$220 Million is the total value of Vickerman Investment Advisors, Inc.'s 71 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -49,125 | -100.0% | -0.01% | – | |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,241 | -100.0% | -0.12% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -10,272 | -100.0% | -0.24% | – |
| FIBK | Exit | FIRST INTST BANCSYSTEM INC | $0 | – | -19,910 | -100.0% | -0.39% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -26,601 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 11.8% |
| J P MORGAN EXCHANGE-TRADED F | 9 | Q3 2023 | 7.5% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 6.0% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 2.8% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 3.0% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 3.1% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 3.0% |
| SPDR SER TR | 9 | Q3 2023 | 2.9% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 2.5% |
View Vickerman Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Vickerman Investment 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.