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
Automatically Tracked
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:
23.85%
Gain +0.3%
Monthly
0.33%
Yearly
4.05%
Drawdown
12.4%
$493.39M
Equity
Holdings
$493.39M
Investment
$392.01M
$102.41M
Profit +$1.64M
Realized
$1.02M
Unrealized
$101.39M
Dividends
$37.17M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$1.64M
Win %
79%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$3.68M
Win %
79%
This Month
Compared to last month
Gain
-0.78%
Profit
-$3.89M
Win %
79%
This Year
Compared to last year
Gain
4.65%
Profit
$21.62M
Win %
79%
STZ Constellation Brands, Inc.
+3.77%
+$49,642.2 
GEV GE Vernova Inc.
+3.65%
+$9,212.93 
XLB Materials Select Sector SPDR Fund
+1.9%
+$4,687.8 
TMUS T-Mobile US, Inc.
+1.78%
+$42,905.38 
VAW Vanguard Materials ETF
+1.71%
+$84,787.08 
UNP Union Pacific Corporation
+1.58%
+$73,104.25 
XLF Financial Select Sector SPDR Fund
+1.39%
+$249,919.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$7,206.12 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$50,238.01 
NSC Norfolk Southern Corporation
+1.07%
+$2,512.29 
JNJ Johnson & Johnson
+1.05%
+$12,787.5 
V Visa Inc. Class A
+1.05%
+$48,643.93 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$9,694.13 
IJR iShares Core S&P Small-Cap ETF
+1%
+$50,685.84 
VO Vanguard Mid-Cap ETF
+0.97%
+$52,067.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$40,107.39 
VNQ Vanguard Real Estate ETF
+0.95%
+$4,640.73 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$6,664.68 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$526,624.79 
IWM iShares Russell 2000 ETF
+0.9%
+$4,040.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$57,312.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$2,579.18 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$5,405.71 
VDE Vanguard Energy ETF
+0.81%
+$6,755.62 
GE General Electric Company
+0.81%
+$33,061.38 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$22,243.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,162.47 
XLE Energy Select Sector SPDR Fund
+0.77%
+$90,067.56 
SBUX Starbucks Corporation
+0.74%
+$6,893.96 
HD The Home Depot, Inc.
+0.73%
+$5,578.24 
COST Costco Wholesale Corporation
+0.72%
+$34,509.63 
PYPL PayPal Holdings Inc
+0.7%
+$10,318.2 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$35,654.16 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$43,114.23 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$33,051.94 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$57,465.96 
VGT Vanguard Information Technology ETF
+0.6%
+$6,014.4 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$7,646.33 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$2,824.72 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,889.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,254.58 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$4,098.06 
GOOGL Alphabet Inc
+0.56%
+$52,592.26 
HON Honeywell International Inc.
+0.55%
+$21,455.72 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$5,495.04 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,058.84 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,389.66 
IXN iShares Global Tech ETF
+0.47%
+$61,011.6 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$2,476.24 
LNG Cheniere Energy Inc.
+0.46%
+$21,119.97 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$1,355.34 
WMT Walmart Inc.
+0.45%
+$23,250.79 
CSX CSX Corporation
+0.43%
+$1,019.67 
PEP PepsiCo, Inc.
+0.38%
+$10,605.6 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$8,861.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,338.25 
AMGN Amgen Inc.
+0.34%
+$17,510.69 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$11,407.93 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.28%
+$629.42 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$31,896.52 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$632.72 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$1,293.7 
NVDA NVIDIA Corporation
+0.18%
+$8,230.28 
MSFT Microsoft Corp.
+0.13%
+$7,321.08 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$49,053.27 
IOO iShares Global 100 ETF
+0.1%
+$3,507.57 
IAU iShares Gold Trust
+0.09%
+$200.97 
VOX Vanguard Communication Services ETF
+0.06%
+$171.69 
FDX FedEx Corporation
+0.05%
+$2,404.44 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$10,291.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$5,418.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$728.5 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
PMBS
0%
$0 
SNOW
0%
$0 
GOSS Gossamer Bio Inc.
-8.74%
-$539.2 
ADBE Adobe Inc.
-6.71%
-$101,625.42 
LLY Eli Lilly and Company
-2.41%
-$13,362.47 
NKE Nike, Inc. - Class B
-2.32%
-$27,060.58 
AAPL Apple Inc.
-1.52%
-$108,814.5 
MU Micron Technology, Inc.
-1.42%
-$13,163.68 
MRK Merck & Co., Inc.
-1.41%
-$69,158.21 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$8,905.84 
AMZN Amazon.com Inc
-1.23%
-$50,485.76 
NOW ServiceNow, Inc.
-0.84%
-$2,277.67 
CSCO Cisco Systems, Inc.
-0.6%
-$12,996.19 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$52,166.96 
DIS The Walt Disney Company
-0.31%
-$1,869.92 
CRM Salesforce Inc
-0.25%
-$7,393.12 
META Meta Platforms Inc Class A
-0.23%
-$7,259.14 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$19,337.92 
VHT Vanguard Health Care ETF
-0.13%
-$762.55 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$1,865.34 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$22,146.54 Events
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Dividends
Dividend Analysis
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| Trades 1331 | Longs Won 842/1331 63% | Profit Factor 4.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,232.83 |
| Average Win $154,170.45 | Best Trade (Jun 12) $14.6M | Sharpe Ratio -11.36 |
| Average Loss -$56,033.15 | Worst Trade (Dec 31) -$1.11M | Z-Score 2.64 (99.18%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3d | Expectancy $76,943.13 |
| 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 | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
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