Kavar Capital Partners Group, LLC Portfolio Holdings

Kavar Capital Partners Group, LLC

  • $590 Million
  • Q4 2024

Kavar Capital Partners Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $590 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.3M, Schwab Fundamental U S Large C with a value of $33M, Schwab Strategic Tr Us Large C with a value of $31.4M, Nvidia Corp with a value of $22.4M, and Schwab Strategic Tr Intl Eqty with a value of $22.4M.

Examining the 13F form we can see an decrease of $40.3M in the current position value, from $630M to 590M.

Kavar Capital Partners Group, LLC is based out at Leawood, KS

Below you can find more details about Kavar Capital Partners Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $590 Million
ETFs: $183 Million
Technology: $93.1 Million
Healthcare: $70.8 Million
Financial Services: $69.8 Million
Consumer Defensive: $50.2 Million
Consumer Cyclical: $36 Million
Industrials: $30.9 Million
Communication Services: $26.2 Million
Other: $29.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$39.3 Million 6.66% of portfolio
156,825
Q4 2024 Reduced 1.08%
$293B
$22.4 Million 3.8% of portfolio
167,031
Q4 2024 Reduced 1.55%
$980B
$19.7 Million 3.34% of portfolio
104,049
Q4 2024 Added 1.15%
$679B
$18.3 Million 3.1% of portfolio
40,359
Q4 2024 Added 0.27%
$2.92T
$17.3 Million 2.93% of portfolio
41,070
Q4 2024 Added 0.8%
$203B
$15 Million 2.55% of portfolio
28,880
Q4 2024 Reduced 0.12%
$395B
$11.2 Million 1.9% of portfolio
66,766
Q4 2024 Added 0.18%
$154B
$10.7 Million 1.82% of portfolio
46,657
Q4 2024 Added 0.0%
$709B
$10.1 Million 1.71% of portfolio
42,217
Q4 2024 Reduced 0.34%
$84.1B
$8.92 Million 1.51% of portfolio
7,520
Q4 2024 Reduced 1.0%
$371B
$8.4 Million 1.42% of portfolio
47,244
Q4 2024 Reduced 0.41%
$177B
$8.32 Million 1.41% of portfolio
22,944
Q4 2024 Added 0.02%
$105B
$7.82 Million 1.32% of portfolio
45,331
Q4 2024 Added 0.19%
$233B
$7.32 Million 1.24% of portfolio
81,053
Q4 2024 Reduced 0.36%
$2T
$7.25 Million 1.23% of portfolio
33,025
Q4 2024 Added 5.08%
$65.7B
$6.94 Million 1.18% of portfolio
30,572
Q4 2024 Reduced 3.34%
$428B
$6.77 Million 1.15% of portfolio
46,788
Q4 2024 Reduced 8.12%
$481B
$6.61 Million 1.12% of portfolio
61,449
Q4 2024 Added 0.25%
$149B
$5.62 Million 0.95% of portfolio
99,073
Q4 2024 Reduced 0.03%
$359B
$5.33 Million 0.9% of portfolio
13,708
Q4 2024 Added 0.19%
$142B
$5.29 Million 0.9% of portfolio
71,463
Q4 2024 Added 0.71%
$0
$5.24 Million 0.89% of portfolio
239,223
Q4 2024 Added 1.5%
$219B
$5.16 Million 0.87% of portfolio
23,453
Q4 2024 Reduced 2.23%
$111B
$5.03 Million 0.85% of portfolio
55,143
Q4 2024 Reduced 0.89%
$193B
$4.98 Million 0.84% of portfolio
8,692
Q4 2024 Reduced 0.34%
$221B
$4.72 Million 0.8% of portfolio
41,757
Q4 2024 Reduced 0.41%
$22B
$4.64 Million 0.79% of portfolio
22,567
Q4 2024 Added 0.67%
$85.6B
$4.3 Million 0.73% of portfolio
56,785
Q4 2024 Reduced 0.97%
$59.9B
$4.2 Million 0.71% of portfolio
14,926
Q4 2024 Added 1.68%
$143B
$4.12 Million 0.7% of portfolio
9,726
Q4 2024 Added 1.58%
$61B
$4.14 Million 0.7% of portfolio
32,543
Q4 2024 Reduced 9.65%
$56.7B
$4.07 Million 0.69% of portfolio
18,925
Q4 2024 Added 1.47%
$200B
$3.78 Million 0.64% of portfolio
24,883
Q4 2024 Reduced 0.57%
$66.9B
$3.71 Million 0.63% of portfolio
29,965
Q4 2024 Reduced 0.38%
$28.6B
$3.61 Million 0.61% of portfolio
16,347
Q4 2024 Reduced 0.46%
$88.4B
$3.48 Million 0.59% of portfolio
58,255
Q4 2024 Added 0.26%
$115B
$3.41 Million 0.58% of portfolio
7,015
Q4 2024 Added 4.16%
$322B
$3.12 Million 0.53% of portfolio
21,531
Q4 2024 Added 4.02%
$297B
$3.11 Million 0.53% of portfolio
49,954
Q4 2024 Reduced 0.12%
$2.01B
$3.09 Million 0.52% of portfolio
147,700
Q4 2024 Reduced 1.66%
$225B
$3.08 Million 0.52% of portfolio
10,624
Q4 2024 Reduced 1.16%
$180B
$2.8 Million 0.47% of portfolio
6,290
Q4 2024 New
$55B
$2.78 Million 0.47% of portfolio
64,071
Q4 2024 Reduced 3.23%
$173B
$2.72 Million 0.46% of portfolio
31,599
Q4 2024 Reduced 0.48%
$123B
$2.62 Million 0.44% of portfolio
8,938
Q2 2024 Added 7.03%
$5.36B
$2.56 Million 0.43% of portfolio
24,918
Q4 2024 Reduced 0.97%
$97.3B
$2.22 Million 0.38% of portfolio
26,943
Q2 2024 Reduced 0.92%
$235B
$2.19 Million 0.37% of portfolio
18,162
Q3 2024 Reduced 0.95%
$796B
$2.17 Million 0.37% of portfolio
2,808
Q3 2024 Reduced 1.23%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $590 Million
  • Prior Value $630 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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