Vickerman & Driscoll Financial Advisors Inc 13F Holdings · last filed Q1 2020
Vickerman & Driscoll Financial Advisors Inc reported 67 securities worth $162.92M in its SEC 13F filing for Q1 2020 (period ended 2020-03-31). Top holdings: XLK (7.88%), GSY (7.14%), JPST (6.68%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $12.8M | 7.88% | 159,813 | Added |
| 2 | GSY | INVESCO ACTIVELY MANAGED ETF | $11.6M | 7.14% | 235,985 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE-TRADED F | $10.9M | 6.68% | 219,030 | Trimmed |
| 4 | XLF | SELECT SECTOR SPDR TR | $6.3M | 3.89% | 304,685 | Trimmed |
| 5 | XLV | SELECT SECTOR SPDR TR | $5.8M | 3.54% | 65,193 | Trimmed |
| 6 | SPAB | SPDR SER TR | $5.7M | 3.48% | 187,751 | Trimmed |
| 7 | XLP | SELECT SECTOR SPDR TR | $5.3M | 3.26% | 97,537 | Added |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $5.0M | 3.08% | 91,944 | Added |
| 9 | PSK | SPDR SER TR | $5.0M | 3.05% | 126,722 | Added |
| 10 | XLU | SELECT SECTOR SPDR TR | $4.9M | 3.04% | 89,285 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $4.8M | 2.96% | 169,313 | Added |
| 12 | XLY | SELECT SECTOR SPDR TR | $4.8M | 2.96% | 49,198 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED INTL FD | $4.6M | 2.84% | 138,816 | Added |
| 14 | XLI | SELECT SECTOR SPDR TR | $4.4M | 2.70% | 74,526 | Added |
| 15 | XLC | SELECT SECTOR SPDR TR | $4.3M | 2.64% | 97,255 | Trimmed |
| 16 | BIL | SPDR SER TR | $4.1M | 2.50% | 44,383 | Trimmed |
| 17 | XLRE | SELECT SECTOR SPDR TR | $3.4M | 2.07% | 108,825 | Added |
| 18 | SPYM | SPDR SER TR | $2.9M | 1.76% | 94,602 | Added |
| 19 | MSFT | MICROSOFT CORP | $2.2M | 1.35% | 13,935 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $2.2M | 1.33% | 1,871 | Added |
| 21 | AAPL | APPLE INC | $2.1M | 1.29% | 8,271 | Trimmed |
| 22 | CSCO | CISCO SYS INC | $2.1M | 1.28% | 52,994 | Added |
| 23 | AMGN | AMGEN INC | $2.0M | 1.23% | 9,874 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.23% | 15,346 | Added |
| 25 | VAW | VANGUARD WORLD FDS | $2.0M | 1.23% | 20,863 | Added |
Source: SEC Form 13F filings · as of 2020-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR