Stock Taper

SARVER VROOMAN WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Dynamics CorporationGD598$220.94K
General Motors CompanyGM563$42.57K
Microsoft CorporationMSFT557$216.46K
Phillips 66PSX533$94.99K
JPMorgan Chase & Co.JPM460$153.74K
Zimmer Biomet Holdings, Inc.ZBH441$37.28K
Medtronic plcMDT405$32.42K
Johnson & JohnsonJNJ381$97.79K
Oracle CorporationORCL374$54.89K
American Financial Group, Inc.AFG346$48.37K
Apollo Global Management, Inc.APO338$40.16K
PepsiCo, Inc.PEP336$47.89K
State Street CorporationSTT329$56.21K
PulteGroup, Inc.PHM327$43.29K
Chevron CorporationCVX325$54.86K
The Hartford Insurance Group, Inc.HIG320$42.97K
Berkshire Hathaway Inc.BRK-B319$160.57K
Johnson Controls International plcJCI319$46.51K
Waste Management, Inc.WM317$71.01K
Dell Technologies Inc.DELL314$131.13K