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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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