KC

KAVAR CAPITAL PARTNERS GROUP, LLC

13F
KAVAR CAPITAL PARTNERS GROUP, LLC
Last update 2025-04-23 177 Stocks (15 new)
Value $600.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(5.77%)FNDX(5.71%)SCHX(5.28%)SCHF(4.21%)BRK.B(3.50%)
Summary Stock Picks Current Portfolio
KAVAR CAPITAL PARTNERS GROUP, ... Top Holdings of 2025-03-31 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
155,943
34,639.7
-0.56%
5.770
-0.04%
0.000
-13.37%
-18.50%
3,040,926.7
Hardware
FNDX 		Schwab Fundamental U.S. Large Company ETF
1,450,222
34,239.7
+4.15%
5.710
+0.23%
0.200
+1.03%
+1.76%
18,046.5
 
SCHX 		Schwab U.S. Large-Cap ETF
1,433,824
31,658.8
+5.99%
5.280
+0.30%
0.060
+5.28%
+2.74%
54,653.9
 
SCHF 		Schwab International Equity ETF
1,277,052
25,260.1
+5.65%
4.210
+0.23%
0.060
+8.25%
+18.14%
48,168.4
 
BRK.B 		Berkshire Hathaway Inc
41,427
20,993.1
+2.65%
3.500
+0.09%
0.000
-0.48%
+9.30%
1,068,722.2
Insurance
NVDA 		NVIDIA Corp
165,745
17,963.4
-0.77%
2.990
-0.03%
0.000
+28.71%
+5.97%
3,470,356.7
Semiconductors
GOOGL 		Alphabet Inc
103,282
15,971.5
-0.74%
2.660
-0.02%
0.000
+0.33%
-8.65%
2,104,943.8
Interactive Media
MSFT 		Microsoft Corp
40,998
15,390.1
-0.18%
2.560
-0.01%
0.000
+19.13%
+12.40%
3,507,833.7
Software
TMO 		Thermo Fisher Scientific Inc
29,305
14,582.2
+1.47%
2.430
+0.04%
0.010
-23.36%
-22.27%
152,522.6
Medical Diagnostics & Research
PG 		Procter & Gamble Co
66,998
11,417.7
+0.35%
1.900
+0.01%
0.000
-5.08%
-0.51%
386,286.7
Consumer Packaged Goods

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
BRK.A 		Berkshire Hathaway Inc2025-03-31Add
+1.33%
●
663000 ($729331) 801950
$742,292.56
1.78%
Add 1000%
11
10
UBER 		Uber Technologies Inc2025-03-31New Buy
+0.45%
●
63.17 ($72.04) 81.49
$85.62
18.85%
New holding
37,265
37,265
CFB Unlock Delisted CrossFirst Bankshares Inc2025-03-31Sold Out
-0.32%
●
14.11 ($15.71) 16.89
$15.99
1.78%
Sold Out
0
-126,750
EEFT 		Euronet Worldwide Inc2025-03-31Reduce
-0.31%
●
94.42 ($101.39) 110.06
$111.07
9.55%
Reduce -72.31%
6,900
-18,018
BUSE 		First Busey Corp2025-03-31New Buy
+0.30%
●
21.26 ($23.22) 25.35
$22.55
-2.86%
New holding
83,432
83,432
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.30%
●
21.75 ($23.28) 24.28
$23.73
1.91%
Add 5.99%
1,433,824
80,979
FNDX 		Schwab Fundamental U.S. Large Company ETF2025-03-31Add
+0.23%
●
23.03 ($24.17) 25.01
$23.99
-0.74%
Add 4.15%
1,450,222
57,742
SCHF 		Schwab International Equity ETF2025-03-31Add
+0.23%
●
18.36 ($19.62) 20.51
$21.86
11.44%
Add 5.65%
1,277,052
68,295
PHYS 		Sprott Physical Gold Trust2025-03-31New Buy
+0.21%
●
20.27 ($22.17) 24.06
$25.38
14.48%
New holding
51,400
51,400
VUG 		Vanguard Growth ETF2025-03-31Add
+0.17%
●
369.1 ($404.54) 427.61
$422.56
4.46%
Add 26.96%
13,326
2,830

KAVAR CAPITAL PARTNERS GROUP, LLC Total Holding History ($B)

To

KAVAR CAPITAL PARTNERS GROUP, LLC's Asset Allocation

To

KAVAR CAPITAL PARTNERS GROUP, LLC Past Portfolios

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

Top Ranked Articles

  • 1

KAVAR CAPITAL PARTNERS GROUP, LLC's Hypothetical Growth since 2025-03-31

KAVAR CAPITAL PARTNERS GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings Heat Map

Size field:

KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings Bubble Chart

KAVAR CAPITAL PARTNERS GROUP, LLC News

  • 1

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