Vickerman Investment Advisors, Inc.
CIK 1898296 · Holdings on Sep 30, 2023 · First reported Nov 2, 2023
Top ten holdings
Q3 2023- XLK11.37%
- BIL7.68%
- PULS7.58%
- DIVI3.60%
- XLV3.23%
- XLE3.07%
- XLC2.97%
- PSK2.86%
- XLY2.75%
- XLF2.37%
Share classes counted separately47.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $27.85M | 11.37% | 169.89K shares | — | ↗▾ | |
| 02 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $18.81M | 7.68% | 204.86K shares | — | ↗▾ | |
| 03 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $18.56M | 7.58% | 375.10K shares | — | ↗▾ | |
| 04 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $8.81M | 3.60% | 315.56K shares | — | ↗▾ | |
| 05 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $7.91M | 3.23% | 61.48K shares | — | ↗▾ | |
| 06 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $7.53M | 3.07% | 83.25K shares | — | ↗▾ | |
| 07 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $7.28M | 2.97% | 111.10K shares | — | ↗▾ | |
| 08 | PSKSS SPDR ICE PREF SEC ETFICE PFD SEC ETF View history and evidence | $7.01M | 2.86% | 215.86K shares | — | ↗▾ | |
| 09 | XLYSS CONSUMER DISC SELECT SECTSBI CONS DISCR View history and evidence | $6.72M | 2.75% | 41.77K shares | — | ↗▾ | |
| 10 | XLFSS FINANCIAL SELECT SECTORFINANCIAL View history and evidence | $5.81M | 2.37% | 175.31K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SLYV SS SPDR S&P 600 SC VAL ETF | Non-derivative | — | — | SEC filing ↗ | |
| IWR ISHARES RUSSELL MID-CAP ETF | Non-derivative | — | — | SEC filing ↗ | |
| CCIV LUCID GROUP INC | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1898296 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 241645896
}Research all 64 reported holdings.
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