ($184.01) 229.06 | $175.33 | -4.72% | Reduce -61.34% | 11,805 | -18,733 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | New Buy New Buy | +0.66% | 77.74 ($78.19) 78.78 | $78.43 | 0.31% | New holding | 58,073 | 58,073 | |
STZ | Constellation Brands Inc | 2025-06-30 | Reduce Reduce | -0.46% | 160 ($179.43) 195.62 | $167.95 | -6.40% | Reduce -90.4% | 1,591 | -14,987 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Add Add | +0.44% | 19.6 ($22.6) 24.44 | $24.91 | 10.22% | Add 8.65% | 1,557,780 | 123,956 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.41% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | Add 160.46% | 8,155 | 5,024 | |
AVSC | Avantis U.S Small Cap Equity ETF | 2025-06-30 | New Buy New Buy | +0.32% | 42.39 ($48.29) 51.76 | $53.32 | 10.42% | New holding | 43,032 | 43,032 |
KAVAR CAPITAL PARTNERS GROUP, LLC Total Holding History ($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 |
|---|---|---|---|---|
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KAVAR CAPITAL PARTNERS GROUP, LLC's Hypothetical Growth since 2025-06-30
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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