Vickerman Investment Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Vickerman Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Setup an alert

Vickerman Investment Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

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