VI
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Vickerman Investment Advisors, Inc.13F | |
Vickerman Investment Advisors, Inc. | |
Last update 2025-04-29 | 84 Stocks (18 new) |
Value $442.00 Mil | Turnover 26 % |
Vickerman Investment Advisors,... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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BOND | PIMCO Active Bond ETF | 610,904 | 56,490.3 | +155.48% | 12.800 | +7.79% | 1.010 | -1.56% | +0.59% | 5,476.1 | ||
PULS | PGIM Ultra Short Bond ETF | 924,296 | 45,965.2 | -14.98% | 10.410 | -2.19% | 0.420 | +1.16% | +2.05% | 11,293.1 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 332,776 | 33,500.6 | -31.04% | 7.590 | -4.08% | 0.070 | +1.07% | +1.80% | 47,060.2 | ||
XLK | Technology Select Sector SPDR ETF | 129,940 | 26,830.0 | +17.23% | 6.080 | +0.89% | 0.040 | +8.57% | +2.02% | 73,954.0 | ||
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 897,278 | 23,643.3 | +779.49% | 5.360 | +4.75% | 0.490 | +0.88% | +3.50% | 5,238.9 | ||
CORP | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 221,795 | 21,463.1 | New Holding | 4.860 | +4.86% | 1.580 | -1.02% | +0.91% | 1,365.7 | ||
FLQH | Franklin LibertyQ International Equity Hedged ETF | 331,544 | 10,805.0 | +12.30% | 2.450 | +0.27% | - | +9.47% | +17.93% | 0 | ||
XLF | Financial Select Sector SPDR | 213,021 | 10,610.6 | +33.50% | 2.400 | +0.60% | 0.020 | +2.11% | +5.47% | 49,489.5 | ||
XLV | Health Care Select Sector SPDR | 69,580 | 10,159.3 | +5.19% | 2.300 | +0.11% | 0.030 | -9.71% | -2.74% | 34,657.4 | ||
IXN | iShares Global Tech ETF | 133,410 | 10,104.5 | -0.69% | 2.290 | -0.02% | 0.230 | +7.79% | +1.71% | 5,072.6 |
Vickerman Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
Vickerman Investment Advisors, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BOND | PIMCO Active Bond ETF | 2025-03-31 | Add | +7.79% | 89.27 ($91.32) 92.9 | $90.95 | -0.41% | Add 155.48% | 610,904 | 371,786 | |
CORP | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 2025-03-31 | New Buy | +4.86% | 93.89 ($95.87) 97.32 | $95.97 | 0.10% | New holding | 221,795 | 221,795 | |
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 2025-03-31 | Add | +4.75% | 25.77 ($26.17) 26.48 | $26.21 | 0.15% | Add 779.49% | 897,278 | 795,256 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce | -4.08% | 100.34 ($100.51) 100.68 | $100.40 | -0.11% | Reduce -31.04% | 332,776 | -149,760 | |
LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | 2025-03-31 | Sold Out | -2.27% | 94.87 ($95.52) 96.11 | $95.43 | -0.09% | Sold Out | 0 | -88,028 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Reduce | -2.19% | 49.56 ($49.66) 49.78 | $49.58 | -0.16% | Reduce -14.98% | 924,296 | -162,864 | |
LONZ | PIMCO Senior Loan Active ExchangeTraded Fund | 2025-03-31 | New Buy | +2.08% | 50.21 ($50.79) 51.23 | $50.63 | -0.32% | New holding | 182,553 | 182,553 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add | +0.89% | 206.38 ($226.74) 242.18 | $236.80 | 4.44% | Add 17.23% | 129,940 | 19,098 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add | +0.60% | 47.32 ($50.16) 52.19 | $50.79 | 1.26% | Add 33.5% | 213,021 | 53,451 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce | -0.36% | 91.45 ($91.59) 91.75 | $91.46 | -0.14% | Reduce -28.54% | 36,058 | -14,399 |
Vickerman Investment Advisors, Inc. Total Holding History ($B)
Vickerman Investment Advisors, Inc.'s Asset Allocation
Vickerman Investment Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Vickerman Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Vickerman Investment Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Vickerman Investment Advisors, Inc.'s Holdings Heat Map
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Vickerman Investment Advisors, Inc.'s Holdings Bubble Chart
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