$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILPT | New | INDUSTRIAL LOGISTICS PPTYS T | $2,026,000 | – | 89,390 | +100.0% | 0.44% | – |
| DOW | New | DOW INC | $806,000 | – | 12,651 | +100.0% | 0.17% | – |
| New | SL GREEN RLTY CORP | $726,000 | – | 8,949 | +100.0% | 0.16% | – | |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $479,000 | – | 14,871 | +100.0% | 0.10% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $314,000 | – | 867 | +100.0% | 0.07% | – |
| SPLK | New | SPLUNK INC | $233,000 | – | 1,565 | +100.0% | 0.05% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $213,000 | – | 2,151 | +100.0% | 0.05% | – |
| 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% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $201,000 | – | 2,746 | +100.0% | 0.04% | – |
| F | New | FORD MTR CO DEL | $171,000 | – | 10,100 | +100.0% | 0.04% | – |
| SLQT | New | SELECTQUOTE INC | $54,000 | – | 19,500 | +100.0% | 0.01% | – |
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.