The Analysis of KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings
Currently, KAVAR CAPITAL PARTNERS GROUP, LLC holds 187 types of securities in its portfolio with a total value $725.5M. In the most recent quarter, they have increased their positions in N/A (+85.8K shares, valued at $5.6M), AVUS (+16.0K shares, valued at $1.8M), FNDX (+44.0K shares, valued at $1.2M); decreased their positions in NVDA (-7.1K shares, valued at $1.3M), ADBE (-2.9K shares, valued at $1.0M), DEO (-7.1K shares, valued at $610.8K); initiated new positions in N/A (+85.8K shares, valued at $5.6M), AVUS (+16.0K shares, valued at $1.8M), ACGL (+13.2K shares, valued at $274.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.7M shares2.16%2025-12-312026-01-20
FNDX SCHWAB STRATEGIC TR1.6M shares2.87%2025-12-312026-01-20 AAPL APPLE INC153.0K shares-0.84%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR1.4M shares3.11%2025-12-312026-01-20 ALPHABET INC ALPHABET INC101.0K shares-0.49%2025-12-312026-01-20 NVDA NVIDIA CORPORATION161.3K shares-4.19%2025-12-312026-01-20 MSFT MICROSOFT CORP41.3K shares0.97%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC29.0K shares-1.60%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.44.5K shares0.29%2025-12-312026-01-20 CAT CATERPILLAR INC23.4K shares-0.62%2025-12-312026-01-20 AVEM AMERICAN CENTY ETF TR172.5K shares3.01%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR125.9K shares1.41%2025-12-312026-01-20 DHR DANAHER CORPORATION48.0K shares-0.49%2025-12-312026-01-20 ABBV ABBVIE INC46.6K shares-0.11%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR351.9K shares2.22%2025-12-312026-01-20 ORLY OREILLY AUTOMOTIVE INC111.3K shares0.70%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO66.6K shares-0.93%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON44.6K shares-1.00%2025-12-312026-01-20 WMT WALMART INC80.9K shares-0.49%2025-12-312026-01-20 VUG VANGUARD INDEX FDS18.1K shares8.40%2025-12-312026-01-20 AMZN AMAZON COM INC37.7K shares1.26%2025-12-312026-01-20 AVDV AMERICAN CENTY ETF TR90.1K shares9.97%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2025-12-312026-01-20 AVLV AMERICAN CENTY ETF TR105.1K shares9.18%2025-12-312026-01-20 V VISA INC22.1K shares0.40%2025-12-312026-01-20 XOM EXXON MOBIL CORP63.7K shares0.19%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR268.7K shares2.50%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC8.4K shares-1.55%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS32.5K shares-5.47%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP71.2K shares-0.31%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS23.2K shares-0.03%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR143.3K shares-2.69%2025-12-312026-01-20 VBR VANGUARD INDEX FDS28.5K shares-0.30%2025-12-312026-01-20 UNILEVER PLC UNILEVER PLC85.8K sharesnew addition2025-12-312026-01-20 ABT ABBOTT LABS39.7K shares-0.77%2025-12-312026-01-20 STERIS PLC STERIS PLC19.3K shares-1.15%2025-12-312026-01-20 HD HOME DEPOT INC14.2K shares-1.36%2025-12-312026-01-20 DE DEERE & CO10.0K shares0.29%2025-12-312026-01-20 SBUX STARBUCKS CORP52.4K shares-2.23%2025-12-312026-01-20 BTU PEABODY ENERGY CORP147.7K shares-0.02%2025-12-312026-01-20 LNG CHENIERE ENERGY INC21.6K shares5.38%2025-12-312026-01-20 FDX FEDEX CORP14.4K shares-1.15%2025-12-312026-01-20 EMR EMERSON ELEC CO29.3K shares-0.12%2025-12-312026-01-20 LLY ELI LILLY & CO3.6K shares0.31%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC46.2K shares1.95%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP7.7K shares-1.57%2025-12-312026-01-20 CVX CHEVRON CORP NEW23.4K shares-1.39%2025-12-312026-01-20 KO COCA COLA CO49.2K shares-0.16%2025-12-312026-01-20 AVDE AMERICAN CENTY ETF TR40.0K shares4.44%2025-12-312026-01-20 IVV ISHARES TR4.7K shares0.00%2025-12-312026-01-20 NKE NIKE INC50.5K shares-9.85%2025-12-312026-01-20 MCD MCDONALDS CORP10.4K shares-0.90%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC18.3K shares-0.39%2025-12-312026-01-20 VTI VANGUARD INDEX FDS8.6K shares0.36%2025-12-312026-01-20 PEP PEPSICO INC19.6K shares-11.93%2025-12-312026-01-20 MDLZ MONDELEZ INTL INC52.1K shares-2.43%2025-12-312026-01-20 TFC TRUIST FINL CORP54.9K shares-3.70%2025-12-312026-01-20 SPYM SPDR SERIES TRUST29.3K shares0.01%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST31.3K shares0.01%2025-12-312026-01-20 SO SOUTHERN CO26.0K shares-0.21%2025-12-312026-01-20 BDX BECTON DICKINSON & CO11.6K shares-1.70%2025-12-312026-01-20 DGX QUEST DIAGNOSTICS INC12.7K shares0.08%2025-12-312026-01-20 AVSC AMERICAN CENTY ETF TR37.5K shares-6.38%2025-12-312026-01-20 ASML ASML HOLDING N V2.0K shares1.34%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN8.2K shares-6.21%2025-12-312026-01-20 WM WASTE MGMT INC DEL9.6K shares3.96%2025-12-312026-01-20 IWM ISHARES TR8.1K shares-0.36%2025-12-312026-01-20 SR SPIRE INC23.9K shares-1.40%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW2.2K shares4.83%2025-12-312026-01-20 MO ALTRIA GROUP INC32.6K shares1.27%2025-12-312026-01-20 SYY SYSCO CORP24.9K shares-4.60%2025-12-312026-01-20 ALPHABET INC ALPHABET INC5.8K shares0.78%2025-12-312026-01-20 DEO DIAGEO PLC21.0K shares-25.25%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR2.6K shares-1.20%2025-12-312026-01-20 AVUS AMERICAN CENTY ETF TR16.0K sharesnew addition2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST36.8K shares0.02%2025-12-312026-01-20 BP BP PLC46.9K shares-5.81%2025-12-312026-01-20 NVO NOVO-NORDISK A S31.5K shares-3.44%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC38.6K shares-13.73%2025-12-312026-01-20 META META PLATFORMS INC2.3K shares6.18%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS23.7K shares0.00%2025-12-312026-01-20 IJH ISHARES TR21.2K shares0.00%2025-12-312026-01-20 BROADCOM INC BROADCOM INC3.9K shares1.54%2025-12-312026-01-20 ADBE ADOBE INC3.8K shares-43.01%2025-12-312026-01-20 PHYS SPROTT ASSET MANAGEMENT LP37.6K shares-11.32%2025-12-312026-01-20 IWF ISHARES TR2.6K shares12.41%2025-12-312026-01-20 TSLA TESLA INC2.6K shares20.39%2025-12-312026-01-20 BAC BANK AMERICA CORP19.8K shares0.48%2025-12-312026-01-20 DIS DISNEY WALT CO9.5K shares-0.93%2025-12-312026-01-20 CDNS CADENCE DESIGN SYSTEM INC3.4K shares-2.05%2025-12-312026-01-20 NFLX NETFLIX INC11.2K shares981.96%2025-12-312026-01-20 SPMD SPDR SERIES TRUST17.5K shares0.00%2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST16.9K shares0.00%2025-12-312026-01-20 GLW CORNING INC10.5K shares-2.04%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO2.4K shares0.08%2025-12-312026-01-20 UMBF UMB FINL CORP7.4K shares0.00%2025-12-312026-01-20 ITOT ISHARES TR5.6K shares0.00%2025-12-312026-01-20 IWB ISHARES TR2.2K shares0.00%2025-12-312026-01-20 NEE NEXTERA ENERGY INC9.3K shares-11.67%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC2.2K shares39.79%2025-12-312026-01-20 VTV VANGUARD INDEX FDS3.8K shares0.03%2025-12-312026-01-20 MPC MARATHON PETE CORP4.4K shares0.00%2025-12-312026-01-20 PFE PFIZER INC26.9K shares-8.48%2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST9.3K shares0.00%2025-12-312026-01-20 MMM 3M CO4.0K shares-0.75%2025-12-312026-01-20 VB VANGUARD INDEX FDS2.4K shares4.98%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC3.2K shares30.19%2025-12-312026-01-20 AEP AMERICAN ELEC PWR CO INC4.9K shares0.20%2025-12-312026-01-20 IDEV ISHARES TR6.8K shares0.00%2025-12-312026-01-20 SLQT SELECTQUOTE INC391.3K shares0.00%2025-12-312026-01-20 MCK MCKESSON CORP662 shares0.00%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS12.0K shares0.00%2025-12-312026-01-20 EFA ISHARES TR5.5K shares-0.31%2025-12-312026-01-20 EEFT EURONET WORLDWIDE INC6.9K shares-0.17%2025-12-312026-01-20 KKR & CO INC KKR & CO INC4.0K shares0.17%2025-12-312026-01-20 SHEL SHELL PLC6.9K shares0.57%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE1.5K shares-1.82%2025-12-312026-01-20 YUM YUM BRANDS INC3.1K shares0.00%2025-12-312026-01-20 VO VANGUARD INDEX FDS1.5K shares8.19%2025-12-312026-01-20 COP CONOCOPHILLIPS4.7K shares0.19%2025-12-312026-01-20 CSCO CISCO SYS INC5.5K shares0.53%2025-12-312026-01-20 GDX VANECK ETF TRUST4.8K shares0.00%2025-12-312026-01-20 RTX RTX CORPORATION2.2K shares0.77%2025-12-312026-01-20 TPLC TIMOTHY PLAN8.9K shares6.65%2025-12-312026-01-20 IWR ISHARES TR4.2K shares-2.07%2025-12-312026-01-20 SPSM SPDR SERIES TRUST7.9K shares0.00%2025-12-312026-01-20 SCZ ISHARES TR4.7K shares0.02%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC1.7K shares-1.34%2025-12-312026-01-20 TPSC TIMOTHY PLAN8.7K shares6.10%2025-12-312026-01-20 MA MASTERCARD INCORPORATED625 shares1.96%2025-12-312026-01-20 HON HONEYWELL INTL INC1.8K shares0.50%2025-12-312026-01-20 AMGN AMGEN INC1.1K shares0.57%2025-12-312026-01-20 USB US BANCORP DEL6.4K shares-10.42%2025-12-312026-01-20 QCOM QUALCOMM INC2.0K shares1.96%2025-12-312026-01-20 IVW ISHARES TR2.7K shares0.00%2025-12-312026-01-20 ADI ANALOG DEVICES INC1.2K shares-0.08%2025-12-312026-01-20 GLD SPDR GOLD TR825 shares0.00%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR9.9K shares0.04%2025-12-312026-01-20 LNT ALLIANT ENERGY CORP4.8K shares0.00%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE646 shares-10.40%2025-12-312026-01-20 CMI CUMMINS INC608 shares0.00%2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC56 shares1.82%2025-12-312026-01-20 IEMG ISHARES INC4.4K shares3.01%2025-12-312026-01-20 CBSH COMMERCE BANCSHARES INC5.5K shares31.52%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC502 shares1.21%2025-12-312026-01-20 EVRG EVERGY INC3.9K shares0.31%2025-12-312026-01-20 ORCL ORACLE CORP1.5K shares5.35%2025-12-312026-01-20 ET ENERGY TRANSFER L P16.9K shares0.00%2025-12-312026-01-20 AEE AMEREN CORP2.8K shares0.58%2025-12-312026-01-20 ACGL ARCH CAP GROUP LTD13.2K sharesnew addition2025-12-312026-01-20 IRM IRON MTN INC DEL3.1K shares-13.70%2025-12-312026-01-20 EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO4.8K shares-1.25%2025-12-312026-01-20 BNS BANK NOVA SCOTIA HALIFAX3.4K shares0.41%2025-12-312026-01-20 IBIT ISHARES BITCOIN TRUST ETF5.0K sharesnew addition2025-12-312026-01-20 LHX L3HARRIS TECHNOLOGIES INC809 shares1.13%2025-12-312026-01-20 VHT VANGUARD WORLD FD825 shares0.00%2025-12-312026-01-20 WY WEYERHAEUSER CO MTN BE10.0K sharesnew addition2025-12-312026-01-20 CRM SALESFORCE INC879 shares2.09%2025-12-312026-01-20 CB CHUBB LIMITED740 shares0.00%2025-12-312026-01-20 GSK PLC GSK PLC4.6K shares-5.90%2025-12-312026-01-20 LOW LOWES COS INC932 shares0.00%2025-12-312026-01-20 LINDE PLC LINDE PLC525 shares0.57%2025-12-312026-01-20 CL COLGATE PALMOLIVE CO2.8K shares0.43%2025-12-312026-01-20 SPEM SPDR INDEX SHS FDS4.7K shares0.00%2025-12-312026-01-20 BTI BRITISH AMERN TOB PLC3.8K shares0.92%2025-12-312026-01-20 BMEZ BLACKROCK HEALTH SCIENCES TE14.3K sharesnew addition2025-12-312026-01-20 APD AIR PRODS & CHEMS INC864 shares0.00%2025-12-312026-01-20 STZ CONSTELLATION BRANDS INC1.5K shares0.33%2025-12-312026-01-20 TPIF TIMOTHY PLAN6.1K shares0.00%2025-12-312026-01-20 PFG PRINCIPAL FINANCIAL GROUP IN2.4K sharesnew addition2025-12-312026-01-20 BSVO EA SERIES TRUST8.9K shares0.00%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-12-312026-01-20 CENCORA INC CENCORA INC600 sharesnew addition2025-12-312026-01-20 CBZ CBIZ INC4.0K shares0.00%2025-12-312026-01-20 TPHD TIMOTHY PLAN5.2K sharesnew addition2025-12-312026-01-20 GDRX GOODRX HLDGS INC31.1K shares-24.30%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available