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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.45%
8.31%
$4.881M
8,328 shares@ $586.09 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.09%
4.07%
$2.391M
22,569 shares@ $105.92 avg price
AAPLApple Inc
Recent Activity
Decreased -0.86%
2.69%
$1.58M
6,311 shares@ $250.43 avg price
NULGNushares Etf Tr
Recent Activity
Decreased -1.61%
1.77%
$1.04M
12,113 shares@ $85.85 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.64%
1.72%
$1.008M
22,318 shares@ $45.19 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.85%
1.61%
$941,403
4,291 shares@ $219.4 avg price
NULVNushares Etf Tr
Recent Activity
Decreased -1.1%
1.51%
$881,455
22,389 shares@ $39.38 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.51%
1.33%
$777,859
3,245 shares@ $239.72 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -7.35%
1.31%
$764,609
3,298 shares@ $231.85 avg price
XLSRSsga Active Tr
Recent Activity
Decreased -0.27%
1.28%
$749,871
14,032 shares@ $53.45 avg price