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
ENB
Enbridge Inc

Energy
586
New
$41.54 - $45.45 $24.3K - $26.6K
586 $26M
AEP
American Electric Power CO Inc

Utilities
229
New
$90.32 - $109.27 $20.7K - $25K
229 $25M
VZ
Verizon Communications Inc

Communication Services
518
New
$37.81 - $46.49 $19.6K - $24.1K
518 $23.5M
TGT
Target Corp

Consumer Defensive
185
New
$103.65 - $142.5 $19.2K - $26.4K
185 $19.3M
KMB
Kimberly Clark Corp

Consumer Defensive
108
New
$124.46 - $147.4 $13.4K - $15.9K
108 $15.4M
BSJR
Invesco Indx Tr

ETFs
645
New
$22.4 - $22.69 $14.4K - $14.6K
645 $14.5M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
622
New
$23.03 - $23.17 $14.3K - $14.4K
622 $14.3M
SBUX
Starbucks Corp

Consumer Cyclical
146
New
$91.75 - $115.81 $13.4K - $16.9K
146 $14.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
140
New
$97.38 - $104.52 $13.6K - $14.6K
140 $14.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
115
New
$75.99 - $81.58 $8.74K - $9.38K
115 $8.84M
WBD
Warner Bros. Discovery, Inc.

Communication Services
448
New
$9.47 - $11.46 $4.24K - $5.13K
448 $4.81M
MGC
Vanguard Mega Cap ETF

ETFs
22
New
$199.2 - $222.69 $4.38K - $4.9K
22 $4.43M
AOR
Ishares Tr Core Growth Allocat

ETFs
33
New
$56.63 - $59.39 $1.87K - $1.96K
33 $1.9M
LINK
Interlink Electronics Inc

Technology
150
New
$5.5 - $9.87 $825 - $1.48K
150 $957K
UBER
Uber Technologies, Inc

Technology
9
New
$63.17 - $81.49 $569 - $733
9 $655K
SOFI
So Fi Technologies, Inc.

Financial Services
40
New
$11.18 - $18.03 $447 - $721
40 $465K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
15
New
$24.39 - $35.22 $366 - $528
15 $445K
WFC
Wells Fargo & Company

Financial Services
5
New
$66.78 - $81.42 $334 - $407
5 $358K
F
Ford Motor CO

Consumer Cyclical
35
New
$9.12 - $10.43 $319 - $365
35 $351K
DKNG
Draft Kings Inc.

Consumer Cyclical
10
New
$33.21 - $53.49 $332 - $535
10 $332K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
3
New
$70.96 - $92.65 $213 - $278
3 $258K
KGC
Kinross Gold Corp

Basic Materials
20
New
$9.69 - $12.61 $194 - $252
20 $252K
KR
Kroger CO

Consumer Defensive
3
New
$58.36 - $67.72 $175 - $203
3 $203K
NGVT
Ingevity Corp

Basic Materials
2
New
$37.74 - $48.87 $75.5 - $97.7
2 $79K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
New
$63.07 - $73.5 $63.1 - $73.5
1 $70K
VCEL
Vericel Corp

Healthcare
1
New
$44.5 - $61.8 $44.5 - $61.8
1 $44K
AKTS
Akoustis Technologies, Inc.

Technology
1K
New
$0.0 - $0.04 $0 - $40
1K $6K
Urgent.Ly Inc New
1
New
N/A
1 $4K
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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