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
$29.1B
$226,000 0.04% of portfolio
2,188
Q3 2024 New
$21.1B
$249,000 0.04% of portfolio
7,168
Q3 2024 Reduced 2.05%
$0
$232,000 0.04% of portfolio
825
Q2 2024 New
$65.4B
$257,000 0.04% of portfolio
864
Q2 2024 New
$109B
$278,000 0.04% of portfolio
1,210
Q2 2024 New
$200B
$265,000 0.04% of portfolio
63
Q1 2024 Reduced 50.0%
$122B
$246,000 0.04% of portfolio
4,763
Q3 2024 New
$0
$253,000 0.04% of portfolio
2,431
Q3 2024 Added 0.08%
$0
$221,000 0.04% of portfolio
4,121
Q3 2024 Reduced 0.84%
$171B
$268,000 0.04% of portfolio
2,219
Q3 2024 Added 4.37%
$154B
$252,000 0.04% of portfolio
932
Q3 2024 Reduced 3.12%
$0
$243,000 0.04% of portfolio
575
Q1 2024 Reduced 50.0%
$184B
$255,000 0.04% of portfolio
1,353
Q1 2024 New
$14.1B
$223,000 0.04% of portfolio
3,603
Q3 2024 New
$58.2B
$271,000 0.04% of portfolio
16,900
Q1 2024 Reduced 50.0%
$71.2B
$235,000 0.04% of portfolio
5,155
Q3 2024 Reduced 7.2%
$457B
$201,000 0.03% of portfolio
1,182
Q3 2024 New
$0
$201,000 0.03% of portfolio
2,103
Q3 2024 New
$0
$216,000 0.03% of portfolio
12,500
Q3 2024 New
$0
$176,000 0.03% of portfolio
14,000
Q3 2024 New
$185B
$214,000 0.03% of portfolio
436
Q3 2024 New
$63.9B
$207,000 0.03% of portfolio
3,800
Q3 2024 New
$14.9B
$207,000 0.03% of portfolio
5,473
Q3 2024 Reduced 10.25%
$80.1B
$200,000 0.03% of portfolio
8,554
Q3 2024 Reduced 7.55%
$0
$180,000 0.03% of portfolio
11,440
Q3 2024 New
$113B
$213,000 0.03% of portfolio
740
Q3 2024 Reduced 21.36%
$116M
$15,000 0.0% of portfolio
25,000
Q2 2024 Added 66.67%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.57%
Gsk PLC
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.4%

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
Track This Portfolio

Track Kavar Capital Partners Group, LLC Portfolio

Follow Kavar Capital Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email