$392 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 139 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 21.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $22,325,000 | +1.1% | 161,538 | +0.0% | 5.69% | +11.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $19,553,000 | -2.9% | 461,696 | +2.4% | 4.98% | +6.7% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $16,887,000 | +6.3% | 353,586 | +13.3% | 4.30% | +16.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $14,314,000 | -5.4% | 28,223 | +1.4% | 3.65% | +4.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,779,000 | +3.7% | 489,835 | +15.9% | 3.51% | +14.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,143,000 | -3.4% | 84,678 | +1.0% | 3.10% | +6.2% |
| DHR | Buy | DANAHER CORPORATION | $11,461,000 | +3.2% | 44,373 | +1.3% | 2.92% | +13.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,771,000 | -6.0% | 76,771 | -0.9% | 2.49% | +3.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $9,147,000 | -21.6% | 95,631 | +1685.8% | 2.33% | -13.8% |
| MSFT | Buy | MICROSOFT CORP | $8,952,000 | -5.6% | 38,439 | +4.1% | 2.28% | +3.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,877,000 | -1.2% | 33,246 | +1.1% | 2.26% | +8.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $8,031,000 | -12.2% | 63,608 | -0.0% | 2.05% | -3.5% |
| BDX | Buy | BECTON DICKINSON & CO | $7,123,000 | -8.0% | 31,967 | +1.7% | 1.82% | +1.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,840,000 | -7.3% | 41,873 | +0.7% | 1.74% | +1.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $6,333,000 | -9.5% | 282,723 | +2.5% | 1.62% | -0.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,304,000 | -8.0% | 46,644 | -2.3% | 1.61% | +1.1% |
| ABBV | Sell | ABBVIE INC | $6,222,000 | -13.7% | 46,358 | -1.5% | 1.59% | -5.1% |
| DEO | Buy | DIAGEO PLCspon adr new | $6,182,000 | -1.2% | 36,403 | +1.3% | 1.58% | +8.6% |
| UL | Buy | UNILEVER PLCspon adr new | $5,297,000 | -4.1% | 120,825 | +0.3% | 1.35% | +5.4% |
| SBUX | Buy | STARBUCKS CORP | $5,284,000 | +10.3% | 62,707 | +0.0% | 1.35% | +21.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,172,000 | -2.5% | 136,818 | +0.5% | 1.32% | +7.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,934,000 | -2.4% | 81,508 | +1.2% | 1.26% | +7.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $4,892,000 | +14.0% | 68,066 | +0.2% | 1.25% | +25.3% |
| NVDA | Buy | NVIDIA CORPORATION | $4,812,000 | -18.9% | 39,642 | +1.3% | 1.23% | -10.8% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $4,702,000 | +13.5% | 6,685 | +2.0% | 1.20% | +24.9% |
| ABT | Buy | ABBOTT LABS | $4,615,000 | -10.1% | 47,691 | +0.9% | 1.18% | -1.1% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,505,000 | -7.0% | 98,081 | +5.3% | 1.15% | +2.3% |
| STE | Buy | STERIS PLC | $4,466,000 | -12.9% | 26,860 | +8.0% | 1.14% | -4.1% |
| V | Buy | VISA INC | $4,433,000 | -9.5% | 24,956 | +0.3% | 1.13% | -0.5% |
| HD | Buy | HOME DEPOT INC | $4,313,000 | +0.9% | 15,630 | +0.3% | 1.10% | +11.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,069,000 | -26.9% | 107,172 | -2.3% | 1.04% | -19.7% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,926,000 | -0.8% | 156,098 | +11.7% | 1.00% | +9.0% |
| NKE | Buy | NIKE INCcl b | $3,858,000 | -17.4% | 46,414 | +1.5% | 0.98% | -9.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,848,000 | -2.0% | 36,823 | +5.6% | 0.98% | +7.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $3,830,000 | -2.0% | 16,675 | -0.6% | 0.98% | +7.7% |
| DIS | Buy | DISNEY WALT CO | $3,615,000 | +2.3% | 38,324 | +2.4% | 0.92% | +12.6% |
| WMT | Buy | WALMART INC | $3,524,000 | +10.5% | 27,167 | +3.6% | 0.90% | +21.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,486,000 | -11.0% | 63,584 | +0.8% | 0.89% | -2.1% |
| TFC | Buy | TRUIST FINL CORP | $3,421,000 | -7.6% | 78,561 | +0.6% | 0.87% | +1.5% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,413,000 | -6.6% | 34,254 | +4.4% | 0.87% | +2.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,379,000 | -15.5% | 28,437 | +0.4% | 0.86% | -7.2% |
| BX | Buy | BLACKSTONE INC | $3,044,000 | +61.0% | 36,370 | +75.5% | 0.78% | +77.2% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $2,782,000 | +31.4% | 19,845 | +35.9% | 0.71% | +44.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,753,000 | -0.4% | 9,393 | +0.9% | 0.70% | +9.5% |
| EEFT | Sell | EURONET WORLDWIDE INC | $2,730,000 | -25.6% | 36,034 | -1.2% | 0.70% | -18.2% |
| PEP | Buy | PEPSICO INC | $2,706,000 | +6.1% | 16,575 | +8.3% | 0.69% | +16.6% |
| AMZN | Buy | AMAZON COM INC | $2,690,000 | +15.1% | 23,802 | +8.1% | 0.69% | +26.6% |
| EMR | Buy | EMERSON ELEC CO | $2,625,000 | -7.2% | 35,846 | +0.8% | 0.67% | +2.0% |
| MCD | Sell | MCDONALDS CORP | $2,448,000 | -7.8% | 10,608 | -1.4% | 0.62% | +1.3% |
| DGX | QUEST DIAGNOSTICS INC | $2,385,000 | -7.7% | 19,441 | 0.0% | 0.61% | +1.5% | |
| FDX | Buy | FEDEX CORP | $2,336,000 | -3.8% | 15,735 | +46.8% | 0.60% | +5.9% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,260,000 | -12.4% | 27,351 | +0.8% | 0.58% | -3.7% |
| ANET | Buy | ARISTA NETWORKS INC | $2,248,000 | +22.5% | 19,915 | +1.7% | 0.57% | +34.8% |
| SYY | Sell | SYSCO CORP | $2,223,000 | -16.8% | 31,432 | -0.3% | 0.57% | -8.4% |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,206,000 | +7.7% | 9,752 | 0.0% | 0.56% | +18.3% | |
| GFF | GRIFFON CORP | $2,179,000 | +5.3% | 73,809 | 0.0% | 0.56% | +15.8% | |
| CAT | Buy | CATERPILLAR INC | $2,149,000 | +248.9% | 13,097 | +279.8% | 0.55% | +283.2% |
| SO | Buy | SOUTHERN CO | $2,111,000 | +9.8% | 31,039 | +15.2% | 0.54% | +20.6% |
| KO | COCA COLA CO | $2,036,000 | -11.0% | 36,349 | 0.0% | 0.52% | -2.1% | |
| ARCC | Buy | ARES CAPITAL CORP | $2,011,000 | +34.8% | 119,158 | +43.2% | 0.51% | +48.3% |
| VTV | VANGUARD INDEX FDSvalue etf | $1,973,000 | -6.4% | 15,975 | 0.0% | 0.50% | +2.9% | |
| BAX | Sell | BAXTER INTL INC | $1,895,000 | -20.6% | 35,180 | -5.4% | 0.48% | -12.8% |
| New | GSK PLCsponsored adr | $1,781,000 | – | 60,510 | +100.0% | 0.45% | – | |
| MU | Sell | MICRON TECHNOLOGY INC | $1,776,000 | -9.9% | 35,445 | -0.6% | 0.45% | -0.9% |
| CFB | CROSSFIRST BANKSHARES INC | $1,608,000 | -1.2% | 123,240 | 0.0% | 0.41% | +8.8% | |
| XOM | Sell | EXXON MOBIL CORP | $1,595,000 | +0.3% | 18,272 | -1.6% | 0.41% | +10.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,568,000 | -17.1% | 18,884 | -1.5% | 0.40% | -8.9% |
| PFE | Sell | PFIZER INC | $1,514,000 | -17.8% | 34,606 | -1.4% | 0.39% | -9.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,461,000 | -4.4% | 8,861 | -1.8% | 0.37% | +5.1% |
| MO | Buy | ALTRIA GROUP INC | $1,439,000 | +0.6% | 35,642 | +4.0% | 0.37% | +10.5% |
| MRK | Sell | MERCK & CO INC | $1,385,000 | -11.8% | 16,082 | -6.7% | 0.35% | -3.0% |
| BP | Buy | BP PLCsponsored adr | $1,379,000 | +88.9% | 48,290 | +87.5% | 0.35% | +108.3% |
| IRM | Sell | IRON MTN INC DEL | $1,296,000 | -13.4% | 29,473 | -4.1% | 0.33% | -4.9% |
| FOCS | FOCUS FINL PARTNERS INC | $1,258,000 | -7.5% | 39,935 | 0.0% | 0.32% | +1.9% | |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,244,000 | -4.4% | 32,051 | +0.4% | 0.32% | +5.0% |
| SR | Sell | SPIRE INC | $1,202,000 | -18.2% | 19,279 | -2.4% | 0.31% | -10.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,177,000 | -4.6% | 6,557 | +0.2% | 0.30% | +4.9% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $1,120,000 | -5.8% | 37,829 | +0.5% | 0.29% | +3.6% | |
| DOW | Buy | DOW INC | $1,082,000 | +46.2% | 24,631 | +71.8% | 0.28% | +60.5% |
| TSLA | Buy | TESLA INC | $1,073,000 | +16.9% | 4,044 | +196.7% | 0.27% | +28.6% |
| BMEZ | Sell | BLACKROCK HEALTH SCIENCS TR | $1,023,000 | -10.4% | 68,538 | -1.4% | 0.26% | -1.5% |
| SPLG | SPDR SER TRportfolio s&p500 | $1,021,000 | -5.3% | 24,315 | 0.0% | 0.26% | +4.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $1,016,000 | +21.1% | 11,809 | -1.7% | 0.26% | +32.8% |
| IJH | ISHARES TRcore s&p mcp etf | $965,000 | -3.0% | 4,399 | 0.0% | 0.25% | +6.5% | |
| BCE | Sell | BCE INC | $884,000 | -16.4% | 21,081 | -2.0% | 0.22% | -8.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $875,000 | -3.5% | 2,450 | +2.0% | 0.22% | +6.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $874,000 | -7.4% | 13,154 | -0.1% | 0.22% | +1.8% |
| NBXG | New | NEUBERGER BERMAN NEXT GENERA | $737,000 | – | 78,052 | +100.0% | 0.19% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $716,000 | -8.3% | 7,697 | +5.6% | 0.18% | +1.1% |
| CVX | Buy | CHEVRON CORP NEW | $685,000 | -0.6% | 4,766 | +0.1% | 0.18% | +9.4% |
| New | MAINSTAY CBRE GBL INFRSTR ME | $668,000 | – | 54,023 | +100.0% | 0.17% | – | |
| UMBF | UMB FINL CORP | $599,000 | -2.0% | 7,102 | 0.0% | 0.15% | +7.7% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $571,000 | -0.7% | 2,892 | +4.5% | 0.15% | +9.8% |
| COP | Buy | CONOCOPHILLIPS | $539,000 | +14.0% | 5,264 | +0.0% | 0.14% | +24.5% |
| ILPT | Sell | INDUSTRIAL LOGISTICS PPTYS T | $518,000 | -70.8% | 94,201 | -25.1% | 0.13% | -67.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $503,000 | -17.0% | 5,236 | +1790.3% | 0.13% | -9.2% |
| BAC | BK OF AMERICA CORP | $502,000 | -2.9% | 16,611 | 0.0% | 0.13% | +6.7% | |
| NEE | NEXTERA ENERGY INC | $490,000 | +1.2% | 6,254 | 0.0% | 0.12% | +11.6% | |
| FB | Sell | META PLATFORMS INCcl a | $484,000 | -20.4% | 3,568 | -5.3% | 0.12% | -12.8% |
| IWF | ISHARES TRrus 1000 grw etf | $438,000 | -3.7% | 2,082 | 0.0% | 0.11% | +5.7% | |
| COST | COSTCO WHSL CORP NEW | $432,000 | -1.6% | 915 | 0.0% | 0.11% | +7.8% | |
| BTU | Buy | PEABODY ENERGY CORP | $427,000 | +23.4% | 17,200 | +6.2% | 0.11% | +36.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $422,000 | -2.8% | 9,075 | +0.3% | 0.11% | +6.9% |
| UNH | UNITEDHEALTH GROUP INC | $421,000 | -1.6% | 834 | 0.0% | 0.11% | +8.1% | |
| USB | Sell | US BANCORP DEL | $417,000 | -15.8% | 10,350 | -3.7% | 0.11% | -7.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -0.7% | 1 | 0.0% | 0.10% | +9.5% | |
| MPC | Sell | MARATHON PETE CORP | $397,000 | +17.8% | 4,000 | -2.4% | 0.10% | +29.5% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $395,000 | -2.7% | 10,141 | +0.4% | 0.10% | +7.4% |
| EPD | ENTERPRISE PRODS PARTNERS L | $363,000 | -2.4% | 15,275 | 0.0% | 0.09% | +8.1% | |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $348,000 | – | 20,200 | +100.0% | 0.09% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $342,000 | +7.9% | 954 | +14.3% | 0.09% | +17.6% |
| BNS | BANK NOVA SCOTIA HALIFAX | $326,000 | -19.7% | 6,850 | 0.0% | 0.08% | -11.7% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $326,000 | -10.7% | 12,000 | 0.0% | 0.08% | -2.4% | |
| BRMK | Sell | BROADMARK RLTY CAP INC | $322,000 | -29.7% | 62,975 | -7.8% | 0.08% | -22.6% |
| HON | HONEYWELL INTL INC | $323,000 | -3.9% | 1,935 | 0.0% | 0.08% | +5.1% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $304,000 | -10.6% | 11,792 | 0.0% | 0.08% | -1.3% | |
| PPL | Sell | PPL CORP | $304,000 | -9.5% | 12,000 | -3.0% | 0.08% | 0.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $303,000 | -2.9% | 1,774 | 0.0% | 0.08% | +6.9% | |
| DE | Buy | DEERE & CO | $299,000 | +25.6% | 895 | +12.6% | 0.08% | +38.2% |
| INTC | Sell | INTEL CORP | $293,000 | -31.4% | 11,372 | -0.4% | 0.08% | -24.2% |
| CRM | Sell | SALESFORCE INC | $287,000 | -15.6% | 1,993 | -3.4% | 0.07% | -7.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $284,000 | -7.5% | 4,567 | -3.9% | 0.07% | +1.4% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $278,000 | -13.4% | 5,709 | -2.9% | 0.07% | -4.1% |
| EFA | ISHARES TRmsci eafe etf | $271,000 | -10.6% | 4,841 | 0.0% | 0.07% | -1.4% | |
| UNP | UNION PAC CORP | $253,000 | -8.7% | 1,300 | 0.0% | 0.06% | +1.6% | |
| CL | COLGATE PALMOLIVE CO | $247,000 | -12.4% | 3,517 | 0.0% | 0.06% | -3.1% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $249,000 | -0.8% | 5,250 | 0.0% | 0.06% | +8.6% | |
| TGT | Buy | TARGET CORP | $245,000 | +21.9% | 1,648 | +15.8% | 0.06% | +31.9% |
| CBZ | CBIZ INC | $239,000 | +7.2% | 5,585 | 0.0% | 0.06% | +17.3% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $232,000 | -4.5% | 867 | 0.0% | 0.06% | +5.4% | |
| MMM | Sell | 3M CO | $231,000 | -77.0% | 2,088 | -73.1% | 0.06% | -74.7% |
| LLY | LILLY ELI & CO | $213,000 | -0.5% | 660 | 0.0% | 0.05% | +8.0% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $204,000 | -17.4% | 5,755 | 0.0% | 0.05% | -8.8% | |
| PXD | New | PIONEER NAT RES CO | $201,000 | – | 930 | +100.0% | 0.05% | – |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $197,000 | -62.0% | 16,575 | -51.2% | 0.05% | -58.3% |
| GDRX | GOODRX HLDGS INC | $192,000 | -21.3% | 41,145 | 0.0% | 0.05% | -14.0% | |
| ET | Buy | ENERGY TRANSFER L P | $183,000 | +16.6% | 16,600 | +5.6% | 0.05% | +30.6% |
| F | FORD MTR CO DEL | $124,000 | 0.0% | 11,100 | 0.0% | 0.03% | +10.3% | |
| SLQT | Buy | SELECTQUOTE INC | $33,000 | -31.2% | 45,800 | +134.9% | 0.01% | -27.3% |
| JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -14,250 | -100.0% | -0.02% | – |
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -14,000 | -100.0% | -0.04% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -5,802 | -100.0% | -0.05% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,151 | -100.0% | -0.05% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,278 | -100.0% | -0.05% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -2,746 | -100.0% | -0.05% | – |
| SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -12,500 | -100.0% | -0.05% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -5,500 | -100.0% | -0.06% | – |
| NMCO | Exit | NUVEEN MUN CR OPPORTUNITIES | $0 | – | -20,500 | -100.0% | -0.06% | – |
| SOLN | Exit | SOUTHERN COunit 08/01/2022 | $0 | – | -6,000 | -100.0% | -0.07% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -21,582 | -100.0% | -0.08% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -10,350 | -100.0% | -0.08% | – |
| Exit | SL GREEN RLTY CORP | $0 | – | -7,579 | -100.0% | -0.08% | – | |
| RMM | Exit | RIVERNORTH MANAGED DUR MUN I | $0 | – | -22,350 | -100.0% | -0.08% | – |
| NYCBPRU | Exit | NEW YORK CMNTY CAP TR Vunit 05/07/2051 | $0 | – | -7,900 | -100.0% | -0.08% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -5,373 | -100.0% | -0.10% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -3,541 | -100.0% | -0.10% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -5,991 | -100.0% | -0.11% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -27,772 | -100.0% | -0.11% | – |
| Exit | BLACKSTONE SECD LENDING FD | $0 | – | -20,142 | -100.0% | -0.11% | – | |
| BDXB | Exit | BECTON DICKINSON & CO6% dp conv pfd b | $0 | – | -10,600 | -100.0% | -0.12% | – |
| DTP | Exit | DTE ENERGY COunit 11/01/2022 | $0 | – | -11,875 | -100.0% | -0.14% | – |
| BSXPRA | Exit | BOSTON SCIENTIFIC CORP5.50% cnv pfd a | $0 | – | -6,200 | -100.0% | -0.15% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -12,486 | -100.0% | -0.16% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -10,580 | -100.0% | -0.20% | – |
| NEEPRQ | Exit | NEXTERA ENERGY INCunit 99/99/9999 | $0 | – | -17,800 | -100.0% | -0.20% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -7,992 | -100.0% | -0.21% | – |
| AEPPZ | Exit | AMERICAN ELEC PWR CO INCunit 08/15/2025 | $0 | – | -18,600 | -100.0% | -0.23% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -97,138 | -100.0% | -1.70% | – |
| Exit | J P MORGAN EXCHANGE TRADED Finflation manage | $0 | – | -151,489 | -100.0% | -1.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
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.