$431 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 164 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $22,076,000 | -20.4% | 161,470 | +1.6% | 5.12% | -14.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $20,139,000 | -14.5% | 450,947 | +3.1% | 4.67% | -8.3% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $15,890,000 | +29.3% | 312,175 | +48.6% | 3.68% | +38.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $15,125,000 | -7.1% | 27,840 | +1.0% | 3.51% | -0.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,288,000 | -13.3% | 422,510 | +1.2% | 3.08% | -7.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,567,000 | -14.0% | 83,879 | +1.0% | 2.91% | -7.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $11,670,000 | -19.6% | 5,355 | +2.7% | 2.71% | -13.7% |
| DHR | Buy | DANAHER CORPORATION | $11,103,000 | -12.7% | 43,796 | +1.1% | 2.58% | -6.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,400,000 | -16.9% | 77,481 | -2.4% | 2.41% | -10.9% |
| MSFT | Buy | MICROSOFT CORP | $9,486,000 | -6.0% | 36,933 | +12.8% | 2.20% | +0.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,150,000 | -4.9% | 63,631 | +1.1% | 2.12% | +2.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,981,000 | -18.0% | 32,896 | +6.0% | 2.08% | -12.0% |
| BDX | Sell | BECTON DICKINSON & CO | $7,746,000 | -10.4% | 31,421 | -3.3% | 1.80% | -3.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,379,000 | +2.0% | 41,568 | +1.8% | 1.71% | +9.4% |
| New | J P MORGAN EXCHANGE TRADED Finflation manage | $7,315,000 | – | 151,489 | +100.0% | 1.70% | – | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $7,311,000 | – | 97,138 | +100.0% | 1.70% | – |
| ABBV | Buy | ABBVIE INC | $7,209,000 | -5.0% | 47,065 | +0.6% | 1.67% | +2.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000,000 | -5.1% | 275,819 | +3.8% | 1.62% | +1.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,851,000 | -15.7% | 47,755 | -4.8% | 1.59% | -9.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $6,257,000 | -12.9% | 35,936 | +1.6% | 1.45% | -6.5% |
| NVDA | Buy | NVIDIA CORPORATION | $5,932,000 | -42.2% | 39,135 | +4.1% | 1.38% | -38.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,567,000 | +2.3% | 109,686 | +2.7% | 1.29% | +9.8% |
| UL | Buy | UNILEVER PLCspon adr new | $5,523,000 | +2.0% | 120,500 | +1.4% | 1.28% | +9.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,307,000 | -10.3% | 136,123 | +9.0% | 1.23% | -3.7% |
| ABT | Buy | ABBOTT LABS | $5,134,000 | -6.6% | 47,256 | +1.7% | 1.19% | +0.2% |
| STE | Sell | STERIS PLC | $5,125,000 | -17.7% | 24,860 | -3.5% | 1.19% | -11.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,054,000 | -11.2% | 80,563 | +7.3% | 1.17% | -4.8% |
| V | Buy | VISA INC | $4,899,000 | -9.0% | 24,883 | +2.5% | 1.14% | -2.3% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,845,000 | +8.1% | 93,128 | +23.2% | 1.12% | +15.9% |
| SBUX | Buy | STARBUCKS CORP | $4,789,000 | -14.8% | 62,686 | +1.5% | 1.11% | -8.6% |
| NKE | Buy | NIKE INCcl b | $4,672,000 | -22.8% | 45,714 | +1.7% | 1.08% | -17.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $4,291,000 | -8.4% | 67,910 | +22.2% | 1.00% | -1.8% |
| HD | Buy | HOME DEPOT INC | $4,274,000 | -4.0% | 15,584 | +4.7% | 0.99% | +2.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $4,142,000 | +25.2% | 6,557 | +35.7% | 0.96% | +34.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $4,000,000 | +2.4% | 28,332 | -5.7% | 0.93% | +10.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,957,000 | +726.1% | 139,782 | +840.0% | 0.92% | +782.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,928,000 | -12.0% | 34,878 | +6.5% | 0.91% | -5.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,915,000 | -0.7% | 63,060 | +0.5% | 0.91% | +6.6% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $3,908,000 | -0.6% | 16,769 | -1.7% | 0.91% | +6.7% |
| TFC | Buy | TRUIST FINL CORP | $3,704,000 | -13.1% | 78,086 | +3.9% | 0.86% | -6.7% |
| EEFT | Buy | EURONET WORLDWIDE INC | $3,669,000 | -21.1% | 36,470 | +2.1% | 0.85% | -15.3% |
| NVO | Sell | NOVO-NORDISK A Sadr | $3,655,000 | -1.6% | 32,804 | -1.9% | 0.85% | +5.6% |
| DIS | Buy | DISNEY WALT CO | $3,533,000 | -30.2% | 37,428 | +1.5% | 0.82% | -25.1% |
| WMT | Buy | WALMART INC | $3,190,000 | -14.5% | 26,235 | +4.7% | 0.74% | -8.3% |
| EMR | Buy | EMERSON ELEC CO | $2,829,000 | -18.2% | 35,566 | +0.9% | 0.66% | -12.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,764,000 | -5.9% | 9,306 | +4.6% | 0.64% | +0.9% |
| SYY | Sell | SYSCO CORP | $2,671,000 | +1.8% | 31,531 | -1.9% | 0.62% | +9.2% |
| MCD | Sell | MCDONALDS CORP | $2,656,000 | -2.4% | 10,758 | -2.3% | 0.62% | +4.8% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,585,000 | -3.7% | 19,441 | -0.9% | 0.60% | +3.3% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,581,000 | -15.6% | 27,142 | +4.5% | 0.60% | -9.5% |
| PEP | Buy | PEPSICO INC | $2,551,000 | +3.1% | 15,305 | +3.5% | 0.59% | +10.7% |
| FDX | Buy | FEDEX CORP | $2,429,000 | +10.6% | 10,716 | +12.8% | 0.56% | +18.5% |
| BAX | Sell | BAXTER INTL INC | $2,388,000 | -19.7% | 37,182 | -3.1% | 0.55% | -13.8% |
| AMZN | Buy | AMAZON COM INC | $2,338,000 | -36.0% | 22,015 | +1863.9% | 0.54% | -31.4% |
| KO | Buy | COCA COLA CO | $2,287,000 | +2.1% | 36,349 | +0.6% | 0.53% | +9.5% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $2,118,000 | -21.2% | 14,607 | +9.4% | 0.49% | -15.5% |
| VTV | VANGUARD INDEX FDSvalue etf | $2,107,000 | -10.8% | 15,975 | 0.0% | 0.49% | -4.1% | |
| GFF | Buy | GRIFFON CORP | $2,069,000 | +45.1% | 73,809 | +3.7% | 0.48% | +55.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,048,000 | -8.7% | 9,752 | -1.0% | 0.48% | -2.1% |
| MU | New | MICRON TECHNOLOGY INC | $1,972,000 | – | 35,665 | +100.0% | 0.46% | – |
| SO | Buy | SOUTHERN CO | $1,922,000 | -1.5% | 26,955 | +0.2% | 0.45% | +5.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,892,000 | -1.8% | 19,163 | -6.6% | 0.44% | +5.5% |
| BX | Buy | BLACKSTONE INC | $1,891,000 | +751.8% | 20,723 | +1084.2% | 0.44% | +812.5% |
| PFE | Buy | PFIZER INC | $1,841,000 | +3.0% | 35,106 | +1.7% | 0.43% | +10.6% |
| ANET | Buy | ARISTA NETWORKS INC | $1,835,000 | -30.4% | 19,580 | +3.1% | 0.42% | -25.4% |
| ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS T | $1,771,000 | -12.6% | 125,777 | +40.7% | 0.41% | -6.2% |
| CFB | CROSSFIRST BANKSHARES INC | $1,627,000 | -16.2% | 123,240 | 0.0% | 0.38% | -10.2% | |
| XOM | Buy | EXXON MOBIL CORP | $1,590,000 | +4.1% | 18,570 | +0.4% | 0.37% | +11.8% |
| MRK | Buy | MERCK & CO INC | $1,571,000 | +12.0% | 17,229 | +0.7% | 0.36% | +20.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,528,000 | -20.0% | 9,025 | -3.1% | 0.35% | -14.3% |
| IRM | Sell | IRON MTN INC NEW | $1,497,000 | -15.4% | 30,748 | -3.8% | 0.35% | -9.4% |
| ARCC | Buy | ARES CAPITAL CORP | $1,492,000 | +1.5% | 83,209 | +18.6% | 0.35% | +8.8% |
| SR | Sell | SPIRE INC | $1,469,000 | +1.2% | 19,756 | -2.4% | 0.34% | +8.6% |
| MO | Sell | ALTRIA GROUP INC | $1,431,000 | -20.7% | 34,267 | -0.7% | 0.33% | -14.9% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $1,360,000 | -25.8% | 39,935 | -0.4% | 0.32% | -20.5% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,301,000 | -16.5% | 31,924 | +0.4% | 0.30% | -10.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,234,000 | -17.1% | 6,543 | +0.1% | 0.29% | -11.2% |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $1,189,000 | – | 37,628 | +100.0% | 0.28% | – | |
| BMEZ | Buy | BLACKROCK HEALTH SCIENCS TR | $1,142,000 | -17.5% | 69,518 | +0.8% | 0.26% | -11.4% |
| SPLG | SPDR SER TRportfolio s&p500 | $1,078,000 | -16.6% | 24,315 | 0.0% | 0.25% | -10.4% | |
| BCE | Sell | BCE INC | $1,058,000 | -19.6% | 21,516 | -9.3% | 0.24% | -13.7% |
| AEPPZ | New | AMERICAN ELEC PWR CO INCunit 08/15/2025 | $1,010,000 | – | 18,600 | +100.0% | 0.23% | – |
| MMM | Sell | 3M CO | $1,006,000 | -49.6% | 7,774 | -42.0% | 0.23% | -45.9% |
| IJH | ISHARES TRcore s&p mcp etf | $995,000 | -15.7% | 4,399 | 0.0% | 0.23% | -9.4% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $944,000 | -9.1% | 13,173 | 0.0% | 0.22% | -2.7% | |
| TSLA | Buy | TESLA INC | $918,000 | -36.6% | 1,363 | +1.5% | 0.21% | -31.9% |
| YUM | Sell | YUM BRANDS INC | $907,000 | -5.4% | 7,992 | -1.2% | 0.21% | +1.4% |
| SPY | SPDR S&P 500 ETF TRtr unit | $907,000 | -16.4% | 2,403 | 0.0% | 0.21% | -10.3% | |
| NEEPRQ | New | NEXTERA ENERGY INCunit 99/99/9999 | $875,000 | – | 17,800 | +100.0% | 0.20% | – |
| D | New | DOMINION ENERGY INC | $844,000 | – | 10,580 | +100.0% | 0.20% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $839,000 | -41.2% | 12,014 | -2.5% | 0.20% | -36.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $781,000 | +1.6% | 7,288 | +5.8% | 0.18% | +9.0% |
| DOW | Buy | DOW INC | $740,000 | -8.2% | 14,340 | +13.4% | 0.17% | -1.1% |
| BP | Buy | BP PLCsponsored adr | $730,000 | +2.4% | 25,750 | +6.2% | 0.17% | +9.7% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $697,000 | – | 12,486 | +100.0% | 0.16% | – |
| CVX | Buy | CHEVRON CORP NEW | $689,000 | -7.1% | 4,761 | +4.5% | 0.16% | 0.0% |
| BSXPRA | New | BOSTON SCIENTIFIC CORP5.50% cnv pfd a | $629,000 | – | 6,200 | +100.0% | 0.15% | – |
| CAT | Buy | CATERPILLAR INC | $616,000 | -9.3% | 3,448 | +13.1% | 0.14% | -2.7% |
| UMBF | UMB FINL CORP | $611,000 | -11.4% | 7,102 | 0.0% | 0.14% | -4.7% | |
| DTP | New | DTE ENERGY COunit 11/01/2022 | $611,000 | – | 11,875 | +100.0% | 0.14% | – |
| FB | Buy | META PLATFORMS INCcl a | $608,000 | -17.9% | 3,768 | +13.1% | 0.14% | -11.9% |
| GOOG | ALPHABET INCcap stk cl c | $606,000 | -21.7% | 277 | 0.0% | 0.14% | -15.6% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $575,000 | -20.0% | 2,767 | -3.7% | 0.13% | -14.2% |
| BDXB | New | BECTON DICKINSON & CO6% dp conv pfd b | $524,000 | – | 10,600 | +100.0% | 0.12% | – |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $518,000 | -32.6% | 33,950 | -6.6% | 0.12% | -27.7% |
| BAC | Buy | BK OF AMERICA CORP | $517,000 | -23.2% | 16,611 | +1.7% | 0.12% | -17.2% |
| USB | Buy | US BANCORP DEL | $495,000 | -11.3% | 10,750 | +2.4% | 0.12% | -5.0% |
| NEE | NEXTERA ENERGY INC | $484,000 | -8.7% | 6,254 | 0.0% | 0.11% | -2.6% | |
| New | BLACKSTONE SECD LENDING FD | $476,000 | – | 20,142 | +100.0% | 0.11% | – | |
| COP | Buy | CONOCOPHILLIPS | $473,000 | -4.4% | 5,263 | +6.3% | 0.11% | +2.8% |
| GSBD | New | GOLDMAN SACHS BDC INC | $467,000 | – | 27,772 | +100.0% | 0.11% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $460,000 | – | 5,991 | +100.0% | 0.11% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $455,000 | -18.9% | 2,082 | +3.0% | 0.11% | -12.4% |
| BRMK | BROADMARK RLTY CAP INC | $458,000 | -22.5% | 68,275 | 0.0% | 0.11% | -17.2% | |
| COST | Sell | COSTCO WHSL CORP NEW | $439,000 | -31.0% | 915 | -17.2% | 0.10% | -25.5% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $434,000 | -14.2% | 9,049 | +0.3% | 0.10% | -7.3% |
| INTC | Buy | INTEL CORP | $427,000 | -23.8% | 11,421 | +1.0% | 0.10% | -18.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $428,000 | +2.4% | 834 | +1.8% | 0.10% | +10.0% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $422,000 | -7.9% | 3,541 | +1.6% | 0.10% | -1.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.10% | -16.7% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $410,000 | – | 5,373 | +100.0% | 0.10% | – |
| BNS | BANK NOVA SCOTIA B C | $406,000 | -17.3% | 6,850 | 0.0% | 0.09% | -11.3% | |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $406,000 | -13.4% | 10,102 | +0.4% | 0.09% | -6.9% |
| EPD | ENTERPRISE PRODS PARTNERS L | $372,000 | -5.6% | 15,275 | 0.0% | 0.09% | +1.2% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $365,000 | -14.1% | 12,000 | 0.0% | 0.08% | -7.6% | |
| NYCBPRU | New | NEW YORK CMNTY CAP TR Vunit 05/07/2051 | $365,000 | – | 7,900 | +100.0% | 0.08% | – |
| RMM | New | RIVERNORTH MANAGED DUR MUN I | $353,000 | – | 22,350 | +100.0% | 0.08% | – |
| Sell | SL GREEN RLTY CORP | $350,000 | -51.8% | 7,579 | -15.3% | 0.08% | -48.4% | |
| BTU | Buy | PEABODY ENGR CORP | $346,000 | +3.0% | 16,200 | +18.2% | 0.08% | +9.6% |
| CRM | SALESFORCE INC | $340,000 | -22.4% | 2,063 | 0.0% | 0.08% | -16.8% | |
| PFF | New | ISHARES TRpfd and incm sec | $340,000 | – | 10,350 | +100.0% | 0.08% | – |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $340,000 | -15.8% | 11,792 | 0.0% | 0.08% | -9.2% | |
| PPL | Sell | PPL CORP | $336,000 | -34.6% | 12,375 | -31.2% | 0.08% | -29.7% |
| MPC | MARATHON PETE CORP | $337,000 | -4.0% | 4,100 | 0.0% | 0.08% | +2.6% | |
| DBL | New | DOUBLELINE OPPORTUNISTIC CR | $336,000 | – | 21,582 | +100.0% | 0.08% | – |
| HON | HONEYWELL INTL INC | $336,000 | -10.9% | 1,935 | 0.0% | 0.08% | -3.7% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $317,000 | -17.9% | 835 | -1.8% | 0.07% | -10.8% |
| SOLN | New | SOUTHERN COunit 08/01/2022 | $318,000 | – | 6,000 | +100.0% | 0.07% | – |
| SCZ | ISHARES TReafe sml cp etf | $321,000 | -17.7% | 5,881 | 0.0% | 0.07% | -11.9% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $312,000 | -17.2% | 1,774 | 0.0% | 0.07% | -11.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $307,000 | -24.2% | 4,752 | -8.4% | 0.07% | -19.3% |
| EFA | ISHARES TRmsci eafe etf | $303,000 | -14.9% | 4,841 | 0.0% | 0.07% | -9.1% | |
| CL | Sell | COLGATE PALMOLIVE CO | $282,000 | +1.4% | 3,517 | -4.1% | 0.06% | +8.3% |
| UNP | Sell | UNION PAC CORP | $277,000 | -36.6% | 1,300 | -18.8% | 0.06% | -31.9% |
| NMCO | New | NUVEEN MUN CR OPPORTUNITIES | $251,000 | – | 20,500 | +100.0% | 0.06% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $251,000 | -2.7% | 5,250 | 0.0% | 0.06% | +3.6% | |
| GDRX | GOODRX HLDGS INC | $244,000 | -69.3% | 41,145 | 0.0% | 0.06% | -66.9% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $247,000 | +2.1% | 5,755 | +0.3% | 0.06% | +9.6% |
| QQQ | INVESCO QQQ TRunit ser 1 | $243,000 | -22.6% | 867 | 0.0% | 0.06% | -17.6% | |
| DE | Buy | DEERE & CO | $238,000 | +14.4% | 795 | +59.0% | 0.06% | +22.2% |
| YETI | New | YETI HLDGS INC | $238,000 | – | 5,500 | +100.0% | 0.06% | – |
| CBZ | CBIZ INC | $223,000 | -4.7% | 5,585 | 0.0% | 0.05% | +2.0% | |
| SMB | New | VANECK ETF TRUSTvaneck shrt muni | $214,000 | – | 12,500 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO | $214,000 | – | 660 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP | $211,000 | – | 2,278 | +100.0% | 0.05% | – |
| BMY | BRISTOL-MYERS SQUIBB CO | $211,000 | +5.0% | 2,746 | 0.0% | 0.05% | +14.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $207,000 | -2.8% | 2,151 | 0.0% | 0.05% | +4.3% | |
| TGT | New | TARGET CORP | $201,000 | – | 1,423 | +100.0% | 0.05% | – |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $202,000 | -9.8% | 5,802 | 0.0% | 0.05% | -2.1% | |
| NQP | New | NUVEEN PENNSYLVANIA QLT MUN | $171,000 | – | 14,000 | +100.0% | 0.04% | – |
| ET | Buy | ENERGY TRANSFER L P | $157,000 | -4.8% | 15,714 | +6.8% | 0.04% | 0.0% |
| F | Buy | FORD MTR CO DEL | $124,000 | -27.5% | 11,100 | +9.9% | 0.03% | -21.6% |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $103,000 | – | 14,250 | +100.0% | 0.02% | – |
| SLQT | SELECTQUOTE INC | $48,000 | -11.1% | 19,500 | 0.0% | 0.01% | -8.3% | |
| CB | Exit | CHUBB LIMITED | $0 | – | -941 | -100.0% | -0.04% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -4,525 | -100.0% | -0.04% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -590 | -100.0% | -0.04% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -3,058 | -100.0% | -0.04% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -2,772 | -100.0% | -0.05% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,091 | -100.0% | -0.05% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -4,832 | -100.0% | -0.05% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -5,420 | -100.0% | -0.05% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,060 | -100.0% | -0.05% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -2,370 | -100.0% | -0.05% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -1,565 | -100.0% | -0.05% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -570 | -100.0% | -0.05% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -955 | -100.0% | -0.06% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -17,525 | -100.0% | -0.06% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,566 | -100.0% | -0.06% | – |
| FFBC | Exit | FIRST FINL BANCORP OH | $0 | – | -46,550 | -100.0% | -0.23% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -19,825 | -100.0% | -0.34% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -37,605 | -100.0% | -0.45% | – |
| CERN | Exit | CERNER CORP | $0 | – | -27,624 | -100.0% | -0.56% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -64,238 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
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.