Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KAVAR CAPITAL PARTNERS GROUP LLC
  City: LEAWOOD
  State: KS
  Zip: 66211
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $894,928,000
  Total Value Change : $434,044,000
  Securities Held Change : 0
   
All Securities Held : 154
  New Positions : 14
  Closed Positions : 16
  Increased Positions : 120
  Unchanged Positions : 5
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SMB)1 Year Chart         SMB Vaneck Vectors Amt Free Sho... 159 Closed $0.00 $0 0 0% -209,000 -12,500 0    Closed - End Fund - Debt
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 165 Closed $76.30 $0 0 0% -1,189,000 -15,815 0    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 158 Closed $26.66 $0 0 0% -231,000 -9,632 0    N/A
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef 164 Closed $0.00 $0 0 0% -1,106,000 -40,435 0    N/A
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 170 Closed $6.21 $0 0 0% -63,000 -10,250 0    Closed - End Fund - Debt
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 157 Closed $83.80 $0 0 0% -462,000 -6,104 0    Closed - End Fund - E...
   (NQP)1 Year Chart         NQP Nuveen Pennsylvania Investm... 163 Closed $11.91 $0 0 0% -142,000 -14,000 0    Closed - End Fund - Debt
   (GSBD)1 Year Chart         GSBD Goldman Sachs Bdc, Inc. 169 Closed $15.68 $0 0 0% -429,000 -29,489 0    N/A
   (JCPI)1 Year Chart         JCPI Jpmorgan Inflation Managed ... 156 Closed $0.00 $0 0 0% -4,555,000 -100,783 0    N/A
   (AIG)1 Year Chart         AIG American International Grou... 162 Closed $79.44 $0 0 0% -676,000 -26,860 0    Property & Casualty I...
   (DBL)1 Year Chart         DBL Doubleline Opportunistic Cr... 168 Closed $15.18 $0 0 0% -179,000 -12,266 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 155 Closed $71.65 $0 0 0% -7,775,000 -111,423 0    Closed - End Fund - E...
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 161 Closed $51.71 $0 0 0% -455,000 -9,006 0    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 167 Closed $31.45 $0 0 0% -332,000 -11,000 0    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 160 Closed $76.95 $0 0 0% -253,000 -3,373 0    N/A
   (DGS)1 Year Chart         DGS Wisdomtree Emerging Mkts Sm... 166 Closed $52.16 $0 0 0% -267,000 -5,776 0    Closed - End Fund - Debt

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results