Vickerman Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$340M
Signature - Title
Rod Ehrlich - Consultant
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by Vickerman Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vickerman Investment Advisors, Inc. reported 65 stock holdings with total value $340M as of Q3 2024. Top holdings included PULS, SGOV, XLK, BOND, and IXN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 65 $340M +$19.9M -$3.9M +$16M PULS, SGOV, XLK, BOND, IXN 13F-HR 10/31/2024, 05:02 PM
Q2 2024 64 $312M +$24.6M -$24.6M +$15.4K PULS, SGOV, XLK, BOND, IXN 13F-HR 8/9/2024, 11:34 AM
Q1 2024 64 $310M +$7.68M -$1.97M +$5.71M XLK, PULS, BOND, SGOV, LDUR 13F-HR 5/9/2024, 11:51 AM
Q4 2023 64 $293M +$68.6M -$39.9M +$28.8M XLK, PULS, BOND, SGOV, LDUR 13F-HR 1/9/2024, 07:24 PM
Q3 2023 64 $245M +$2.35M -$6.27M -$3.92M XLK, BIL, PULS, DIVI, XLV 13F-HR 11/2/2023, 03:29 PM
Q2 2023 67 $256M +$19.9M -$27.6M -$7.62M XLK, PULS, BIL, DIVI, XLV 13F-HR 7/31/2023, 01:00 PM
Q1 2023 70 $253M +$37.8M -$16.3M +$21.4M XLK, BIL, PULS, JPST, XLF 13F-HR 5/4/2023, 03:43 PM
Q4 2022 71 $220M +$22M -$23.4M -$1.38M XLK, JPST, XLF, PULS, XLV 13F-HR 2/9/2023, 07:00 PM
Q3 2022 67 $207M +$15.9M -$7.75M +$8.2M XLK, JPST, GSY, XLF, XLV 13F-HR 11/8/2022, 05:06 PM
Q2 2022 74 $211M +$16.8M -$18.5M -$1.68M XLK, JPST, GSY, XLF, XLV 13F-HR 8/8/2022, 05:48 PM
Q1 2022 77 $221M +$15.2M -$14.9M +$249K XLK, JPST, XLF, GSY, IGSB 13F-HR 5/9/2022, 01:34 PM
Q4 2021 79 $248M +$25.5M -$40.9M -$15.4M XLK, JPST, XLF, GSY, IGSB 13F-HR 1/27/2022, 06:07 PM
Q3 2021 80 $250M $0 $0 XLK, BNDX, XLF, BIV, JPST 13F-HR 12/13/2021, 03:47 PM