Vickerman Investment Advisors

Latest statistics and disclosures from Vickerman Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XLK, PULS, BOND, SGOV, LDUR, and represent 38.42% of Vickerman Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: WMT, BOND, BIL, PULS, XLV, PYPL, XLE, XLF, LDUR, SPLG.
  • Reduced shares in these 10 stocks: SGOV, CRM, COST, MSFT, BRK.B, MRK, IJR, XLK, TMUS, HD.
  • Vickerman Investment Advisors was a net buyer of stock by $5.7M.
  • Vickerman Investment Advisors has $310M in assets under management (AUM), dropping by 5.71%.
  • Central Index Key (CIK): 0001898296

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Portfolio Holdings for Vickerman Investment Advisors

Vickerman Investment Advisors holds 64 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Technology (XLK) 10.9 $34M 162k 208.27
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 9.1 $28M +3% 569k 49.70
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Pimco Etf Tr Active Bd Etf (BOND) 8.0 $25M +5% 272k 91.86
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Ishares Tr 0-3 Mnth Treasry (SGOV) 6.0 $19M -4% 186k 100.71
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.3 $14M 142k 94.86
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Select Sector Spdr Tr Communication (XLC) 3.3 $10M 127k 81.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.3 $10M +3% 70k 147.73
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 3.1 $9.5M 295k 32.19
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Select Sector Spdr Tr Energy (XLE) 3.0 $9.4M +2% 100k 94.41
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.3 $7.3M 40k 183.89
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Select Sector Spdr Tr Indl (XLI) 2.3 $7.2M 57k 125.96
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Microsoft Corporation (MSFT) 1.6 $5.1M 12k 420.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $5.0M 12k 420.53
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Select Sector Spdr Tr Financial (XLF) 1.6 $4.9M +4% 115k 42.12
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.5 $4.7M 62k 76.36
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salesforce (CRM) 1.5 $4.6M -3% 15k 301.18
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Vanguard World Materials Etf (VAW) 1.5 $4.6M 22k 204.43
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.5 $4.5M 69k 65.65
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.5M 30k 150.93
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Visa Com Cl A (V) 1.4 $4.5M 16k 279.08
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Apple (AAPL) 1.4 $4.3M 25k 171.48
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Costco Wholesale Corporation (COST) 1.4 $4.2M -2% 5.8k 732.59
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FedEx Corporation (FDX) 1.3 $3.9M 14k 289.74
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Merck & Co (MRK) 1.2 $3.7M 28k 131.95
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Walt Disney Company (DIS) 1.2 $3.6M 30k 122.36
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Wal-Mart Stores (WMT) 1.1 $3.5M +198% 59k 60.17
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Metropcs Communications (TMUS) 1.1 $3.5M 21k 163.22
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $3.4M 14k 249.86
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $3.4M 18k 191.88
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Amgen (AMGN) 1.1 $3.4M 12k 284.33
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Union Pacific Corporation (UNP) 1.1 $3.3M 13k 245.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $3.2M +4% 51k 61.53
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Honeywell International (HON) 1.0 $3.1M 15k 205.25
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Pepsi (PEP) 1.0 $3.1M 18k 175.01
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Boeing Company (BA) 1.0 $3.1M 16k 193.00
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.0 $3.1M 77k 39.53
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Ishares Tr Core S&p Scp Etf (IJR) 1.0 $3.0M -2% 27k 110.52
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Paypal Holdings (PYPL) 1.0 $3.0M +11% 45k 66.99
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Cisco Systems (CSCO) 1.0 $3.0M 60k 49.91
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Cheniere Energy Com New (LNG) 0.9 $2.9M 18k 161.28
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Johnson & Johnson (JNJ) 0.9 $2.9M 18k 158.19
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Starbucks Corporation (SBUX) 0.9 $2.9M 31k 91.39
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Home Depot (HD) 0.9 $2.7M 7.0k 383.58
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $2.6M +64% 28k 91.80
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Nike CL B (NKE) 0.8 $2.4M 26k 93.98
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Ishares Tr Global 100 Etf (IOO) 0.6 $1.9M +7% 22k 89.41
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.9M 7.3k 260.72
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Pfizer (PFE) 0.6 $1.7M 62k 27.75
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Vanguard World Energy Etf (VDE) 0.3 $967k 7.3k 131.70
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Ishares Tr Global Tech Etf (IXN) 0.3 $918k 12k 74.81
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Comcast Corp Cl A (CMCSA) 0.3 $887k -4% 21k 43.35
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $782k 7.6k 102.76
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $567k 4.3k 130.73
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $467k -8% 19k 25.28
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $435k 2.1k 210.30
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $381k 4.2k 91.25
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $370k 6.1k 61.05
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $308k 3.4k 89.51
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Vanguard World Financials Etf (VFH) 0.1 $307k -4% 3.0k 102.39
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $293k 561.00 523.07
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $278k 3.0k 92.89
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $277k 5.5k 50.17
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $264k 2.2k 118.29
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $224k 2.7k 84.09
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Past Filings by Vickerman Investment Advisors

SEC 13F filings are viewable for Vickerman Investment Advisors going back to 2021