$256 Million is the total value of Vickerman Investment Advisors, Inc.'s 70 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $19,576,759 | – | 213,208 | +100.0% | 7.72% | – |
| TMUS | New | T-MOBILE US INC | $256,946 | – | 1,774 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 11.8% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 6.0% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 3.6% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 3.3% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 3.1% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 2.8% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 3.0% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 2.5% |
| APPLE INC | 12 | Q2 2024 | 2.2% |
| MICROSOFT CORP | 12 | Q2 2024 | 1.9% |
View Vickerman Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 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 |
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.