SVW
Sarver Vrooman Wealth Advisors Portfolio
Invests via Sarver Vrooman Wealth Advisors | Managed by Peter Vrooman, Ronald Dietz, Thomas King
Invests via Sarver Vrooman Wealth Advisors
Managed by Peter Vrooman, Ronald Dietz, Thomas King
Automatically Tracked
Company Profile
Independent wealth manager focused on advisory and investment solutions for high-net-worth individuals, families and retirement accounts, offering fee-based portfolio management, financial planning and retirement income strategies. Sarver Vrooman Wealth Advisors positions itself as a fiduciary RIA serving client-centric allocation, tax-aware investing and estate planning coordination, appealing to intermediaries and institutional feeders seeking consolidated wealth-management relationships.
Independent wealth manager focused on advisory and investment solutions for high-net-worth individuals, families and retirement accounts, offering fee-based portfolio management, financial planning and retirement income strategies. Sarver Vrooman Wealth Advisors positions itself as a fiduciary RIA serving client-centric allocation, tax-aware investing and estate planning coordination, appealing to intermediaries and institutional feeders seeking consolidated wealth-management relationships.
Investment Philosophy & Strategy
Acts as a fiduciary RIA deploying a client-first, fee-based wealth management approach that blends long-term, multi-asset portfolio construction with tax-aware and retirement income optimization. Emphasizes customized allocation, liability-driven planning for HNW families and retirement accounts, and disciplined rebalancing to manage drawdown risk and sequence-of-returns exposure. Capital deployment favors diversified core holdings, tax-efficient taxable strategies and concentrated illiquid strategies only when aligned with estate objectives. Underwriting prioritizes durable cash flows, low turnover where tax frictions matter, and transparent fees; partnership with intermediaries supports scalable, consolidated relationships and repeatable service delivery.
Acts as a fiduciary RIA deploying a client-first, fee-based wealth management approach that blends long-term, multi-asset portfolio construction with tax-aware and retirement income optimization. Emphasizes customized allocation, liability-driven planning for HNW families and retirement accounts, and disciplined rebalancing to manage drawdown risk and sequence-of-returns exposure. Capital deployment favors diversified core holdings, tax-efficient taxable strategies and concentrated illiquid strategies only when aligned with estate objectives. Underwriting prioritizes durable cash flows, low turnover where tax frictions matter, and transparent fees; partnership with intermediaries supports scalable, consolidated relationships and repeatable service delivery.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.18%
Gain
Monthly
0.01%
Yearly
0.14%
Drawdown
6.39%
$168.95M
Equity
Holdings
$168.95M
Investment
$158.17M
$11.01M
Profit -$111,636.7
Realized
$230,892.68
Unrealized
$10.78M
Dividends
$8.26M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$111,636.7
Win %
57%
This Week
Compared To Last Week
Gain
0.96%
Profit
$1.61M
Win %
57%
This Month
Compared to last month
Gain
1.05%
Profit
$1.76M
Win %
57%
This Year
Compared to last year
Gain
0.75%
Profit
$1.25M
Win %
69%
TRV The Travelers Companies, Inc.
+7.74%
+$3,870.2 
ORCL Oracle Corporation
+2.68%
+$1,243.55 
GE General Electric Company
+2.54%
+$1,256.97 
CSCO Cisco Systems, Inc.
+2.33%
+$2,078.72 
HIG The Hartford Insurance Group, Inc.
+2.32%
+$1,014.4 
WRB W.R. Berkley Corporation
+2.23%
+$1,009.2 
CB Chubb Limited
+2.19%
+$1,017.9 
HONA Honeywell Aerospace Inc.
+2.08%
+$594.58 
PSX Phillips 66
+1.83%
+$1,961.44 
RNR Renaissancere Holdings Ltd.
+1.79%
+$857.28 
XOM Exxon Mobil Corporation
+1.7%
+$3,193.22 
MO Altria Group, Inc.
+1.53%
+$767.12 
CVX Chevron Corporation
+1.4%
+$833.62 
JNJ Johnson & Johnson
+1.37%
+$1,303.02 
AFG American Financial Group Inc.
+1.36%
+$657.4 
BMY Bristol-Myers Squibb Company
+1.31%
+$590.13 
DELL Dell Technologies Inc.
+1.17%
+$1,441.26 
EPD Enterprise Products Partners L.P.
+1.17%
+$133.5 
SOLS Sollensys Corp
+1.06%
+$42.16 
FDXF FedEx Freight Holding Company Inc.
+0.92%
+$75.6 
LMT Lockheed Martin Corporation
+0.8%
+$377.97 
CTVA Corteva Inc.
+0.65%
+$539.01 
DGX Quest Diagnostics Inc.
+0.61%
+$272.64 
MCK McKesson Corporation
+0.52%
+$201.71 
KR Kroger Co.
+0.43%
+$0.77 
GD General Dynamics Corporation
+0.38%
+$837.2 
MRK Merck & Co., Inc.
+0.36%
+$330.74 
OKE ONEOK, Inc.
+0.33%
+$330.77 
WBD Warner Bros. Discovery, Inc.
+0.33%
+$20.14 
TGT Target Corporation
+0.32%
+$81 
JPM JPMorgan Chase & Co.
+0.3%
+$469.2 
BAC Bank of America Corporation
+0.17%
+$95.97 
SPMO Invesco S&P 500 Momentum ETF
+0.17%
+$291.84 
SOFI SoFi Technologies, Inc.
+0.15%
+$1.06 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$58,836.19 
EPR EPR Properties
+0.13%
+$20.64 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$185.02 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$250.78 
VZ Verizon Communications Inc.
+0.09%
+$10.39 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$48.28 
CHKP Check Point Software Technologies Ltd.
+0.07%
+$22.7 
CWB SPDR Bloomberg Convertible Securities ETF
+0.06%
+$6.5 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.05%
+$39.49 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$32.12 
WFC Wells Fargo & Company
+0.05%
+$0.23 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$12.27 
JCI Johnson Controls International plc
+0.04%
+$15.95 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$22.49 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.02%
+$60.74 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$59.57 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$60.87 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$58.26 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSJS Invesco BulletShares 2028 High Yield Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
$0 
YNDX Yandex NV
0%
$0 
IBM International Business Machines Corporation
-3.08%
-$1,024.48 
UBER Uber Technologies, Inc.
-2.71%
-$18.09 
GXC SPDR S&P China ETF
-2.39%
-$6.42 
APO Apollo Global Management, Inc.
-2.14%
-$894.01 
MSFT Microsoft Corp.
-2.11%
-$4,717.79 
FISV Fiserv, Inc.
-2.07%
-$704.06 
BNY BlackRock New York Municipal Income Trust
-2.06%
-$4,067.99 
ZBH Zimmer Biomet Holdings, Inc.
-1.96%
-$811.44 
ITW Illinois Tool Works Inc.
-1.89%
-$1,207.97 
URI United Rentals, Inc.
-1.84%
-$905.74 
AXP American Express Company
-1.59%
-$700.28 
STT State Street Corp
-1.57%
-$957.39 
RCL Royal Caribbean Group
-1.56%
-$584.2 
ADP Automatic Data Processing Inc.
-1.54%
-$1,042.8 
CPAY Corpay, Inc.
-1.51%
-$690.64 
COF Capital One Financial Corporation
-1.5%
-$645.54 
PHM PulteGroup Inc.
-1.49%
-$629.48 
PEP PepsiCo, Inc.
-1.42%
-$665.28 
PLTR Palantir Technologies Inc.
-1.38%
-$37.2 
INTU Intuit Inc.
-1.34%
-$272.55 
NVDA NVIDIA Corporation
-1.23%
-$725.33 
MCD McDonald's Corporation
-1.2%
-$799.1 
HD The Home Depot, Inc.
-1.17%
-$332.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$76.83 
VICI Vici Properties Inc.
-1.12%
-$431.88 
CMCSA Comcast Corp
-1.08%
-$338 
AMGN Amgen Inc.
-1.05%
-$1,110.43 
NB NioCorp Developments Ltd.
-1.03%
-$97.78 
DOV Dover Corporation
-1.02%
-$629.67 
WM Waste Management, Inc.
-1.01%
-$778.24 
EXPE Expedia Group, Inc.
-0.98%
-$482.3 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$47.74 
QCOM QUALCOMM Incorporated
-0.96%
-$485.6 
COST Costco Wholesale Corporation
-0.93%
-$570.7 
LUMN Lumen Technologies Inc.
-0.87%
-$0.49 
BLK BlackRock, Inc.
-0.84%
-$689.25 
KTOS Kratos Defense & Security Solutions, Inc.
-0.81%
-$5.7 
GM General Motors Company
-0.79%
-$343.43 
PNC The PNC Financial Services Group, Inc.
-0.78%
-$368.63 
MGC Vanguard Mega Cap ETF
-0.73%
-$44.11 
KGC Kinross Gold Corporation
-0.72%
-$3.3 
MSLC Morgan Stanley Pathway Large Cap Equity ETF
-0.69%
-$32.39 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.67%
-$31,144.75 
MDT Medtronic plc
-0.67%
-$226.8 
TMUS T-Mobile US, Inc.
-0.65%
-$296.25 
AEE Ameren Corporation
-0.64%
-$182.16 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$2,232.54 
SPHQ Invesco S&P 500 Quality ETF
-0.6%
-$1,090.38 
JIVE JPMorgan International Value ETF
-0.57%
-$21.93 
FDX FedEx Corporation
-0.56%
-$213.01 
AVDE Avantis International Equity ETF
-0.52%
-$12.69 
FTEC Fidelity MSCI Information Technology Index ETF
-0.51%
-$44.32 
VGT Vanguard Information Technology ETF
-0.51%
-$23.2 
DKNG DraftKings Inc.
-0.5%
-$1.25 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$25.68 
XMHQ Invesco S&P MidCap Quality ETF
-0.48%
-$635.47 
SW Smurfit WestRock PLC
-0.46%
-$145.96 
AAPL Apple Inc.
-0.46%
-$4,037.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.43%
-$68.6 
SDY SPDR S&P Dividend ETF
-0.42%
-$42.24 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.37%
-$8.41 
WMT Walmart Inc.
-0.34%
-$907.15 
AMD Advanced Micro Devices, Inc.
-0.31%
-$4.61 
T AT&T Inc.
-0.3%
-$60.19 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.28%
-$12,138.67 
PG Procter & Gamble Co
-0.28%
-$130.72 
USMV iShares MSCI USA Min Vol Factor ETF
-0.26%
-$851.5 
LINK Interlink Electronics Inc.
-0.21%
-$2.25 
SMCI Super Micro Computer Inc
-0.2%
-$3.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$107,971.3 
MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF
-0.18%
-$2.65 
EXEL Exelixis Inc.
-0.16%
-$92.61 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.16%
-$1,365.42 
AVLV Avantis U.S. Large Cap Value ETF
-0.12%
-$5,171.09 
VGK Vanguard FTSE Europe ETF
-0.12%
-$0.11 
AEP American Electric Power Company, Inc.
-0.12%
-$35.68 
GILD Gilead Sciences Inc.
-0.1%
-$85.82 
NEE NextEra Energy, Inc.
-0.09%
-$51.52 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.09%
-$722.34 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$31.42 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$9.68 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$16.97 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.02%
-$8.04 
DE Deere & Company
-0.01%
-$5.64 Events
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Dividends
Dividend Analysis
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| Trades 614 | Longs Won 279/614 45% | Profit Factor 8.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,404.97 |
| Average Win $44,692.53 | Best Trade (Jul 17) $7.86M | Sharpe Ratio -11.61 |
| Average Loss -$4,356.16 | Worst Trade (Jul 14) -$555,525.85 | Z-Score -5.78 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $17,931.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.18% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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