Free Trial

Vickerman Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Vickerman Investment Advisors, Inc.

Investment Activity

  • Vickerman Investment Advisors, Inc. has $368.02 million in total holdings as of December 31, 2024.
  • Vickerman Investment Advisors, Inc. owns shares of 67 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 9.46% of the portfolio was purchased this quarter.
  • About 2.08% of the portfolio was sold this quarter.
  • This quarter, Vickerman Investment Advisors, Inc. has purchased 65 new stocks and bought additional shares in 14 stocks.
  • Vickerman Investment Advisors, Inc. sold shares of 43 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

PIMCO ETF TR
$21,621,050

Largest New Holdings this Quarter

Amazon.com
$245,936 Holding

Largest Purchases this Quarter

PGIM Ultra Short Bond ETF
349,966 shares (about $17.34M)
iShares 0-3 Month Treasury Bond ETF
133,588 shares (about $13.40M)
PIMCO Multi Sector Bond Active ETF
102,022 shares (about $2.64M)
Schwab US Broad Market ETF
12,610 shares (about $286.25K)
Costco Wholesale
305 shares (about $279.44K)

Largest Sales this Quarter

PIMCO Low Duration Exchange-Traded Fund
13,493 shares (about $1.28M)
Salesforce
2,284 shares (about $763.61K)
Technology Select Sector SPDR Fund
3,059 shares (about $711.28K)
PayPal
6,340 shares (about $541.12K)
Apple
2,121 shares (about $531.15K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVickerman Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$53,868,778$17,340,815 47.5%1,087,16014.6%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$48,408,055$13,401,560 38.3%482,53613.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$25,772,982$711,279 -2.7%110,8427.0%ETF
PIMCO ETF TR
$21,621,050$491,523 -2.2%239,1185.9%ACTIVE BD ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$11,385,315$25,425 0.2%134,3403.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$10,552,038$274,748 -2.5%108,9972.9%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,171,959$27,240 0.3%107,0742.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,099,650$38,519 -0.4%66,1462.5%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$8,859,552$51,467 -0.6%295,2202.4%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$8,731,074$143,809 -1.6%38,9172.4%Finance
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$8,361,780$1,281,700 -13.3%88,0282.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$7,712,008$174,181 2.3%159,5702.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,745,190$154,818 -2.2%51,1931.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,361,227$40,700 -0.8%28,3211.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,320,779$531,151 -9.1%21,2471.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,088,281$183,772 -3.5%12,0721.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,073,744$226,648 -4.3%11,1931.4%Finance
Visa Inc. stock logo
V
Visa
$4,940,337$73,321 -1.5%15,6321.3%Business Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$4,788,528$23,033 0.5%60,9151.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,775,903$216,853 -4.3%63,0981.3%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$4,613,301$72,870 1.6%50,4571.3%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$4,529,503$763,610 -14.4%13,5481.2%Computer and Technology
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$4,419,988$12,209 -0.3%23,5311.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,086,181$279,436 7.3%4,4601.1%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$3,923,268$128,478 -3.2%43,4231.1%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,651,536$109,041 -2.9%16,5431.0%Computer and Technology
CHENIERE ENERGY INC
$3,630,873$299,958 -7.6%16,8981.0%COM NEW
FedEx Co. stock logo
FDX
FedEx
$3,604,400$64,706 -1.8%12,8121.0%Transportation
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,565,755$89,012 -2.4%13,5001.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,534,389$73,585 -2.0%59,7031.0%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,518,290$76,497 -2.1%17,7531.0%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$3,459,538$42,694 -1.2%15,3150.9%Multi-Sector Conglomerates
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$3,360,912$541,119 -13.9%39,3780.9%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$3,294,067$43,204 -1.3%29,5830.9%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,237,682$44,244 1.4%28,1000.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,215,224$143,188 -4.3%46,6380.9%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$3,014,689$21,208 -0.7%13,2200.8%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$2,988,238$38,835 -1.3%11,4650.8%Medical
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$2,923,116$102,082 -3.4%71,8740.8%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,813,593$15,021 0.5%28,2830.8%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$2,781,665$111,964 -3.9%30,4840.8%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,736,016$2,889 -0.1%17,9930.7%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$2,733,234$51,153 -1.8%15,4420.7%Aerospace
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$2,644,410$2,644,410 New Holding102,0220.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,618,924$41,072 -1.5%18,1090.7%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$2,419,129$313,137 -11.5%6,2190.7%Retail/Wholesale
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$2,348,344$18,642 0.8%23,3040.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,000,639$6,962 0.3%26,4390.5%Consumer Discretionary
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,809,188$82,058 -4.3%6,4600.5%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$1,584,383$50,832 -3.1%59,7200.4%Medical
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$862,999$6,065 -0.7%7,1140.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$821,852$3,801 -0.5%7,5670.2%ETF
Comcast Co. stock logo
CMCSA
Comcast
$738,966$5,142 -0.7%19,6900.2%Consumer Discretionary
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$573,563$2,978 -0.5%4,2370.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$562,016$213,844 61.4%7280.2%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$440,594$1,768 -0.4%1,9940.1%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$424,578$286,245 206.9%18,7040.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$392,674$26,374 -6.3%6700.1%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$375,1770.0%4,1260.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$353,7380.0%2,9960.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$280,9310.0%2,8980.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$275,7870.0%2,2070.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$263,6320.0%5,5130.1%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$249,3070.0%2,9630.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$245,936$245,936 New Holding1,1210.1%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$229,7520.0%2,5990.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$229,7040.0%5720.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data