Kavar Capital Partners Group, LLC
CIK:0001841766
Investment Adviser
$1B AUM
187 holdings
Leawood, KS, US
A wealth management firm in Johnson County, Kansas, focusing on financial markets and planning.
Top Buys
A
AAPLAPPLE INC+$7.5M
B
BINCBLACKROCK ETF TRUST II+$7.2M
G
GOOGLALPHABET INC+$6.8M
S
SCHXSCHWAB STRATEGIC TR+$4.9M
B
BNDVANGUARD BD INDEX FDS+$4.8M
Top Sells
A
AOMISHARES TR-$12.3M
B
BSVVANGUARD BD INDEX FDS-$4.6M
J
JCPIJ P MORGAN EXCHANGE TRADED F-$2.1M
B
BUSEFIRST BUSEY CORP-$1.9M
B
BXSLBLACKSTONE SECD LENDING FD-$1.2M
Top Holdings
S
SCHXSCHWAB STRATEGIC TR+5.7%$43.0M
F
FNDXSCHWAB STRATEGIC TR+5.4%$40.3M
A
AAPLAPPLE INC+5.2%$39.3M
S
SCHFSCHWAB STRATEGIC TR+4.4%$32.7M
N
NVDANVIDIA CORPORATION+4.2%$31.4M
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 5.73% | $43.0M | 1,631,574 | $18.81 | $26.34 | +$4.9M |
F FNDX | SCHWAB STRATEGIC TR | 5.37% | $40.3M | 1,532,626 | $20.03 | $26.30 | +$4.3M |
A AAPL | APPLE INC | 5.24% | $39.3M | 154,313 | $163.51 | $254.63 | +$7.5M |
S SCHF | SCHWAB STRATEGIC TR | 4.36% | $32.7M | 1,405,701 | $18.50 | $23.28 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 4.19% | $31.4M | 168,367 | $17.04 | $186.58 | +$4.8M |
Industry Allocation
ELECTRONIC COMPUTERS
+5.2%
PHARMACEUTICAL PREPARATIONS
+4.5%
SEMICONDUCTORS & RELATED DEVICES
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
FIRE, MARINE & CASUALTY INSURANCE
+3.8%