Vickerman Investment Advisors, Inc. Top Holdings and 13F Report (2024) About Vickerman Investment Advisors, Inc.Investment ActivityVickerman Investment Advisors, Inc. has $340.27 million in total holdings as of September 30, 2024.Vickerman Investment Advisors, Inc. owns shares of 65 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.86% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Vickerman Investment Advisors, Inc. has purchased 64 new stocks and bought additional shares in 36 stocks.Vickerman Investment Advisors, Inc. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings PGIM Ultra Short Bond ETF $36,697,517iShares 0-3 Month Treasury Bond ETF $35,146,034Technology Select Sector SPDR Fund $25,714,380PIMCO ETF TR $23,137,254iShares Global Tech ETF $11,062,321 Largest New Holdings this Quarter Eli Lilly and Company $399,559 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 70,295 shares (about $7.08M)PGIM Ultra Short Bond ETF 136,332 shares (about $6.79M)PIMCO ETF TR 26,995 shares (about $2.55M)iShares Global Tech ETF 6,494 shares (about $535.95K)Eli Lilly and Company 451 shares (about $399.56K) Largest Sales this Quarter Costco Wholesale 1,480 shares (about $1.31M)Walmart 13,233 shares (about $1.07M)T-Mobile US 4,109 shares (about $847.93K)Apple 672 shares (about $156.58K)Alphabet 605 shares (about $100.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVickerman Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPULSPGIM Ultra Short Bond ETF$36,697,517$6,786,607 ▲22.7%737,19410.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$35,146,034$7,080,111 ▲25.2%348,94810.3%ETFXLKTechnology Select Sector SPDR Fund$25,714,380$18,964 ▼-0.1%113,9017.6%ETFPIMCO ETF TR$23,137,254$2,553,997 ▲12.4%244,5546.8%ACTIVE BD ETFIXNiShares Global Tech ETF$11,062,321$535,950 ▲5.1%134,0403.3%ETFXLVHealth Care Select Sector SPDR Fund$10,230,871$67,922 ▲0.7%66,4263.0%ETFXLCCommunication Services Select Sector SPDR Fund$10,109,920$78,377 ▲0.8%111,8353.0%ETFDIVIFranklin International Core Dividend Tilt Index ETF$9,846,365$212,954 ▲2.2%296,9352.9%ETFLDURPIMCO Low Duration Exchange-Traded Fund$9,741,955$9,308 ▲0.1%101,5212.9%ETFXLEEnergy Select Sector SPDR Fund$9,373,177$397,822 ▲4.4%106,7562.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$7,926,277$89,566 ▲1.1%39,5582.3%FinanceXLIIndustrial Select Sector SPDR Fund$7,092,722$53,092 ▲0.8%52,3682.1%ETFXLFFinancial Select Sector SPDR Fund$7,068,370$341,576 ▲5.1%155,9662.1%ETFAAPLApple$5,444,803$156,578 ▼-2.8%23,3681.6%Computer and TechnologyMSFTMicrosoft$5,382,042$229,343 ▲4.5%12,5081.6%Computer and TechnologyBRK.BBerkshire Hathaway$5,382,004$57,995 ▼-1.1%11,6931.6%FinanceXLUUtilities Select Sector SPDR Fund$5,328,507$38,371 ▲0.7%65,9631.6%ETFXLPConsumer Staples Select Sector SPDR Fund$5,031,626$74,534 ▲1.5%60,6221.5%ETFVAWVanguard Materials ETF$4,989,762$122,439 ▲2.5%23,5961.5%ETFGOOGLAlphabet$4,732,728$100,340 ▼-2.1%28,5361.4%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,559,259$97,226 ▲2.2%49,6601.3%ETFVVisa$4,361,807$17,597 ▼-0.4%15,8641.3%Business ServicesCRMSalesforce$4,333,377$65,964 ▲1.5%15,8321.3%Computer and TechnologyAMGNAmgen$3,742,147$53,165 ▼-1.4%11,6141.1%MedicalCOSTCostco Wholesale$3,683,879$1,312,188 ▼-26.3%4,1551.1%Retail/WholesaleVOVanguard Mid-Cap ETF$3,650,616$62,528 ▲1.7%13,8371.1%ETFVBRVanguard Small-Cap Value ETF$3,641,948$84,328 ▲2.4%18,1391.1%ETFWMTWalmart$3,621,234$1,068,565 ▼-22.8%44,8451.1%Retail/WholesaleFDXFedEx$3,569,335$73,894 ▼-2.0%13,0421.0%TransportationPYPLPayPal$3,567,376$39,873 ▲1.1%45,7181.0%Computer and TechnologyTMUST-Mobile US$3,515,755$847,933 ▼-19.4%17,0371.0%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$3,322,733$4,690 ▼-0.1%74,3841.0%ETFCHENIERE ENERGY INC$3,289,993$17,444 ▲0.5%18,2941.0%COM NEWSPLGSPDR Portfolio S&P 500 ETF$3,288,750$68,523 ▼-2.0%48,7151.0%ETFUNPUnion Pacific$3,281,388$13,556 ▼-0.4%13,3131.0%TransportationCSCOCisco Systems$3,243,521$49,441 ▲1.5%60,9461.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,241,663$39,299 ▲1.2%27,7161.0%ETFHONHoneywell International$3,204,797$48,990 ▲1.6%15,5040.9%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$3,194,670$15,103 ▲0.5%28,1320.9%MedicalSBUXStarbucks$3,091,505$16,476 ▲0.5%31,7110.9%Retail/WholesalePEPPepsiCo$3,062,941$37,921 ▲1.3%18,0120.9%Consumer StaplesJNJJohnson & Johnson$2,980,770$28,361 ▲1.0%18,3930.9%MedicalDISWalt Disney$2,882,910$51,654 ▲1.8%29,9710.8%Consumer DiscretionaryHDHome Depot$2,846,125$20,260 ▲0.7%7,0240.8%Retail/WholesaleBABoeing$2,391,741$15,812 ▼-0.7%15,7310.7%AerospaceNKENIKE$2,329,075$90,964 ▲4.1%26,3470.7%Consumer DiscretionaryIOOiShares Global 100 ETF$2,292,480$70,999 ▲3.2%23,1190.7%ETFVBKVanguard Small-Cap Growth ETF$1,805,550$17,112 ▲1.0%6,7530.5%ETFPFEPfizer$1,783,758$12,676 ▲0.7%61,6360.5%MedicalVDEVanguard Energy ETF$877,375$5,389 ▼-0.6%7,1640.3%ETFCMCSAComcast$828,174$9,315 ▼-1.1%19,8270.2%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$818,431$1,184 ▼-0.1%7,6020.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$594,088$418 ▼-0.1%4,2590.2%ETFIWMiShares Russell 2000 ETF$442,222$9,940 ▼-2.2%2,0020.1%FinanceSPYSPDR S&P 500 ETF Trust$410,238$1,721 ▼-0.4%7150.1%FinanceSCHBSchwab US Broad Market ETF$405,377$2,528 ▲0.6%6,0940.1%ETFLLYEli Lilly and Company$399,559$399,559 ▲New Holding4510.1%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$379,3030.0%4,1260.1%ETFVFHVanguard Financials ETF$329,2900.0%2,9960.1%ETFVEAVanguard FTSE Developed Markets ETF$291,1420.0%5,5130.1%ETFXLBMaterials Select Sector SPDR Fund$285,574$2,410 ▼-0.8%2,9630.1%ETFAVUSAvantis U.S. Equity ETF$275,772$51,672 ▼-15.8%2,8980.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$272,829$1,236 ▼-0.5%2,2070.1%ETFIWRiShares Russell Mid-Cap ETF$229,076$4,936 ▼-2.1%2,5990.1%ETFIWFiShares Russell 1000 Growth ETF$214,7170.0%5720.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.