$434 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 145 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | New | VANGUARD INDEX FDSgrowth etf | $2,026,463 | – | 9,509 | +100.0% | 0.47% | – |
| DTE | New | DTE ENERGY CO | $549,570 | – | 4,676 | +100.0% | 0.13% | – |
| LNG | New | CHENIERE ENERGY INC | $528,909 | – | 3,527 | +100.0% | 0.12% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $337,620 | – | 7,944 | +100.0% | 0.08% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $253,409 | – | 955 | +100.0% | 0.06% | – |
| YETI | New | YETI HLDGS INC | $233,402 | – | 5,650 | +100.0% | 0.05% | – |
| NFLX | New | NETFLIX INC | $229,274 | – | 778 | +100.0% | 0.05% | – |
| EVRG | New | EVERGY INC | $226,737 | – | 3,603 | +100.0% | 0.05% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $221,318 | – | 2,193 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $215,393 | – | 4,521 | +100.0% | 0.05% | – |
| LOW | New | LOWES COS INC | $207,409 | – | 1,041 | +100.0% | 0.05% | – |
| KKR | New | KKR & CO INC | $208,710 | – | 4,496 | +100.0% | 0.05% | – |
| CB | New | CHUBB LIMITED | $207,585 | – | 941 | +100.0% | 0.05% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $205,611 | – | 4,899 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 6.6% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.6% |
| THERMO FISHER SCIENTIFIC INC | 15 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 5.4% |
| ALPHABET INC | 15 | Q2 2024 | 3.4% |
| DANAHER CORPORATION | 15 | Q2 2024 | 2.9% |
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.3% |
View KAVAR CAPITAL PARTNERS GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-14 |
| 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 |
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.