Vickerman & Driscoll Financial Advisors

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

  • Top 5 stock holdings are XLK, GSY, JPST, XLF, XLV, and represent 29.14% of Vickerman & Driscoll Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BRK.B, FDX, UNP, XLK, VDE, JNJ, SYY, SPY, XLI, SBUX.
  • Started 6 new stock positions in BRK.B, SYY, UNP, VDE, FDX, VCR.
  • Reduced shares in these 10 stocks: BIL (-$7.56M), XLV, XLE, GD, SLYG, JPST, SLYV, MDYG, AAPL, XLC.
  • Sold out of its positions in GD, SCHO, XLB, VHT, VOE, VOT, VBK, VBR.
  • Vickerman & Driscoll Financial Advisors was a net seller of stock by $1.86M.
  • Vickerman & Driscoll Financial Advisors has $162.92M in assets under management (AUM), dropping by -17.67%.

Portfolio Holdings for Vickerman & Driscoll Financial Advisors

Companies in the Vickerman & Driscoll Financial Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Technology SPDR (XLK) 7.88 159.81k +14% 80.37
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 7.14 235.99k 49.31
J P Morgan Exchange Traded F ultra shrt (JPST) 6.68 219.03k -9% 49.67
Financial Select Sector SPDR (XLF) 3.89 304.69k -6% 20.82
Health Care SPDR (XLV) 3.54 65.19k -40% 88.58
SPDR Barclays Capital Aggregate Bo (SPAB) 3.48 187.75k -2% 30.22
Consumer Staples Select Sect. SPDR (XLP) 3.26 97.54k +5% 54.47
Vanguard Mortgage Bkd Sects ETF (VMBS) 3.08 91.94k 54.50
SPDR Wells Fargo Prfd Stk ETF (PSK) 3.05 126.72k +14% 39.19
Utilities SPDR (XLU) 3.04 89.28k 55.41
Consumer Discretionary SPDR (XLY) 2.96 49.20k +18% 98.07
SPDR S&P Emerging Markets (SPEM) 2.96 169.31k +8% 28.46
Vanguard Europe Pacific ETF (VEA) 2.84 138.82k +8% 33.34
Industrial SPDR (XLI) 2.70 74.53k +22% 59.01
Select Sector Spdr Tr Communic etfeqty (XLC) 2.64 97.25k -9% 44.24
Spdr Ser Tr 1 3 hgh yield (BIL) 2.50 44.38k -65% 91.63
Real Estate Select Sect Spdr (XLRE) 2.07 108.83k +18% 31.00
SPDR DJ Wilshire Large Cap (SPLG) 1.76 94.60k 30.25
Microsoft Corporation (MSFT) 1.35 13.94k -2% 157.73
Alphabet Inc Class A cs (GOOGL) 1.33 1.87k +13% 1161.95
Apple (AAPL) 1.29 8.27k -17% 254.26
Cisco Systems (CSCO) 1.28 52.99k +46% 39.31
Johnson & Johnson (JNJ) 1.23 15.35k +359% 131.11
Vanguard Materials ETF (VAW) 1.23 20.86k +7% 96.25
Amgen (AMGN) 1.23 9.87k +31% 202.75
Pfizer (PFE) 1.20 60.01k +56% 32.64
Medtronic (MDT) 1.17 21.20k +34% 90.19
Comcast Corporation (CMCSA) 1.17 55.45k +18% 34.38
Intel Corporation (INTC) 1.16 35.05k +4% 54.13
SPDR DJ Wilshire Mid Cap Growth (MDYG) 1.15 43.93k -25% 42.81
Berkshire Hathaway (BRK.B) 1.15 10.27k NEW 182.78
FedEx Corporation (FDX) 1.15 15.47k NEW 121.28
Paypal Holdings (PYPL) 1.14 19.34k +26% 95.74
Union Pacific Corporation (UNP) 1.13 13.09k NEW 141.06
Starbucks Corporation (SBUX) 1.13 27.91k +72% 65.75
Honeywell International (HON) 1.07 13.08k +25% 133.76
Walt Disney Company (DIS) 1.06 17.91k +58% 96.59
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.06 48.76k -20% 35.25
Vanguard Energy ETF (VDE) 1.00 42.70k NEW 38.22
SYSCO Corporation (SYY) 0.89 31.60k NEW 45.63
Cheniere Energy (LNG) 0.85 41.34k +27% 33.50
SPDR S&P 500 ETF (SPY) 0.72 4.56k +246% 257.67
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.68 24.15k -53% 46.16
SPDR DJ Wilshire Small Cap Value (SLYV) 0.65 25.89k -48% 40.86
V.F. Corporation (VFC) 0.48 14.48k 54.06
Energy Select Sector SPDR (XLE) 0.48 26.91k -66% 29.06
Costco Wholesale Corporation (COST) 0.39 2.20k 285.07
Vanguard Emerging Markets ETF (VWO) 0.38 18.34k -3% 33.54
iShares S&P MidCap 400 Growth (IJK) 0.36 3.28k -30% 178.41
NIKE (NKE) 0.32 6.39k +17% 82.76
iShares S&P MidCap 400 Value Index (IJJ) 0.32 4.71k -26% 109.77
iShares S&P Global Technology Sect. (IXN) 0.27 2.41k -2% 182.23
iShares MSCI EAFE Index Fund (EFA) 0.26 7.85k -2% 53.52
SPDR S&P MidCap 400 ETF (MDY) 0.25 1.55k -27% 262.72
Vanguard Consumer Staples ETF (VDC) 0.25 2.94k +8% 137.86
Pepsi (PEP) 0.24 3.26k +13% 119.98
SPDR S&P World ex-US (SPDW) 0.22 14.71k 23.92
iShares Russell Midcap Index Fund (IWR) 0.21 7.98k -20% 43.11
Vanguard Consumer Discretionary ETF (VCR) 0.21 2.36k NEW 145.15
iShares S&P SmallCap 600 Growth (IJT) 0.20 2.39k -57% 137.71
Vanguard Financials ETF (VFH) 0.20 6.46k -25% 50.77
iShares S&P SmallCap 600 Value Idx (IJS) 0.19 3.06k -54% 99.84
iShares Russell 2000 Index (IWM) 0.18 2.60k -34% 114.62
Schwab International Equity ETF (SCHF) 0.17 10.75k -39% 25.87
iShares MSCI Emerging Markets Indx (EEM) 0.17 7.94k -26% 34.13
iShares S&P SmallCap 600 Index (IJR) 0.15 4.46k -54% 56.22
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.14 5.46k +3% 41.93

Past Filings by Vickerman & Driscoll Financial Advisors

View past SEC 13F filings by Vickerman & Driscoll Financial Advisors

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