$163 Million is the total value of VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's 67 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,877,000 | – | 10,269 | +100.0% | 1.15% | – |
| FDX | New | FEDEX CORP | $1,876,000 | – | 15,468 | +100.0% | 1.15% | – |
| UNP | New | UNION PAC CORP | $1,847,000 | – | 13,094 | +100.0% | 1.13% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $1,632,000 | – | 42,705 | +100.0% | 1.00% | – |
| SYY | New | SYSCO CORP | $1,442,000 | – | 31,600 | +100.0% | 0.88% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $343,000 | – | 2,363 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 7.9% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 6.0% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 5.7% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 6.1% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 7.0% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 5.9% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 4.3% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 3.1% |
| SCHWAB STRATEGIC TR | 10 | Q1 2020 | 2.8% |
| VANGUARD WORLD FDS | 10 | Q1 2020 | 2.7% |
View VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-07-02 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-11-13 |
View VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.