Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SELECT SECTOR SPDR TR (XLK) | 162,317 | -7,577 | $31,243 |
XLK | 162,317 | -7,577 | $31,243 |
PGIM ETF TR (PULS) | 548,816 | +173,717 | $27,106 |
PULS | 548,816 | +173,717 | $27,106 |
PIMCO ETF TR (BOND) | 257,563 | +257,563 | $23,812 |
BOND | 257,563 | +257,563 | $23,812 |
ISHARES TR (SGOV) | 195,168 | +148,494 | $19,570 |
SGOV | 195,168 | +148,494 | $19,570 |
PIMCO ETF TR (LDUR) | 140,329 | +140,329 | $13,298 |
LDUR | 140,329 | +140,329 | $13,298 |
SELECT SECTOR SPDR TR (XLV) | 67,807 | +6,327 | $9,247 |
XLV | 67,807 | +6,327 | $9,247 |
SELECT SECTOR SPDR TR (XLC) | 126,489 | +15,393 | $9,191 |
XLC | 126,489 | +15,393 | $9,191 |
FRANKLIN TEMPLETON ETF TR (DIVI) | 294,394 | -21,169 | $9,050 |
DIVI | 294,394 | -21,169 | $9,050 |
SELECT SECTOR SPDR TR (XLE) | 97,258 | +14,003 | $8,154 |
XLE | 97,258 | +14,003 | $8,154 |
SELECT SECTOR SPDR TR (XLY) | 39,324 | -2,443 | $7,032 |
XLY | 39,324 | -2,443 | $7,032 |
SELECT SECTOR SPDR TR (XLI) | 56,713 | +2,166 | $6,465 |
XLI | 56,713 | +2,166 | $6,465 |
APPLE INC | 25,177 | -2,407 | $4,847 |
AAPL | 25,177 | -2,407 | $4,847 |
MICROSOFT CORP | 12,339 | -1,914 | $4,640 |
MSFT | 12,339 | -1,914 | $4,640 |
SELECT SECTOR SPDR TR (XLP) | 61,651 | +3,748 | $4,441 |
XLP | 61,651 | +3,748 | $4,441 |
SELECT SECTOR SPDR TR (XLU) | 68,141 | +24,835 | $4,315 |
XLU | 68,141 | +24,835 | $4,315 |
BERKSHIRE HATHAWAY INC DEL | $4,287 | ||
BRK.B | 12,019 | +61 | $4,287 |
SALESFORCE INC | 15,885 | -1,326 | $4,180 |
CRM | 15,885 | -1,326 | $4,180 |
VANGUARD WORLD FDS (VAW) | 22,003 | +2,034 | $4,179 |
VAW | 22,003 | +2,034 | $4,179 |
BOEING CO | 15,889 | -1,877 | $4,142 |
BA | 15,889 | -1,877 | $4,142 |
VISA INC | 15,894 | +3,541 | $4,138 |
V | 15,894 | +3,541 | $4,138 |
SELECT SECTOR SPDR TR (XLF) | 109,933 | -65,373 | $4,133 |
XLF | 109,933 | -65,373 | $4,133 |
ALPHABET INC | 29,523 | +583 | $4,124 |
GOOGL | 29,523 | +583 | $4,124 |
COSTCO WHSL CORP NEW | 5,946 | -583 | $3,925 |
COST | 5,946 | -583 | $3,925 |
T MOBILE US INC | 21,726 | +359 | $3,483 |
TMUS | 21,726 | +359 | $3,483 |
AMGEN INC | 12,021 | -495 | $3,462 |
AMGN | 12,021 | -495 | $3,462 |
FEDEX CORP | 13,485 | -684 | $3,411 |
FDX | 13,485 | -684 | $3,411 |
UNION PAC CORP | 13,590 | -75 | $3,338 |
UNP | 13,590 | -75 | $3,338 |
VANGUARD INDEX FDS (VBR) | 17,721 | -2,926 | $3,189 |
VBR | 17,721 | -2,926 | $3,189 |
HONEYWELL INTL INC | 15,203 | -6 | $3,188 |
HON | 15,203 | -6 | $3,188 |
VANGUARD INDEX FDS (VO) | 13,673 | +771 | $3,181 |
VO | 13,673 | +771 | $3,181 |
MERCK & CO INC | 28,861 | -775 | $3,146 |
MRK | 28,861 | -775 | $3,146 |
WALMART INC | 19,673 | -462 | $3,101 |
WMT | 19,673 | -462 | $3,101 |
SELECT SECTOR SPDR TR (XLRE) | 77,095 | -4,622 | $3,088 |
XLRE | 77,095 | -4,622 | $3,088 |
CHENIERE ENERGY INC | 17,994 | +162 | $3,072 |
LNG | 17,994 | +162 | $3,072 |
ISHARES TR (IJR) | 28,051 | -768 | $3,037 |
IJR | 28,051 | -768 | $3,037 |
CISCO SYS INC | 59,893 | -138 | $3,026 |
CSCO | 59,893 | -138 | $3,026 |
PEPSICO INC | 17,585 | +567 | $2,987 |
PEP | 17,585 | +567 | $2,987 |
STARBUCKS CORP | 31,069 | -317 | $2,983 |
SBUX | 31,069 | -317 | $2,983 |
JOHNSON & JOHNSON | 18,025 | +282 | $2,825 |
JNJ | 18,025 | +282 | $2,825 |
SPDR SER TR (SPLG) | 49,119 | -5,803 | $2,746 |
SPLG | 49,119 | -5,803 | $2,746 |
NIKE INC | 25,084 | -154 | $2,723 |
NKE | 25,084 | -154 | $2,723 |
DISNEY WALT CO | 29,430 | +2,343 | $2,657 |
DIS | 29,430 | +2,343 | $2,657 |
PAYPAL HLDGS INC | 40,629 | +2,766 | $2,495 |
PYPL | 40,629 | +2,766 | $2,495 |
HOME DEPOT INC | 7,132 | -1,449 | $2,471 |
HD | 7,132 | -1,449 | $2,471 |
PFIZER INC | 63,009 | -4,896 | $1,814 |
PFE | 63,009 | -4,896 | $1,814 |
VANGUARD INDEX FDS (VBK) | 7,295 | -97 | $1,764 |
VBK | 7,295 | -97 | $1,764 |
ISHARES TR (IOO) | 20,198 | +1,416 | $1,626 |
IOO | 20,198 | +1,416 | $1,626 |
SPDR SER TR (BIL) | 16,933 | -187,923 | $1,548 |
BIL | 16,933 | -187,923 | $1,548 |
COMCAST CORP NEW | 21,465 | -4,525 | $941 |
CMCSA | 21,465 | -4,525 | $941 |
VANGUARD WORLD FDS (VDE) | 7,431 | -189 | $872 |
VDE | 7,431 | -189 | $872 |
See Full List: All Stocks Held By Vickerman Investment Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Vickerman Investment Advisors Inc.
Size ($ in 1000's)
At 12/31/2023: $293,299 At 09/30/2023: $244,939 Vickerman Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vickerman Investment Advisors Inc. 13F filings. Link to 13F filings: SEC filings |