Kavar Capital Partners Group, LLC Portfolio Holdings

Kavar Capital Partners Group, LLC

  • $630 Million
  • Q3 2024

Kavar Capital Partners Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $630 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.9M, Schwab Fundamental U S Large C with a value of $31.5M, Schwab Strategic Tr Us Large C with a value of $29.6M, Schwab Strategic Tr Intl Eqty with a value of $23.6M, and Nvidia Corp with a value of $20.6M.

Examining the 13F form we can see an increase of $76.8M in the current position value, from $554M to 630M.

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 $630 Million
ETFs: $218 Million
Technology: $86 Million
Healthcare: $81.5 Million
Financial Services: $66 Million
Consumer Defensive: $53.9 Million
Consumer Cyclical: $35.6 Million
Industrials: $30.6 Million
Communication Services: $25.5 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$192B
$3.78 Million 0.6% of portfolio
31,753
Q3 2024 Reduced 1.31%
$270B
$3.59 Million 0.57% of portfolio
50,016
Q3 2024 Added 0.21%
$0
$3.57 Million 0.57% of portfolio
45,359
Q3 2024 New
$0
$3.48 Million 0.55% of portfolio
9,069
Q3 2024 Reduced 2.93%
$52.2B
$3.35 Million 0.53% of portfolio
18,650
Q3 2024 Added 1.28%
$73.4B
$3.29 Million 0.52% of portfolio
30,080
Q3 2024 Added 1.52%
$215B
$3.27 Million 0.52% of portfolio
10,749
Q3 2024 Reduced 0.26%
$280B
$3.05 Million 0.48% of portfolio
20,699
Q3 2024 Added 5.27%
$57.5B
$2.83 Million 0.45% of portfolio
66,210
Q3 2024 Reduced 6.6%
$0
$2.8 Million 0.44% of portfolio
4,851
Q3 2024 Added 0.43%
$204B
$2.64 Million 0.42% of portfolio
27,475
Q3 2024 Reduced 7.26%
$28.1B
$2.62 Million 0.42% of portfolio
48,045
Q3 2024 Added 0.12%
$5.14B
$2.49 Million 0.4% of portfolio
25,162
Q3 2024 Reduced 3.77%
$0
$2.47 Million 0.39% of portfolio
8,708
Q3 2024 Reduced 0.02%
$122B
$2.47 Million 0.39% of portfolio
8,938
Q2 2024 Added 7.03%
$730B
$2.49 Million 0.39% of portfolio
2,808
Q3 2024 Reduced 1.23%
$168B
$2.42 Million 0.38% of portfolio
53,982
Q3 2024 Reduced 3.3%
$0
$2.37 Million 0.38% of portfolio
49,292
Q3 2024 New
$193B
$2.2 Million 0.35% of portfolio
18,162
Q3 2024 Reduced 0.95%
$757M
$2.11 Million 0.34% of portfolio
126,750
Q3 2024 Added 2.85%
$87.6B
$1.99 Million 0.32% of portfolio
63,472
Q3 2024 Added 0.08%
$39B
$2.03 Million 0.32% of portfolio
26,012
Q2 2024 Reduced 2.37%
$0
$1.94 Million 0.31% of portfolio
28,710
Q3 2024 Reduced 6.05%
$0
$1.93 Million 0.31% of portfolio
27,328
Q3 2024 Added 11.97%
$248B
$1.95 Million 0.31% of portfolio
17,151
Q3 2024 Reduced 0.86%
$0
$1.94 Million 0.31% of portfolio
31,176
Q3 2024 Added 0.09%
$15.6B
$1.8 Million 0.29% of portfolio
13,143
Q3 2024 Reduced 5.06%
$0
$1.83 Million 0.29% of portfolio
8,283
Q3 2024 Reduced 0.75%
$0
$1.65 Million 0.26% of portfolio
3,135
Q3 2024 Added 0.93%
$3.5B
$1.64 Million 0.26% of portfolio
24,416
Q3 2024 Added 0.14%
$96.5B
$1.63 Million 0.26% of portfolio
31,935
Q3 2024 Added 0.79%
$422B
$1.5 Million 0.24% of portfolio
1,694
Q2 2024 Added 2.05%
$0
$1.53 Million 0.24% of portfolio
36,669
Q3 2024 Added 0.16%
$16.2B
$1.47 Million 0.23% of portfolio
12,388
Q3 2024 Reduced 13.82%
$1.32T
$1.36 Million 0.22% of portfolio
2,371
Q1 2024 Reduced 50.0%
$0
$1.36 Million 0.22% of portfolio
25,768
Q3 2024 Added 0.51%
$0
$1.34 Million 0.21% of portfolio
21,508
Q3 2024 Added 0.09%
$0
$1.27 Million 0.2% of portfolio
2,213
Q2 2024 Reduced 0.9%
$5.33B
$1.18 Million 0.19% of portfolio
40,435
Q3 2024 New
$4.16B
$1.21 Million 0.19% of portfolio
17,284
Q1 2024 Reduced 50.0%
$77.2B
$1.07 Million 0.17% of portfolio
5,496
Q3 2024 New
$1.17T
$1.1 Million 0.17% of portfolio
6,557
Q3 2024 Added 5.83%
$148B
$985,000 0.16% of portfolio
34,060
Q3 2024 Reduced 6.74%
$0
$956,000 0.15% of portfolio
17,487
Q3 2024 Reduced 0.93%
$141B
$968,000 0.15% of portfolio
11,457
Q3 2024 Reduced 5.73%
$0
$937,000 0.15% of portfolio
16,855
Q3 2024 Added 0.07%
$0
$832,000 0.13% of portfolio
2,219
Q1 2024 Reduced 50.0%
$223B
$788,000 0.13% of portfolio
2,909
Q3 2024 Added 1.46%
$84.5B
$789,000 0.13% of portfolio
3,802
Q3 2024 Added 269.13%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $630 Million
  • Prior Value $554 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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