Vickerman Investment Advisors
Latest statistics and disclosures from Vickerman Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, JPST, XLF, GSY, IGSB, and represent 29.70% of Vickerman Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK, XLF, MRK, WMT, BA, CRM, INTC, PYPL, HD, GSY.
- Started 5 new stock positions in DKNG, WMT, CRM, GS, MRK.
- Reduced shares in these 10 stocks: BNDX, VMBS, BLV, BIV, IGSB, BSV, JPST, IEFA, XLI, IVV.
- Sold out of its positions in BBY, IVV, IXN, SLYG, MDYG, MDYV, BLV.
- Vickerman Investment Advisors was a net buyer of stock by $3.4M.
- Vickerman Investment Advisors has $225M in assets under management (AUM), dropping by -9.09%.
- Central Index Key (CIK): 0001898296
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Portfolio Holdings for Vickerman Investment Advisors
Companies in the Vickerman Investment Advisors portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Select Sector Spdr Tr Technology (XLK) | 9.6 | $22M | +9% | 154k | 140.57 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 5.7 | $13M | -4% | 256k | 50.17 | |
Select Sector Spdr Tr Financial (XLF) | 5.7 | $13M | +12% | 367k | 34.74 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 4.9 | $11M | +4% | 224k | 49.72 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.8 | $8.6M | -11% | 169k | 50.79 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.4 | $7.6M | 59k | 129.78 | ||
Select Sector Spdr Tr Energy (XLE) | 2.7 | $6.1M | +7% | 74k | 82.92 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 2.6 | $5.9M | -7% | 62k | 95.51 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.5 | $5.7M | 75k | 76.72 | ||
Select Sector Spdr Tr Communication (XLC) | 2.5 | $5.6M | +8% | 94k | 59.37 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 2.5 | $5.6M | +7% | 35k | 158.16 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 2.5 | $5.5M | -20% | 71k | 77.59 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.4 | $5.4M | -30% | 114k | 47.62 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.2 | $5.0M | -32% | 100k | 50.27 | |
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Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $5.0M | -8% | 79k | 63.37 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $4.9M | 30k | 165.24 | ||
Cheniere Energy Com New (LNG) | 1.8 | $4.0M | +5% | 27k | 147.28 | |
Apple (AAPL) | 1.7 | $3.8M | -7% | 24k | 157.27 | |
Vanguard World Fds Materials Etf (VAW) | 1.6 | $3.5M | 19k | 185.13 | ||
Microsoft Corporation (MSFT) | 1.6 | $3.5M | +15% | 13k | 274.71 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.5 | $3.3M | 45k | 72.22 | ||
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.1M | +9% | 1.3k | 2315.00 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $3.0M | +9% | 63k | 48.41 | |
Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 1.3 | $2.9M | +6% | 82k | 34.94 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | +4% | 9.0k | 318.85 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $2.8M | -7% | 13k | 213.80 | |
Johnson & Johnson (JNJ) | 1.2 | $2.8M | +7% | 16k | 176.37 | |
Union Pacific Corporation (UNP) | 1.2 | $2.7M | +5% | 12k | 229.56 | |
Amgen (AMGN) | 1.2 | $2.6M | +9% | 11k | 236.51 | |
Pfizer (PFE) | 1.2 | $2.6M | +9% | 54k | 49.04 | |
Honeywell International (HON) | 1.2 | $2.6M | +10% | 13k | 195.45 | |
Pepsi (PEP) | 1.1 | $2.5M | +8% | 15k | 170.40 | |
FedEx Corporation (FDX) | 1.1 | $2.5M | +13% | 12k | 210.18 | |
Ishares Tr Cohen Steer Reit (ICF) | 1.1 | $2.5M | +9% | 38k | 65.79 | |
Cisco Systems (CSCO) | 1.1 | $2.5M | +7% | 50k | 49.32 | |
Comcast Corp Cl A (CMCSA) | 1.0 | $2.3M | +20% | 57k | 40.01 | |
Starbucks Corporation (SBUX) | 1.0 | $2.3M | +24% | 30k | 76.53 | |
Walt Disney Company (DIS) | 1.0 | $2.2M | +19% | 20k | 110.28 | |
Target Corporation (TGT) | 0.9 | $2.1M | +20% | 9.3k | 225.24 | |
Intel Corporation (INTC) | 0.9 | $2.0M | +66% | 44k | 44.30 | |
Nike CL B (NKE) | 0.8 | $1.9M | +34% | 17k | 114.50 | |
Home Depot (HD) | 0.8 | $1.9M | +37% | 6.5k | 294.24 | |
Paypal Holdings (PYPL) | 0.7 | $1.6M | +60% | 20k | 81.67 | |
Boeing Company (BA) | 0.7 | $1.5M | +481% | 9.8k | 148.94 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $1.4M | -8% | 9.7k | 143.30 | |
Merck & Co (MRK) | 0.6 | $1.4M | NEW | 16k | 88.41 | |
Wal-Mart Stores (WMT) | 0.6 | $1.4M | NEW | 9.1k | 149.58 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $1.4M | 31k | 44.83 | ||
salesforce (CRM) | 0.5 | $1.2M | NEW | 7.1k | 169.74 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.2M | -23% | 34k | 35.08 | |
Vanguard World Fds Energy Etf (VDE) | 0.5 | $1.2M | -4% | 10k | 115.18 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $1.1M | -2% | 5.9k | 190.80 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.1M | -2% | 2.7k | 411.31 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $1.1M | -5% | 25k | 43.89 | |
Costco Wholesale Corporation (COST) | 0.4 | $954k | +2% | 1.9k | 503.43 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $840k | -4% | 20k | 41.93 | |
Vanguard World Fds Financials Etf (VFH) | 0.3 | $764k | 9.0k | 84.67 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $713k | +2% | 7.2k | 98.95 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $577k | -52% | 7.5k | 76.87 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $562k | 5.9k | 95.69 | ||
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $537k | 20k | 26.33 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $526k | 2.9k | 182.64 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $510k | -7% | 10k | 49.65 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $491k | -3% | 4.4k | 112.31 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $436k | 6.1k | 71.23 | ||
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $382k | -5% | 5.4k | 70.34 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $354k | -13% | 3.5k | 102.55 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $338k | -25% | 5.0k | 67.28 | |
Goldman Sachs (GS) | 0.1 | $313k | NEW | 1.0k | 313.00 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $265k | -6% | 3.1k | 84.50 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $243k | -6% | 3.1k | 77.86 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $225k | +4% | 4.1k | 54.64 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $223k | -12% | 493.00 | 452.33 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $221k | -18% | 5.4k | 40.99 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $220k | -18% | 6.6k | 33.58 | |
Draftkings Com Cl A (DKNG) | 0.1 | $135k | NEW | 10k | 13.18 | |
Mullen Automotiv (MULN) | 0.0 | $59k | 49k | 1.20 |
Past Filings by Vickerman Investment Advisors
SEC 13F filings are viewable for Vickerman Investment Advisors going back to 2021
- Vickerman Investment Advisors 2022 Q1 filed May 9, 2022
- Vickerman Investment Advisors 2021 Q4 filed Jan. 28, 2022
- Vickerman Investment Advisors 2021 Q3 filed Dec. 13, 2021