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Kavar Capital Partners Group, Llc Buys Schwab Fundamental U.S. Large Company Index ETF, PayPal Holdings Inc, American Electric Power Co Inc, Sells Amgen Inc, Alerian MLP ETF, Schwab U.S. Large-Cap Growth ETF

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Nov 01, 2021
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Investment company Kavar Capital Partners Group, Llc (Current Portfolio) buys Schwab Fundamental U.S. Large Company Index ETF, PayPal Holdings Inc, American Electric Power Co Inc, Broadmark Realty Capital Inc, Schwab U.S. Tips ETF, sells Amgen Inc, Alerian MLP ETF, Schwab U.S. Large-Cap Growth ETF, SPDR Portfolio S&P 600 Small Cap ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Kavar Capital Partners Group, Llc. As of 2021Q3, Kavar Capital Partners Group, Llc owns 172 stocks with a total value of $439 million. These are the details of the buys and sells.

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

These are the top 5 holdings of KAVAR CAPITAL PARTNERS GROUP, LLC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 210,117 shares, 4.98% of the total portfolio. Shares added by 4.06%
  2. Apple Inc (AAPL) - 152,932 shares, 4.93% of the total portfolio. Shares added by 4.16%
  3. Thermo Fisher Scientific Inc (TMO) - 26,648 shares, 3.47% of the total portfolio. Shares added by 1.02%
  4. Schwab International Equity ETF (SCHF) - 394,034 shares, 3.47% of the total portfolio. Shares added by 2.55%
  5. Vanguard Small Cap Value ETF (VBR) - 80,245 shares, 3.09% of the total portfolio. Shares added by 2.38%
New Purchase: American Electric Power Co Inc (AEPPZ)

Kavar Capital Partners Group, Llc initiated holding in American Electric Power Co Inc. The purchase prices were between $49.58 and $53.92, with an estimated average price of $52.37. The stock is now traded at around $51.570000. The impact to a portfolio due to this purchase was 0.19%. The holding were 17,100 shares as of 2021-09-30.

New Purchase: Broadmark Realty Capital Inc (BRMK)

Kavar Capital Partners Group, Llc initiated holding in Broadmark Realty Capital Inc. The purchase prices were between $9.86 and $10.68, with an estimated average price of $10.4. The stock is now traded at around $10.400000. The impact to a portfolio due to this purchase was 0.18%. The holding were 78,475 shares as of 2021-09-30.

New Purchase: UMB Financial Corp (UMBF)

Kavar Capital Partners Group, Llc initiated holding in UMB Financial Corp. The purchase prices were between $84.93 and $98.65, with an estimated average price of $91.24. The stock is now traded at around $101.640000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,102 shares as of 2021-09-30.

New Purchase: Schwab U.S. Tips ETF (SCHP)

Kavar Capital Partners Group, Llc initiated holding in Schwab U.S. Tips ETF. The purchase prices were between $61.21 and $63.12, with an estimated average price of $62.42. The stock is now traded at around $62.560000. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,926 shares as of 2021-09-30.

New Purchase: CenterPoint Energy Inc (CNP)

Kavar Capital Partners Group, Llc initiated holding in CenterPoint Energy Inc. The purchase prices were between $24.43 and $26.9, with an estimated average price of $25.57. The stock is now traded at around $26.290000. The impact to a portfolio due to this purchase was 0.15%. The holding were 26,006 shares as of 2021-09-30.

New Purchase: DTE Energy Co (DTP)

Kavar Capital Partners Group, Llc initiated holding in DTE Energy Co. The purchase prices were between $49.74 and $52.21, with an estimated average price of $51.15. The stock is now traded at around $50.020000. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,375 shares as of 2021-09-30.

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

Kavar Capital Partners Group, Llc added to a holding in Schwab Fundamental U.S. Large Company Index ETF by 252.61%. The purchase prices were between $52.57 and $56.04, with an estimated average price of $54.84. The stock is now traded at around $57.140000. The impact to a portfolio due to this purchase was 1.25%. The holding were 142,367 shares as of 2021-09-30.

Added: PayPal Holdings Inc (PYPL)

Kavar Capital Partners Group, Llc added to a holding in PayPal Holdings Inc by 90.57%. The purchase prices were between $259 and $308.53, with an estimated average price of $283.9. The stock is now traded at around $231.280000. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,045 shares as of 2021-09-30.

Added: Ares Capital Corp (ARCC)

Kavar Capital Partners Group, Llc added to a holding in Ares Capital Corp by 65.10%. The purchase prices were between $19.52 and $20.43, with an estimated average price of $20.05. The stock is now traded at around $21.510000. The impact to a portfolio due to this purchase was 0.11%. The holding were 63,400 shares as of 2021-09-30.

Added: Griffon Corp (GFF)

Kavar Capital Partners Group, Llc added to a holding in Griffon Corp by 33.04%. The purchase prices were between $22.34 and $25.86, with an estimated average price of $23.87. The stock is now traded at around $26.940000. The impact to a portfolio due to this purchase was 0.11%. The holding were 81,546 shares as of 2021-09-30.

Added: PepsiCo Inc (PEP)

Kavar Capital Partners Group, Llc added to a holding in PepsiCo Inc by 24.43%. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $161.260000. The impact to a portfolio due to this purchase was 0.09%. The holding were 12,747 shares as of 2021-09-30.

Added: SelectQuote Inc (SLQT)

Kavar Capital Partners Group, Llc added to a holding in SelectQuote Inc by 59.96%. The purchase prices were between $7.89 and $19.75, with an estimated average price of $15.07. The stock is now traded at around $13.970000. The impact to a portfolio due to this purchase was 0.04%. The holding were 40,150 shares as of 2021-09-30.

Sold Out: Alerian MLP ETF (AMLP)

Kavar Capital Partners Group, Llc sold out a holding in Alerian MLP ETF. The sale prices were between $31.16 and $36.22, with an estimated average price of $33.07.

Sold Out: Amgen Inc (AMGN)

Kavar Capital Partners Group, Llc sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.



Here is the complete portfolio of KAVAR CAPITAL PARTNERS GROUP, LLC. Also check out:

1. KAVAR CAPITAL PARTNERS GROUP, LLC's Undervalued Stocks
2. KAVAR CAPITAL PARTNERS GROUP, LLC's Top Growth Companies, and
3. KAVAR CAPITAL PARTNERS GROUP, LLC's High Yield stocks
4. Stocks that KAVAR CAPITAL PARTNERS GROUP, LLC keeps buying
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