Vickerman Investment Advisors, Inc. Portfolio Holdings

Vickerman Investment Advisors, Inc.

  • $330 Million
  • Q3 2024

Vickerman Investment Advisors, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $36.7M, Ishares Trishares 0 3 Mnth Tre with a value of $35.1M, Technology Sector Spdr with a value of $25.7M, Pimco Active Bond Exchange Tra with a value of $23.1M, and Ishares Global Information Tec with a value of $11.1M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $302M to 330M.

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 $330 Million
ETFs: $240 Million
Technology: $18.4 Million
Financial Services: $13.3 Million
Industrials: $12.4 Million
Healthcare: $12.1 Million
Communication Services: $12 Million
Consumer Defensive: $10.4 Million
Consumer Cyclical: $8.26 Million
Other: $3.29 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$5.44 Million 1.65% of portfolio
23,368
Q3 2024 Reduced 2.8%
$3.25T
$5.38 Million 1.63% of portfolio
12,508
Q3 2024 Added 4.45%
$590B
$5.38 Million 1.63% of portfolio
11,693
Q3 2024 Reduced 1.07%
$1.14T
$4.73 Million 1.43% of portfolio
28,536
Q3 2024 Reduced 2.08%
$519B
$4.36 Million 1.32% of portfolio
15,864
Q3 2024 Reduced 0.4%
$344B
$4.33 Million 1.31% of portfolio
15,832
Q3 2024 Added 1.55%
$422B
$3.68 Million 1.12% of portfolio
4,155
Q3 2024 Reduced 26.26%
$250B
$3.62 Million 1.1% of portfolio
44,845
Q3 2024 Reduced 22.78%
$274B
$3.52 Million 1.07% of portfolio
17,037
Q3 2024 Reduced 19.43%
$240B
$3.24 Million 0.98% of portfolio
60,946
Q3 2024 Added 1.55%
$248B
$3.19 Million 0.97% of portfolio
28,132
Q3 2024 Added 0.48%
$211B
$3.06 Million 0.93% of portfolio
18,012
Q3 2024 Added 1.25%
$378B
$2.98 Million 0.9% of portfolio
18,393
Q3 2024 Added 0.96%
$204B
$2.88 Million 0.87% of portfolio
29,971
Q3 2024 Added 1.82%
$402B
$2.85 Million 0.86% of portfolio
7,024
Q3 2024 Added 0.72%
$730B
$399,000 0.12% of portfolio
451
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $330 Million
  • Prior Value $302 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Vickerman Investment Advisors, Inc. Portfolio

Follow Vickerman Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vickerman Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vickerman Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email