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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
GOOGLAlphabet Inc
Recent Activity
Increased 0.7%
1.17%
$681,670
3,601 shares@ $189.31 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 0.15%
1.17%
$681,646
11,650 shares@ $58.52 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.66%
1.1%
$643,236
8,945 shares@ $71.92 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.65%
0.98%
$575,669
1,138 shares@ $505.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 14.31%
0.92%
$538,084
919 shares@ $585.52 avg price
VOOVanguard Index Fds
Recent Activity
Increased 69.65%
0.88%
$511,734
950 shares@ $538.67 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.3%
0.72%
$419,739
3,902 shares@ $107.58 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.96%
0.68%
$397,730
1,372 shares@ $289.9 avg price
NUHYNushares Etf Tr
Recent Activity
Increased 0.99%
0.68%
$397,625
18,818 shares@ $21.14 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 2.63%
0.61%
$357,699
1,684 shares@ $212.42 avg price