Sarver Vrooman Wealth Advisors New Holdings in Q2 2025

Sarver Vrooman Wealth Advisors

Stock	Shares change	Price Range	Shares Held
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	10.5K New	$22.7 - $23.33 $238K - $244K	10.5K $244M
RCL Royal Caribbean Cruises LTD Consumer Cyclical	303 New	$177.93 - $313.14 $53.9K - $94.9K	303 $94.9M
COF Capital One Financial Corp Financial Services	370 New	$150.57 - $212.76 $55.7K - $78.7K	370 $78.7M
STT State Street Corp Financial Services	725 New	$75.33 - $106.34 $54.6K - $77.1K	725 $77.1M
DELL Dell Technologies Inc. Technology	592 New	$71.63 - $125.98 $42.4K - $74.6K	592 $72.6M
EXEL Exelixis, Inc. Healthcare	1.63K New	$34.13 - $46.26 $55.6K - $75.4K	1.63K $71.8M
TRV Travelers Companies, Inc. Financial Services	234 New	$233.83 - $276.34 $54.7K - $64.7K	234 $62.6M
TGT Target Corp Consumer Defensive	185 New	$88.76 - $105.77 $16.4K - $19.6K	185 $18.3M
Morgan Stanley ETF Pathway Fds Large Cap Equity	79 New	N/A	79 $4.03M
Morgan Stanley ETF Pathway Fds Small Mid Cap Equity	24 New	N/A	24 $1.12M
SVNDY Seven & I Holdings CO LTD Unsp Consumer Defensive	4 New	N/A	4 $64K
FRC First Republic Bank Financial Services	615 New	N/A	615 $6K

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