$371 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 142 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 21.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $18,501,000 | +13.1% | 192,655 | +7.1% | 4.98% | +5.9% |
| AAPL | Sell | APPLE INC | $17,043,000 | -10.0% | 139,522 | -2.3% | 4.59% | -15.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,934,000 | +8.9% | 370,394 | +4.2% | 3.76% | +2.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,605,000 | +17.5% | 76,111 | +0.9% | 3.40% | +10.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,679,000 | +10.1% | 82,440 | -0.9% | 3.15% | +3.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $11,618,000 | +4.6% | 25,457 | +6.8% | 3.13% | -2.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $10,263,000 | +13.9% | 4,976 | -3.2% | 2.77% | +6.7% |
| DHR | Sell | DANAHER CORPORATION | $8,833,000 | -1.0% | 39,246 | -2.3% | 2.38% | -7.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,222,000 | +2.6% | 60,714 | +5.4% | 2.22% | -3.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,977,000 | +5.9% | 54,238 | +1.7% | 2.15% | -0.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,644,000 | +15.4% | 240,515 | +11.3% | 2.06% | +8.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,597,000 | +13.9% | 29,739 | +3.4% | 2.05% | +6.7% |
| BDX | Buy | BECTON DICKINSON & CO | $7,300,000 | -1.6% | 30,023 | +1.3% | 1.97% | -7.8% |
| MSFT | Buy | MICROSOFT CORP | $6,647,000 | +8.8% | 28,192 | +2.6% | 1.79% | +1.9% |
| SBUX | Sell | STARBUCKS CORP | $6,316,000 | -1.7% | 57,800 | -3.8% | 1.70% | -7.9% |
| DEO | Buy | DIAGEO PLCspon adr new | $5,704,000 | +12.7% | 34,734 | +9.0% | 1.54% | +5.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,637,000 | +3.2% | 34,300 | -1.2% | 1.52% | -3.3% |
| UL | Buy | UNILEVER PLCspon adr new | $5,565,000 | -1.0% | 99,679 | +7.1% | 1.50% | -7.2% |
| NKE | Sell | NIKE INCcl b | $5,312,000 | -11.1% | 39,973 | -5.3% | 1.43% | -16.7% |
| EEFT | Buy | EURONET WORLDWIDE INC | $5,298,000 | +1.3% | 38,310 | +6.2% | 1.43% | -5.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,246,000 | +15.7% | 90,219 | +16.9% | 1.41% | +8.4% |
| DIS | Sell | DISNEY WALT CO | $5,109,000 | -0.5% | 27,690 | -2.3% | 1.38% | -6.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,105,000 | +22.7% | 51,218 | +9.6% | 1.38% | +15.1% |
| STE | Buy | STERIS PLC | $4,923,000 | +13.1% | 25,843 | +12.5% | 1.33% | +6.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,797,000 | +16.2% | 64,447 | +6.5% | 1.29% | +8.9% |
| V | Buy | VISA INC | $4,701,000 | +39.0% | 22,204 | +43.6% | 1.27% | +30.2% |
| ABBV | Buy | ABBVIE INC | $4,622,000 | +14.1% | 42,707 | +13.0% | 1.24% | +6.9% |
| NVDA | Sell | NVIDIA CORPORATION | $4,563,000 | +1.4% | 8,546 | -0.8% | 1.23% | -4.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,347,000 | +21.1% | 28,555 | +1.0% | 1.17% | +13.4% |
| TFC | Sell | TRUIST FINL CORP | $4,117,000 | +19.7% | 70,585 | -1.6% | 1.11% | +12.1% |
| ABT | Sell | ABBOTT LABS | $3,930,000 | +6.1% | 32,797 | -3.0% | 1.06% | -0.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,847,000 | +43.9% | 28,866 | +35.9% | 1.04% | +34.9% |
| SCHW | Sell | SCHWAB CHARLES CORP | $3,519,000 | +16.8% | 53,991 | -4.9% | 0.95% | +9.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,453,000 | -4.3% | 58,995 | -4.4% | 0.93% | -10.3% |
| BAX | Sell | BAXTER INTL INC | $3,297,000 | +0.7% | 39,087 | -4.2% | 0.89% | -5.6% |
| GM | Buy | GENERAL MTRS CO | $3,183,000 | +38.5% | 55,400 | +0.4% | 0.86% | +29.8% |
| T | Buy | AT&T INC | $3,178,000 | +9.0% | 104,995 | +3.6% | 0.86% | +2.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,068,000 | -7.4% | 39,272 | -2.8% | 0.83% | -13.2% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $3,070,000 | -0.5% | 13,464 | -4.4% | 0.83% | -6.8% |
| EMR | Sell | EMERSON ELEC CO | $2,942,000 | +9.8% | 32,614 | -2.2% | 0.79% | +2.9% |
| WMT | Buy | WALMART INC | $2,873,000 | +31.0% | 21,148 | +39.0% | 0.77% | +22.7% |
| AMZN | Buy | AMAZON COM INC | $2,825,000 | +5.6% | 913 | +11.2% | 0.76% | -1.0% |
| MMM | Sell | 3M CO | $2,639,000 | +7.8% | 13,698 | -2.1% | 0.71% | +1.0% |
| SYY | Sell | SYSCO CORP | $2,587,000 | +1.3% | 32,850 | -4.4% | 0.70% | -5.0% |
| MCD | Sell | MCDONALDS CORP | $2,571,000 | +0.9% | 11,471 | -3.4% | 0.69% | -5.5% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,490,000 | -0.3% | 19,400 | -7.4% | 0.67% | -6.5% |
| GFF | Buy | GRIFFON CORP | $2,481,000 | +37.5% | 91,296 | +3.2% | 0.67% | +28.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $2,452,000 | +20.3% | 7,497 | -3.0% | 0.66% | +12.8% |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,330,000 | -5.8% | 34,564 | -2.4% | 0.63% | -11.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,307,000 | +200.8% | 6,546 | +221.7% | 0.62% | +181.4% |
| HD | Buy | HOME DEPOT INC | $2,291,000 | +66.3% | 7,506 | +44.7% | 0.62% | +55.8% |
| CERN | Sell | CERNER CORP | $2,250,000 | -16.4% | 31,302 | -8.7% | 0.61% | -21.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $2,177,000 | -2.6% | 60,988 | +0.5% | 0.59% | -8.7% |
| IRM | Buy | IRON MTN INC NEW | $2,162,000 | +53.0% | 58,428 | +21.9% | 0.58% | +43.6% |
| MO | Sell | ALTRIA GROUP INC | $2,123,000 | +15.9% | 41,501 | -7.1% | 0.57% | +8.5% |
| IWM | ISHARES TRrussell 2000 etf | $2,107,000 | +12.7% | 9,536 | 0.0% | 0.57% | +5.6% | |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $2,098,000 | +6.5% | 40,600 | -6.7% | 0.56% | -0.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,075,000 | +20.4% | 15,784 | +9.0% | 0.56% | +12.7% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $2,055,000 | +415.0% | 4,052 | +359.4% | 0.55% | +381.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,041,000 | -7.8% | 24,405 | +0.6% | 0.55% | -13.5% |
| KO | Sell | COCA COLA CO | $2,006,000 | -8.7% | 38,057 | -5.0% | 0.54% | -14.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,005,000 | +1.4% | 22,597 | -5.4% | 0.54% | -5.1% |
| CFFN | Sell | CAPITOL FED FINL INC | $1,959,000 | -1.0% | 147,927 | -6.5% | 0.53% | -7.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,861,000 | -3.1% | 9,877 | -9.4% | 0.50% | -9.4% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $1,779,000 | -6.0% | 42,735 | -1.7% | 0.48% | -11.9% |
| SO | Sell | SOUTHERN CO | $1,745,000 | -5.9% | 28,076 | -7.0% | 0.47% | -11.8% |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $1,738,000 | – | 10,576 | +100.0% | 0.47% | – |
| CFB | Sell | CROSSFIRST BANKSHARES INC | $1,699,000 | +20.4% | 123,240 | -6.1% | 0.46% | +12.8% |
| CSCO | Buy | CISCO SYS INC | $1,664,000 | +20.2% | 32,181 | +4.0% | 0.45% | +12.6% |
| SR | Buy | SPIRE INC | $1,473,000 | +21.5% | 19,942 | +5.4% | 0.40% | +13.8% |
| GILD | Sell | GILEAD SCIENCES INC | $1,445,000 | +8.3% | 22,365 | -2.3% | 0.39% | +1.3% |
| MRK | Buy | MERCK & CO. INC | $1,373,000 | +16.5% | 17,816 | +23.6% | 0.37% | +9.1% |
| PFE | Buy | PFIZER INC | $1,367,000 | -0.3% | 37,739 | +1.3% | 0.37% | -6.6% |
| TD | Sell | TORONTO DOMINION BK ONT | $1,361,000 | +6.7% | 20,865 | -7.7% | 0.37% | 0.0% |
| ANET | Buy | ARISTA NETWORKS INC | $1,272,000 | +27.3% | 4,212 | +22.5% | 0.34% | +19.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,269,000 | +35.4% | 22,724 | +0.0% | 0.34% | +27.1% |
| FFBC | Sell | FIRST FINL BANCORP OH | $1,213,000 | +25.7% | 50,550 | -8.2% | 0.33% | +17.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,203,000 | +6.9% | 4,953 | +3.1% | 0.32% | 0.0% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,146,000 | -4.1% | 24,580 | -9.6% | 0.31% | -10.2% |
| BCE | Sell | BCE INC | $1,114,000 | +3.0% | 24,681 | -2.4% | 0.30% | -3.5% |
| MNR | Sell | MONMOUTH REAL ESTATE INVT COcl a | $1,108,000 | -4.6% | 62,655 | -6.6% | 0.30% | -10.5% |
| BMEZ | Sell | BLACKROCK HEALTH SCIENCS TR | $1,045,000 | -14.2% | 39,750 | -6.5% | 0.28% | -19.4% |
| TSLA | Sell | TESLA INC | $1,011,000 | -6.6% | 1,513 | -1.3% | 0.27% | -12.5% |
| PEP | Buy | PEPSICO INC | $1,004,000 | +6.1% | 7,095 | +11.2% | 0.27% | -0.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $961,000 | +15.5% | 13,172 | +1.5% | 0.26% | +8.4% |
| YUM | Sell | YUM BRANDS INC | $934,000 | -5.3% | 8,633 | -5.0% | 0.25% | -11.3% |
| SPY | SPDR S&P 500 ETF TRtr unit | $926,000 | +5.9% | 2,337 | 0.0% | 0.25% | -0.4% | |
| VNO | Sell | VORNADO RLTY TRsh ben int | $830,000 | +9.4% | 18,275 | -10.1% | 0.22% | +2.8% |
| INTC | Sell | INTEL CORP | $815,000 | +27.7% | 12,733 | -0.6% | 0.22% | +20.2% |
| SLG | New | SL GREEN RLTY CORP | $814,000 | – | 11,632 | +100.0% | 0.22% | – |
| BP | Sell | BP PLCsponsored adr | $792,000 | +16.6% | 32,507 | -1.8% | 0.21% | +9.2% |
| SLQT | Buy | SELECTQUOTE INC | $741,000 | +252.9% | 25,100 | +148.5% | 0.20% | +233.3% |
| UNP | Buy | UNION PAC CORP | $716,000 | +67.7% | 3,250 | +58.5% | 0.19% | +56.9% |
| ARCC | Sell | ARES CAPITAL CORP | $718,000 | +0.3% | 38,400 | -9.4% | 0.19% | -6.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $700,000 | +17.6% | 7,255 | +11.6% | 0.19% | +10.5% |
| IWB | Sell | ISHARES TRrus 1000 etf | $616,000 | +4.4% | 2,751 | -1.2% | 0.17% | -2.4% |
| FB | Sell | FACEBOOK INCcl a | $590,000 | +7.3% | 2,003 | -0.5% | 0.16% | +0.6% |
| BAC | Buy | BK OF AMERICA CORP | $576,000 | +27.7% | 14,891 | +0.0% | 0.16% | +19.2% |
| USB | Buy | US BANCORP DEL | $570,000 | +20.5% | 10,300 | +1.5% | 0.15% | +13.2% |
| CVX | Buy | CHEVRON CORP NEW | $528,000 | +25.7% | 5,035 | +1.2% | 0.14% | +17.4% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $521,000 | +6.3% | 28,250 | -5.0% | 0.14% | -0.7% |
| IWF | ISHARES TRrus 1000 grw etf | $491,000 | +0.6% | 2,022 | 0.0% | 0.13% | -5.7% | |
| NEE | Buy | NEXTERA ENERGY INC | $484,000 | +12.0% | 6,400 | +14.3% | 0.13% | +4.8% |
| BNS | BANK NOVA SCOTIA B C | $466,000 | +15.6% | 7,450 | 0.0% | 0.13% | +8.6% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $455,000 | +6.3% | 6,976 | -3.0% | 0.12% | 0.0% |
| GOOG | ALPHABET INCcap stk cl c | $428,000 | +17.9% | 207 | 0.0% | 0.12% | +10.6% | |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $427,000 | – | 6,500 | +100.0% | 0.12% | – |
| SCZ | Sell | ISHARES TReafe sml cp etf | $422,000 | +2.2% | 5,880 | -2.8% | 0.11% | -4.2% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $413,000 | +4.8% | 11,676 | 0.0% | 0.11% | -1.8% | |
| IJH | ISHARES TRcore s&p mcp etf | $393,000 | +13.3% | 1,509 | 0.0% | 0.11% | +6.0% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $395,000 | +8.8% | 5,209 | +4.8% | 0.11% | +1.9% |
| IWR | ISHARES TRrus mid cap etf | $390,000 | +8.0% | 5,273 | 0.0% | 0.10% | +1.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $386,000 | +10.9% | 1 | 0.0% | 0.10% | +4.0% | |
| TWTR | Buy | TWITTER INC | $364,000 | +37.9% | 5,717 | +17.5% | 0.10% | +28.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $354,000 | +35.1% | 889 | +27.2% | 0.10% | +26.7% |
| CRM | Buy | SALESFORCE COM INC | $339,000 | +1.5% | 1,599 | +6.7% | 0.09% | -5.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $337,000 | +14.6% | 15,300 | +2.0% | 0.09% | +7.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $320,000 | +12.3% | 898 | +12.5% | 0.09% | +4.9% |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $307,000 | +7.7% | 8,200 | 0.0% | 0.08% | +1.2% | |
| UNH | UNITEDHEALTH GROUP INC | $298,000 | +6.0% | 800 | 0.0% | 0.08% | -1.2% | |
| CL | New | COLGATE PALMOLIVE CO | $289,000 | – | 3,667 | +100.0% | 0.08% | – |
| SPSM | SPDR SER TRportfolio s&p600 | $283,000 | +17.9% | 6,695 | 0.0% | 0.08% | +10.1% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $274,000 | +1.1% | 2,109 | 0.0% | 0.07% | -5.1% | |
| COP | Sell | CONOCOPHILLIPS | $262,000 | +7.4% | 4,949 | -18.9% | 0.07% | +1.4% |
| HON | HONEYWELL INTL INC | $260,000 | +2.0% | 1,200 | 0.0% | 0.07% | -4.1% | |
| PPL | PPL CORP | $260,000 | +2.4% | 9,000 | 0.0% | 0.07% | -4.1% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $253,000 | +4.1% | 5,774 | 0.0% | 0.07% | -2.9% | |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $245,000 | +9.9% | 5,650 | +7.6% | 0.07% | +3.1% |
| CASY | New | CASEYS GEN STORES INC | $238,000 | – | 1,100 | +100.0% | 0.06% | – |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $222,000 | +3.3% | 5,740 | 0.0% | 0.06% | -3.2% | |
| SPMD | New | SPDR SER TRportfolio s&p400 | $218,000 | – | 4,756 | +100.0% | 0.06% | – |
| MPC | New | MARATHON PETE CORP | $214,000 | – | 4,000 | +100.0% | 0.06% | – |
| C | New | CITIGROUP INC | $210,000 | – | 2,880 | +100.0% | 0.06% | – |
| GPN | GLOBAL PMTS INC | $212,000 | -6.2% | 1,050 | 0.0% | 0.06% | -12.3% | |
| ISRG | INTUITIVE SURGICAL INC | $211,000 | -9.4% | 285 | 0.0% | 0.06% | -14.9% | |
| IVW | New | ISHARES TRs&p 500 grwt etf | $207,000 | – | 3,176 | +100.0% | 0.06% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $204,000 | – | 1,679 | +100.0% | 0.06% | – |
| SPGI | New | S&P GLOBAL INC | $201,000 | – | 570 | +100.0% | 0.05% | – |
| PEO | ADAM NAT RES FD INC | $199,000 | +30.1% | 13,500 | 0.0% | 0.05% | +22.7% | |
| ET | Sell | ENERGY TRANSFER LP | $132,000 | +17.9% | 17,225 | -4.7% | 0.04% | +12.5% |
| OFS | OFS CAP CORP | $123,000 | +23.0% | 14,000 | 0.0% | 0.03% | +13.8% | |
| NOK | Buy | NOKIA CORPsponsored adr | $59,000 | 0.0% | 15,019 | +0.1% | 0.02% | -5.9% |
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -14,000 | -100.0% | -0.06% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -10,300 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,136 | -100.0% | -0.06% | – |
| SMB | Exit | VANECK VECTORS ETF TRshort muni etf | $0 | – | -12,500 | -100.0% | -0.06% | – |
| BAF | Exit | BLACKROCK MUN INCM INVT QTY | $0 | – | -18,801 | -100.0% | -0.08% | – |
| NMCO | Exit | NUVEEN MUN CR OPPORTUNITIES | $0 | – | -24,000 | -100.0% | -0.09% | – |
| NYCBPRU | Exit | NEW YORK CMNTY CAP TR Vunit 11/01/2051 | $0 | – | -8,550 | -100.0% | -0.11% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -8,000 | -100.0% | -0.11% | – |
| RMM | Exit | RIVERNORTH MANAGED DUR MUN I | $0 | – | -24,000 | -100.0% | -0.12% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -5,359 | -100.0% | -0.13% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -9,023 | -100.0% | -0.14% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -6,138 | -100.0% | -0.15% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -27,600 | -100.0% | -0.15% | – |
| IFFT | Exit | INTERNATIONAL FLAVORS&FRAGRAunit 09/15/2021 | $0 | – | -14,300 | -100.0% | -0.17% | – |
| DTP | Exit | DTE ENERGY COunit 11/01/2022s | $0 | – | -12,375 | -100.0% | -0.17% | – |
| SLG | Exit | SL GREEN RLTY CORP | $0 | – | -12,050 | -100.0% | -0.21% | – |
| AEPPZ | Exit | AMERICAN ELEC PWR CO INCunit 08/15/2025 | $0 | – | -14,600 | -100.0% | -0.21% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -11,810 | -100.0% | -0.24% | – |
| NEEPRQ | Exit | NEXTERA ENERGY INCunit 99/99/9999 | $0 | – | -16,750 | -100.0% | -0.25% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -14,337 | -100.0% | -0.26% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -87,800 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 6.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.6% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.6% |
| ALPHABET INC | 12 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.4% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 3.1% |
| DANAHER CORPORATION | 12 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.7% |
View KAVAR CAPITAL PARTNERS GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-01 |
View KAVAR CAPITAL PARTNERS GROUP, 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.