Sarver Vrooman Wealth Advisors Portfolio Holdings by Sector

Sarver Vrooman Wealth Advisors

$156 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHD IBDR DGRW USMV DBEF BSMU BSMR IBDX 32 stocks	$102 Million 94.37% of portfolio	13	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$672,478 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP 3 stocks	$453,072 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK AMGN GILD BMY 5 stocks	$440,160 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$317,097 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services AFG WRB TRV CB 4 stocks	$256,584 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK STT APO 3 stocks	$242,979 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$231,708 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$227,066 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

Insurance—Diversified \| Financial Services BRK-B HIG 2 stocks	$224,688 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL EXPE 2 stocks	$181,194 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF AXP SOFI 3 stocks	$154,780 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW DOV GE 3 stocks	$153,265 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA TMUS T VZ 4 stocks	$145,311 0.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ZBH 2 stocks	$127,298 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT KTOS 3 stocks	$118,019 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ENB 2 stocks	$107,429 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE AEE AEP 3 stocks	$102,801 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$90,693 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO GPC 2 stocks	$84,608 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$83,928 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$82,792 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts

Residential Construction \| Consumer Cyclical PHM 1 stocks	$82,449 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$81,090 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$79,832 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV 2 stocks	$79,755 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$75,973 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$75,751 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$74,403 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$71,991 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$70,869 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$67,976 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

Software—Application \| Technology INTU UBER 2 stocks	$67,807 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare EXEL 1 stocks	$67,278 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$66,498 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$66,428 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$66,142 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RNR 1 stocks	$62,467 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$61,803 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$57,888 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$56,994 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$56,700 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$54,212 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$48,092 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DGX 1 stocks	$41,737 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$34,441 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$4,375 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology LINK 1 stocks	$1,908 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials KGC 1 stocks	$497 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$374 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$202 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Sarver Vrooman Wealth Advisors Portfolio Holdings by Sector

Sarver Vrooman Wealth Advisors

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