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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$305B
$3.12 Million 0.53% of portfolio
21,531
Q4 2024 Added 4.02%
$268B
$3.11 Million 0.53% of portfolio
49,954
Q4 2024 Reduced 0.12%
$2.78B
$3.09 Million 0.52% of portfolio
147,700
Q4 2024 Reduced 1.66%
$210B
$3.08 Million 0.52% of portfolio
10,624
Q4 2024 Reduced 1.16%
$0
$2.88 Million 0.49% of portfolio
4,890
Q4 2024 Added 0.8%
$202B
$2.8 Million 0.47% of portfolio
6,290
Q4 2024 New
$62.4B
$2.78 Million 0.47% of portfolio
64,071
Q4 2024 Reduced 3.23%
$199B
$2.72 Million 0.46% of portfolio
31,599
Q4 2024 Reduced 0.48%
$123B
$2.62 Million 0.44% of portfolio
8,938
Q2 2024 Added 7.03%
$4.88B
$2.56 Million 0.43% of portfolio
24,918
Q4 2024 Reduced 0.97%
$0
$2.53 Million 0.43% of portfolio
8,718
Q4 2024 Added 0.11%
$0
$2.27 Million 0.38% of portfolio
34,816
Q4 2024 Added 27.4%
$90.9B
$2.22 Million 0.38% of portfolio
26,943
Q2 2024 Reduced 0.92%
$197B
$2.19 Million 0.37% of portfolio
18,162
Q3 2024 Reduced 0.95%
$746B
$2.17 Million 0.37% of portfolio
2,808
Q3 2024 Reduced 1.23%
$37.9B
$2.04 Million 0.35% of portfolio
26,687
Q4 2024 Added 2.59%
$0
$1.99 Million 0.34% of portfolio
31,215
Q4 2024 Added 0.13%
$166B
$1.99 Million 0.34% of portfolio
49,647
Q4 2024 Reduced 8.03%
$741M
$1.92 Million 0.33% of portfolio
126,750
Q3 2024 Added 2.85%
$15.6B
$1.8 Million 0.31% of portfolio
13,143
Q3 2024 Reduced 5.06%
$0
$1.81 Million 0.31% of portfolio
8,213
Q4 2024 Reduced 0.85%
$96.4B
$1.71 Million 0.29% of portfolio
57,702
Q4 2024 Reduced 9.09%
$0
$1.69 Million 0.29% of portfolio
3,131
Q4 2024 Reduced 0.13%
$78.9B
$1.67 Million 0.28% of portfolio
10,268
Q4 2024 Added 86.83%
$93.3B
$1.67 Million 0.28% of portfolio
31,935
Q3 2024 Added 0.79%
$3.66B
$1.66 Million 0.28% of portfolio
24,447
Q4 2024 Added 0.13%
$242B
$1.66 Million 0.28% of portfolio
16,662
Q4 2024 Reduced 2.85%
$416B
$1.54 Million 0.26% of portfolio
1,679
Q4 2024 Reduced 0.89%
$0
$1.5 Million 0.25% of portfolio
36,728
Q4 2024 Added 0.16%
$1.46T
$1.4 Million 0.24% of portfolio
2,371
Q1 2024 Reduced 50.0%
$0
$1.34 Million 0.23% of portfolio
21,488
Q4 2024 Reduced 0.09%
$0
$1.3 Million 0.22% of portfolio
2,213
Q2 2024 Reduced 0.9%
$4.39B
$1.23 Million 0.21% of portfolio
17,284
Q1 2024 Reduced 50.0%
$0
$1.23 Million 0.21% of portfolio
25,768
Q3 2024 Added 0.51%
$1.23T
$1.19 Million 0.2% of portfolio
6,257
Q4 2024 Reduced 4.58%
$744M
$1.17 Million 0.2% of portfolio
315,636
Q1 2024 Reduced 50.0%
$1.28T
$1.18 Million 0.2% of portfolio
2,929
Q4 2024 Reduced 1.01%
$204B
$1.08 Million 0.18% of portfolio
9,669
Q4 2024 Reduced 64.81%
$86B
$1.08 Million 0.18% of portfolio
5,361
Q4 2024 Added 41.0%
$29.1B
$1.01 Million 0.17% of portfolio
25,126
Q4 2024 Reduced 47.7%
$0
$938,000 0.16% of portfolio
16,867
Q4 2024 Added 0.07%
$0
$956,000 0.16% of portfolio
17,487
Q3 2024 Reduced 0.93%
$435B
$901,000 0.15% of portfolio
1,011
Q4 2024 Added 3.37%
$0
$891,000 0.15% of portfolio
2,219
Q1 2024 Reduced 50.0%
$240B
$864,000 0.15% of portfolio
2,912
Q4 2024 Added 0.1%
$99.1B
$894,000 0.15% of portfolio
3,860
Q3 2024 Added 900.0%
$146B
$903,000 0.15% of portfolio
34,060
Q3 2024 Reduced 6.74%
$5.85B
$835,000 0.14% of portfolio
7,402
Q2 2024 Reduced 2.67%
$16.6B
$820,000 0.14% of portfolio
8,406
Q4 2024 Reduced 32.14%

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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