Sarver Vrooman Wealth Advisors Portfolio Holdings

Sarver Vrooman Wealth Advisors

$150 Billion
Q1 2025

Sarver Vrooman Wealth Advisors has filed its 13F form on July 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $46B, Ishares Tr Ibonds Dec 2031 Ter with a value of $44.2B, Ishares Tr Ibonds Dec 2026 Ter with a value of $42.2B, Wisdomtree Tr Us Quality Divid with a value of $3.15B, and Ishares Msci Usa Min Vol Facto with a value of $2.94B.

Examining the 13F form we can see an increase of $150B in the current position value.

Sarver Vrooman Wealth Advisors is based out at Kansas City, MO

Below you can find more details about Sarver Vrooman Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion

ETFs: $99.7 Billion

Financial Services: $1.26 Billion

Technology: $938 Million

Industrials: $906 Million

Healthcare: $790 Million

Consumer Defensive: $682 Million

Consumer Cyclical: $541 Million

Energy: $408 Million

Other: $425 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TFC Truist Financial Corp Financial Services	$59.9B	$82.4 Million 0.05% of portfolio	2,002	Q1 2025 New
CB Chubb LTD Financial Services	$116B	$81.8 Million 0.05% of portfolio	271	Q1 2025 New
LOW Lowes Companies Inc Consumer Cyclical	$140B	$81.6 Million 0.05% of portfolio	350	Q1 2025 New
JCI Johnson Controls International PLC Industrials	$73B	$81.6 Million 0.05% of portfolio	1,018	Q1 2025 New
URI United Rentals, Inc. Industrials	$54.3B	$80.2 Million 0.05% of portfolio	128	Q1 2025 New
Corpay Inc Inc	-	$80.6 Million 0.05% of portfolio	-	Q1 2025 New
MO Altria Group, Inc. Consumer Defensive	$108B	$81.1 Million 0.05% of portfolio	1,352	Q1 2025 New
PNC Pnc Financial Services Group, Inc. Financial Services	$79.3B	$81.2 Million 0.05% of portfolio	462	Q1 2025 New
AXP American Express CO Financial Services	$241B	$81.5 Million 0.05% of portfolio	303	Q1 2025 New
INTU Intuit Inc Technology	$221B	$60.2 Million 0.04% of portfolio	98	Q1 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$60 Million 0.04% of portfolio	2,902	Q1 2025 New
HON Honeywell International Inc Industrials	$161B	$58.2 Million 0.04% of portfolio	275	Q1 2025 New
ITW Illinois Tool Works Inc Industrials	$78.2B	$57.5 Million 0.04% of portfolio	232	Q1 2025 New
CVX Chevron Corp Energy	$289B	$55.4 Million 0.04% of portfolio	331	Q1 2025 New
GD General Dynamics Corp Industrials	$80.9B	$55.3 Million 0.04% of portfolio	203	Q1 2025 New
EOG Eog Resources Inc Energy	$70.1B	$55.3 Million 0.04% of portfolio	431	Q1 2025 New
PG Procter & Gamble CO Consumer Defensive	$380B	$53.3 Million 0.04% of portfolio	313	Q1 2025 New
BSCU Invesco Exc Self Ind Tr ETFs	$0	$60.4 Million 0.04% of portfolio	3,642	Q1 2025 New
COST Costco Wholesale Corp Consumer Defensive	$439B	$61.5 Million 0.04% of portfolio	65	Q1 2025 New
CTVA Corteva, Inc. Basic Materials	$55B	$61.5 Million 0.04% of portfolio	978	Q1 2025 New
PSX Phillips 66 Energy	$60.8B	$67.5 Million 0.04% of portfolio	547	Q1 2025 New
MMC Marsh & Mclennan Companies, Inc. Financial Services	$106B	$65.6 Million 0.04% of portfolio	269	Q1 2025 New
AZO Autozone Inc Consumer Cyclical	$72B	$64.8 Million 0.04% of portfolio	17	Q1 2025 New
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$62.9 Million 0.04% of portfolio	3,212	Q1 2025 New
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$62.9 Million 0.04% of portfolio	3,092	Q1 2025 New
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$62.9 Million 0.04% of portfolio	3,394	Q1 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$62.7 Million 0.04% of portfolio	3,219	Q1 2025 New
MMM 3 M CO Industrials	$83.9B	$62.6 Million 0.04% of portfolio	426	Q1 2025 New
IBM International Business Machines Corp Technology	$262B	$39 Million 0.03% of portfolio	157	Q1 2025 New
BAC Bank Of America Corp Financial Services	$390B	$39.1 Million 0.03% of portfolio	937	Q1 2025 New
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$39.7 Million 0.03% of portfolio	599	Q1 2025 New
AEE Ameren Corp Utilities	$24.8B	$42.3 Million 0.03% of portfolio	421	Q1 2025 New
NEE Nextera Energy Inc Utilities	$147B	$46.9 Million 0.03% of portfolio	661	Q1 2025 New
DOV Dover Corp Industrials	$26.3B	$51.1 Million 0.03% of portfolio	291	Q1 2025 New
CSCO Cisco Systems, Inc. Technology	$283B	$51.4 Million 0.03% of portfolio	833	Q1 2025 New
ORCL Oracle Corp Technology	$626B	$52.3 Million 0.03% of portfolio	374	Q1 2025 New
T At&T Inc. Communication Services	$202B	$52.4 Million 0.03% of portfolio	1,852	Q1 2025 New
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$27.7 Million 0.02% of portfolio	1,095	Q1 2025 New
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$27.6 Million 0.02% of portfolio	1,194	Q1 2025 New
IBDV Ishares Tr Technology	$0	$26.6 Million 0.02% of portfolio	1,224	Q1 2025 New
IBDX Ishares Tr Ibonds Dec 2032 Ter ETFs	$0	$26.2 Million 0.02% of portfolio	1,050	Q1 2025 New
ENB Enbridge Inc Energy	$89.4B	$26 Million 0.02% of portfolio	586	Q1 2025 New
AEP American Electric Power CO Inc Utilities	$53.5B	$25 Million 0.02% of portfolio	229	Q1 2025 New
VZ Verizon Communications Inc Communication Services	$180B	$23.5 Million 0.02% of portfolio	518	Q1 2025 New
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$27.7 Million 0.02% of portfolio	1,147	Q1 2025 New
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$28.5 Million 0.02% of portfolio	1,227	Q1 2025 New
DGX Quest Diagnostics Inc Healthcare	$15.6B	$37.1 Million 0.02% of portfolio	219	Q1 2025 New
Smurfit Westrock PLC Shs	-	$32.1 Million 0.02% of portfolio	-	Q1 2025 New
HD Home Depot, Inc. Consumer Cyclical	$376B	$31.2 Million 0.02% of portfolio	85	Q1 2025 New
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$29.6 Million 0.02% of portfolio	323	Q1 2025 New

Summary

Portfolio
No. of Stocks 129
Current Value $150 Billion
Filing
Period Q1 2025
Filing Date July 08, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 129 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sarver Vrooman Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Sarver Vrooman Wealth Advisors with notifications on news.

Account

Sarver Vrooman Wealth Advisors Portfolio Holdings