$463 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 156 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $27,739,000 | +1.5% | 158,864 | +3.3% | 6.00% | +5.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $23,552,000 | -5.8% | 437,356 | +99.1% | 5.09% | -2.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $16,289,000 | -8.2% | 27,578 | +3.7% | 3.52% | -4.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $15,333,000 | -1.6% | 417,555 | +4.2% | 3.31% | +2.3% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $14,617,000 | -0.6% | 83,078 | +1.1% | 3.16% | +3.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $14,508,000 | -1.2% | 5,216 | +2.9% | 3.14% | +2.7% |
| DHR | Buy | DANAHER CORPORATION | $12,711,000 | -6.3% | 43,335 | +5.1% | 2.75% | -2.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,520,000 | -4.0% | 79,388 | -0.9% | 2.71% | -0.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $12,287,000 | +44.8% | 210,038 | +45.1% | 2.66% | +50.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $10,954,000 | +19.6% | 31,040 | +1.3% | 2.37% | +24.4% |
| NVDA | Buy | NVIDIA CORPORATION | $10,262,000 | +2.2% | 37,610 | +10.2% | 2.22% | +6.3% |
| MSFT | Buy | MICROSOFT CORP | $10,094,000 | +0.4% | 32,740 | +9.5% | 2.18% | +4.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,620,000 | -5.6% | 62,960 | +1.0% | 2.08% | -1.8% |
| BDX | Buy | BECTON DICKINSON & CO | $8,641,000 | +7.0% | 32,486 | +1.2% | 1.87% | +11.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,131,000 | -7.1% | 50,140 | -1.6% | 1.76% | -3.4% |
| ABBV | Sell | ABBVIE INC | $7,587,000 | +17.2% | 46,801 | -2.1% | 1.64% | +21.8% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,380,000 | -3.0% | 265,749 | +3.5% | 1.60% | +0.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,237,000 | +4.2% | 40,831 | +0.6% | 1.56% | +8.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $7,183,000 | -7.0% | 35,358 | +0.8% | 1.55% | -3.3% |
| STE | Sell | STERIS PLC | $6,228,000 | -1.3% | 25,760 | -0.6% | 1.35% | +2.7% |
| NKE | Buy | NIKE INCcl b | $6,049,000 | -17.9% | 44,952 | +1.7% | 1.31% | -14.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,914,000 | -4.4% | 124,866 | +106.6% | 1.28% | -0.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,694,000 | -4.2% | 75,062 | +1.5% | 1.23% | -0.3% |
| SBUX | Buy | STARBUCKS CORP | $5,620,000 | -21.1% | 61,775 | +1.5% | 1.22% | -17.8% |
| ABT | Buy | ABBOTT LABS | $5,498,000 | -11.8% | 46,450 | +4.9% | 1.19% | -8.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,442,000 | -0.2% | 106,829 | +1.8% | 1.18% | +3.8% |
| UL | Buy | UNILEVER PLCspon adr new | $5,413,000 | -9.1% | 118,780 | +7.3% | 1.17% | -5.4% |
| V | Buy | VISA INC | $5,382,000 | +3.9% | 24,269 | +1.5% | 1.16% | +8.0% |
| DIS | Buy | DISNEY WALT CO | $5,059,000 | -6.8% | 36,881 | +5.3% | 1.09% | -3.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $4,686,000 | +0.6% | 55,581 | +0.3% | 1.01% | +4.6% |
| EEFT | Buy | EURONET WORLDWIDE INC | $4,649,000 | +10.3% | 35,723 | +1.0% | 1.00% | +14.7% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,483,000 | +149.1% | 75,618 | +166.0% | 0.97% | +159.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,464,000 | -10.0% | 32,749 | +4.5% | 0.96% | -6.4% |
| HD | Buy | HOME DEPOT INC | $4,454,000 | +17.6% | 14,879 | +63.1% | 0.96% | +22.4% |
| TFC | Buy | TRUIST FINL CORP | $4,262,000 | -0.8% | 75,171 | +2.4% | 0.92% | +3.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,941,000 | -4.3% | 62,772 | +1.1% | 0.85% | -0.5% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,930,000 | -6.6% | 17,062 | +1.8% | 0.85% | -2.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,907,000 | +0.2% | 30,049 | +3.0% | 0.84% | +4.2% |
| WMT | Buy | WALMART INC | $3,733,000 | +7.9% | 25,064 | +4.8% | 0.81% | +12.2% |
| NVO | Sell | NOVO-NORDISK A Sadr | $3,715,000 | -1.4% | 33,454 | -0.6% | 0.80% | +2.6% |
| AMZN | Buy | AMAZON COM INC | $3,654,000 | +5.2% | 1,121 | +7.6% | 0.79% | +9.4% |
| EMR | Buy | EMERSON ELEC CO | $3,457,000 | +6.9% | 35,261 | +1.3% | 0.75% | +11.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $3,309,000 | +0.4% | 4,831 | +3.5% | 0.72% | +4.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,058,000 | -8.6% | 25,979 | +0.6% | 0.66% | -4.9% |
| BAX | BAXTER INTL INC | $2,975,000 | -9.7% | 38,362 | 0.0% | 0.64% | -6.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,938,000 | -6.3% | 8,900 | +8.5% | 0.64% | -2.6% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $2,798,000 | +0.6% | 64,238 | +1.9% | 0.60% | +4.7% |
| MCD | Sell | MCDONALDS CORP | $2,722,000 | -12.6% | 11,008 | -5.3% | 0.59% | -9.1% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $2,688,000 | -6.3% | 13,355 | +3.8% | 0.58% | -2.5% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,684,000 | -22.4% | 19,611 | -1.9% | 0.58% | -19.3% |
| ANET | Buy | ARISTA NETWORKS INC | $2,638,000 | +1.6% | 18,983 | +5.1% | 0.57% | +5.8% |
| SYY | Buy | SYSCO CORP | $2,625,000 | +4.4% | 32,150 | +0.5% | 0.57% | +8.6% |
| CERN | Sell | CERNER CORP | $2,585,000 | -8.9% | 27,624 | -9.6% | 0.56% | -5.3% |
| PEP | Buy | PEPSICO INC | $2,475,000 | +0.5% | 14,786 | +4.3% | 0.54% | +4.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,361,000 | +1.0% | 15,975 | +0.5% | 0.51% | +4.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,242,000 | -8.6% | 9,852 | -1.0% | 0.48% | -4.9% |
| KO | Sell | COCA COLA CO | $2,241,000 | +2.0% | 36,149 | -2.6% | 0.48% | +5.9% |
| FDX | Buy | FEDEX CORP | $2,197,000 | +4.9% | 9,496 | +17.2% | 0.48% | +9.2% |
| CSCO | Buy | CISCO SYS INC | $2,097,000 | -11.0% | 37,605 | +1.2% | 0.45% | -7.4% |
| ILPT | New | INDUSTRIAL LOGISTICS PPTYS T | $2,026,000 | – | 89,390 | +100.0% | 0.44% | – |
| MMM | Sell | 3M CO | $1,996,000 | -18.3% | 13,410 | -2.5% | 0.43% | -15.2% |
| SO | SOUTHERN CO | $1,951,000 | +5.7% | 26,901 | 0.0% | 0.42% | +10.2% | |
| CFB | CROSSFIRST BANKSHARES INC | $1,942,000 | +0.9% | 123,240 | 0.0% | 0.42% | +5.0% | |
| PM | Sell | PHILIP MORRIS INTL INC | $1,927,000 | -6.1% | 20,513 | -5.0% | 0.42% | -2.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,911,000 | -8.5% | 9,309 | -0.9% | 0.41% | -4.8% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $1,833,000 | -25.9% | 40,085 | -3.3% | 0.40% | -23.0% |
| MO | Sell | ALTRIA GROUP INC | $1,804,000 | +9.3% | 34,517 | -0.9% | 0.39% | +13.7% |
| PFE | Sell | PFIZER INC | $1,787,000 | -14.8% | 34,525 | -2.8% | 0.39% | -11.5% |
| IRM | Sell | IRON MTN INC NEW | $1,770,000 | +0.6% | 31,948 | -5.0% | 0.38% | +4.6% |
| TD | Sell | TORONTO DOMINION BK ONT | $1,575,000 | -1.6% | 19,825 | -5.0% | 0.34% | +2.4% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,559,000 | -5.0% | 31,808 | +0.2% | 0.34% | -1.2% |
| XOM | Buy | EXXON MOBIL CORP | $1,527,000 | +34.9% | 18,494 | +0.0% | 0.33% | +40.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,489,000 | -5.0% | 6,539 | +0.8% | 0.32% | -1.2% |
| ARCC | Buy | ARES CAPITAL CORP | $1,470,000 | +7.0% | 70,179 | +8.2% | 0.32% | +11.2% |
| SR | Sell | SPIRE INC | $1,452,000 | +7.0% | 20,233 | -2.8% | 0.31% | +11.3% |
| TSLA | Sell | TESLA INC | $1,447,000 | +0.5% | 1,343 | -1.5% | 0.31% | +4.7% |
| GFF | GRIFFON CORP | $1,426,000 | -29.7% | 71,209 | 0.0% | 0.31% | -26.8% | |
| PYPL | Buy | PAYPAL HLDGS INC | $1,426,000 | -27.6% | 12,327 | +18.0% | 0.31% | -24.7% |
| MRK | Buy | MERCK & CO INC | $1,403,000 | +7.2% | 17,101 | +0.1% | 0.30% | +11.4% |
| BMEZ | Buy | BLACKROCK HEALTH SCIENCS TR | $1,384,000 | +37.3% | 69,000 | +73.6% | 0.30% | +43.1% |
| BCE | Sell | BCE INC | $1,316,000 | +6.3% | 23,731 | -0.3% | 0.28% | +10.5% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,292,000 | -6.6% | 24,315 | -1.9% | 0.28% | -3.1% |
| IJH | ISHARES TRcore s&p mcp etf | $1,180,000 | -5.2% | 4,399 | 0.0% | 0.26% | -1.5% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,085,000 | +11.3% | 2,403 | +17.0% | 0.23% | +15.3% |
| FFBC | Sell | FIRST FINL BANCORP OH | $1,073,000 | -10.3% | 46,550 | -5.1% | 0.23% | -6.8% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $1,039,000 | -2.4% | 13,173 | 0.0% | 0.22% | +1.8% | |
| YUM | Sell | YUM BRANDS INC | $959,000 | -16.8% | 8,092 | -2.5% | 0.21% | -13.8% |
| DOW | New | DOW INC | $806,000 | – | 12,651 | +100.0% | 0.17% | – |
| GDRX | GOODRX HLDGS INC | $795,000 | -40.9% | 41,145 | 0.0% | 0.17% | -38.4% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $774,000 | +12.8% | 277 | +16.9% | 0.17% | +16.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $769,000 | +7.0% | 6,887 | +0.5% | 0.17% | +11.4% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $768,000 | -11.1% | 36,350 | -0.5% | 0.17% | -7.8% |
| FB | Buy | META PLATFORMS INCcl a | $741,000 | -29.2% | 3,333 | +7.2% | 0.16% | -26.3% |
| CVX | Sell | CHEVRON CORP NEW | $742,000 | +35.2% | 4,555 | -2.7% | 0.16% | +40.4% |
| New | SL GREEN RLTY CORP | $726,000 | – | 8,949 | +100.0% | 0.16% | – | |
| IWB | Buy | ISHARES TRrus 1000 etf | $719,000 | -1.8% | 2,874 | +3.8% | 0.16% | +2.0% |
| BP | Buy | BP PLCsponsored adr | $713,000 | +21.5% | 24,250 | +10.0% | 0.15% | +26.2% |
| UMBF | UMB FINL CORP | $690,000 | -8.5% | 7,102 | 0.0% | 0.15% | -5.1% | |
| CAT | Buy | CATERPILLAR INC | $679,000 | +64.4% | 3,048 | +52.6% | 0.15% | +70.9% |
| BAC | Buy | BK OF AMERICA CORP | $673,000 | -4.9% | 16,335 | +2.7% | 0.14% | -1.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $636,000 | -85.8% | 1,105 | -86.0% | 0.14% | -85.3% |
| BRMK | Buy | BROADMARK RLTY CAP INC | $591,000 | -2.8% | 68,275 | +5.9% | 0.13% | +1.6% |
| USB | US BANCORP DEL | $558,000 | -5.4% | 10,500 | 0.0% | 0.12% | -1.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $561,000 | -9.2% | 2,022 | 0.0% | 0.12% | -5.5% | |
| INTC | Sell | INTEL CORP | $560,000 | -11.3% | 11,305 | -7.7% | 0.12% | -7.6% |
| NEE | NEXTERA ENERGY INC | $530,000 | -9.2% | 6,254 | 0.0% | 0.12% | -5.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.11% | +21.3% | |
| PPL | Buy | PPL CORP | $514,000 | +0.6% | 18,000 | +5.9% | 0.11% | +4.7% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $506,000 | -6.5% | 9,024 | +0.1% | 0.11% | -2.7% |
| COP | CONOCOPHILLIPS | $495,000 | +38.7% | 4,949 | 0.0% | 0.11% | +44.6% | |
| BNS | BANK NOVA SCOTIA B C | $491,000 | 0.0% | 6,850 | 0.0% | 0.11% | +3.9% | |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $479,000 | – | 14,871 | +100.0% | 0.10% | – |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $469,000 | -1.7% | 10,060 | +0.2% | 0.10% | +2.0% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $458,000 | -26.6% | 3,484 | -15.9% | 0.10% | -23.8% |
| CRM | Buy | SALESFORCE COM INC | $438,000 | -8.9% | 2,063 | +9.0% | 0.10% | -5.0% |
| UNP | Sell | UNION PAC CORP | $437,000 | +5.0% | 1,600 | -3.0% | 0.09% | +9.3% |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $425,000 | -5.3% | 12,000 | 0.0% | 0.09% | -1.1% | |
| UNH | UNITEDHEALTH GROUP INC | $418,000 | +1.7% | 819 | 0.0% | 0.09% | +5.9% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $405,000 | -7.7% | 5,188 | -1.9% | 0.09% | -3.3% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $404,000 | -6.0% | 11,792 | 0.0% | 0.09% | -2.2% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $394,000 | +17.6% | 15,275 | 0.0% | 0.08% | +21.4% | |
| SCZ | ISHARES TReafe sml cp etf | $390,000 | -9.3% | 5,881 | 0.0% | 0.08% | -5.6% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $386,000 | -7.4% | 850 | -2.9% | 0.08% | -4.6% |
| HON | HONEYWELL INTL INC | $377,000 | -6.5% | 1,935 | 0.0% | 0.08% | -3.6% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $377,000 | -6.0% | 1,774 | 0.0% | 0.08% | -2.4% | |
| EFA | ISHARES TRmsci eafe etf | $356,000 | -6.6% | 4,841 | 0.0% | 0.08% | -2.5% | |
| MPC | MARATHON PETE CORP | $351,000 | +34.0% | 4,100 | 0.0% | 0.08% | +40.7% | |
| BTU | Buy | PEABODY ENGR CORP | $336,000 | +166.7% | 13,700 | +9.6% | 0.07% | +180.8% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $314,000 | – | 867 | +100.0% | 0.07% | – |
| COIN | Sell | COINBASE GLOBAL INC | $297,000 | -28.1% | 1,566 | -4.3% | 0.06% | -25.6% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $291,000 | +5.1% | 17,525 | -5.7% | 0.06% | +8.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $288,000 | -6.2% | 955 | +11.7% | 0.06% | -3.1% |
| CL | COLGATE PALMOLIVE CO | $278,000 | -11.2% | 3,667 | 0.0% | 0.06% | -7.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $258,000 | +5.7% | 5,250 | 0.0% | 0.06% | +9.8% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $242,000 | +12.6% | 5,740 | 0.0% | 0.05% | +15.6% | |
| CBZ | CBIZ INC | $234,000 | +7.3% | 5,585 | 0.0% | 0.05% | +13.3% | |
| SPGI | S&P GLOBAL INC | $234,000 | -13.0% | 570 | 0.0% | 0.05% | -8.9% | |
| SPLK | New | SPLUNK INC | $233,000 | – | 1,565 | +100.0% | 0.05% | – |
| WELL | WELLTOWER INC | $228,000 | +12.3% | 2,370 | 0.0% | 0.05% | +16.7% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $225,000 | -8.9% | 2,060 | +20.0% | 0.05% | -3.9% |
| SPSM | SPDR SER TRportfolio s&p600 | $228,000 | -5.8% | 5,420 | 0.0% | 0.05% | -2.0% | |
| SPMD | SPDR SER TRportfolio s&p400 | $228,000 | -5.0% | 4,832 | 0.0% | 0.05% | -2.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $224,000 | -7.1% | 5,802 | 0.0% | 0.05% | -4.0% | |
| BX | BLACKSTONE INC | $222,000 | -1.8% | 1,750 | 0.0% | 0.05% | +2.1% | |
| LOW | LOWES COS INC | $221,000 | -21.6% | 1,091 | 0.0% | 0.05% | -18.6% | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $213,000 | – | 2,151 | +100.0% | 0.05% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $212,000 | -8.6% | 2,772 | 0.0% | 0.05% | -4.2% | |
| DE | New | DEERE & CO | $208,000 | – | 500 | +100.0% | 0.04% | – |
| EVRG | New | EVERGY INC | $209,000 | – | 3,058 | +100.0% | 0.04% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $205,000 | – | 590 | +100.0% | 0.04% | – |
| VNO | Sell | VORNADO RLTY TRsh ben int | $205,000 | -34.9% | 4,525 | -39.9% | 0.04% | -32.3% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $201,000 | – | 2,746 | +100.0% | 0.04% | – |
| CB | Sell | CHUBB LIMITED | $201,000 | -12.6% | 941 | -21.0% | 0.04% | -10.4% |
| F | New | FORD MTR CO DEL | $171,000 | – | 10,100 | +100.0% | 0.04% | – |
| ET | Sell | ENERGY TRANSFER L P | $165,000 | +17.0% | 14,712 | -13.9% | 0.04% | +24.1% |
| SLQT | New | SELECTQUOTE INC | $54,000 | – | 19,500 | +100.0% | 0.01% | – |
| OFS | Exit | OFS CAP CORP | $0 | – | -12,105 | -100.0% | -0.03% | – |
| PEO | Exit | ADAM NAT RES FD INC | $0 | – | -12,000 | -100.0% | -0.04% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -1,403 | -100.0% | -0.04% | – |
| CFFN | Exit | CAPITOL FED FINL INC | $0 | – | -18,000 | -100.0% | -0.04% | – |
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -14,000 | -100.0% | -0.04% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -700 | -100.0% | -0.04% | – |
| CPRT | Exit | COPART INC | $0 | – | -1,350 | -100.0% | -0.04% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,930 | -100.0% | -0.04% | – |
| SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -12,500 | -100.0% | -0.05% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -3,126 | -100.0% | -0.05% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -5,817 | -100.0% | -0.05% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -5,250 | -100.0% | -0.05% | – |
| T | Exit | AT&T INC | $0 | – | -10,950 | -100.0% | -0.06% | – |
| NMCO | Exit | NUVEEN MUN CR OPPORTUNITIES | $0 | – | -22,500 | -100.0% | -0.07% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -22,550 | -100.0% | -0.09% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -5,373 | -100.0% | -0.09% | – |
| RMM | Exit | RIVERNORTH MANAGED DUR MUN I | $0 | – | -23,100 | -100.0% | -0.10% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -6,127 | -100.0% | -0.10% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -27,600 | -100.0% | -0.11% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -25,087 | -100.0% | -0.14% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -11,881 | -100.0% | -0.16% | – |
| MNR | Exit | MONMOUTH REAL ESTATE INVT COcl a | $0 | – | -62,155 | -100.0% | -0.27% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -56,347 | -100.0% | -0.69% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -41,933 | -100.0% | -0.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.