Sarver Vrooman Wealth Advisors Portfolio Holdings by Sector

Sarver Vrooman Wealth Advisors

$150 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHD IBDR DGRW USMV DBEF BSMR BSMU SPY 32 stocks	$98.8 Million 94.47% of portfolio	11	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$541,853 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$421,765 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN MRK JNJ GILD BMY 5 stocks	$415,384 0.4% of portfolio	-	4	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$310,618 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WRB TRV CB AFG 4 stocks	$243,619 0.23% of portfolio	1	3	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BK STT APO 3 stocks	$224,000 0.21% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG 2 stocks	$216,092 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$215,347 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$212,885 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA TMUS T VZ 4 stocks	$190,861 0.18% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL EXPE 2 stocks	$160,497 0.15% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF AXP SOFI 3 stocks	$151,538 0.14% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW DOV GE 3 stocks	$148,517 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ZBH 2 stocks	$117,147 0.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ENB 2 stocks	$113,656 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE AEE AEP 3 stocks	$110,079 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT KTOS 3 stocks	$103,900 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$93,692 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$86,419 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$83,884 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$79,531 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU UBER 2 stocks	$78,026 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$74,595 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO GPC 2 stocks	$73,539 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$72,890 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$72,579 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare EXEL 1 stocks	$71,798 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$71,573 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC FRC 2 stocks	$70,286 0.07% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$67,844 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM 1 stocks	$65,807 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$65,449 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$65,257 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$64,101 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$64,042 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$63,790 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$63,052 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$62,454 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$60,330 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RNR 1 stocks	$59,753 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$58,814 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$58,622 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$57,793 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DGX 1 stocks	$39,338 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$31,164 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$5,134 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology LINK 1 stocks	$1,132 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$428 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials KGC 1 stocks	$312 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SVNDY 2 stocks	$279 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Sarver Vrooman Wealth Advisors Portfolio Holdings by Sector

Sarver Vrooman Wealth Advisors

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