Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors as of March 31, 2025

Portfolio Holdings for Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors holds 129 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Us Dividend Etf Equity Etf (SCHD) 30.6 $46M 1.6M 27.96
Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW) 29.4 $44M 2.1M 20.75
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR) 28.1 $42M 1.7M 24.21
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW) 2.1 $3.1M 39k 79.86
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV) 2.0 $2.9M 31k 93.66
Xtrackers Msci Eafe Etf Equity Etf (DBEF) 1.8 $2.7M 63k 43.30
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR) 0.6 $829k 35k 23.55
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU) 0.5 $824k 38k 21.58
Apple Stock (AAPL) 0.2 $276k 1.2k 222.13
Spdr S&p 500 Trust Etf Etf (SPY) 0.2 $265k 474.00 559.39
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ) 0.2 $237k 9.2k 25.79
Microsoft Corp Stock (MSFT) 0.1 $213k 567.00 375.39
Walmart Stock (WMT) 0.1 $205k 2.3k 87.79
Berkshire Hathaway Inc Series B Stock (BRK.B) 0.1 $167k 314.00 532.58
Jpmorgan Chase & Co Stock (JPM) 0.1 $166k 677.00 245.30
Amgen Stock (AMGN) 0.1 $130k 418.00 311.55
Merck & Co Stock (MRK) 0.1 $120k 1.3k 89.76
Lockheed Martin Corp Stock (LMT) 0.1 $117k 261.00 446.71
Johnson & Johnson Stock (JNJ) 0.1 $113k 682.00 165.84
Invesco Tr Ii Etf S&p 500 Momentum Etf (SPMO) 0.1 $113k 1.2k 92.53
Oneok Stock (OKE) 0.1 $106k 1.1k 99.22
Exxon Mobil Corp Stock (XOM) 0.1 $98k 827.00 118.93
Berkley W R Corporation Stock (WRB) 0.1 $90k 1.3k 71.16
T-mobile Us Stock (TMUS) 0.1 $85k 320.00 266.71
Pepsico Incorporated Stock (PEP) 0.1 $85k 566.00 149.94
Expedia Stock (EXPE) 0.1 $84k 499.00 168.10
Zimmer Biomet Holdings Stock (ZBH) 0.1 $84k 738.00 113.18
Hartford Insurance Group Stock (HIG) 0.1 $83k 674.00 123.73
Comcast Corp New Cl A Stock (CMCSA) 0.1 $83k 2.3k 36.90
Check Point Software Tech Stock (CHKP) 0.1 $83k 365.00 227.92
Apollo Global Mgmt Stock (APO) 0.1 $83k 607.00 136.94
Automatic Data Processing Stock (ADP) 0.1 $83k 272.00 305.53
Fiserv Stock (FI) 0.1 $83k 374.00 220.83
Performance Food Group Stock (PFGC) 0.1 $83k 1.1k 78.63
American Finl Group Inc Ohio Stock (AFG) 0.1 $83k 628.00 131.34
Truist Finl Corp Stock (TFC) 0.1 $82k 2.0k 41.15
Chubb Stock (CB) 0.1 $82k 271.00 301.99
Lowes Companies Stock (LOW) 0.1 $82k 350.00 233.23
Johnson Ctls Intl Stock (JCI) 0.1 $82k 1.0k 80.11
American Express Company Stock (AXP) 0.1 $82k 303.00 269.05
Pnc Financial Services Group Stock (PNC) 0.1 $81k 462.00 175.77
Altria Group Stock (MO) 0.1 $81k 1.4k 60.02
Corpay Stock (CPAY) 0.1 $81k 231.00 348.72
United Rentals Stock (URI) 0.1 $80k 128.00 626.70
Bristol Myers Squibb Stock (BMY) 0.1 $80k 1.3k 60.99
Pulte Group Stock (PHM) 0.1 $80k 773.00 102.80
Renaissance Re Holding Stock (RNR) 0.1 $79k 331.00 240.00
Qualcomm Stock (QCOM) 0.1 $79k 517.00 153.61
Mckesson Corporation Stock (MCK) 0.1 $79k 118.00 672.98
Kraft Heinz Stock (KHC) 0.1 $79k 2.6k 30.43
General Motors Stock (GM) 0.1 $79k 1.7k 47.03
Fedex Corporation Stock (FDX) 0.1 $78k 321.00 243.78
Mcdonalds Corp Stock (MCD) 0.1 $78k 250.00 312.37
Medtronic Stock (MDT) 0.1 $77k 854.00 89.86
Deere & Co Stock (DE) 0.1 $77k 163.00 469.35
Waste Mgmt Inc Del Stock (WM) 0.1 $76k 326.00 231.51
Bank New York Mellon Corp Stock (BK) 0.0 $75k 893.00 83.87
Blackrock Stock (BLK) 0.0 $74k 78.00 946.47
Gilead Sciences Stock (GILD) 0.0 $71k 629.00 112.05
Phillips 66 Stock (PSX) 0.0 $68k 547.00 123.48
Marsh And Mc Lennan Companies Stock 0.0 $66k 269.00 244.03
Autozone Stock (AZO) 0.0 $65k 17.00 3812.76
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2027 Corp Etf (BSCR) 0.0 $63k 3.2k 19.59
Invesco Exchange Etf Traded Self Indexed Bulletshares 2028 Corp Etf (BSCS) 0.0 $63k 3.1k 20.35
Invesco Exch Trd Etf Self Indxd Fd Tr Bulletshrs 2029 Corp Bd Etf (BSCT) 0.0 $63k 3.4k 18.53
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2026 Etf (BSCQ) 0.0 $63k 3.2k 19.48
3M Stock (MMM) 0.0 $63k 426.00 146.86
Corteva Stock (CTVA) 0.0 $62k 978.00 62.93
Costco Whsl Corp Stock (COST) 0.0 $62k 65.00 945.77
Invesco Self Indexed Etf Fd Bulletshares 2030 Corporate Bd Etf (BSCU) 0.0 $60k 3.6k 16.59
Intuit Stock (INTU) 0.0 $60k 98.00 613.99
Invesco Exchange Etf Self Bulletshares 2025 Corprorate Bd Etf (BSCP) 0.0 $60k 2.9k 20.68
Honeywell International Stock (HON) 0.0 $58k 275.00 211.75
Illinois Tool Works Stock (ITW) 0.0 $58k 232.00 248.01
Chevron Corporation Stock (CVX) 0.0 $55k 331.00 167.29
Genl Dynamics Corp Stock (GD) 0.0 $55k 203.00 272.58
Eog Resources Stock (EOG) 0.0 $55k 431.00 128.24
Procter & Gamble Stock (PG) 0.0 $53k 313.00 170.42
At & T Stock (T) 0.0 $52k 1.9k 28.28
Oracle Corporation Stock (ORCL) 0.0 $52k 374.00 139.81
Cisco Systems Stock (CSCO) 0.0 $51k 833.00 61.71
Dover Corp Common Stock (DOV) 0.0 $51k 291.00 175.68
Nextera Energy Stock (NEE) 0.0 $47k 661.00 70.89
Ameren Corp Stock (AEE) 0.0 $42k 421.00 100.40
Invesco Tr Etf S&p 500 Quality Etf (SPHQ) 0.0 $40k 599.00 66.34
Bank Of America Corp Stock (BAC) 0.0 $39k 937.00 41.73
International Business Machine Corp Stock (IBM) 0.0 $39k 157.00 248.66
Quest Diagnostics Stock (DGX) 0.0 $37k 219.00 169.20
Smurfit Westrock Stock (SW) 0.0 $32k 712.00 45.06
Home Depot Stock (HD) 0.0 $31k 85.00 366.48
Invesco S&p Midcap Etf Quality Etf (XMHQ) 0.0 $30k 323.00 91.53
Ge Aerospace Stock (GE) 0.0 $29k 147.00 200.15
Invesco Self-indexed Etf Fd Tr Bulletshares 2028 High Yld Corp Bond Etf (BSJS) 0.0 $29k 1.3k 21.64
Genuine Parts Stock (GPC) 0.0 $29k 239.00 119.14
Invesco Self Indexed Etf Bulletshares 2026 High Yield Corp Bd Etf (BSJQ) 0.0 $29k 1.2k 23.19
Ishares Tr Etf Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.0 $28k 1.1k 24.18
Ishares Tr Etf Ibonds Dec 2028 Term Corporate Etf (IBDT) 0.0 $28k 1.1k 25.26
Ishares Tr Etf Ibonds Dec 2029 Term Corporate Etf (IBDU) 0.0 $28k 1.2k 23.13
Ishares Tr Etf Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.0 $27k 1.2k 21.72
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX) 0.0 $26k 1.1k 24.99
Enbridge Stock (ENB) 0.0 $26k 586.00 44.31
American Electric Power Stock (AEP) 0.0 $25k 229.00 109.27
Verizon Communications Stock (VZ) 0.0 $24k 518.00 45.36
Target Corp Stock (TGT) 0.0 $19k 185.00 104.36
Kimberly-clark Corp Stock (KMB) 0.0 $15k 108.00 142.21
Invesco Self Indexed Etf Bulletshares 2027 Hgh Yld Crp Etf (BSJR) 0.0 $15k 645.00 22.40
Invesco Self Indexed Etf Bulletshares 2025 High Yield Corporate Bd Etf (BSJP) 0.0 $14k 622.00 23.05
Starbucks Corp Stock (SBUX) 0.0 $14k 146.00 98.09
Proshares S&p 500 Etf Dividend A Etf (NOBL) 0.0 $14k 140.00 102.18
Spdr Bloomberg Etf Convertible Securities Etf Etf (CWB) 0.0 $8.8k 115.00 76.83
Spdr S&p Dividend Etf Etf (SDY) 0.0 $8.6k 63.00 136.48
Warner Bros Discovery Inc Ser A Stock (WBD) 0.0 $4.8k 448.00 10.73
Vanguard Mega Cap Etf Etf (MGC) 0.0 $4.4k 22.00 201.36
Ishares Tr Core Etf 60/40 Balanced Allocation Etf (AOR) 0.0 $1.9k 33.00 57.55
Interlink Electronics Stock (LINK) 0.0 $957.000000 150.00 6.38
Uber Technologies Stock (UBER) 0.0 $655.000200 9.00 72.78
Sofi Technologies Stock (SOFI) 0.0 $465.000000 40.00 11.62
Kratos Defense And Security Solutions Stock (KTOS) 0.0 $445.000500 15.00 29.67
Wells Fargo & Co Stock (WFC) 0.0 $358.000000 5.00 71.60
Ford Motor Company Stock (F) 0.0 $351.001000 35.00 10.03
Draftkings Inc New Cl A Stock (DKNG) 0.0 $332.000000 10.00 33.20
Spdr S&p China Etf Etf (GXC) 0.0 $258.000000 3.00 86.00
Kinross Gold Corp Stock (KGC) 0.0 $252.000000 20.00 12.60
Kroger Company Common Stock (KR) 0.0 $203.000100 3.00 67.67
Ingevity Corp Stock (NGVT) 0.0 $79.000000 2.00 39.50
Vanguard Ftse Etf European Etf (VGK) 0.0 $70.000000 1.00 70.00
Vericel Corp Stock (VCEL) 0.0 $44.000000 1.00 44.00
Akoustis Technologies Stock (AKTSQ) 0.0 $6.000000 1.0k 0.01
Urgent.ly Stock (ULY) 0.0 $4.000000 1.00 4.00