Lisa L Lockerman

@Lockerman Financial Group, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$58.752M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JQUAJ P Morgan Exchange Traded F Recent Activity New Position	0.57%	$332,836 5,812 shares@ $57.27 avg price	New Position
JNKSpdr Ser Tr Recent Activity New Position	0.55%	$321,734 3,370 shares@ $95.48 avg price	New Position
IUSBIshares Tr Recent Activity New Position	0.54%	$315,797 6,987 shares@ $45.2 avg price	New Position
BBMCJ P Morgan Exchange Traded F Recent Activity New Position	0.51%	$297,088 3,087 shares@ $96.24 avg price	New Position
VONGVanguard Scottsdale Fds Recent Activity New Position	0.5%	$288,559 2,793 shares@ $103.32 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.39%	$229,036 4,232 shares@ $54.13 avg price	New Position
MGVVanguard World Fd Recent Activity New Position	0.38%	$218,343 1,748 shares@ $124.92 avg price	New Position
RWLInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.38%	$217,481 2,221 shares@ $97.93 avg price	New Position
BILSpdr Ser Tr Recent Activity New Position	0.36%	$209,558 2,292 shares@ $91.44 avg price	New Position