Vickerman Investment Advisors, Inc. Portfolio Holdings by Sector
Vickerman Investment Advisors, Inc.
- $301 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
XLK PULS BOND SGOV LDUR XLC XLV XLE 38 stocks |
$211,637
70.43% of portfolio
|
  20  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK AMGN JNJ PFE 4 stocks |
$11,706
3.9% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7,770
2.59% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V PYPL 2 stocks |
$7,480
2.49% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$5,100
1.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,978
1.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$4,632
1.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$4,460
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$4,376
1.46% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,338
1.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$3,909
1.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$3,623
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$3,306
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$3,128
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$3,108
1.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$3,060
1.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$3,006
1.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$2,939
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$2,861
0.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,689
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,394
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|