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Vickerman Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Vickerman Investment Advisors, Inc.

Investment Activity

  • Vickerman Investment Advisors, Inc. has $441.50 million in total holdings as of March 31, 2025.
  • Vickerman Investment Advisors, Inc. owns shares of 84 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 26.17% of the portfolio was purchased this quarter.
  • About 8.49% of the portfolio was sold this quarter.
  • This quarter, Vickerman Investment Advisors, Inc. has purchased 67 new stocks and bought additional shares in 37 stocks.
  • Vickerman Investment Advisors, Inc. sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest Holdings

PIMCO ETF TR
$56,490,293

Largest New Holdings this Quarter

72201R627 - PIMCO Senior Loan Active Exchange-Traded Fund
$9,197,934 Holding
67066G104 - NVIDIA
$1,130,945 Holding
369604301 - GE Aerospace
$1,111,033 Holding
30303M102 - Meta Platforms
$1,049,552 Holding

Largest Purchases this Quarter

PIMCO ETF TR
371,786 shares (about $34.38M)
PIMCO Multi Sector Bond Active ETF
795,256 shares (about $20.95M)
PIMCO Senior Loan Active Exchange-Traded Fund
182,553 shares (about $9.20M)
Technology Select Sector SPDR Fund
19,098 shares (about $3.94M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
149,760 shares (about $15.08M)
PGIM Ultra Short Bond ETF
162,864 shares (about $8.10M)
Visa
2,242 shares (about $785.73K)
Berkshire Hathaway
1,257 shares (about $669.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVickerman Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PIMCO ETF TR
$56,490,293$34,379,051 155.5%610,90412.8%ACTIVE BD ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$45,965,240$8,099,227 -15.0%924,29610.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$33,500,577$15,076,347 -31.0%332,7767.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$26,830,011$3,943,355 17.2%129,9406.1%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$23,643,275$20,954,995 779.5%897,2785.4%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$21,463,102$21,463,102 New Holding221,7954.9%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$10,805,019$1,183,799 12.3%331,5442.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$10,610,566$2,662,392 33.5%213,0212.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$10,159,317$501,395 5.2%69,5802.3%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$10,104,473$70,438 -0.7%133,4102.3%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$10,018,205$494,598 -4.7%103,8692.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,971,208$34,857 -0.3%106,7012.3%ETF
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$9,197,934$9,197,934 New Holding182,5532.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$8,464,557$779,971 10.1%42,8671.9%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,964,667$254,800 3.8%53,1371.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,700,862$981,352 20.8%25,6651.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,612,106$1,080,377 23.8%14,9501.3%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$5,319,249$344,321 6.9%65,1311.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,291,715$669,453 -11.2%9,9361.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,851,132$471,505 10.8%31,3701.1%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,740,399$234,895 -4.7%60,1191.1%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$4,732,258$289,441 6.5%25,0641.1%ETF
Visa Inc. stock logo
V
Visa
$4,692,659$785,731 -14.3%13,3901.1%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,181,018$36,883 -0.9%4,4210.9%Retail/Wholesale
CHENIERE ENERGY INC
$4,053,202$143,005 3.7%17,5160.9%COM NEW
Salesforce, Inc. stock logo
CRM
Salesforce
$4,030,767$395,026 10.9%15,0200.9%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$3,952,635$380,714 10.7%12,6870.9%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,916,375$609,168 18.4%21,0230.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,916,283$424,913 12.2%15,1430.9%ETF
Walmart Inc. stock logo
WMT
Walmart
$3,902,178$90,073 2.4%44,4490.9%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,815,020$597,164 -13.5%14,3040.9%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$3,737,279$494,238 15.2%17,6490.8%Multi-Sector Conglomerates
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,396,983$287,258 -7.8%55,0480.8%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,339,431$800,749 31.5%37,2040.8%Medical
FedEx Co. stock logo
FDX
FedEx
$3,319,065$195,755 6.3%13,6150.8%Transportation
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,316,542$378,125 12.9%31,7160.8%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$3,316,337$193,244 6.2%14,0380.8%Transportation
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$3,307,644$1,320,838 -28.5%36,0580.7%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,251,599$553,728 20.5%21,6860.7%Consumer Staples
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$3,104,391$96,464 3.2%74,1790.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,021,475$45,440 -1.5%45,9470.7%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$2,850,752$69,090 -2.4%28,8830.6%Consumer Discretionary
The Boeing Company stock logo
BA
Boeing
$2,646,595$12,962 0.5%15,5180.6%Aerospace
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$2,641,320$71,906 2.8%40,4800.6%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$2,579,178$410,997 -13.7%26,2940.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,576,988$426,209 -14.2%15,5390.6%Medical
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$2,536,375$292,433 13.0%26,3410.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,464,674$786,327 46.9%38,8260.6%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$2,407,839$128,638 5.6%6,5700.5%Retail/Wholesale
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,780,769$154,335 9.5%7,0730.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,403,929$1,190,647 558.3%7,3790.3%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$1,290,653$222,664 -14.7%50,9330.3%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,130,945$1,130,945 New Holding10,4350.3%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,111,033$1,111,033 New Holding5,5510.3%Industrials
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,066,086$143,329 15.5%8,2190.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,049,552$1,049,552 New Holding1,8210.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,013,286$1,013,286 New Holding2,6420.2%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$941,054$941,054 New Holding5,6690.2%Computer and Technology
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$769,387$411,455 115.0%6,4400.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$737,6310.0%7,5670.2%ETF
Comcast Co. stock logo
CMCSA
Comcast
$657,632$68,929 -9.5%17,8220.1%Consumer Discretionary
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$574,403$574,403 New Holding2,6250.1%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$518,916$8,591 -1.6%4,1680.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$502,508$281,411 127.3%5,9070.1%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$486,859$486,859 New Holding3,3310.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$478,202$123,061 -20.5%5790.1%Medical
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$441,733$441,733 New Holding2,4070.1%Consumer Staples
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$405,009$2,304 0.6%18,8110.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$392,606$392,606 New Holding7890.1%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$391,000$6,783 -1.7%1,9600.1%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$360,247$14,544 -3.9%6440.1%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$356,535$356,535 New Holding2,0640.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$343,6130.0%4,1260.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$275,295$4,931 -1.8%5,4160.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$267,7440.0%2,8980.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$264,2440.0%2,2070.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$253,056$253,056 New Holding2,4000.1%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$252,007$2,751 -1.1%2,9310.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$221,057$221,057 New Holding4,4550.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$215,544$215,544 New Holding3,6570.0%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$212,398$212,398 New Holding8580.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$211,062$211,062 New Holding7970.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$206,5430.0%5720.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$204,983$204,983 New Holding4,5290.0%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$0$8,361,780 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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