Kavar Capital Partners Group, LLC Top Holdings and 13F Report (2024) About Kavar Capital Partners Group, LLCInvestment ActivityKavar Capital Partners Group, LLC has $632.25 million in total holdings as of September 30, 2024.Kavar Capital Partners Group, LLC owns shares of 180 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 7.45% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Kavar Capital Partners Group, LLC has purchased 163 new stocks and bought additional shares in 50 stocks.Kavar Capital Partners Group, LLC sold shares of 61 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $36,938,849Schwab Fundamental U.S. Large Company Index ETF $31,465,653Schwab US Large-Cap ETF $29,645,606Schwab International Equity ETF $23,636,129NVIDIA $20,604,440 Largest New Holdings this Quarter Vanguard Total Bond Market ETF $17,637,856 HoldingiShares Core Moderate Allocation ETF $12,137,928 HoldingVanguard Short-Term Bond ETF $3,569,271 HoldingJPMorgan Inflation Managed Bond ETF $2,366,509 HoldingBlackstone Secured Lending Fund $1,184,341 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 234,827 shares (about $17.64M)iShares Core Moderate Allocation ETF 269,074 shares (about $12.14M)Vanguard Short-Term Bond ETF 45,359 shares (about $3.57M)JPMorgan Inflation Managed Bond ETF 49,292 shares (about $2.37M)Blackstone Secured Lending Fund 40,435 shares (about $1.18M) Largest Sales this Quarter Apple 1,707 shares (about $397.73K)Thermo Fisher Scientific 464 shares (about $287.02K)Diageo 2,015 shares (about $282.79K)Alexandria Real Estate Equities 1,986 shares (about $235.84K)Danaher 813 shares (about $226.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKavar Capital Partners Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$36,938,849$397,731 ▼-1.1%158,5365.8%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$31,465,653$459,981 ▲1.5%438,4855.0%ETFSCHXSchwab US Large-Cap ETF$29,645,606$668,865 ▲2.3%436,9294.7%ETFSCHFSchwab International Equity ETF$23,636,129$404,785 ▲1.7%574,8093.7%ETFNVDANVIDIA$20,604,440$113,546 ▼-0.5%169,6683.3%Computer and TechnologyTMOThermo Fisher Scientific$17,885,990$287,017 ▼-1.6%28,9152.8%MedicalBRK.BBerkshire Hathaway$17,801,744$15,922 ▼-0.1%40,2502.8%FinanceBNDVanguard Total Bond Market ETF$17,637,856$17,637,856 ▲New Holding234,8272.8%ETFMSFTMicrosoft$17,532,683$86,061 ▼-0.5%40,7452.8%Computer and TechnologyGOOGLAlphabet$17,060,326$107,471 ▼-0.6%102,8662.7%Computer and TechnologyDHRDanaher$12,971,326$226,031 ▼-1.7%46,6562.1%Multi-Sector ConglomeratesAOMiShares Core Moderate Allocation ETF$12,137,928$12,137,928 ▲New Holding269,0741.9%ETFPGProcter & Gamble$11,542,916$5,889 ▼-0.1%66,6451.8%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$10,675,473$252,348 ▲2.4%111,2611.7%ETFRSPInvesco S&P 500 Equal Weight ETF$10,394,123$48,015 ▼-0.5%58,0161.6%ETFABBVAbbVie$9,367,885$96,963 ▼-1.0%47,4371.5%MedicalAVEMAvantis Emerging Markets Equity ETF$9,313,833$263,374 ▲2.9%144,1771.5%ETFCATCaterpillar$8,971,966$12,516 ▲0.1%22,9391.4%Industrial ProductsJPMJPMorgan Chase & Co.$8,932,014$31,629 ▲0.4%42,3601.4%FinanceORLYO'Reilly Automotive$8,747,554$123,221 ▼-1.4%7,5961.4%Retail/WholesaleJNJJohnson & Johnson$8,252,736$120,086 ▼-1.4%50,9241.3%MedicalVIGVanguard Dividend Appreciation ETF$7,961,151$50,307 ▼-0.6%40,1961.3%ETFBDXBecton, Dickinson and Company$7,625,511$98,851 ▼-1.3%31,6281.2%MedicalXOMExxon Mobil$7,185,173$35,752 ▼-0.5%61,2961.1%Oils/EnergyBXBlackstone$6,928,448$7,963 ▲0.1%45,2461.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$6,907,141$154,797 ▲2.3%83,1281.1%ETFWMTWalmart$6,568,845$8,236 ▲0.1%81,3481.0%Retail/WholesaleULUnilever$6,437,648$167,856 ▼-2.5%99,1021.0%Consumer StaplesFNDFSchwab Fundamental International Large Company Index ETF$6,149,214$44,433 ▼-0.7%164,5491.0%ETFVBRVanguard Small-Cap Value ETF$5,972,989$79,107 ▼-1.3%29,7490.9%ETFVVisa$5,888,879$34,094 ▲0.6%21,4180.9%Business ServicesAMZNAmazon.com$5,855,793$213,907 ▲3.8%31,4270.9%Retail/WholesaleSCHASchwab US Small-Cap ETF$5,724,671$88,116 ▲1.6%111,1590.9%ETFHDHome Depot$5,543,955$38,494 ▲0.7%13,6820.9%Retail/WholesaleSTESTERIS$5,437,019$145,524 ▼-2.6%22,4170.9%MedicalSBUXStarbucks$5,424,134$168,072 ▼-3.0%55,6380.9%Retail/WholesaleIBMInternational Business Machines$5,303,342$143,704 ▼-2.6%23,9880.8%Computer and TechnologyNKENIKE$5,068,856$217,729 ▲4.5%57,3400.8%Consumer DiscretionaryDEODiageo$5,054,819$282,788 ▼-5.3%36,0180.8%Consumer StaplesARCCAres Capital$4,935,156$241,815 ▲5.2%235,6810.8%FinanceABTAbbott Laboratories$4,780,057$119,025 ▼-2.4%41,9270.8%MedicalSCHWCharles Schwab$4,598,788$25,600 ▼-0.6%70,9580.7%FinanceGSThe Goldman Sachs Group$4,318,349$168,337 ▼-3.8%8,7220.7%FinanceMDLZMondelez International$4,280,599$49,359 ▼-1.1%58,1050.7%Consumer StaplesPEPPepsiCo$4,255,671$96,928 ▲2.3%25,0260.7%Consumer StaplesSTZConstellation Brands$4,232,043$1,546 ▲0.0%16,4230.7%Consumer StaplesFDXFedEx$4,017,349$39,136 ▼-1.0%14,6790.6%TransportationDEDeere & Company$3,995,935$70,946 ▲1.8%9,5750.6%Industrial ProductsBTUPeabody Energy$3,986,3080.0%150,2000.6%Oils/EnergyLMTLockheed Martin$3,937,0120.0%6,7350.6%AerospaceNVONovo Nordisk A/S$3,780,830$50,009 ▼-1.3%31,7530.6%MedicalKOCoca-Cola$3,594,168$7,689 ▲0.2%50,0160.6%Consumer StaplesBSVVanguard Short-Term Bond ETF$3,569,271$3,569,271 ▲New Holding45,3590.6%ETFVUGVanguard Growth ETF$3,481,861$105,197 ▼-2.9%9,0690.6%ETFCHENIERE ENERGY INC$3,354,016$42,262 ▲1.3%18,6500.5%COM NEWEMREmerson Electric$3,289,883$49,217 ▲1.5%30,0800.5%Industrial ProductsMCDMcDonald's$3,273,126$8,526 ▼-0.3%10,7490.5%Retail/WholesaleCVXChevron$3,048,274$152,716 ▲5.3%20,6990.5%Oils/EnergyTFCTruist Financial$2,831,791$199,949 ▼-6.6%66,2100.4%FinanceIVViShares Core S&P 500 ETF$2,798,154$12,113 ▲0.4%4,8510.4%ETFDISWalt Disney$2,642,804$206,903 ▼-7.3%27,4750.4%Consumer DiscretionaryDOWDOW$2,624,689$3,114 ▲0.1%48,0450.4%Basic MaterialsEEFTEuronet Worldwide$2,496,825$97,742 ▼-3.8%25,1620.4%FinanceLLYEli Lilly and Company$2,487,720$31,008 ▼-1.2%2,8080.4%MedicalADPAutomatic Data Processing$2,473,3010.0%8,9380.4%Business ServicesVTIVanguard Total Stock Market ETF$2,465,863$566 ▼0.0%8,7080.4%ETFSOSouthern$2,429,7000.0%26,9430.4%UtilitiesVZVerizon Communications$2,424,311$82,858 ▼-3.3%53,9820.4%Computer and TechnologyJCPIJPMorgan Inflation Managed Bond ETF$2,366,509$2,366,509 ▲New Holding49,2920.4%ETFPMPhilip Morris International$2,204,822$21,245 ▼-1.0%18,1620.3%Consumer StaplesCFBCrossFirst Bankshares$2,115,458$58,582 ▲2.8%126,7500.3%FinanceDGXQuest Diagnostics$2,040,451$108,675 ▼-5.1%13,1430.3%MedicalSYYSysco$2,030,4970.0%26,0120.3%Consumer StaplesBPBP$1,992,386$1,569 ▲0.1%63,4720.3%Oils/EnergyMRKMerck & Co., Inc.$1,947,635$16,807 ▼-0.9%17,1510.3%MedicalDFUSDimensional U.S. Equity ETF$1,939,124$1,742 ▲0.1%31,1760.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,938,212$124,893 ▼-6.1%28,7100.3%ETFAVDVAvantis International Small Cap Value ETF$1,931,270$206,498 ▲12.0%27,3280.3%ETFIWMiShares Russell 2000 ETF$1,829,632$13,916 ▼-0.8%8,2830.3%FinanceVOOVanguard S&P 500 ETF$1,654,131$15,301 ▲0.9%3,1350.3%ETFSRSpire$1,642,976$2,221 ▲0.1%24,4160.3%UtilitiesMOAltria Group$1,629,941$12,760 ▲0.8%31,9350.3%Consumer StaplesDFUVDimensional US Marketwide Value ETF$1,528,735$2,376 ▲0.2%36,6690.2%ETFCOSTCostco Wholesale$1,501,7650.0%1,6940.2%Retail/WholesaleAREAlexandria Real Estate Equities$1,471,075$235,838 ▼-13.8%12,3880.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,360,808$6,865 ▲0.5%25,7680.2%ETFMETAMeta Platforms$1,357,2550.0%2,3710.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,340,379$1,246 ▲0.1%21,5080.2%ETFGSKGSK$1,327,455$18,805 ▼-1.4%32,4720.2%MedicalSPYSPDR S&P 500 ETF Trust$1,269,9170.0%2,2130.2%FinanceGFFGriffon$1,209,8800.0%17,2840.2%Multi-Sector ConglomeratesBXSLBlackstone Secured Lending Fund$1,184,341$1,184,341 ▲New Holding40,4350.2%FinanceGOOGAlphabet$1,096,265$60,356 ▲5.8%6,5570.2%Computer and TechnologyZTSZoetis$1,073,808$1,073,808 ▲New Holding5,4960.2%MedicalPFEPfizer$985,708$71,193 ▼-6.7%34,0600.2%MedicalNEENextEra Energy$968,460$58,917 ▼-5.7%11,4570.2%UtilitiesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$956,189$9,022 ▼-0.9%17,4870.2%ETFDFATDimensional U.S. Targeted Value ETF$937,644$612 ▲0.1%16,8550.1%ETFIWFiShares Russell 1000 Growth ETF$832,9680.0%2,2190.1%ETFUNHUnitedHealth Group$797,5040.0%1,3640.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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