Kavar Capital Partners Group, LLC Purchases in Q3 2024

Kavar Capital Partners Group, LLC

  • $630 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
235K
New
$71.45 - $75.64 $16.8M - $17.8M
235K $17.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
269K
New
$42.66 - $45.18 $11.5M - $12.2M
269K $12.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
45.4K
New
$76.38 - $78.87 $3.46M - $3.58M
45.4K $3.57M
FNDX
Schwab Fundamental U S Large C

ETFs
6.41K
+ 1.48%
$65.36 - $71.76 $419K - $460K
438K $31.5M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
49.3K
New
$46.51 - $48.2 $2.29M - $2.38M
49.3K $2.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.86K
+ 2.31%
$61.11 - $67.85 $602K - $669K
437K $29.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.84K
+ 1.74%
$36.98 - $41.55 $364K - $409K
575K $23.6M
CAT
Caterpillar Inc

Industrials
32
+ 0.14%
$316.8 - $391.12 $10.1K - $12.5K
22.9K $8.97M
BX
Blackstone Inc.

Financial Services
52
+ 0.12%
$120.77 - $159.66 $6.28K - $8.3K
45.2K $6.93M
BXSL
Blackstone Secured Lending Fund

Financial Services
40.4K
New
$28.75 - $31.59 $1.16M - $1.28M
40.4K $1.18M
WMT
Walmart Inc.

Consumer Defensive
102
+ 0.13%
$66.91 - $81.4 $6.82K - $8.3K
81.3K $6.57M
NKE
Nike, Inc.

Consumer Cyclical
2.46K
+ 4.49%
$71.09 - $89.44 $175K - $220K
57.3K $5.07M
AVUV
American Centy ETF Tr Avantis

ETFs
2.63K
+ 2.42%
$88.24 - $99.7 $232K - $262K
111K $10.7M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 0.7%
$333.64 - $405.2 $31.7K - $38.5K
13.7K $5.54M
AVEM
American Centy ETF Tr Avantis

ETFs
4.08K
+ 2.91%
$57.2 - $65.59 $233K - $267K
144K $9.31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.86K
+ 2.29%
$75.47 - $83.18 $141K - $155K
83.1K $6.91M
WM
Waste Management Inc

Industrials
2.77K
+ 269.13%
$196.96 - $223.45 $546K - $619K
3.8K $789K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.71K
+ 1.56%
$46.9 - $51.96 $80.2K - $88.9K
111K $5.72M
GLW
Corning Inc

Technology
10.9K
New
$37.76 - $46.2 $410K - $502K
10.9K $490K
DE
Deere & CO

Industrials
170
+ 1.81%
$344.84 - $418.0 $58.6K - $71.1K
9.58K $4M
QPFF
American Centy ETF Tr Quality
12K
New
$36.06 - $38.42 $432K - $461K
12K $456K
KO
Coca Cola CO

Consumer Defensive
107
+ 0.21%
$62.69 - $73.01 $6.71K - $7.81K
50K $3.59M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 0.36%
$194.9 - $224.8 $29.2K - $33.7K
42.4K $8.93M
CFB
Crossfirst Bankshares, Inc.

Financial Services
3.51K
+ 2.85%
$13.95 - $18.68 $49K - $65.6K
127K $2.11M
AVDV
American Centy ETF Tr Avantis

ETFs
2.92K
+ 11.97%
$62.52 - $71.12 $183K - $208K
27.3K $1.93M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
25.1K
New
$13.62 - $15.59 $342K - $391K
25.1K $345K
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.02K
New
$51.58 - $53.79 $310K - $324K
6.02K $322K
V
Visa Inc.

Financial Services
124
+ 0.58%
$253.74 - $291.56 $31.5K - $36.2K
21.4K $5.89M
ARCC
Ares Capital Corp

Financial Services
11.5K
+ 5.15%
$19.8 - $21.28 $229K - $246K
236K $4.94M
BMY
Bristol Myers Squibb CO

Healthcare
4.76K
New
$39.66 - $51.75 $189K - $246K
4.76K $246K
BRO
Brown & Brown, Inc.

Financial Services
2.19K
New
$89.11 - $105.82 $195K - $232K
2.19K $226K
EVRG
Evergy, Inc.

Utilities
3.6K
New
$52.46 - $62.01 $189K - $223K
3.6K $223K
PEP
Pepsico Inc

Consumer Defensive
570
+ 2.33%
$161.9 - $179.3 $92.3K - $102K
25K $4.26M
SMB
Vaneck Short Muni ETF

ETFs
12.5K
New
$16.96 - $17.29 $212K - $216K
12.5K $216K
ISRG
Intuitive Surgical Inc

Healthcare
436
New
$416.14 - $494.01 $181K - $215K
436 $214K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.25K
New
$35.93 - $39.64 $189K - $208K
5.25K $207K
BNS
Bank Of Nova Scotia

Financial Services
3.8K
New
$44.71 - $54.78 $170K - $208K
3.8K $207K
ORCL
Oracle Corp

Technology
1.18K
New
$125.9 - $170.35 $149K - $201K
1.18K $201K
MBB
Ishares Tr

ETFs
2.1K
New
$90.85 - $96.66 $191K - $203K
2.1K $201K
MO
Altria Group, Inc.

Consumer Defensive
250
+ 0.79%
$45.95 - $54.71 $11.5K - $13.7K
31.9K $1.63M
DBL
Double Line Opportunistic Credit Fund

Financial Services
11.4K
New
$15.32 - $16.13 $175K - $185K
11.4K $180K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
14K
New
$12.19 - $12.73 $171K - $178K
14K $176K
SR
Spire Inc

Utilities
33
+ 0.14%
$59.15 - $67.77 $1.95K - $2.24K
24.4K $1.64M
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.43%
$520.18 - $576.82 $10.9K - $12.1K
4.85K $2.8M
LNG
Cheniere Energy, Inc.

Energy
235
+ 1.28%
$172.24 - $186.09 $40.5K - $43.7K
18.7K $3.35M
AXP
American Express CO

Financial Services
42
+ 1.46%
$225.92 - $271.17 $9.49K - $11.4K
2.91K $788K
DFUS
Dimensional ETF Tr U S Equity

ETFs
28
+ 0.09%
$56.04 - $62.2 $1.57K - $1.74K
31.2K $1.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.93%
$475.2 - $527.7 $13.8K - $15.3K
3.14K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
130
+ 0.51%
$47.6 - $53.31 $6.19K - $6.93K
25.8K $1.36M
Activity Summary
Buys All Purchases 71 New Holdings 21 Increased Positions 50 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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