The Analysis of Vickerman Investment Advisors, Inc.'s Holdings
Currently, Vickerman Investment Advisors, Inc. holds 80 types of securities in its portfolio with a total value $494.5M. In the most recent quarter, they have increased their positions in BOND (+42.5K shares, valued at $4.0M), PULS (+54.3K shares, valued at $2.7M), SGOV (+18.8K shares, valued at $1.9M); decreased their positions in LONZ (-64.5K shares, valued at $3.3M), IXN (-6.8K shares, valued at $697.6K), BIL (-6.2K shares, valued at $567.7K); initiated new positions in ESGV (+7.6K shares, valued at $899.0K), DFSU (+8.8K shares, valued at $372.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BOND PIMCO ETF TR684.0K shares6.62%2025-09-302025-11-03
XLK SELECT SECTOR SPDR TR146.2K shares2.87%2025-09-302025-11-03 PULS PGIM ETF TR797.9K shares7.30%2025-09-302025-11-03 SGOV ISHARES TR283.5K shares7.10%2025-09-302025-11-03 PYLD PIMCO ETF TR935.2K shares3.16%2025-09-302025-11-03 CORP PIMCO ETF TR234.2K shares3.05%2025-09-302025-11-03 XLF SELECT SECTOR SPDR TR300.7K shares7.30%2025-09-302025-11-03 DIVI FRANKLIN TEMPLETON ETF TR356.4K shares0.65%2025-09-302025-11-03 IXN ISHARES TR124.8K shares-5.14%2025-09-302025-11-03 XLC SELECT SECTOR SPDR TR105.5K shares-0.16%2025-09-302025-11-03 XLY SELECT SECTOR SPDR TR45.8K shares1.52%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR74.6K shares2.85%2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR105.4K shares1.64%2025-09-302025-11-03 GOOGL ALPHABET INC33.9K shares-1.18%2025-09-302025-11-03 XLI SELECT SECTOR SPDR TR53.3K shares0.08%2025-09-302025-11-03 MSFT MICROSOFT CORP14.6K shares-1.60%2025-09-302025-11-03 AAPL APPLE INC28.5K shares6.91%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL11.0K shares2.68%2025-09-302025-11-03 NVDA NVIDIA CORPORATION28.3K shares1.17%2025-09-302025-11-03 XLP SELECT SECTOR SPDR TR66.9K shares5.32%2025-09-302025-11-03 VBR VANGUARD INDEX FDS24.6K shares0.71%2025-09-302025-11-03 V VISA INC14.6K shares-0.54%2025-09-302025-11-03 WMT WALMART INC47.3K shares-1.10%2025-09-302025-11-03 XLU SELECT SECTOR SPDR TR55.0K shares-0.01%2025-09-302025-11-03 VO VANGUARD INDEX FDS16.3K shares0.92%2025-09-302025-11-03 VAW VANGUARD WORLD FD22.9K shares-0.67%2025-09-302025-11-03 GE GE AEROSPACE15.5K shares-1.31%2025-09-302025-11-03 LNG CHENIERE ENERGY INC19.6K shares-1.46%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW4.9K shares3.52%2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD15.9K shares-1.44%2025-09-302025-11-03 AMGN AMGEN INC15.5K shares12.66%2025-09-302025-11-03 CRM SALESFORCE INC18.2K shares15.27%2025-09-302025-11-03 MRK MERCK & CO INC50.0K shares12.25%2025-09-302025-11-03 UNP UNION PAC CORP17.5K shares6.43%2025-09-302025-11-03 IJR ISHARES TR33.3K shares1.43%2025-09-302025-11-03 HON HONEYWELL INTL INC18.4K shares-1.60%2025-09-302025-11-03 AMZN AMAZON COM INC17.4K shares0.99%2025-09-302025-11-03 META META PLATFORMS INC5.1K shares-1.13%2025-09-302025-11-03 PEP PEPSICO INC26.0K shares1.17%2025-09-302025-11-03 SPYM SPDR SERIES TRUST44.7K shares-0.89%2025-09-302025-11-03 TMUS T-MOBILE US INC14.6K shares-0.96%2025-09-302025-11-03 ADBE ADOBE INC9.8K shares15.17%2025-09-302025-11-03 FDX FEDEX CORP14.3K shares2.04%2025-09-302025-11-03 XLRE SELECT SECTOR SPDR TR77.6K shares8.93%2025-09-302025-11-03 NKE NIKE INC45.5K shares-1.31%2025-09-302025-11-03 DIS DISNEY WALT CO27.0K shares-1.78%2025-09-302025-11-03 IOO ISHARES TR25.5K shares-2.00%2025-09-302025-11-03 PYPL PAYPAL HLDGS INC40.0K shares-0.57%2025-09-302025-11-03 SNOW SNOWFLAKE INC11.7K shares-0.65%2025-09-302025-11-03 HD HOME DEPOT INC6.4K shares-1.33%2025-09-302025-11-03 BIL SPDR SERIES TRUST27.9K shares-18.18%2025-09-302025-11-03 STZ CONSTELLATION BRANDS INC17.5K shares6.77%2025-09-302025-11-03 SBUX STARBUCKS CORP24.9K shares-1.55%2025-09-302025-11-03 VBK VANGUARD INDEX FDS7.1K shares0.04%2025-09-302025-11-03 CSCO CISCO SYS INC23.4K shares-8.86%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON5.5K shares-9.18%2025-09-302025-11-03 ESGV VANGUARD WORLD FD7.6K sharesnew addition2025-09-302025-11-03 IJS ISHARES TR7.4K shares0.00%2025-09-302025-11-03 VDE VANGUARD WORLD FD5.7K shares-5.19%2025-09-302025-11-03 TMO THERMO FISHER SCIENTIFIC INC1.4K shares39.80%2025-09-302025-11-03 IJT ISHARES TR4.1K shares-0.47%2025-09-302025-11-03 IWR ISHARES TR5.8K shares-1.35%2025-09-302025-11-03 SCHB SCHWAB STRATEGIC TR19.0K shares0.59%2025-09-302025-11-03 CMCSA COMCAST CORP NEW15.0K shares-0.30%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR631 shares-2.02%2025-09-302025-11-03 VFH VANGUARD WORLD FD3.1K shares3.77%2025-09-302025-11-03 IWM ISHARES TR1.6K shares-3.36%2025-09-302025-11-03 IJK ISHARES TR4.0K shares0.00%2025-09-302025-11-03 DFSU DIMENSIONAL ETF TRUST8.8K sharesnew addition2025-09-302025-11-03 PFE PFIZER INC13.6K shares-1.33%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS5.4K shares0.00%2025-09-302025-11-03 LONZ PIMCO ETF TR6.2K shares-91.22%2025-09-302025-11-03 LLY ELI LILLY & CO376 shares-23.27%2025-09-302025-11-03 IJJ ISHARES TR2.1K shares-0.51%2025-09-302025-11-03 IWF ISHARES TR572 shares0.00%2025-09-302025-11-03 EFV ISHARES TR3.7K shares0.00%2025-09-302025-11-03 IEFA ISHARES TR2.8K shares0.00%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.02%2025-09-302025-11-03 XLB SELECT SECTOR SPDR TR2.7K shares-2.82%2025-09-302025-11-03 AVUS AMERICAN CENTY ETF TR2.2K shares-17.31%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available