Sarver Vrooman Wealth Advisors Purchases in Q1 2025

Sarver Vrooman Wealth Advisors

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GM
General Motors CO

Consumer Cyclical
1.67K
New
$45.22 - $54.92 $75.7K - $91.9K
1.67K $78.7M
FDX
Fedex Corp

Industrials
321
New
$230.33 - $281.53 $73.9K - $90.4K
321 $78.3M
MCD
Mcdonalds Corp

Consumer Cyclical
250
New
$279.74 - $321.29 $69.9K - $80.3K
250 $78.1M
MDT
Medtronic PLC

Healthcare
854
New
$79.84 - $94.5 $68.2K - $80.7K
854 $76.7M
DE
Deere & CO

Industrials
163
New
$408.57 - $509.27 $66.6K - $83K
163 $76.5M
WM
Waste Management Inc

Industrials
326
New
$200.54 - $233.78 $65.4K - $76.2K
326 $75.5M
BK
Bank Of New York Mellon Corp

Financial Services
893
New
$75.42 - $88.95 $67.4K - $79.4K
893 $74.9M
Blackrock Inc Com New
78
New
N/A
78 $73.8M
GILD
Gilead Sciences, Inc.

Healthcare
629
New
$89.14 - $117.41 $56.1K - $73.9K
629 $70.5M
PSX
Phillips 66

Energy
547
New
$113.93 - $131.55 $62.3K - $72K
547 $67.5M
AZO
Autozone Inc

Consumer Cyclical
17
New
$3193.96 - $3828.11 $54.3K - $65.1K
17 $64.8M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.21K
New
$19.43 - $19.62 $62.4K - $63K
3.21K $62.9M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.09K
New
$20.05 - $20.4 $62K - $63.1K
3.09K $62.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.39K
New
$18.18 - $18.58 $61.7K - $63.1K
3.39K $62.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.22K
New
$19.42 - $19.54 $62.5K - $62.9K
3.22K $62.7M
MMM
3 M CO

Industrials
426
New
$129.7 - $155.12 $55.3K - $66.1K
426 $62.6M
CTVA
Corteva, Inc.

Basic Materials
978
New
$55.94 - $66.15 $54.7K - $64.7K
978 $61.5M
COST
Costco Wholesale Corp

Consumer Defensive
65
New
$890.62 - $1076.86 $57.9K - $70K
65 $61.5M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.64K
New
$16.2 - $16.64 $59K - $60.6K
3.64K $60.4M
INTU
Intuit Inc

Technology
98
New
$555.63 - $630.23 $54.5K - $61.8K
98 $60.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.9K
New
$20.64 - $20.73 $59.9K - $60.2K
2.9K $60M
HON
Honeywell International Inc

Industrials
275
New
$202.75 - $226.52 $55.8K - $62.3K
275 $58.2M
ITW
Illinois Tool Works Inc

Industrials
232
New
$244.9 - $274.48 $56.8K - $63.7K
232 $57.5M
CVX
Chevron Corp

Energy
331
New
$146.71 - $167.97 $48.6K - $55.6K
331 $55.4M
GD
General Dynamics Corp

Industrials
203
New
$241.94 - $272.58 $49.1K - $55.3K
203 $55.3M
EOG
Eog Resources Inc

Energy
431
New
$120.54 - $138.05 $52K - $59.5K
431 $55.3M
PG
Procter & Gamble CO

Consumer Defensive
313
New
$158.56 - $176.26 $49.6K - $55.2K
313 $53.3M
T
At&T Inc.

Communication Services
1.85K
New
$21.56 - $28.28 $39.9K - $52.4K
1.85K $52.4M
ORCL
Oracle Corp

Technology
374
New
$139.81 - $186.47 $52.3K - $69.7K
374 $52.3M
CSCO
Cisco Systems, Inc.

Technology
833
New
$58.74 - $64.87 $48.9K - $54K
833 $51.4M
DOV
Dover Corp

Industrials
291
New
$174.65 - $206.43 $50.8K - $60.1K
291 $51.1M
NEE
Nextera Energy Inc

Utilities
661
New
$66.96 - $76.16 $44.3K - $50.3K
661 $46.9M
AEE
Ameren Corp

Utilities
421
New
$86.87 - $103.67 $36.6K - $43.6K
421 $42.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
599
New
$65.27 - $71.18 $39.1K - $42.6K
599 $39.7M
BAC
Bank Of America Corp

Financial Services
937
New
$39.61 - $47.74 $37.1K - $44.7K
937 $39.1M
IBM
International Business Machines Corp

Technology
157
New
$217.4 - $264.74 $34.1K - $41.6K
157 $39M
DGX
Quest Diagnostics Inc

Healthcare
219
New
N/A
219 $37.1M
Smurfit Westrock PLC Shs
712
New
N/A
712 $32.1M
HD
Home Depot, Inc.

Consumer Cyclical
85
New
$347.25 - $424.87 $29.5K - $36.1K
85 $31.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
323
New
$89.18 - $104.04 $28.8K - $33.6K
323 $29.6M
GE
General Electric CO

Industrials
147
New
$168.59 - $212.13 $24.8K - $31.2K
147 $29.4M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.33K
New
$21.64 - $22.08 $28.7K - $29.3K
1.33K $28.7M
GPC
Genuine Parts CO

Consumer Cyclical
239
New
$115.91 - $129.02 $27.7K - $30.8K
239 $28.5M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.23K
New
$23.19 - $23.5 $28.5K - $28.8K
1.23K $28.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.15K
New
$23.9 - $24.18 $27.4K - $27.7K
1.15K $27.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.1K
New
$24.79 - $25.26 $27.1K - $27.7K
1.1K $27.7M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.19K
New
$22.61 - $23.14 $27K - $27.6K
1.19K $27.6M
IBDV
Ishares Tr

Technology
1.22K
New
$21.11 - $21.73 $25.8K - $26.6K
1.22K $26.6M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.05K
New
$24.21 - $25.09 $25.4K - $26.3K
1.05K $26.2M
Activity Summary
Buys All Purchases 129 New Holdings 129 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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