Portfolio (Quarterly)
Guide ↗
Sarver Vrooman Wealth Advisors
· CIK 0002076215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTERNATIONAL INC | Industrials | 275 | $54K | 0.03% | SOLD |
| 2 | MRSH | MARSH | Financial Services | 262 | $49K | 0.03% | SOLD |
| 3 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 233 | $29K | 0.02% | SOLD |
| 4 | AZO | AUTOZONE INC | Consumer Cyclical | 6 | $20K | 0.01% | SOLD |
| 5 | NVO | NOVO NORDISK A S ADR | Healthcare | 100 | $5K | 0.00% | SOLD |
| 6 | — | URGENT.LY INC NEW | — | 1 | $3.0 | — | SOLD |
Sector Allocation
Technology
26.7%
Financial Services
22.3%
Industrials
13.2%
Healthcare
10.8%
Consumer Defensive
8.3%
Energy
8.0%
Consumer Cyclical
4.6%
Utilities
2.0%
Communication Services
1.9%
Basic Materials
1.5%