Kavar Capital Partners Group, LLC Top Holdings and 13F Report (2025) About Kavar Capital Partners Group, LLCInvestment ActivityKavar Capital Partners Group, LLC has $591.75 million in total holdings as of December 31, 2024.Kavar Capital Partners Group, LLC owns shares of 175 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 12.46% of the portfolio was purchased this quarter.About 7.98% of the portfolio was sold this quarter.This quarter, Kavar Capital Partners Group, LLC has purchased 180 new stocks and bought additional shares in 48 stocks.Kavar Capital Partners Group, LLC sold shares of 55 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $39,272,048Schwab Fundamental U.S. Large Company Index ETF $32,973,916Schwab US Large-Cap ETF $31,358,958NVIDIA $22,430,556Schwab International Equity ETF $22,362,013 Largest New Holdings this Quarter Adobe $2,797,037 HoldingAvantis International Equity ETF $783,634 HoldingCadence Design Systems $414,334 HoldingNeuberger Berman Next Generation Connectivity Fund $403,185 HoldingCommerce Bancshares $260,713 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 953,995 shares (about $22.59M)Schwab US Large-Cap ETF 915,916 shares (about $21.23M)Schwab International Equity ETF 633,948 shares (about $11.73M)Schwab U.S. Mid-Cap ETF 177,258 shares (about $4.91M)Schwab US Small-Cap ETF 110,804 shares (about $2.87M) Largest Sales this Quarter Walt Disney 17,806 shares (about $1.98M)DOW 22,919 shares (about $919.72K)Johnson & Johnson 4,136 shares (about $598.15K)Diageo 3,475 shares (about $441.78K)Apple 1,711 shares (about $428.47K) 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$39,272,048$428,468 ▼-1.1%156,8256.6%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$32,973,916$22,590,594 ▲217.6%1,392,4805.6%ETFSCHXSchwab US Large-Cap ETF$31,358,958$21,230,940 ▲209.6%1,352,8455.3%ETFNVDANVIDIA$22,430,556$354,122 ▼-1.6%167,0313.8%Computer and TechnologySCHFSchwab International Equity ETF$22,362,013$11,728,042 ▲110.3%1,208,7573.8%ETFGOOGLAlphabet$19,696,476$223,942 ▲1.2%104,0493.3%Computer and TechnologyBRK.BBerkshire Hathaway$17,603,641$47,543 ▲0.3%40,3593.0%FinanceMSFTMicrosoft$17,311,192$136,989 ▲0.8%41,0702.9%Computer and TechnologyTMOThermo Fisher Scientific$15,024,278$18,208 ▼-0.1%28,8802.5%MedicalPGProcter & Gamble$11,193,247$20,286 ▲0.2%66,7661.9%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$10,940,991$200,975 ▲1.9%113,3431.8%ETFDHRDanaher$10,710,182$230 ▲0.0%46,6571.8%MedicalRSPInvesco S&P 500 Equal Weight ETF$10,134,017$32,067 ▼-0.3%57,8331.7%ETFJPMJPMorgan Chase & Co.$10,119,819$34,278 ▼-0.3%42,2171.7%FinanceORLYO'Reilly Automotive$8,917,216$90,121 ▼-1.0%7,5201.5%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$8,664,925$188,774 ▲2.2%147,3881.5%ETFABBVAbbVie$8,395,261$34,296 ▼-0.4%47,2441.4%MedicalCATCaterpillar$8,323,300$1,814 ▲0.0%22,9441.4%IndustrialsVIGVanguard Dividend Appreciation ETF$7,854,082$17,429 ▼-0.2%40,1071.3%ETFBXBlackstone$7,815,890$14,656 ▲0.2%45,3311.3%FinanceWMTWalmart$7,323,132$26,653 ▼-0.4%81,0531.2%Retail/WholesaleAMZNAmazon.com$7,245,355$350,585 ▲5.1%33,0251.2%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$7,215,295$4,911,818 ▲213.2%260,3861.2%ETFBDXBecton, Dickinson and Company$6,935,870$239,575 ▼-3.3%30,5721.2%MedicalVVisa$6,880,823$111,878 ▲1.7%21,7721.2%Business ServicesJNJJohnson & Johnson$6,766,459$598,146 ▼-8.1%46,7881.1%MedicalXOMExxon Mobil$6,610,031$16,458 ▲0.2%61,4491.1%EnergySCHASchwab US Small-Cap ETF$5,739,970$2,865,395 ▲99.7%221,9631.0%ETFVBRVanguard Small-Cap Value ETF$5,707,909$187,674 ▼-3.2%28,8021.0%ETFULUnilever$5,617,413$1,644 ▼0.0%99,0730.9%Consumer StaplesHDHome Depot$5,332,191$10,114 ▲0.2%13,7080.9%Retail/WholesaleFNDFSchwab Fundamental International Large Company Index ETF$5,313,315$151,372 ▼-2.8%159,9910.9%ETFSCHWCharles Schwab$5,288,977$37,375 ▲0.7%71,4630.9%FinanceARCCAres Capital$5,236,597$77,534 ▲1.5%239,2230.9%FinanceIBMInternational Business Machines$5,155,607$117,608 ▼-2.2%23,4530.9%Computer and TechnologySBUXStarbucks$5,031,813$45,169 ▼-0.9%55,1430.9%Retail/WholesaleGSThe Goldman Sachs Group$4,977,213$17,179 ▼-0.3%8,6920.8%FinanceABTAbbott Laboratories$4,723,185$19,229 ▼-0.4%41,7570.8%MedicalSTESTERIS$4,638,873$30,834 ▲0.7%22,5670.8%MedicalVUGVanguard Growth ETF$4,307,978$585,698 ▲15.7%10,4960.7%ETFNKENIKE$4,296,921$41,997 ▼-1.0%56,7850.7%Consumer DiscretionaryFDXFedEx$4,199,132$69,489 ▲1.7%14,9260.7%TransportationDEODiageo$4,137,239$441,782 ▼-9.6%32,5430.7%Consumer StaplesDEDeere & Company$4,120,906$63,979 ▲1.6%9,7260.7%IndustrialsCHENIERE ENERGY INC$4,066,415$59,089 ▲1.5%18,9250.7%COM NEWPEPPepsiCo$3,783,709$21,745 ▼-0.6%24,8830.6%Consumer StaplesEMREmerson Electric$3,713,600$14,252 ▼-0.4%29,9650.6%IndustrialsSTZConstellation Brands$3,612,687$16,796 ▼-0.5%16,3470.6%Consumer StaplesMDLZMondelez International$3,479,597$8,960 ▲0.3%58,2550.6%Consumer StaplesLMTLockheed Martin$3,408,869$136,063 ▲4.2%7,0150.6%AerospaceCVXChevron$3,118,504$120,505 ▲4.0%21,5310.5%EnergyKOCoca-Cola$3,110,152$3,860 ▼-0.1%49,9540.5%Consumer StaplesBTUPeabody Energy$3,092,838$52,350 ▼-1.7%147,7000.5%EnergyMCDMcDonald's$3,079,742$36,236 ▼-1.2%10,6240.5%Retail/WholesaleIVViShares Core S&P 500 ETF$2,878,645$22,959 ▲0.8%4,8900.5%ETFADBEAdobe$2,797,037$2,797,037 ▲New Holding6,2900.5%Computer and TechnologyTFCTruist Financial$2,779,389$92,789 ▼-3.2%64,0710.5%FinanceNVONovo Nordisk A/S$2,718,146$13,247 ▼-0.5%31,5990.5%MedicalADPAutomatic Data Processing$2,616,3030.0%8,9380.4%Business ServicesEEFTEuronet Worldwide$2,562,567$25,093 ▼-1.0%24,9180.4%FinanceVTIVanguard Total Stock Market ETF$2,526,557$2,898 ▲0.1%8,7180.4%ETFAVDVAvantis International Small Cap Value ETF$2,265,825$487,319 ▲27.4%34,8160.4%ETFSOSouthern$2,217,9290.0%26,9430.4%UtilitiesPMPhilip Morris International$2,185,7520.0%18,1620.4%Consumer StaplesLLYEli Lilly and Company$2,167,7760.0%2,8080.4%MedicalSYYSysco$2,040,488$51,610 ▲2.6%26,6870.3%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$1,994,779$15,512 ▲0.8%28,9350.3%ETFDFUSDimensional U.S. Equity ETF$1,989,955$2,486 ▲0.1%31,2150.3%ETFVZVerizon Communications$1,985,365$173,355 ▼-8.0%49,6470.3%Computer and TechnologyDGXQuest Diagnostics$1,982,7530.0%13,1430.3%MedicalCFBCrossFirst Bankshares$1,920,2630.0%126,7500.3%FinanceIWMiShares Russell 2000 ETF$1,814,744$15,467 ▼-0.8%8,2130.3%FinanceBPBP$1,705,671$170,561 ▼-9.1%57,7020.3%EnergyVOOVanguard S&P 500 ETF$1,686,898$2,155 ▼-0.1%3,1310.3%ETFZTSZoetis$1,672,965$777,502 ▲86.8%10,2680.3%MedicalMOAltria Group$1,669,8590.0%31,9350.3%Consumer StaplesSRSpire$1,658,232$2,103 ▲0.1%24,4470.3%UtilitiesMRKMerck & Co., Inc.$1,657,550$48,646 ▼-2.9%16,6620.3%MedicalCOSTCostco Wholesale$1,538,417$13,744 ▼-0.9%1,6790.3%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$1,502,907$2,414 ▲0.2%36,7280.3%ETFMETAMeta Platforms$1,388,2440.0%2,3710.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,338,917$1,246 ▼-0.1%21,4880.2%ETFSPYSPDR S&P 500 ETF Trust$1,297,2590.0%2,2130.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,232,2260.0%25,7680.2%ETFGFFGriffon$1,231,8310.0%17,2840.2%Multi-Sector ConglomeratesGOOGAlphabet$1,191,583$57,132 ▼-4.6%6,2570.2%Computer and TechnologyTSLATesla$1,182,847$12,115 ▼-1.0%2,9290.2%Auto/Tires/TrucksSLQTSelectQuote$1,174,1660.0%315,6360.2%FinanceWMWaste Management$1,081,796$314,591 ▲41.0%5,3610.2%Business ServicesDISWalt Disney$1,076,643$1,982,698 ▼-64.8%9,6690.2%Consumer DiscretionaryDOWDOW$1,008,290$919,725 ▼-47.7%25,1260.2%Basic MaterialsGSKGSK$971,649$126,554 ▼-11.5%28,7300.2%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$956,3640.0%17,4870.2%ETFDFATDimensional U.S. Targeted Value ETF$938,793$668 ▲0.1%16,8670.2%ETFPFEPfizer$903,6220.0%34,0600.2%MedicalNFLXNetflix$900,693$29,399 ▲3.4%1,0110.2%Consumer DiscretionaryAVGOBroadcom$894,9020.0%3,8600.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$891,1060.0%2,2190.2%ETFAXPAmerican Express$864,252$890 ▲0.1%2,9120.1%FinanceUMBFUMB Financial$835,3900.0%7,4020.1%FinanceShowing 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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