Portfolio (Quarterly)
Guide ↗
KAVAR CAPITAL PARTNERS GROUP, LLC
· CIK 0001841766| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SLV | ISHARES SILVER TR | Financial Services | 3,300 | $225K | 0.03% | SOLD |
| 22 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 3,840 | $225K | 0.03% | SOLD |
| 23 | SMB | VANECK ETF TRUST | — | 12,500 | $216K | 0.03% | SOLD |
| 24 | ORCL | ORACLE CORP | Technology | 1,456 | $214K | 0.03% | SOLD |
| 25 | GLDM | WORLD GOLD TR | Financial Services | 2,265 | $210K | 0.03% | SOLD |
| 26 | — | BLUE OWL CAPITAL CORPORATION | — | 16,465 | $182K | 0.02% | SOLD |
| 27 | — | NUVEEN PA INVT QUALITY MUN F | — | 14,000 | $167K | 0.02% | SOLD |
| 28 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 13,450 | $119K | 0.01% | SOLD |
Sector Allocation
Technology
28.3%
Healthcare
15.7%
Financial Services
13.0%
Industrials
11.4%
Communication Services
9.3%
Consumer Defensive
8.7%
Consumer Cyclical
8.2%
Energy
3.4%
Utilities
1.8%
Basic Materials
0.1%