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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$741M
$1.92 Million 0.33% of portfolio
126,750
Q3 2024 Added 2.85%
$744M
$1.17 Million 0.2% of portfolio
315,636
Q1 2024 Reduced 50.0%
$418M
$191,000 0.03% of portfolio
41,145
Q4 2021 Reduced 1.2%

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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