Lisa L Lockerman
@Lockerman Financial Group, Inc.
Latest period2024 - Q4ReportedManaged Assets$58.752MTotal holdings103
Assets growth rate-0.54%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Lockerman Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.
Assets under management
The assets under management (AUM) of Lockerman Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 58.752M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Lisa L Lockerman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 8.31% | $4.881M 8,328 shares@ $586.09 avg price | Decreased -2.45% |
BBUSJ P Morgan Exchange Traded F
| 4.07% | $2.391M 22,569 shares@ $105.92 avg price | Decreased -0.09% |
AAPLApple Inc
| 2.69% | $1.58M 6,311 shares@ $250.43 avg price | Decreased -0.86% |
NULGNushares Etf Tr
| 1.77% | $1.04M 12,113 shares@ $85.85 avg price | Decreased -1.61% |
BBAGJ P Morgan Exchange Traded F
| 1.72% | $1.008M 22,318 shares@ $45.19 avg price | Decreased -0.64% |
AMZNAmazon Com Inc
| 1.61% | $941,403 4,291 shares@ $219.4 avg price | Decreased -0.85% |
NULVNushares Etf Tr
| 1.51% | $881,455 22,389 shares@ $39.38 avg price | Decreased -1.1% |
JPMJpmorgan Chase & Co.
| 1.33% | $777,859 3,245 shares@ $239.72 avg price | Decreased -1.51% |
AVGOBroadcom Inc
| 1.31% | $764,609 3,298 shares@ $231.85 avg price | Decreased -7.35% |
XLSRSsga Active Tr
| 1.28% | $749,871 14,032 shares@ $53.45 avg price | Decreased -0.27% |