Sarver Vrooman Wealth Advisors Top Holdings and 13F Report (2025) About Sarver Vrooman Wealth AdvisorsInvestment ActivitySarver Vrooman Wealth Advisors has $150.47 million in total holdings as of June 30, 2025.Sarver Vrooman Wealth Advisors owns shares of 129 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.78% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Sarver Vrooman Wealth Advisors has purchased 127 new stocks and bought additional shares in 15 stocks.Sarver Vrooman Wealth Advisors sold shares of 33 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares iBonds Dec 2031 Term Corporate ETF $45,245,380Schwab US Dividend Equity ETF $43,637,858iShares iBonds Dec 2026 Term Corporate ETF $42,520,020WisdomTree U.S. Quality Dividend Growth Fund $3,381,672iShares MSCI USA Min Vol Factor ETF $2,949,864 Largest New Holdings this Quarter 46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $244,265 HoldingV7780T103 - Royal Caribbean Cruises $94,881 Holding14040H105 - Capital One Financial $78,721 Holding857477103 - State Street $77,096 Holding24703L202 - Dell Technologies $72,579 Holding Largest Purchases this Quarter iShares iBonds Dec 2031 Term Corporate ETF 21,713 shares (about $456.84K)Apple 1,400 shares (about $287.24K)iShares iBonds Dec 2029 Term Corporate ETF 10,470 shares (about $244.27K)iShares iBonds Dec 2027 Term Corporate ETF 8,581 shares (about $208.26K)iShares iBonds Dec 2026 Term Corporate ETF 8,426 shares (about $204.33K) Largest Sales this Quarter Lockheed Martin 166 shares (about $76.88K)W.R. Berkley 404 shares (about $29.68K)JPMorgan Chase & Co. 97 shares (about $28.12K)Johnson Controls International 265 shares (about $27.99K)McKesson 38 shares (about $27.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSarver Vrooman Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBDWiShares iBonds Dec 2031 Term Corporate ETF$45,245,380$456,842 ▲1.0%2,150,44530.1%ETFSCHDSchwab US Dividend Equity ETF$43,637,858$77,009 ▲0.2%1,646,71129.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$42,520,020$204,331 ▲0.5%1,753,40228.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,381,672$80,558 ▲2.4%40,3832.2%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$2,949,864$5,444 ▲0.2%31,4252.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,781,141$12,994 ▲0.5%63,5681.8%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$825,7910.0%35,1850.5%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$820,7620.0%38,1750.5%ManufacturingAAPLApple$541,853$287,237 ▲112.8%2,6410.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$292,8600.0%4740.2%FinanceMSFTMicrosoft$282,0310.0%5670.2%Computer and TechnologyISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE$252,572$12,281 ▲5.1%9,6660.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$244,265$244,265 ▲New Holding10,4700.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$236,098$208,260 ▲748.1%9,7280.2%ETFWMTWalmart$228,0220.0%2,3320.2%Retail/WholesaleIBDTiShares iBonds Dec 2028 Term Corporate ETF$215,866$188,031 ▲675.5%8,4920.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$202,611$175,708 ▲653.1%9,2180.1%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$184,277$157,728 ▲594.1%7,2880.1%ETFJPMJPMorgan Chase & Co.$168,147$28,121 ▼-14.3%5800.1%FinanceXOMExxon Mobil$167,952$78,802 ▲88.4%1,5580.1%EnergyBRK.BBerkshire Hathaway$152,5310.0%3140.1%FinanceSPMOInvesco S&P 500 Momentum ETF$136,7630.0%1,2160.1%ETFAMGNAmgen$102,470$14,240 ▼-12.2%3670.1%MedicalMRKMerck & Co., Inc.$99,424$6,095 ▼-5.8%1,2560.1%MedicalRCLRoyal Caribbean Cruises$94,881$94,881 ▲New Holding3030.1%Consumer DiscretionaryJNJJohnson & Johnson$88,900$15,275 ▼-14.7%5820.1%MedicalOKEONEOK$87,0990.0%1,0670.1%EnergyADPAutomatic Data Processing$83,8840.0%2720.1%Computer and TechnologyBLACKROCK INC COM NEW$81,8410.0%780.1%StockORCLOracle$81,7670.0%3740.1%Computer and TechnologyBKBank of New York Mellon$81,3610.0%8930.1%FinanceJCIJohnson Controls International$79,531$27,989 ▼-26.0%7530.1%ConstructionCOFCapital One Financial$78,721$78,721 ▲New Holding3700.1%FinanceINTUIntuit$77,1870.0%980.1%Computer and TechnologySTTState Street$77,096$77,096 ▲New Holding7250.1%FinanceWMWaste Management$74,5950.0%3260.0%Business ServicesMCDMcDonald's$73,0420.0%2500.0%Retail/WholesaleCTVACorteva$72,8900.0%9780.0%Consumer StaplesDELLDell Technologies$72,579$72,579 ▲New Holding5920.0%Computer and TechnologyAXPAmerican Express$72,089$24,561 ▼-25.4%2260.0%FinanceEXELExelixis$71,798$71,798 ▲New Holding1,6290.0%MedicalURIUnited Rentals$71,573$24,862 ▼-25.8%950.0%ConstructionPNCThe PNC Financial Services Group$70,280$15,846 ▼-18.4%3770.0%FinanceGILDGilead Sciences$69,7370.0%6290.0%MedicalQCOMQUALCOMM$67,844$14,492 ▼-17.6%4260.0%Computer and TechnologyPHMPulteGroup$65,807$15,714 ▼-19.3%6240.0%ConstructionEXPEExpedia Group$65,616$18,555 ▼-22.0%3890.0%Retail/WholesaleAPOApollo Global Management$65,543$20,571 ▼-23.9%4620.0%FinanceGMGeneral Motors$65,449$16,928 ▼-20.5%1,3300.0%Auto/Tires/TrucksPSXPhillips 66$65,2570.0%5470.0%EnergyCOSTCostco Wholesale$64,3460.0%650.0%Retail/WholesaleFDXFedEx$64,101$8,865 ▼-12.1%2820.0%TransportationHONHoneywell International$64,0420.0%2750.0%Multi-Sector ConglomeratesHIGThe Hartford Insurance Group$63,561$21,948 ▼-25.7%5010.0%FinanceWRBW.R. Berkley$63,478$29,682 ▼-31.9%8640.0%FinanceBSCTInvesco BulletShares 2029 Corporate Bond ETF$63,4670.0%3,3940.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$63,3550.0%3,0920.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$63,1150.0%3,2120.0%ETFDEDeere & Company$63,052$19,831 ▼-23.9%1240.0%IndustrialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$62,8340.0%3,2190.0%ETFTRVTravelers Companies$62,604$62,604 ▲New Holding2340.0%FinancePEPPepsiCo$62,454$12,280 ▼-16.4%4730.0%Consumer StaplesMDTMedtronic$62,239$12,204 ▼-16.4%7140.0%MedicalCORPAY INC INC$62,050$14,600 ▼-19.0%1870.0%StockCMCSAComcast$61,244$19,308 ▼-24.0%1,7160.0%Consumer DiscretionaryBSCUInvesco BulletShares 2030 Corporate Bond ETF$61,1120.0%3,6420.0%ManufacturingMOAltria Group$60,330$18,937 ▼-23.9%1,0290.0%Consumer StaplesBSCPInvesco BulletShares 2025 Corporate Bond ETF$60,0130.0%2,9020.0%ETFRNRRenaissanceRe$59,753$20,646 ▼-25.7%2460.0%FinanceGDGeneral Dynamics$59,2060.0%2030.0%AerospaceCBChubb$59,102$19,411 ▼-24.7%2040.0%FinanceMMCMarsh & McLennan Companies$58,8140.0%2690.0%FinanceMCKMcKesson$58,622$27,845 ▼-32.2%800.0%MedicalAFGAmerican Financial Group$58,435$20,825 ▼-26.3%4630.0%FinanceCHKPCheck Point Software Technologies$57,967$22,789 ▼-28.2%2620.0%Computer and TechnologyCSCOCisco Systems$57,7930.0%8330.0%Computer and TechnologyITWIllinois Tool Works$57,3620.0%2320.0%IndustrialsZBHZimmer Biomet$54,908$12,404 ▼-18.4%6020.0%MedicalBMYBristol Myers Squibb$54,853$5,740 ▼-9.5%1,1850.0%MedicalTMUST-Mobile US$53,608$22,634 ▼-29.7%2250.0%Computer and TechnologyTAT&T$53,5960.0%1,8520.0%Computer and TechnologyDOVDover$53,3190.0%2910.0%IndustrialsPGProcter & Gamble$49,8670.0%3130.0%Consumer StaplesFIFiserv$47,412$17,068 ▼-26.5%2750.0%Business ServicesCVXChevron$47,3950.0%3310.0%EnergySPHQInvesco S&P 500 Quality ETF$47,174$4,489 ▲10.5%6620.0%ETFIBMInternational Business Machines$46,2800.0%1570.0%Computer and TechnologyNEENextEra Energy$45,8860.0%6610.0%UtilitiesAZOAutoZone$44,546$18,561 ▼-29.4%120.0%Retail/WholesaleBACBank of America$44,3380.0%9370.0%FinanceLMTLockheed Martin$43,998$76,881 ▼-63.6%950.0%AerospaceAEEAmeren$40,4320.0%4210.0%UtilitiesDGXQuest Diagnostics$39,3380.0%2190.0%MedicalGEGE Aerospace$37,8360.0%1470.0%AerospaceXMHQInvesco S&P MidCap Quality ETF$34,875$3,144 ▲9.9%3550.0%ETFHDHome Depot$31,1640.0%850.0%Retail/WholesaleSMURFIT WESTROCK PLC SHS$30,7220.0%7120.0%StockBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$29,2820.0%1,3280.0%ManufacturingGPCGenuine Parts$28,9930.0%2390.0%Retail/WholesaleBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$28,6250.0%1,2270.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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