Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 308,420 | +153,355 | $59,380 |
AAPL | 308,420 | +153,355 | $59,380 |
SCHWAB STRATEGIC TR | 784,248 | +406,784 | $48,576 |
FNDX | 784,248 | +406,784 | $48,576 |
SCHWAB STRATEGIC TR | 804,424 | +435,091 | $45,370 |
SCHX | 804,424 | +435,091 | $45,370 |
SCHWAB STRATEGIC TR | 1,100,300 | +543,632 | $40,667 |
SCHF | 1,100,300 | +543,632 | $40,667 |
THERMO FISHER SCIENTIFIC INC | 59,908 | +30,319 | $31,799 |
TMO | 59,908 | +30,319 | $31,799 |
ALPHABET INC | 208,586 | +104,901 | $29,137 |
GOOGL | 208,586 | +104,901 | $29,137 |
DANAHER CORPORATION | 95,156 | +48,012 | $22,013 |
DHR | 95,156 | +48,012 | $22,013 |
INVESCO EXCHANGE TRADED FD T (RSP) | 131,814 | +57,203 | $20,800 |
RSP | 131,814 | +57,203 | $20,800 |
PROCTER AND GAMBLE CO | 125,866 | +62,901 | $18,444 |
PG | 125,866 | +62,901 | $18,444 |
AMERICAN CENTY ETF TR (AVUV) | 205,250 | +109,802 | $18,432 |
AVUV | 205,250 | +109,802 | $18,432 |
BECTON DICKINSON & CO | 66,758 | +33,016 | $16,278 |
BDX | 66,758 | +33,016 | $16,278 |
AMERICAN CENTY ETF TR (AVEM) | 265,752 | +134,153 | $14,986 |
AVEM | 265,752 | +134,153 | $14,986 |
JOHNSON & JOHNSON | 94,174 | +49,225 | $14,761 |
JNJ | 94,174 | +49,225 | $14,761 |
ABBVIE INC | 93,968 | +48,772 | $14,562 |
ABBV | 93,968 | +48,772 | $14,562 |
VANGUARD SPECIALIZED FUNDS (VIG) | 85,080 | +41,377 | $14,498 |
VIG | 85,080 | +41,377 | $14,498 |
MICROSOFT CORP | 38,075 | -20 | $14,318 |
MSFT | 38,075 | -20 | $14,318 |
JPMORGAN CHASE & CO | 83,390 | +42,542 | $14,185 |
JPM | 83,390 | +42,542 | $14,185 |
CATERPILLAR INC | 46,424 | +24,289 | $13,726 |
CAT | 46,424 | +24,289 | $13,726 |
BERKSHIRE HATHAWAY INC DEL | $12,840 | ||
BRK.B | 33,624 | +655 | $11,755 |
BRK.A | 2 | +1 | $1,085 |
OREILLY AUTOMOTIVE INC | 12,808 | +6,477 | $12,169 |
ORLY | 12,808 | +6,477 | $12,169 |
SCHWAB STRATEGIC TR | 347,334 | +169,570 | $11,716 |
FNDF | 347,334 | +169,570 | $11,716 |
BLACKSTONE INC | 88,668 | +43,809 | $11,608 |
BX | 88,668 | +43,809 | $11,608 |
ISHARES TR (AOM) | 274,530 | +274,530 | $11,396 |
AOM | 274,530 | +274,530 | $11,396 |
SCHWAB STRATEGIC TR | 150,482 | +80,366 | $11,334 |
SCHM | 150,482 | +80,366 | $11,334 |
VANGUARD INDEX FDS (VBR) | 61,590 | +29,844 | $11,084 |
VBR | 61,590 | +29,844 | $11,084 |
DIAGEO PLC | 75,502 | +35,648 | $10,998 |
DEO | 75,502 | +35,648 | $10,998 |
NVIDIA CORPORATION | 21,969 | -105 | $10,879 |
NVDA | 21,969 | -105 | $10,879 |
STERIS PLC | 47,838 | +23,344 | $10,517 |
STE | 47,838 | +23,344 | $10,517 |
VISA INC | 40,374 | +19,775 | $10,511 |
V | 40,374 | +19,775 | $10,511 |
NIKE INC | 96,230 | +44,166 | $10,448 |
NKE | 96,230 | +44,166 | $10,448 |
SCHWAB STRATEGIC TR | 216,568 | +110,692 | $10,231 |
SCHA | 216,568 | +110,692 | $10,231 |
ABBOTT LABS | 91,810 | +42,106 | $10,106 |
ABT | 91,810 | +42,106 | $10,106 |
WALMART INC | 55,650 | +28,899 | $8,773 |
WMT | 55,650 | +28,899 | $8,773 |
CONSTELLATION BRANDS INC | 35,654 | +17,660 | $8,619 |
STZ | 35,654 | +17,660 | $8,619 |
MONDELEZ INTL INC | 116,428 | +56,889 | $8,433 |
MDLZ | 116,428 | +56,889 | $8,433 |
INTERNATIONAL BUSINESS MACHS | 47,566 | +23,243 | $7,779 |
IBM | 47,566 | +23,243 | $7,779 |
GOLDMAN SACHS GROUP INC | 19,796 | +9,818 | $7,637 |
GS | 19,796 | +9,818 | $7,637 |
PEPSICO INC | 44,890 | +25,039 | $7,624 |
PEP | 44,890 | +25,039 | $7,624 |
PIONEER NAT RES CO | 33,500 | +16,670 | $7,533 |
PXD | 33,500 | +16,670 | $7,533 |
FEDEX CORP | 29,648 | +14,674 | $7,500 |
FDX | 29,648 | +14,674 | $7,500 |
PEABODY ENERGY CORP | 300,400 | +150,200 | $7,306 |
BTU | 300,400 | +150,200 | $7,306 |
AMAZON COM INC | 46,038 | +23,216 | $6,995 |
AMZN | 46,038 | +23,216 | $6,995 |
NOVO NORDISK A S | 64,828 | +32,334 | $6,706 |
NVO | 64,828 | +32,334 | $6,706 |
EMERSON ELEC CO | 61,936 | +29,643 | $6,028 |
EMR | 61,936 | +29,643 | $6,028 |
VANGUARD INDEX FDS (VUG) | 18,904 | +9,500 | $5,877 |
VUG | 18,904 | +9,500 | $5,877 |
MCDONALDS CORP | 19,450 | +9,703 | $5,767 |
MCD | 19,450 | +9,703 | $5,767 |
EURONET WORLDWIDE INC | 56,512 | +23,606 | $5,735 |
EEFT | 56,512 | +23,606 | $5,735 |
DEERE & CO | 14,210 | +9,364 | $5,682 |
DE | 14,210 | +9,364 | $5,682 |
STARBUCKS CORP | 58,962 | -681 | $5,661 |
SBUX | 58,962 | -681 | $5,661 |
UNILEVER PLC | 107,785 | -9,603 | $5,225 |
UL | 107,785 | -9,603 | $5,225 |
See Full List: All Stocks Held By Kavar Capital Partners Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Kavar Capital Partners Group LLC
Size ($ in 1000's)
At 12/31/2023: $894,928 At 09/30/2023: $461,836 Kavar Capital Partners Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kavar Capital Partners Group LLC 13F filings. Link to 13F filings: SEC filings |