13F-HR filed by KAVAR CAPITAL PARTNERS GROUP, LLC
KAVAR CAPITAL PARTNERS GROUP, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 161 holding rows worth $463,242,696.
- Accession
- 0001725547-23-000127
- Filer
- CIK 1841766
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 161 entries on the cover page, a total value of $463,242,696 stated on the cover page (in dollars after the unit check, H1), rows summing to $463,242,696 with VALUE read as dollars as filed, 13F file number 028-20576. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 160,941 | $26,539,132 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 603,857 | $21,014,221 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 428,975 | $20,749,531 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 371,526 | $20,404,213 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 28,807 | $16,603,503 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 45,646 | $11,504,697 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 39,343 | $11,342,612 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 109,155 | $11,322,648 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 75,752 | $10,955,307 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 32,973 | $10,183,069 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 61,668 | $9,169,352 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 113,721 | $8,396,021 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 31,892 | $7,894,546 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 45,740 | $7,289,535 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 46,054 | $7,092,764 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 131,949 | $6,978,783 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,964 | $6,934,250 | dollars as filed | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 36,548 | $6,621,817 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 42,013 | $6,511,984 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 40,725 | $6,465,495 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 86,611 | $6,414,411 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 61,024 | $6,354,432 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 117,875 | $6,121,249 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 46,754 | $5,733,911 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q104 | INFL MANA BD ETF | 118,847 | $5,644,044 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 80,239 | $5,444,228 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 6,386 | $5,421,586 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 125,715 | $5,271,240 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 23,088 | $5,205,420 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 164,871 | $5,155,516 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 32,372 | $5,151,680 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 26,043 | $4,981,505 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 38,022 | $4,954,637 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 48,878 | $4,949,363 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 14,951 | $4,412,294 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 60,378 | $4,209,557 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 18,279 | $4,129,043 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 27,658 | $4,078,234 | dollars as filed | |
| PEABODY ENGR CORP | 704551100 | COM | 150,200 | $3,845,120 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 195,315 | $3,569,391 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 35,527 | $3,557,301 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 26,857 | $3,520,675 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 39,561 | $3,475,014 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 15,171 | $3,466,422 | dollars as filed | |
| EURONET WORLDWIDE INC COM | 298736109 | Stock | 30,571 | $3,420,895 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 65,178 | $3,414,024 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 27,052 | $3,397,461 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 86,655 | $3,369,995 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 9,982 | $3,265,212 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 17,248 | $3,144,310 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 91,164 | $3,108,684 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 13,165 | $3,012,679 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 33,299 | $2,901,702 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 9,687 | $2,708,534 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 25,150 | $2,597,744 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 17,989 | $2,545,084 | dollars as filed | |
| PIONEER NATURAL RESOURCES CO | 723787107 | COM | 12,432 | $2,539,112 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 9,683 | $2,415,328 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 29,258 | $2,259,596 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 35,145 | $2,180,060 | dollars as filed | |
| Southern Company | 842587107 | COM | 29,814 | $2,074,443 | dollars as filed | |
| FOCUS FINANCIAL PARTNERS INC. | 34417P100 | COM CL A | 39,935 | $2,071,428 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 8,926 | $1,987,106 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 17,387 | $1,906,673 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 53,239 | $1,894,244 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 22,611 | $1,870,608 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 48,497 | $1,839,976 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 12,764 | $1,762,836 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 31,016 | $1,700,290 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 17,149 | $1,667,704 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 36,447 | $1,626,246 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 15,047 | $1,600,800 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 8,721 | $1,555,826 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 23,892 | $1,441,665 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 30,650 | $1,361,785 | dollars as filed | |
| VTI | 922908769 | COM | 6,553 | $1,337,489 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 32,406 | $1,322,181 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 24,818 | $1,313,120 | dollars as filed | |
| CROSSFIRST BANKSHARES INC | 22766M109 | COM | 123,240 | $1,291,555 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 35,809 | $1,198,896 | dollars as filed | |
| SPIRE INC | 84857L101 | COM | 16,926 | $1,187,212 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,381 | $1,116,342 | dollars as filed | |
| IJH | 464287507 | COM | 4,399 | $1,100,454 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 21,900 | $1,054,485 | dollars as filed | |
| BLACKROCK HEALTH SCIENCES TE | 09260E105 | COM SHS | 59,887 | $1,000,719 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 39,970 | $996,452 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,424 | $992,375 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 11,321 | $865,943 | dollars as filed | |
| AMERICAN ELEC PWR CO INC | 02557T307 | UNIT 08/15/2023 | 16,600 | $835,810 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 5,193 | $818,417 | dollars as filed | |
| NEXTERA ENERGY INC | 65339F739 | CONV | 16,500 | $805,860 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,911 | $785,574 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 16,761 | $750,725 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,553 | $742,833 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 7,590 | $732,221 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 12,200 | $666,120 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 18,861 | $603,741 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 2,543 | $572,760 | dollars as filed | |
| BECTON DICKINSON & CO | 075887406 | CONV | 11,450 | $569,294 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,236 | $544,544 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 4,000 | $539,320 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 6,955 | $536,091 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 5,266 | $522,402 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,082 | $508,695 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 4,526 | $495,778 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 9,206 | $493,534 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,283 | $483,859 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 973 | $483,455 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 9,125 | $480,883 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $465,600 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 7,102 | $409,927 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 851 | $402,174 | dollars as filed | |
| GOLDMAN SACHS BDC INC | 38147U107 | SHS | 29,347 | $400,586 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,993 | $398,162 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 12,000 | $397,560 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 15,275 | $395,623 | dollars as filed | |
| Deere & Company | 244199105 | COM | 943 | $389,346 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 8,706 | $387,439 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,026 | $387,209 | dollars as filed | |
| SPDW | 78463X889 | COM | 11,792 | $378,759 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 13,228 | $378,307 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 11,800 | $368,396 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 7,832 | $344,138 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,774 | $336,279 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 5,620 | $334,460 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,641 | $331,924 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 1,972 | $326,622 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 8,350 | $301,018 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 4,250 | $297,160 | dollars as filed | |
| MAGELLAN MIDSTREAM PARTNERS, L | 559080106 | COM UNIT RP LP | 5,250 | $284,865 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 868 | $278,603 | dollars as filed | |
| BANK NOVA SCOTIA B C COM | 064149107 | Stock | 5,500 | $276,980 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 778 | $268,616 | dollars as filed | |
| GOODRX HLDGS INC | 38246G108 | COM CL A | 41,145 | $257,156 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 3,373 | $257,124 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 720 | $247,262 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,262 | $245,139 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 955 | $243,974 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,375 | $228,703 | dollars as filed | |
| BAXTER INTL INC | 071813109 | COM | 5,525 | $224,094 | dollars as filed | |
| Intel Corp | 458140100 | COM | 6,789 | $221,785 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,100 | $221,386 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 3,603 | $220,215 | dollars as filed | |
| YETI HLDGS INC COM | 98585X104 | Stock | 5,500 | $220,000 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,193 | $214,760 | dollars as filed | |
| VANECK ETF TRUST | 92189F528 | VANECK SHRT MUNI | 12,500 | $212,500 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 4,022 | $211,230 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 16,600 | $207,002 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,580 | $206,879 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 2,700 | $203,067 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 8,266 | $202,682 | dollars as filed | |
| RIVERNORTH MANAGED DUR MUN I | 76882H105 | COM | 12,429 | $187,305 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 10,138 | $177,513 | dollars as filed | |
| DOUBLELINE OPPORTUNISTIC CR | 258623107 | COM | 12,188 | $172,826 | dollars as filed | |
| NUVEEN PA INVT QUALITY MUN F | 670972108 | COM | 14,000 | $160,020 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 10,871 | $136,975 | dollars as filed | |
| NUVEEN MUNICIPAL CREDIT OPP FU | 670663103 | COM | 11,500 | $131,215 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 23,140 | $100,428 | dollars as filed | |
| SELECTQUOTE INC | 816307300 | COM | 30,800 | $66,836 | dollars as filed | |
| NUVEEN | 67072C105 | EXCHANGE TRADED | 10,250 | $66,215 | dollars as filed | |
| XERIS BIOPHARMA HOLDINGS INC | 98422E103 | COM | 17,000 | $27,710 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001725547-23-000127 | this filing | 2023-05-15 | acceptance time not in the bulk data set |