VD

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

13F
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC
Last update 2020-05-13 66 Stocks (6 new)
Value $161.00 Mil Turnover 14 %
Countries:
Top Holdings: XLK(7.97%)GSY(7.22%)XLF(3.94%)XLV(3.58%)SPAB(3.52%)
Summary Stock Picks Current Portfolio
VICKERMAN & DRISCOLL FINANCIAL... Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLK
Technology Select Sector SPDR ETF
159,813
12,844.0
+14.88%
7.970
+1.03%
0.050
+35.50%
+12.58%
82,351.5
 
GSY
Invesco Ultra Short Duration ETF
235,985
11,636.0
-0.55%
7.220
-0.03%
0.470
+1.77%
+3.11%
2,734.7
 
JPST
JPMorgan Ultra-Short Income ETF
219,030
10,879.0
-9.63%
6.750
-0.60%
0.060
+1.35%
+2.74%
32,077.9
 
XLF
Financial Select Sector SPDR
304,685
6,344.0
-6.26%
3.940
-0.32%
0.030
+13.01%
+9.48%
51,226.3
 
XLV
Health Care Select Sector SPDR
65,193
5,775.0
-40.51%
3.580
-2.33%
0.020
-2.23%
-3.34%
33,140.0
 
SPAB
SPDR Portfolio Aggregate Bond ETF
187,751
5,674.0
-2.13%
3.520
-0.06%
0.080
+1.20%
+3.35%
8,515.1
 
XLP
Consumer Staples Select Sector SPDR
97,537
5,313.0
+5.22%
3.300
+0.16%
0.050
-0.52%
+4.16%
16,159.5
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
91,944
5,011.0
+1.42%
3.110
+0.04%
0.030
+1.54%
+3.51%
14,395.4
 
PSK
SPDR ICE Preferred Securities ETF
126,722
4,966.0
+14.59%
3.080
+0.39%
0.420
+3.56%
+0.32%
809.9
 
XLU
Utilities Select Sector SPDR ETF
89,285
4,947.0
+0.89%
3.070
+0.03%
0.040
+8.44%
+12.21%
20,257.0
 

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC Total Holding History ($B)

To

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Asset Allocation

To

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Hypothetical Growth since 2020-03-31

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Holdings Heat Map

Size field:

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Holdings Bubble Chart

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC News

  • 1

Discussions on VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.