Sarver Vrooman Wealth Advisors New Holdings in Q1 2025

Sarver Vrooman Wealth Advisors

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.64M
New
$27.01 - $28.54 $44.4M - $46.9M
1.64M $46B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.13M
New
$20.1 - $20.8 $42.8M - $44.3M
2.13M $44.2B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.74M
New
N/A
1.74M $42.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
39.4K
New
$78.0 - $84.37 $3.07M - $3.33M
39.4K $3.15B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31.4K
New
$87.68 - $94.52 $2.75M - $2.96M
31.4K $2.94B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
63.3K
New
$41.61 - $44.72 $2.63M - $2.83M
63.3K $2.74B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
35.2K
New
$23.49 - $23.77 $826K - $836K
35.2K $829M
BSMU
Invesco Exchange Self Ind Tr

ETFs
38.2K
New
$21.49 - $22.03 $820K - $841K
38.2K $824M
AAPL
Apple Inc.

Technology
1.24K
New
$209.68 - $247.1 $260K - $307K
1.24K $276M
SPY
Spdr S&P 500 ETF Trust

ETFs
474
New
$551.42 - $612.93 $261K - $291K
474 $265M
MSFT
Microsoft Corp

Technology
567
New
$375.39 - $447.2 $213K - $254K
567 $213M
WMT
Walmart Inc.

Consumer Defensive
2.33K
New
$84.5 - $105.05 $197K - $245K
2.33K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
314
New
$442.66 - $534.52 $139K - $168K
314 $167M
JPM
Jpmorgan Chase & CO

Financial Services
677
New
$225.19 - $279.95 $152K - $190K
677 $166M
AMGN
Amgen Inc

Healthcare
418
New
$258.59 - $327.36 $108K - $137K
418 $130M
MRK
Merck & Co., Inc.

Healthcare
1.33K
New
$83.01 - $101.02 $111K - $135K
1.33K $120M
LMT
Lockheed Martin Corp

Industrials
261
New
$423.19 - $506.29 $110K - $132K
261 $117M
JNJ
Johnson & Johnson

Healthcare
682
New
$142.06 - $167.7 $96.9K - $114K
682 $113M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.22K
New
$91.76 - $103.26 $112K - $126K
1.22K $113M
OKE
Oneok Inc

Energy
1.07K
New
$89.57 - $109.85 $95.6K - $117K
1.07K $106M
XOM
Exxon Mobil Corp

Energy
827
New
$105.44 - $118.93 $87.2K - $98.4K
827 $98.4M
WRB
Berkley W R Corp

Financial Services
1.27K
New
$56.7 - $71.27 $71.9K - $90.4K
1.27K $90.2M
TMUS
T Mobile Us, Inc.

Communication Services
320
New
$211.3 - $272.83 $67.6K - $87.3K
320 $85.3M
PEP
Pepsico Inc

Consumer Defensive
566
New
$142.64 - $156.42 $80.7K - $88.5K
566 $84.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
499
New
$157.11 - $206.52 $78.4K - $103K
499 $83.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
738
New
$98.98 - $113.18 $73K - $83.5K
738 $83.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
674
New
$106.31 - $123.73 $71.7K - $83.4K
674 $83.4M
CMCSA
Comcast Corp

Communication Services
2.26K
New
$33.19 - $38.23 $74.9K - $86.3K
2.26K $83.3M
CHKP
Check Point Software Technologies LTD

Technology
365
New
$179.88 - $231.31 $65.7K - $84.4K
365 $83.2M
APO
Apollo Global Management, Inc.

Financial Services
607
New
$126.01 - $172.06 $76.5K - $104K
607 $83.1M
ADP
Automatic Data Processing Inc

Industrials
272
New
$286.85 - $318.64 $78K - $86.7K
272 $83.1M
FISV
Fiserv Inc

Technology
374
New
N/A
374 $82.6M
PFGC
Performance Food Group CO

Consumer Defensive
1.05K
New
$74.86 - $90.93 $78.6K - $95.5K
1.05K $82.6M
AFG
American Financial Group Inc

Financial Services
628
New
$119.82 - $138.45 $75.2K - $86.9K
628 $82.5M
TFC
Truist Financial Corp

Financial Services
2K
New
$39.48 - $48.15 $79K - $96.4K
2K $82.4M
CB
Chubb LTD

Financial Services
271
New
$257.71 - $301.99 $69.8K - $81.8K
271 $81.8M
LOW
Lowes Companies Inc

Consumer Cyclical
350
New
$222.66 - $268.42 $77.9K - $93.9K
350 $81.6M
JCI
Johnson Controls International PLC

Industrials
1.02K
New
$76.12 - $90.6 $77.5K - $92.2K
1.02K $81.6M
AXP
American Express CO

Financial Services
303
New
$255.39 - $325.87 $77.4K - $98.7K
303 $81.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
462
New
$168.84 - $202.89 $78K - $93.7K
462 $81.2M
MO
Altria Group, Inc.

Consumer Defensive
1.35K
New
$50.81 - $60.02 $68.7K - $81.1K
1.35K $81.1M
Corpay Inc Inc
231
New
N/A
231 $80.6M
URI
United Rentals, Inc.

Industrials
128
New
$594.17 - $789.56 $76.1K - $101K
128 $80.2M
BMY
Bristol Myers Squibb CO

Healthcare
1.31K
New
$53.9 - $63.11 $70.6K - $82.6K
1.31K $79.8M
PHM
Pultegroup Inc

Consumer Cyclical
773
New
$101.09 - $118.51 $78.1K - $91.6K
773 $79.5M
RNR
Renaissancere Holdings LTD

Financial Services
331
New
$226.55 - $263.22 $75K - $87.1K
331 $79.4M
QCOM
Qualcomm Inc

Technology
517
New
$151.94 - $175.86 $78.6K - $90.9K
517 $79.4M
MCK
Mckesson Corp

Healthcare
118
New
$566.21 - $672.99 $66.8K - $79.4K
118 $79.4M
KHC
Kraft Heinz CO

Consumer Defensive
2.61K
New
$28.51 - $32.22 $74.3K - $84K
2.61K $79.3M
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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