Vickerman Investment Advisors, Inc. Portfolio Holdings

Vickerman Investment Advisors, Inc.

  • $407 Million
  • Q1 2025

Vickerman Investment Advisors, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $407 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $56.5M, Pgim ETF Tr with a value of $46M, Ishares Trishares 0 3 Mnth Tre with a value of $33.5M, Technology Sector Spdr with a value of $26.8M, and Pimco Investment Grade Corp Bd with a value of $21.5M.

Examining the 13F form we can see an increase of $50.3M in the current position value, from $356M to 407M.

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 $407 Million
ETFs: $308 Million
Technology: $22.3 Million
Industrials: $14.1 Million
Communication Services: $13.2 Million
Financial Services: $12.6 Million
Healthcare: $12 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $8.85 Million
Other: $4.05 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54T
$5.7 Million 1.4% of portfolio
25,665
Q1 2025 Added 20.79%
$3.88T
$5.61 Million 1.38% of portfolio
14,950
Q1 2025 Added 23.84%
$611B
$5.29 Million 1.3% of portfolio
9,936
Q1 2025 Reduced 11.23%
$1.17T
$4.85 Million 1.19% of portfolio
31,370
Q1 2025 Added 10.77%
$543B
$4.69 Million 1.15% of portfolio
13,390
Q1 2025 Reduced 14.34%
$433B
$4.18 Million 1.03% of portfolio
4,421
Q1 2025 Reduced 0.87%
$58.8B
$4.05 Million 1.0% of portfolio
17,516
Q1 2025 Added 3.66%
$241B
$4.03 Million 0.99% of portfolio
15,020
Q1 2025 Added 10.87%
$152B
$3.95 Million 0.97% of portfolio
12,687
Q1 2025 Added 10.66%
$280B
$3.9 Million 0.96% of portfolio
44,449
Q1 2025 Added 2.36%
$302B
$3.82 Million 0.94% of portfolio
14,304
Q1 2025 Reduced 13.53%
$146B
$3.74 Million 0.92% of portfolio
17,649
Q1 2025 Added 15.24%
$287B
$3.4 Million 0.84% of portfolio
55,048
Q1 2025 Reduced 7.8%
$137B
$3.32 Million 0.82% of portfolio
14,038
Q1 2025 Added 6.19%
$204B
$3.34 Million 0.82% of portfolio
37,204
Q1 2025 Added 31.54%
$58.5B
$3.32 Million 0.82% of portfolio
13,615
Q1 2025 Added 6.27%
$206B
$2.85 Million 0.7% of portfolio
28,883
Q1 2025 Reduced 2.37%
$78.9B
$2.64 Million 0.65% of portfolio
40,480
Q1 2025 Added 2.8%
$135B
$2.65 Million 0.65% of portfolio
15,518
Q1 2025 Added 0.49%
$104B
$2.58 Million 0.63% of portfolio
26,294
Q1 2025 Reduced 13.74%
$448B
$2.58 Million 0.63% of portfolio
15,539
Q1 2025 Reduced 14.19%
$93.7B
$2.46 Million 0.61% of portfolio
38,826
Q1 2025 Added 46.85%
$395B
$2.41 Million 0.59% of portfolio
6,570
Q1 2025 Added 5.64%
$2.27T
$1.4 Million 0.35% of portfolio
7,379
Q1 2025 Added 558.25%
$136B
$1.29 Million 0.32% of portfolio
50,933
Q1 2025 Reduced 14.71%
$450B
$1.13 Million 0.28% of portfolio
10,435
Q1 2025 New
$297B
$1.11 Million 0.27% of portfolio
5,551
Q1 2025 New
$1.71T
$1.05 Million 0.26% of portfolio
1,821
Q1 2025 New
$157B
$1.01 Million 0.25% of portfolio
2,642
Q1 2025 New
$1.26T
$941,000 0.23% of portfolio
5,669
Q1 2025 New
$139B
$657,000 0.16% of portfolio
17,822
Q1 2025 Reduced 9.49%
$66B
$486,000 0.12% of portfolio
3,331
Q1 2025 New
$609B
$478,000 0.12% of portfolio
579
Q1 2025 Reduced 20.47%
$27.9B
$441,000 0.11% of portfolio
2,407
Q1 2025 New
$178B
$392,000 0.1% of portfolio
789
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $407 Million
  • Prior Value $356 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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