VIA
Vickerman Investment Advisors Inc. Portfolio
Invests via Vickerman Investment Advisors Inc. | Managed by Michael J. Vickerman, Jr., Christopher (Chris) Grasmick, Jeremy Houy, Marcus Holzschuh
Invests via Vickerman Investment Advisors Inc.
Managed by Michael J. Vickerman, Jr., Christopher (Chris) Grasmick, Jeremy Houy, Marcus Holzschuh
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Company Profile
Vickerman Investment Advisors Inc. operates as a premier investment advisory firm specializing in tailored wealth management solutions for high-net-worth individuals and families. With a strong focus on comprehensive financial planning, the firm distinguishes itself by offering personalized strategies that reflect each client's unique objectives and aspirations. Drawing from deep expertise in market analysis and asset allocation, Vickerman Investment Advisors fosters long-term client relationships built on trust and transparency. The firm's adeptness at navigating complex financial landscapes positions it as a key player within the competitive realm of independent advisory services.
Vickerman Investment Advisors Inc. operates as a premier investment advisory firm specializing in tailored wealth management solutions for high-net-worth individuals and families. With a strong focus on comprehensive financial planning, the firm distinguishes itself by offering personalized strategies that reflect each client's unique objectives and aspirations. Drawing from deep expertise in market analysis and asset allocation, Vickerman Investment Advisors fosters long-term client relationships built on trust and transparency. The firm's adeptness at navigating complex financial landscapes positions it as a key player within the competitive realm of independent advisory services.
Investment Philosophy & Strategy
Operating through a meticulous lens, Vickerman Investment Advisors Inc. positions itself to capitalize on the intricacies of high-net-worth investment dynamics. The firm leverages its profound analytical capabilities and strategic insight to construct customized wealth management solutions that address client-specific financial goals. Its unique emphasis on personal engagement not only fosters meaningful relationships but also ensures that advisory services are aligned with evolving market conditions and individual aspirations. A commitment to ethical practices underpins all decision-making processes, enhancing their reputation as a trusted ally in navigating financial complexities.
Operating through a meticulous lens, Vickerman Investment Advisors Inc. positions itself to capitalize on the intricacies of high-net-worth investment dynamics. The firm leverages its profound analytical capabilities and strategic insight to construct customized wealth management solutions that address client-specific financial goals. Its unique emphasis on personal engagement not only fosters meaningful relationships but also ensures that advisory services are aligned with evolving market conditions and individual aspirations. A commitment to ethical practices underpins all decision-making processes, enhancing their reputation as a trusted ally in navigating financial complexities.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.3%
Gain +0.05%
Monthly
0.7%
Yearly
8.75%
Drawdown
16.46%
$515.61M
Equity
Holdings
$515.61M
Investment
$409.46M
$113.96M
Profit +$265,030.37
Realized
$7.82M
Unrealized
$106.15M
Dividends
$40.7M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$265,030.37
Win %
82%
This Week
Compared To Last Week
Gain
0.05%
Profit
$265,030.37
Win %
82%
This Month
Compared to last month
Gain
-1.07%
Profit
-$5.58M
Win %
82%
This Year
Compared to last year
Gain
1.52%
Profit
$7.7M
Win %
81%
PANW Palo Alto Networks, Inc.
+14.18%
+$494,712.96 
FTNT Fortinet Inc.
+8.97%
+$295,428 
NOW ServiceNow, Inc.
+7.65%
+$26,546.52 
CRM Salesforce Inc
+4.65%
+$208,464.2 
ADBE Adobe Inc.
+4.55%
+$78,075.48 
HONA Honeywell Aerospace Inc.
+4.18%
+$43,123.64 
GOOGL Alphabet Inc
+2.9%
+$256,345.11 
META Meta Platforms Inc Class A
+2.81%
+$141,421.03 
WMT Walmart Inc.
+2.39%
+$57,817.67 
VOX Vanguard Communication Services ETF
+2.34%
+$6,565.12 
MSFT Microsoft Corp.
+2.27%
+$169,162 
XLC Communication Services Select Sector SPDR Fund
+2.25%
+$296,720.93 
DIS The Walt Disney Company
+2.19%
+$13,462.74 
LLY Eli Lilly and Company
+2.09%
+$11,006.73 
STZ Constellation Brands, Inc.
+1.85%
+$20,568.26 
COST Costco Wholesale Corporation
+1.64%
+$66,868.95 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$178,528.8 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$84,547.54 
VDC VANGUARD CONSUMER STAPLES ETF
+1.27%
+$15,728.8 
SNOW Snowflake Inc.
+1.25%
+$91,274.48 
AMGN Amgen Inc.
+1.16%
+$63,018.31 
V Visa Inc. Class A
+1.01%
+$53,799.76 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$53,426.52 
HD The Home Depot, Inc.
+0.97%
+$6,978.68 
PYPL PayPal Holdings Inc
+0.74%
+$13,106.4 
NKE Nike, Inc. - Class B
+0.61%
+$5,669.77 
GEHC GE HealthCare Technologies Inc.
+0.55%
+$12,335.75 
JNJ Johnson & Johnson
+0.54%
+$7,304.49 
AAPL Apple Inc.
+0.47%
+$38,739.73 
MRK Merck & Co., Inc.
+0.46%
+$25,313.36 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$3,193.88 
TMUS T-Mobile US, Inc.
+0.23%
+$6,848.87 
FDX FedEx Corporation
+0.16%
+$4,307.54 
NSC Norfolk Southern Corporation
+0.16%
+$394.68 
UNP Union Pacific Corporation
+0.1%
+$3,959.16 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$10,081.95 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.01%
+$963.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$149.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 PMBS
PMBS
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$22,961.42 
AVGO Broadcom Inc.
-4.75%
-$92,656.35 
MU Micron Technology, Inc.
-4.75%
-$42,401.65 
ORCL Oracle Corporation
-4.5%
-$73,373.26 
NVDA NVIDIA Corporation
-2.85%
-$139,023.11 
IXN iShares Global Tech ETF
-2.17%
-$176,211.48 
GE General Electric Company
-1.94%
-$75,932.88 
CSCO Cisco Systems, Inc.
-1.62%
-$17,592.12 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$956,739.13 
LNG Cheniere Energy Inc.
-1.47%
-$57,630 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$135,102.96 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$60,548.75 
ITRI Itron Inc.
-1.38%
-$3,807.41 
VDE Vanguard Energy ETF
-1.32%
-$9,890.54 
GOSS Gossamer Bio Inc.
-1.3%
-$63.31 
IAU iShares Gold Trust
-1.27%
-$2,971.49 
VGT Vanguard Information Technology ETF
-1.24%
-$12,930.96 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$5,649.44 
AMZN Amazon.com Inc
-1.21%
-$52,577.86 
VAW Vanguard Materials ETF
-1.16%
-$55,431.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$4,326.97 
XLE Energy Select Sector SPDR Fund
-1.12%
-$133,059.29 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$3,194.78 
XLB Materials Select Sector SPDR Fund
-0.9%
-$2,095.76 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$5,060.12 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$52,805.06 
XLRE The Real Estate Select Sector SPDR Fund
-0.71%
-$25,758.21 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.65%
-$101,844.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,840.64 
VBK Vanguard Small-Cap Growth ETF
-0.54%
-$12,794.6 
VNQ Vanguard Real Estate ETF
-0.53%
-$2,538.5 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$26,378.96 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,390.18 
VTV Vanguard Value ETF
-0.47%
-$1,061.06 
IOO iShares Global 100 ETF
-0.44%
-$16,467.84 
VO Vanguard Mid-Cap ETF
-0.44%
-$23,974.2 
XLF Financial Select Sector SPDR Fund
-0.43%
-$84,032.79 
DFUS Dimensional U.S. Equity Market ETF
-0.4%
-$1,905.42 
CSX CSX Corporation
-0.39%
-$945.06 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$1,939.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$12,846.09 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,860.19 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,475.97 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,383.19 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$2,971.92 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$1,831.99 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$676.54 
DFSU Dimensional US Sustainability Core 1 ETF
-0.22%
-$677.67 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.21%
-$474.6 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$1,086.58 
IWM iShares Russell 2000 ETF
-0.19%
-$839.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$9,197.7 
VYMI Vanguard International High Dividend Yield Index Fund
-0.13%
-$1,366.37 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$46,181.62 
VCR Vanguard Consumer Discretionary ETF
-0.08%
-$307.21 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$609.18 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$22,397.62 
PEP PepsiCo, Inc.
-0.01%
-$302.57 Events
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Dividends
Dividend Analysis
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| Trades 1417 | Longs Won 933/1417 65% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,959.43 |
| Average Win $154,666.23 | Best Trade (Aug 18) $15.21M | Sharpe Ratio -9.54 |
| Average Loss -$62,685.76 | Worst Trade (Sep 14) -$1.43M | Z-Score 4.62 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4d | Expectancy $80,426.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,833 | $4.36M | $8.29M | - | $3.93M | 90.31% | +0.47% |
| ADBE Adobe Inc. | 6,801 | $2.59M | $1.79M | - | -$793,446.69 | -30.67% | +4.551% |
| AMGN Amgen Inc. | 14,355 | $3.44M | $5.48M | - | $2.04M | 59.17% | +1.163% |
| AMZN Amazon.com Inc | 16,988 | $3.54M | $4.31M | - | $770,706.22 | 21.78% | -1.205% |
| AVGO Broadcom Inc. | 5,387 | $2.03M | $1.86M | - | -$177,555.52 | -8.73% | -4.752% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 29,917 | $2.74M | $2.74M | - | -$6,624.32 | -0.24% | +0.005% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 639,932 | $59.31M | $56.83M | - | -$2.48M | -4.18% | -0.039% |
| BRK-B Berkshire Hathaway Inc. | 10,696 | $3.35M | $5.51M | - | $2.16M | 64.36% | +0.979% |
| COST Costco Wholesale Corporation | 4,506 | $2.56M | $4.14M | - | $1.58M | 61.73% | +1.64% |
| CRM Salesforce Inc | 18,088 | $3.37M | $4.69M | - | $1.32M | 39.13% | +4.652% |
| CSCO Cisco Systems, Inc. | 9,666 | $449,808.13 | $1.07M | - | $616,448.33 | 137.05% | -1.623% |
| CSX CSX Corporation | 4,974 | $204,182.7 | $242,532.24 | - | $38,349.54 | 18.78% | -0.388% |
| DFSU Dimensional US Sustainability Core 1 ETF | 6,454 | $274,101.38 | $307,758.99 | - | $33,657.61 | 12.28% | -0.22% |
| DFUS Dimensional U.S. Equity Market ETF | 5,774 | $473,121.56 | $479,472.96 | - | $6,351.4 | 1.34% | -0.396% |
| DIS The Walt Disney Company | 5,778 | $524,520.57 | $629,108.64 | - | $104,588.07 | 19.94% | +2.187% |
| DIVI Franklin International Core Dividend Tilt Index ETF | 357,350 | $10.67M | $15.66M | - | $5M | 46.87% | -0.646% |
| EFV iShares MSCI EAFE Value ETF | 3,657 | $215,543.58 | $300,294.55 | - | $84,750.97 | 39.32% | -0.225% |
| ESGV Vanguard ESG U.S. Stock ETF | 5,538 | $655,920.72 | $748,682.22 | - | $92,761.5 | 14.14% | -0.081% |
| FDX FedEx Corporation | 8,446 | $1.47M | $2.64M | - | $1.17M | 79.25% | +0.163% |
| FTNT Fortinet Inc. | 21,102 | $3.24M | $3.59M | - | $347,127.9 | 10.71% | +8.97% |
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FAQ
Which stocks have generated the highest profits for Vickerman Investment Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: PGIM Ultra Short Bond ETF - $5.92M, PIMCO Active Bond Exchange-Traded Fund - $5.75M, State Street Technology Select Sector SPDR ETF - $5.4M, iShares Global Tech ETF - $3.75M, and iShares 0-3 Month Treasury Bond ETF - $3.28M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PayPal Holdings Inc - $2.35M, Nike, Inc. - Class B - $1.44M, Target Corporation - $1.18M, Intel Corporation - $874,801.47, and The Walt Disney Company - $826,351.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vickerman Investment Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $40.7M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $5.86M, PGIM Ultra Short Bond ETF - $5.71M, iShares 0-3 Month Treasury Bond ETF - $3.24M, PIMCO Multisector Bond Active ETF - $2.89M, and Franklin International Core Dividend Tilt Index ETF - $1.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vickerman Investment Advisors Inc.'s monthly returns?
Vickerman Investment Advisors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Vickerman Investment Advisors Inc.'s strategy be considered aggressive or moderate?
Vickerman Investment Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Vickerman Investment Advisors Inc.'s strategy?
Vickerman Investment Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
