Vickerman Investment Advisors, Inc. Portfolio Holdings

Vickerman Investment Advisors, Inc.

  • $356 Million
  • Q4 2024

Vickerman Investment Advisors, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $356 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $53.9M, Ishares Trishares 0 3 Mnth Tre with a value of $48.4M, Technology Sector Spdr with a value of $25.8M, Pimco Active Bond Exchange Tra with a value of $21.6M, and Ishares Global Information Tec with a value of $11.4M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $330M to 356M.

Vickerman Investment Advisors, Inc. is based out at Spokane, WA

Below you can find more details about Vickerman Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
ETFs: $266 Million
Technology: $18.5 Million
Financial Services: $13.4 Million
Communication Services: $13 Million
Industrials: $12.8 Million
Consumer Defensive: $10.7 Million
Healthcare: $10.6 Million
Consumer Cyclical: $7.44 Million
Other: $3.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.9 Million 15.12% of portfolio
1,087,160
Q4 2024 Added 47.47%
$0
$48.4 Million 13.59% of portfolio
482,536
Q4 2024 Added 38.28%
$0
$25.8 Million 7.23% of portfolio
110,842
Q4 2024 Reduced 2.69%
$0
$21.6 Million 6.07% of portfolio
239,118
Q4 2024 Reduced 2.22%
$0
$11.4 Million 3.2% of portfolio
134,340
Q4 2024 Added 0.22%
$0
$10.6 Million 2.96% of portfolio
108,997
Q4 2024 Reduced 2.54%
$0
$9.17 Million 2.57% of portfolio
107,074
Q4 2024 Added 0.3%
$0
$9.1 Million 2.55% of portfolio
66,146
Q4 2024 Reduced 0.42%
$0
$8.73 Million 2.45% of portfolio
38,917
Q4 2024 Reduced 1.62%
$0
$8.36 Million 2.35% of portfolio
88,028
Q4 2024 Reduced 13.29%
$0
$7.71 Million 2.16% of portfolio
159,570
Q4 2024 Added 2.31%
$0
$6.75 Million 1.89% of portfolio
51,193
Q4 2024 Reduced 2.24%
$1.1T
$5.36 Million 1.5% of portfolio
28,321
Q4 2024 Reduced 0.75%
$3.95T
$5.32 Million 1.49% of portfolio
21,247
Q4 2024 Reduced 9.08%
$3.1T
$5.09 Million 1.43% of portfolio
12,072
Q4 2024 Reduced 3.49%
$627B
$5.07 Million 1.42% of portfolio
11,193
Q4 2024 Reduced 4.28%
$0
$4.78 Million 1.34% of portfolio
63,098
Q4 2024 Reduced 4.34%
$0
$4.63 Million 1.3% of portfolio
60,915
Q4 2024 Added 0.48%
$0
$4.61 Million 1.29% of portfolio
50,457
Q4 2024 Added 1.6%
$318B
$4.53 Million 1.27% of portfolio
13,548
Q4 2024 Reduced 14.43%
$0
$4.42 Million 1.24% of portfolio
23,531
Q4 2024 Reduced 0.28%
$458B
$4.09 Million 1.15% of portfolio
4,460
Q4 2024 Added 7.34%
$264B
$3.92 Million 1.1% of portfolio
43,423
Q4 2024 Reduced 3.17%
$56.7B
$3.63 Million 1.02% of portfolio
16,898
Q4 2024 Reduced 7.63%
$330B
$3.65 Million 1.02% of portfolio
16,543
Q4 2024 Reduced 2.9%
$69.9B
$3.6 Million 1.01% of portfolio
12,812
Q4 2024 Reduced 1.76%
$0
$3.57 Million 1.0% of portfolio
13,500
Q4 2024 Reduced 2.44%
$0
$3.52 Million 0.99% of portfolio
17,753
Q4 2024 Reduced 2.13%
$266B
$3.53 Million 0.99% of portfolio
59,703
Q4 2024 Reduced 2.04%
$142B
$3.46 Million 0.97% of portfolio
15,315
Q4 2024 Reduced 1.22%
$89.8B
$3.36 Million 0.94% of portfolio
39,378
Q4 2024 Reduced 13.87%
$202B
$3.29 Million 0.92% of portfolio
29,583
Q4 2024 Reduced 1.29%
$0
$3.24 Million 0.91% of portfolio
28,100
Q4 2024 Added 1.39%
$0
$3.22 Million 0.9% of portfolio
46,638
Q4 2024 Reduced 4.26%
$152B
$3.01 Million 0.85% of portfolio
13,220
Q4 2024 Reduced 0.7%
$159B
$2.99 Million 0.84% of portfolio
11,465
Q4 2024 Reduced 1.28%
$0
$2.92 Million 0.82% of portfolio
71,874
Q4 2024 Reduced 3.37%
$222B
$2.81 Million 0.79% of portfolio
28,283
Q4 2024 Added 0.54%
$130B
$2.78 Million 0.78% of portfolio
30,484
Q4 2024 Reduced 3.87%
$108B
$2.73 Million 0.77% of portfolio
15,442
Q4 2024 Reduced 1.84%
$205B
$2.74 Million 0.77% of portfolio
17,993
Q4 2024 Reduced 0.11%
$417B
$2.62 Million 0.73% of portfolio
18,109
Q4 2024 Reduced 1.54%
$404B
$2.42 Million 0.68% of portfolio
6,219
Q4 2024 Reduced 11.46%
$0
$2.35 Million 0.66% of portfolio
23,304
Q4 2024 Added 0.8%
$97.3B
$2 Million 0.56% of portfolio
26,439
Q4 2024 Added 0.35%
$0
$1.81 Million 0.51% of portfolio
6,460
Q4 2024 Reduced 4.34%
$145B
$1.58 Million 0.44% of portfolio
59,720
Q4 2024 Reduced 3.11%
$0
$862,000 0.24% of portfolio
7,114
Q4 2024 Reduced 0.7%
$0
$821,000 0.23% of portfolio
7,567
Q4 2024 Reduced 0.46%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $356 Million
  • Prior Value $330 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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