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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 $465.35 million in total holdings as of March 31, 2025.
  • Vickerman Investment Advisors, Inc. owns shares of 79 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 8.22% of the portfolio was purchased this quarter.
  • About 7.01% of the portfolio was sold this quarter.
  • This quarter, Vickerman Investment Advisors, Inc. has purchased 84 new stocks and bought additional shares in 40 stocks.
  • Vickerman Investment Advisors, Inc. sold shares of 32 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

PIMCO ETF TR
$59,134,300

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF
$236,833 Holding

Largest Purchases this Quarter

Financial Select Sector SPDR Fund
67,197 shares (about $3.52M)
Technology Select Sector SPDR Fund
12,180 shares (about $3.08M)
PIMCO ETF TR
30,605 shares (about $2.82M)
NVIDIA
17,574 shares (about $2.78M)
GE Aerospace
10,135 shares (about $2.61M)

Largest Sales this Quarter

PGIM Ultra Short Bond ETF
180,712 shares (about $8.99M)
iShares 0-3 Month Treasury Bond ETF
68,026 shares (about $6.85M)
PIMCO Senior Loan Active Exchange-Traded Fund
111,847 shares (about $5.70M)
Cisco Systems
29,411 shares (about $2.04M)
Boeing
8,246 shares (about $1.73M)

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
$59,134,300$2,821,169 5.0%641,50912.7%ACTIVE BD ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$37,000,740$8,992,229 -19.6%743,5848.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$35,989,048$3,084,341 9.4%142,1207.7%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$26,657,686$6,849,540 -20.4%264,7505.7%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$24,060,952$247,194 1.0%906,5925.2%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$22,114,768$531,896 2.5%227,2614.8%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$14,675,017$3,519,107 31.5%280,2183.2%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$12,619,625$803,397 6.8%354,0862.7%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$12,152,221$166,858 -1.4%131,6032.6%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$11,468,366$195,463 1.7%105,6702.5%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$9,804,408$488,123 5.2%45,1132.1%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,776,184$397,496 4.2%72,5292.1%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$8,794,458$254,854 -2.8%103,6961.9%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$7,855,883$17,112 0.2%53,2531.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,384,724$51,732 -0.7%14,8461.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,039,340$511,062 9.2%34,2701.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,471,645$205,989 3.9%26,6691.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$5,221,720$467,601 9.8%14,7071.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,221,056$394,445 8.2%10,7481.1%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$5,140,380$133,277 -2.5%63,4851.1%ETF
CHENIERE ENERGY INC
$4,852,380$586,883 13.8%19,9261.0%COM NEW
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,764,874$665,179 16.2%24,4341.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,703,060$326,670 7.5%4,7511.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$4,678,284$332,061 7.6%47,8451.0%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,510,300$272,834 6.4%16,1181.0%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$4,501,352$381,867 -7.8%23,1041.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$4,495,301$414,016 -8.4%55,0491.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,425,142$2,776,516 168.4%28,0091.0%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$4,365,056$255,001 6.2%18,7440.9%Multi-Sector Conglomerates
Salesforce Inc. stock logo
CRM
Salesforce
$4,307,957$212,153 5.2%15,7980.9%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$4,037,420$2,608,648 182.6%15,6860.9%Aerospace
Amgen Inc. stock logo
AMGN
Amgen
$3,838,579$296,242 8.4%13,7480.8%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,784,926$2,440,864 181.6%5,1280.8%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$3,782,975$553,112 17.1%16,4420.8%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,775,263$2,156,384 133.2%17,2080.8%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,645,130$2,361,158 183.9%16,0940.8%Computer and Technology
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
$3,605,511$5,703,414 -61.3%70,7060.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,587,116$120,875 3.5%32,8220.8%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,525,232$580,164 19.7%44,5330.8%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,517,909$109,838 3.2%14,7650.8%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$3,404,943$176,838 -4.9%27,4570.7%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,393,428$530,009 18.5%25,7000.7%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$3,305,503$2,283,366 223.4%8,5440.7%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,277,447$62,441 -1.9%45,0880.7%ETF
NIKE, Inc. stock logo
NKE
NIKE
$3,272,813$514,614 18.7%46,0700.7%Consumer Discretionary
FedEx Corporation stock logo
FDX
FedEx
$3,180,067$85,241 2.8%13,9900.7%Transportation
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,122,554$185,018 -5.6%34,0410.7%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$2,990,191$18,283 -0.6%40,2340.6%Business Services
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$2,949,477$123,017 -4.0%71,2090.6%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$2,800,688$39,135 -1.4%25,9780.6%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$2,666,651$2,275,080 581.0%16,3920.6%Consumer Staples
Snowflake Inc. stock logo
SNOW
Snowflake
$2,629,969$1,884,591 252.8%11,7530.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,366,295$42,530 -1.8%6,4540.5%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$2,318,514$90,805 -3.8%25,3030.5%Retail/Wholesale
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,960,181$1,385 0.1%7,0780.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,778,695$2,040,535 -53.4%25,6370.4%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$1,523,702$1,727,784 -53.1%7,2720.3%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$931,622$1,441,960 -60.8%6,0990.2%Medical
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$737,121$15,719 -2.1%7,4090.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$718,889$260,158 -26.6%6,0350.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$543,2670.0%5,9070.1%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$542,936$11,574 -2.1%4,0810.1%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$536,099$99,968 -15.7%15,0210.1%Consumer Discretionary
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$449,601$1,334 0.3%18,8670.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$411,542$91,634 28.6%1,0150.1%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$397,8950.0%6440.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$381,970$69,378 -15.4%4900.1%Medical
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$381,900$437,912 -53.4%3,0000.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$366,411$56,537 -13.4%1,6980.1%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$365,012$10,372 -2.8%4,0120.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$333,494$901,122 -73.0%13,7580.1%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$308,7660.0%5,4160.1%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$267,404$24,804 -8.5%2,6520.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$265,573$7,168 -2.6%2,1490.1%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$243,146$14,225 -5.5%2,7690.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$242,8600.0%5720.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$236,833$236,833 New Holding2,8370.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$232,1460.0%3,6570.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$224,0040.0%4,5290.0%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$0$574,403 -100.0%00.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$0$356,535 -100.0%00.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$253,056 -100.0%00.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$221,057 -100.0%00.0%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$0$212,398 -100.0%00.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$0$211,062 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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