SARVER VROOMAN WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SW | 712 | $30.31K |
 | NEE | 661 | $49.90K |
 | GILD | 629 | $69.82K |
 | PHM | 624 | $82.45K |
 | ZBH | 602 | $59.30K |
 | DELL | 592 | $83.93K |
 | ENB | 586 | $29.57K |
 | JNJ | 582 | $107.91K |
 | JPM | 580 | $182.95K |
 | MSFT | 567 | $293.68K |
 | PSX | 547 | $74.40K |
 | HIG | 501 | $66.83K |
 | PEP | 473 | $66.43K |
 | AFG | 463 | $67.47K |
 | APO | 462 | $61.57K |
 | QCOM | 426 | $70.87K |
 | EXPE | 389 | $83.15K |
 | PNC | 377 | $75.75K |
 | ORCL | 374 | $105.18K |
 | COF | 370 | $78.66K |
Smurfit Westrock Plc
SW
Shares Held
712
Value
$30.31K
NextEra Energy, Inc.
NEE
Shares Held
661
Value
$49.90K
Gilead Sciences, Inc.
GILD
Shares Held
629
Value
$69.82K
PulteGroup, Inc.
PHM
Shares Held
624
Value
$82.45K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
602
Value
$59.30K
Dell Technologies Inc.
DELL
Shares Held
592
Value
$83.93K
Enbridge Inc.
ENB
Shares Held
586
Value
$29.57K
Johnson & Johnson
JNJ
Shares Held
582
Value
$107.91K
JPMorgan Chase & Co.
JPM
Shares Held
580
Value
$182.95K
Microsoft Corporation
MSFT
Shares Held
567
Value
$293.68K
Phillips 66
PSX
Shares Held
547
Value
$74.40K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
501
Value
$66.83K
PepsiCo, Inc.
PEP
Shares Held
473
Value
$66.43K
American Financial Group, Inc.
AFG
Shares Held
463
Value
$67.47K
Apollo Global Management, Inc.
APO
Shares Held
462
Value
$61.57K
QUALCOMM Incorporated
QCOM
Shares Held
426
Value
$70.87K
Expedia Group, Inc.
EXPE
Shares Held
389
Value
$83.15K
The PNC Financial Services Group, Inc.
PNC
Shares Held
377
Value
$75.75K
Oracle Corporation
ORCL
Shares Held
374
Value
$105.18K
Capital One Financial Corporation
COF
Shares Held
370
Value
$78.66K