$199 Million is the total value of Kavar Capital Partners, LLC's 461 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | New | Guggenheim S&P 500 Equals&p500 eql wgt | $9,155,000 | – | 89,853 | +100.0% | 4.60% | – |
| EVRG | New | Evergy Inc | $152,000 | – | 2,706 | +100.0% | 0.08% | – |
| ILMN | New | Illumina Inc | $77,000 | – | 275 | +100.0% | 0.04% | – |
| QQQ | New | PowerShares QQQunit ser 1 | $67,000 | – | 390 | +100.0% | 0.03% | – |
| PCEF | New | PowerShares CEF Fund | $25,000 | – | 1,103 | +100.0% | 0.01% | – |
| BSCK | New | Guggenheim Etf | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
| GWPH | New | GW Pharmaceuticals PLCads | $21,000 | – | 150 | +100.0% | 0.01% | – |
| APA | New | Apache Corp | $9,000 | – | 200 | +100.0% | 0.01% | – |
| CRON | New | Cronos Group Inc | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| SCHZ | New | Schwab US Aggregate Bond ETFus aggregate b | $7,000 | – | 142 | +100.0% | 0.00% | – |
| VUG | New | Vanguard Growthgrowth etf | $7,000 | – | 49 | +100.0% | 0.00% | – |
| CGC | New | Canopy Growth Corp | $6,000 | – | 200 | +100.0% | 0.00% | – |
| SPOT | New | Spotify Technology SA | $6,000 | – | 35 | +100.0% | 0.00% | – |
| FNDB | New | Schwab Fundamental US Broad Market ETFschwab fdt us bm | $3,000 | – | 75 | +100.0% | 0.00% | – |
| VEON | New | VEON Ltdsponsored adr | $4,000 | – | 1,716 | +100.0% | 0.00% | – |
| ONCS | New | Oncosec Med Inc Com New | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| FNDE | New | Schwab Fundamental Emerg Mkts Lg Co ETFschwb fdt emk lg | $1,000 | – | 22 | +100.0% | 0.00% | – |
| JAX | New | J. Alexander s Holdings Inc | $1,000 | – | 87 | +100.0% | 0.00% | – |
| FXB | New | CurrencyShares British Pound Ster ETFbrit poun strl | $2,000 | – | 15 | +100.0% | 0.00% | – |
| DY | New | Dycom Industries Inc | $2,000 | – | 26 | +100.0% | 0.00% | – |
| DEM | New | Wisdomtree Emerging Mktsemer mkt high fd | $2,000 | – | 44 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2020 | 5.6% |
| PROCTER & GAMBLE CO | 28 | Q3 2020 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 28 | Q3 2020 | 3.2% |
| Unilever Plc ADR | 28 | Q3 2020 | 2.7% |
| Berkshire Hathaway Incorporated Class B | 28 | Q3 2020 | 2.9% |
| Diageo Plc New Adr | 28 | Q3 2020 | 2.3% |
| A T & T Inc New | 28 | Q3 2020 | 2.1% |
| Anheuser-Busc Inbev Adrf | 28 | Q3 2020 | 2.3% |
| JOHNSON & JOHNSON | 28 | Q3 2020 | 2.1% |
| Mondelez Intl Inc Cl A | 28 | Q3 2020 | 1.7% |
View Kavar Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-10 |
| 13F-HR | 2020-07-23 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-01 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-16 |
View Kavar Capital Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.