1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Kavar Capital Partners, LLC Buys Schwab U.S. Large-Cap, Schwab International Equity, Visa Inc, Sells United Technologies Corp

Investment company Kavar Capital Partners, LLC buys Schwab U.S. Large-Cap, Schwab International Equity, Visa Inc, Schwab U.S. Mid Cap, ONEOK Inc, Schwab U.S. Small-Cap, Energy Transfer LP, Enterprise Products Partners LP, Amazon.com Inc, Enbridge Inc, Microsoft Corp, Magellan Midstream Partners LP, Schwab US Dividend Equity, MPLX LP, Western Midstream Partners LP, Boeing Co, Alphabet Inc, Costco Wholesale Corp, Plains All American Pipeline LP, Union Pacific Corp, UnitedHealth Group Inc, Cisco Systems Inc, S&P Global Inc, iShares Russell 2000, WEC Energy Group Inc, Salesforce.com Inc, PayPal Holdings Inc, sells United Technologies Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Kavar Capital Partners, LLC. As of 2019Q1, Kavar Capital Partners, LLC owns 123 stocks with a total value of $224 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. Invesco S&P 500 Equal Weight (RSP) - 92,434 shares, 4.32% of the total portfolio. Shares reduced by 0.12%
  2. Apple Inc (AAPL) - 37,360 shares, 3.17% of the total portfolio. Shares added by 6.47%
  3. Thermo Fisher Scientific Inc (TMO) - 23,546 shares, 2.88% of the total portfolio. Shares added by 0.37%
  4. Vanguard Div Appreciation (VIG) - 58,057 shares, 2.85% of the total portfolio. Shares reduced by 0.22%
  5. Schwab U.S. Large-Cap (SCHX) - 93,440 shares, 2.83% of the total portfolio. Shares added by 40.74%
New Purchase: Visa Inc (V)

Kavar Capital Partners, LLC initiated holding in Visa Inc. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $164.87. The impact to a portfolio due to this purchase was 0.66%. The holding were 9,462 shares as of .

New Purchase: ONEOK Inc (OKE)

Kavar Capital Partners, LLC initiated holding in ONEOK Inc. The purchase prices were between $53.95 and $69.85, with an estimated average price of $64.61. The stock is now traded at around $68.10. The impact to a portfolio due to this purchase was 0.45%. The holding were 14,500 shares as of .

New Purchase: Energy Transfer LP (ET)

Kavar Capital Partners, LLC initiated holding in Energy Transfer LP. The purchase prices were between $13.21 and $15.62, with an estimated average price of $14.83. The stock is now traded at around $14.84. The impact to a portfolio due to this purchase was 0.27%. The holding were 38,600 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Kavar Capital Partners, LLC initiated holding in Enterprise Products Partners LP. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $28.91. The impact to a portfolio due to this purchase was 0.26%. The holding were 20,300 shares as of .

New Purchase: Enbridge Inc (ENB)

Kavar Capital Partners, LLC initiated holding in Enbridge Inc. The purchase prices were between $31.08 and $37.63, with an estimated average price of $35.96. The stock is now traded at around $37.05. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,752 shares as of .

New Purchase: Magellan Midstream Partners LP (MMP)

Kavar Capital Partners, LLC initiated holding in Magellan Midstream Partners LP. The purchase prices were between $56.64 and $63.65, with an estimated average price of $60.37. The stock is now traded at around $61.65. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,500 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Kavar Capital Partners, LLC added to a holding in Schwab U.S. Large-Cap by 40.74%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $68.83. The impact to a portfolio due to this purchase was 0.82%. The holding were 93,440 shares as of .

Added: Schwab International Equity (SCHF)

Kavar Capital Partners, LLC added to a holding in Schwab International Equity by 37.30%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $31.36. The impact to a portfolio due to this purchase was 0.67%. The holding were 176,713 shares as of .

Added: Schwab U.S. Mid Cap (SCHM)

Kavar Capital Partners, LLC added to a holding in Schwab U.S. Mid Cap by 133.82%. The purchase prices were between $46.99 and $55.98, with an estimated average price of $53.53. The stock is now traded at around $55.89. The impact to a portfolio due to this purchase was 0.61%. The holding were 43,376 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Kavar Capital Partners, LLC added to a holding in Schwab U.S. Small-Cap by 53.24%. The purchase prices were between $59.85 and $72, with an estimated average price of $68.33. The stock is now traded at around $71.06. The impact to a portfolio due to this purchase was 0.28%. The holding were 26,286 shares as of .

Added: Amazon.com Inc (AMZN)

Kavar Capital Partners, LLC added to a holding in Amazon.com Inc by 190.96%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1907.57. The impact to a portfolio due to this purchase was 0.25%. The holding were 483 shares as of .

Added: Microsoft Corp (MSFT)

Kavar Capital Partners, LLC added to a holding in Microsoft Corp by 23.75%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $128.93. The impact to a portfolio due to this purchase was 0.21%. The holding were 20,572 shares as of .

Sold Out: United Technologies Corp (UTX)

Kavar Capital Partners, LLC sold out a holding in United Technologies Corp. The sale prices were between $103.48 and $128.89, with an estimated average price of $120.52.



Here is the complete portfolio of Kavar Capital Partners, LLC. Also check out:

1. Kavar Capital Partners, LLC's Undervalued Stocks
2. Kavar Capital Partners, LLC's Top Growth Companies, and
3. Kavar Capital Partners, LLC's High Yield stocks
4. Stocks that Kavar Capital Partners, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK